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Following a multi-year period marked by the pandemic, significant interest rate volatility, changing monetary policy, and ongoing geopolitical uncertainty, investors are increasingly seeking durable income and enhanced risk mitigation. As private lenders continue to play a growing role within the $5+ trillion U.S. commercial real estate mortgage market, real estate private credit has emerged as a compelling alternative income solution.
Join us for a foundational "101" discussion designed to help advisors better understand the growing opportunity set in real estate private credit and its potential role in diversified client portfolios.
Join us as we:
- Define what real estate private credit is, where it sits within commercial real estate and the key investable segments within the market
- Discuss the evolution of the market and potential tailwinds driving opportunity today
- Identify segments we currently believe may offer enhanced risk-adjusted return potential
- Address real estate private credit’s role within an overall portfolio context, especially as a complement to corporate direct lending and real estate private equity
Accepted for 1 CFP / IWI / CFA CE Credit
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Joseph Shanley is a Managing Director on the Investments team at CIM Group. With a focus on the office sector, he is responsible for providing guidance on portfolio strategy and originating loans to deliver tailored credit solutions.
Prior to joining CIM, Mr. Shanley launched Haven Capital, a dedicated private ground lease investment platform formed by Ares Management and Regis Group, PLC, specializing in the origination of bespoke ground lease solutions. Mr. Shanley also spent nine years at SL Green Realty Corp, where he served as Vice President in the Investments group. During his tenure, he was responsible for sourcing and executing direct equity investments and structured finance opportunities across office, retail, and multifamily assets in the New York region. He also led asset dispositions and high-level asset management initiatives while cultivating and maintaining strategic relationships with partners, borrowers, lenders, and the brokerage community.
Mr. Shanley earned a Bachelor of Business Administration degree from Loyola University and a Master of Science degree in Real Estate Development from Columbia University Graduate School of Architecture, Planning & Preservation. He is also a CFA charterholder. |
Samuel Groban is a Senior Product Specialist in the Client Engagement Group. He is responsible for leading business development, marketing, and product strategy of the firm’s credit platform.
Prior to joining CIM, Mr. Groban was a Senior Product Director at Invesco, responsible for business development strategy of the firm’s private credit platform which included direct lending, distressed credit, and credit opportunities capabilities; and before that, he led those efforts for its global debt platform. Mr. Groban joined Invesco through its acquisition of OppenheimerFunds, where he served in senior product roles, leading the product and business development of its senior loan and investment grade credit platforms. Earlier in his career, Mr. Groban served as a portfolio manager at Bear Stearns Asset Management and a junior portfolio manager at Alliance Bernstein.
Mr. Groban earned a Bachelor of Arts degree from the University of Michigan and a Master of Business Administration from the Fordham University Gabelli School of Business. He is a Chartered Financial Analyst®
(CFA) charterholder. |
