lenders
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jan 31, 2022 by Ali Hamed · across every show →
Everything said about lenders, oldest first
Jan 31, 2022 bullish
Hamed: Borrowers are replacing traditional lenders with vertical software providers
“People don't borrow money from lenders anymore. They borrow money from their software providers, and these software providers have, one, they're in the flow of funds of what they do. They have intimate relationship with the customers. They can use that relatio…”
Nov 9, 2023
Martell: Non-performing loan purchases require rapid capital and close in five days
“Buying non-performing loans requires you to have capital and the ability to move quickly. These transactions can close in as quickly as five days, but lenders want certainty of closure, and they want to know that you're going to do what you say you're going to…”
Nov 23, 2023 bearish
Sep 12, 2024 negative
For 15 years, private equity generated outsized returns off of lenders' backs
“Over the last 10 to 15 years, the private equity world was making money off lenders' backs. Lenders were getting relatively low returns by historical and current standards, and that return that we were not getting was going to the private equity firms or their…”