Episode Details
| Title | The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class |
|---|---|
| Date | 3/21/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $RESCREDIT - Pretium sees ongoing opportunities in residential credit, including stressed and distressed assets, mortgage servicing rights (MSRs), and other mortgage-related assets. This strategy is described as resilient and growing, performing well across various market conditions.
- “We continue to see opportunities in what we call residential credit, which is our stressed, distressed, MSRs, all the mortgage universe of assets. It's a pretty resilient all weather strategy that we continue to grow.” - Don (38:21)
- 🟢 $REALESTATE - 🔒
- 🟢 $SFRENTALS - 🔒
- 🟢 $HOMEBLDR - 🔒
- 🟢 $RENOV - 🔒
- 🟢 $NONQM - 🔒
- 🟢 $LABOR - 🔒