Intelligent Investment

Float On: Hedging interest rate risk in a volatile debt market

May 16, 2023 36 Minute Listen

TWT Module S4E20

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Pensford Financial’s JP Conklin and CBRE’s Kelli Carhart dive deep into the debt capital markets with thoughts on hedging strategies and other valuable insights.

Float On: Hedging interest rate risk in a volatile debt market

May 16, 2023 36 Minute Listen

Float On: Hedging interest rate risk in a volatile debt market

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Key Takeaways:

  1. Many investors are hedging to minimize interest-rate risk.
  2. Assuming fixed-rate debt on existing loans when acquiring an asset can also limit the effects of higher rates.
  3. Previously, interest rates have fallen faster than anticipated after the hiking cycle turns.

Guests

Photo of JP Conklin

JP Conklin

CEO, Pensford Financial

JP Conklin is the CEO of Pensford Financial, an industry leader in interest rate hedging, and LoanBoss, a dynamic loan software company. Pensford Financial was formed in 2009 to provide independent and strategic recommendations on interest rates. Pensford’s market knowledge and experience ensures clients achieve their interest rate risk management goals. JP is also the reluctant host of the podcast The Rate Guy.

Photo of Kelli Carhart

Kelli Carhart

Director, Executive Managing

Kelli leads CBRE’s multifamily platform nationally that combines investment sales, financing and investment banking services into a single, fully integrated service delivering advisory solutions. As the Executive Managing Director, she focuses on the national multifamily growth strategy alongside a team of five regional leaders.

Host

Photo of Spencer Levy

Spencer Levy

Global Client Strategist & Senior Economic Advisor, CBRE

Spencer Levy is Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate services firm in the world. In this role, he focuses on client engagement and public-facing activities, including thought leadership work performed in conjunction with CBRE Research. He also serves as Co-Chair of the Real Estate Roundtable’s Research Committee.

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