In uncertain times, Special Situations lending emerges as a powerful strategy. By providing tailored lending solutions in moments of stress, distress, or event-driven scenarios, investors can access equity-like returns with debt-style downside protection.
This report examines:
- What qualifies as a Special Situation in lending.
- Why current market conditions — rising rates, reduced credit supply, and slowing growth — make it timely.
- Real-world scenarios such as funding stalled developments or plugging capital stack gaps.
Special Situations are not evergreen, they are cyclical. Right now, conditions are aligning to make this one of the most compelling opportunities for private credit investors.
Access the full paper here to understand the dynamics of Special Situations and why the time is now.