LTV

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 24, 2023 by Kipp deVeer · across every show →

Everything said about LTV, oldest first

Jul 24, 2023 negative
Insight
Relying on 40% Loan-to-Value Metrics for Credit Safety Is Dangerous
“I think there's too much comfort gained by the, oh, we're only in at 40% LTV. And you're learning that right now in every asset class. Things, even in private markets, can revalue very quickly. So you have to have a lot of conviction around where you are in a …”
Kipp deVeer Jul 24, 2023 ▶ 1:07:02 Kipp deVeer – The World of Private Credit at Ares (EP.329)
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