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Software Loans

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Software Loans, every show

CAPITAL ALLOCATORS Assertion Supported
JPMorgan Chase marked down valuations on some software loans
“JP Morgan marked down some software loans as far as their bank lender.”
Kieran Goodwin Mar 30, 2026 ▶ 43:46 Kieran Goodwin – Private Credit Concerns (EP.494)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Every Owl Rock Software Loan Is Meeting or Beating Underwriting Targets
“Every single software loan that we've made is hitting or exceeding its underwriting case, and that's coming through the pandemic.”
Doug Ostrover Jul 26, 2021 ▶ 31:07 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

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