Post by Corval Avenue Limited

As deal activity begins to pick up, we’re seeing a noticeable shift in the real estate private credit market. More opportunities are coming through, but so too are signs of increasing “froth” in the market. In particular, many proposals feature: - Elevated leverage levels - More aggressive underwriting assumptions - Structures reliant on optimistic exit scenarios or unapproved DAs This isn’t unusual in a market where capital is actively seeking deployment. However, it does make selectivity more important than ever. At Corval Avenue Limited, our approach remains unchanged. We are prioritising discipline over speed, focusing on opportunities that are: ✅ Backed by robust collateral ✅ Structured with strong sponsor alignment ✅ Appropriately priced for current market risk ✅ Supported by a genuine margin of safety 🎧 For a deeper discussion on how we assess these conditions and how to separate “froth” from fundamentals, our CEO Nicole Kidd recently joined the Australian Investors Podcast. 👉 Listen via our News & Insights page here https://lnkd.in/gYCeFJ35 #CorvalAvenue #PrivateCredit #Podcasts #InvestmentInsights #PropertyMarket #PropertyAus Rask, Nicole Kidd, Belinda Bible, Matthew Smith, Tristan Murray, Antonio Sahyoun, Simon Davies, Christopher Hall