Apollo's Zelter Sees Opportunity in Commercial Real Estate Lending

The video discusses market strategies, emphasizing the need for resource allocation in the CRE sector. It advises on lending practices, highlighting the importance of senior basis lending with substantial equity. The speaker also stresses business discipline, growth, and value creation, ensuring alignment with risk-adjusted returns.

What does the speaker suggest is necessary to anticipate in the current market?

• An increase in interest rates

• Significant opportunities in the CRE sector

• A decline in the stock market

• A decrease in consumer spending

What is emphasized as crucial when lending capital today?

• Lending on a senior basis with substantial equity

• Ensuring a high interest rate

• Focusing on short-term gains

• Lending on a junior basis

What has been a key factor in the company's ability to pivot and grow?

• Utilizing human capital effectively

• Expanding into new markets

• Increasing marketing budget

• Reducing workforce

What does the speaker stress about purchase price?

• It is important for value creation

• It should be the sole focus

• It is irrelevant in today's market

• It should be ignored for risk-adjusted returns

What is the company's approach to risk-adjusted returns?

• Ignoring them for higher profits

• Aligning them with company goals

• Focusing solely on short-term returns

• Disregarding them in favor of market trends