Relative Return: Lifting the mystery around mortgage trusts
In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Philip Ryan, managing director of Trilogy Funds, on the role mortgage trusts play in portfolios, particularly in a rising rate environment.
Listen as they discuss:
- The different roles for senior and subordinated debt
- Managing strategic duration in portfolios
- Exposure to builders and construction projects
- Location, location, location when buying property
- The difference between development loans and retail mum and dad loans
AUTHOR
Laura Dew
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