{"podcast":{"title":"InsuranceAUM.com","slug":"insuranceaum-com-113748","podcast_index_feed_id":113748,"rss_url":"https://feed.podbean.com/insuranceaumjournal/feed.xml","website_url":"https://insuranceaum.com/","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7233232/Apple-Channel-Podcast-Cover-Final.png","author":"InsuranceAUM.com","episode_count":100,"summary":"Tune in to the InsuranceAUM.com Podcast, hosted by our Founder and Senior Advisor, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.","last_synced_at":"2026-07-16T04:19:50.138266+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748"},"episode":{"title":"Episode 372: Commercial Real Estate Bridge Loans: Alpha in CRE Credit","slug":"episode-372-commercial-real-estate-bridge-loans-alpha-in-cre-credit","published_at":"2026-06-15T05:03:00+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-372-commercial-real-estate-bridge-loans-alpha-in-cre-credit","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/episode-372-commercial-real-estate-bridge-loans-alpha-in-cre-credit/","audio_url":"https://mcdn.podbean.com/mf/web/dy5z2habyu8653wu/IAP_-_Shelter_Growth_v1bs51m.mp3","summary":"In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Jim Higgins, Head of Commercial Real Estate at Shelter Growth Capital Partners, to discuss the opportunities and risks within commercial real estate bridge lending. Jim explains how bridge loans fit within the broader CRE debt market, why they can offer attractive risk-adjusted returns, and how Shelter Growth approaches underwriting, asset management, and borrower selection. He also shares insights from more than three decades in commercial real estate credit and discusses the firm's focus on middle-market bridge loans backed by multifamily and industrial properties. Stewart and Jim also examine current commercial real estate fundamentals, including valuations, supply and demand dynamics, leverage levels, and capital availability. The conversation explores how CRE private credit compares with corporate private credit, the benefits of asset-backed lending for insurance portfolios, and why bridge loans may offer compelling relative value in today's market. Jim also discusses the advantages of combining residential and commercial lending platforms, the role of securitization and leverage in portfolio construction, and the characteristics he looks for when building successful investment teams.","meta_description":"In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Jim Higgins, Head of Commercial Real Estate at Shelter Growth Capit…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1872,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-372-commercial-real-estate-bridge-loans-alpha-in-cre-credit/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-372-commercial-real-estate-bridge-loans-alpha-in-cre-credit.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}