Sculptor Capital Management reposted this
Time and time again, we see trouble in one area create opportunity in another - the “baby with the bathwater” in its simplest form. With defaults surging in office SASB bonds, we are finding opportunities in other SASB sectors, in particular lodging, where our experience as asset based finance and commercial real estate investors results in uncovering some gems that fall through the cracks. https://bit.ly/3LxOgC2