Shelter Growth Capital Partners - Fri, 08/16/2024 - 13:08

Residential Mortgage Loans: A Compelling Investment Opportunity

Shelter Growth

Key Takeaways

  • US insurance companies have historically been under-allocated to residential mortgage loan (RML) investments
  • Recently, insurance portfolios have become active in Non-QM loans with operational responsibilities managed externally
  • Insurance companies benefit from attractive Federal Home Loan Bank (FHLB) financing of RML collateral
  • Significant increases in annuity sales have been a factor driving insurance investment demand for high-quality RML assets
  • Insurance demand for RMLs will continue, driven by excess returns, strong credit quality, and efficient capital treatment

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Contacts


Shelter Growth Capital Partners

Shelter Growth Capital Partners is a real estate credit focused, SEC-registered investment manager dedicated to building and managing diversified portfolios of commercial and residential real estate-related loans and securities. Shelter Growth’s clients benefit from the firm’s direct lending platform which has acquired over $10 billion life to date of residential and commercial real estate loans. We believe that direct access to strong credit borrowers is essential to fully capitalize on the investment opportunities in commercial and residential real estate credit. We work with insurers to maximize risk-based capital returns in customized SMAs and other vehicles that meet their risk/return needs.

Scott Barringer 
Head of Business Development
sbarringer@sgcp.com 
Office: (203) 355-6109

www.Sheltergrowth.com
750 Washington Boulevard
10th Floor Stamford
CT 06901

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