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In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Rob Brown, Head of Commercial Real Estate Finance at ArrowMark, to explore how the firm is navigating one of the most dynamic CRE credit markets in decades. Since 2019, ArrowMark has built a multi-billion-dollar platform designed to provide flexible capital solutions across the CRE capital stack, from first mortgages to structured equity.
Rob explains how the platform was built during volatile years marked by COVID, surging rates, and market dislocations – and why that backdrop gave ArrowMark an advantage over legacy lenders. With regional banks pulling back and $2 trillion in CRE maturities on the horizon, ArrowMark is stepping into a void to deliver customized solutions to middle-market sponsors, a space representing the bulk of transaction activity but often overlooked by large institutions.
He highlights the firm’s disciplined approach to structuring, with 80–90% of returns tied to contractual cash flows, and its “bridge to better times” strategy that gives sponsors breathing room in today’s high-rate environment.
Looking ahead, Rob views the current cycle as especially favorable for CRE credit investors, given higher yields, distressed recapitalization opportunities, and strong downside protection. For allocators seeking predictable income, downside protection, and exposure to middle-market real estate credit, this conversation provides an inside look at a platform purpose-built for the current cycle.
Listen to full episode here: Spotify
Written By: Dakota Research
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