The Jude Overo Loan Brief

The Jude Overo Loan Brief

πŸ¨πŸ”‘ Why did AJ Capital secure $303M while Barings bet $230M on SoHo?

Plus: Could Dallas-Fort Worth's university assets outperform crypto HQs?

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Jude Overo
Sep 16, 2025
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This week's analysis of 66 deals reveal the new rules of a fractured CRE market. Rule #1: Capital is a weapon. Elite assets are getting bailed out while opportunistic private credit becomes the "new sheriff" for everyone else facing the maturity wall. From the "tax cheat codes" creating a gold rush in rural Texas to the risks building in shadow construc…

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