Andrew Fentress on Why Private Real Estate Debt Is Booming | In The Harbor #9

Send us Fan MailPrivate real estate debt is one of the most compelling opportunities in today's market — and most investors have never had access to it. Until now.In this episode of In The Harbor, Jason Johns sits down with Andrew Fentress, co-founder and Managing Partner of ACRES Capital, to break down why private credit is replacing traditional bank lending, where the real opportunity is in real estate debt today, and how financial advisors and investors should think about adding it to a portfolio.Andrew started his career at Morgan Stanley overseeing global trading in TMT sectors, helped scale Medley Capital to $5 billion in AUM, and co-founded ACRES in 2012. He has spent his career at the intersection of credit markets, real estate, and institutional capital — and he brings that full perspective to this conversation.What we cover:Why banks are pulling back from lending and what that means for private creditThe U.S. housing shortage — the data behind the opportunityHow migration trends and remote work are reshaping real estate demandWhy major cities always recover and how to think about real estate cyclesHow lenders underwrite risk — sponsors, execution, and business fundamentalsThe difference between corporate lending and asset-backed lendingWhere private real estate debt fits in a diversified portfolioWhy this asset class wasn't accessible to most investors before — and why that's changing⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod