What To Expect from Real Asset Debt

One of the attractions of Real Estate and Infrastructure Debt is the illiquidity premium that can be earned. But how does that basis point boost perform in a down turn?

Whilst private debt has gained popularity with institutional investors as an alternative to bonds in a rising rate environment, many are new to the asset class. With traditional bond markets struggling year to date, investors are now researching the ability of illiquid assets to outperform in a recession. And critically, which specific market segments will maximise the premium differential as and when public markets rebound.