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To: LouAvul

Would need more info, but it sounds like you are being sold a fund which basically loans money to people/companies.

Is it a junk bond fund?

Why do companies go for private debt, when the best interest rates are had at large commercial banks? Often its because banks won’t lend to them.


3 posted on 08/17/2022 8:40:54 AM PDT by PGR88
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To: PGR88; LouAvul

What PCG88 said plus different strategies are used for someone in their 30s vs 40s vs 50s vs 60s etc.

A younger person can absorb more risk. A person in their 30s should be more aggressive into stock mutual funds. I stayed almost fully invested in stock index mutual funds until close to retirement. Of course one has to be tolerant of the ups and downs and losing half your 401K in crashes etc. Some people can’t do it. But that’s how you accumulate wealth.

I have no problem putting a portion of my money into municipal bonds myself. Tax avoidance.

Nothing against corporate bonds either but one would have to see which ones are being suggested and the rating — A vs B etc.


4 posted on 08/17/2022 8:53:27 AM PDT by plain talk
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To: PGR88

I sold private debt securities about 15 years ago. Lots of companies offer private debt instruments of all kinds. Only consider doing business if the securities are registered with the SEC. Not that that is any kind of guarantee. Its a sketchy business. Why would companies offer better than market rate return on their debt? because their risk is higher. Period. as a company, if I could go to lenders and get 10 million dollars of funding at market rates, why would I go to the private market and pay more? It’s because they can’t get a lender to give them the money because they don’t fit the lenders risk profile. I’d pass on it and keep looking. What are their loans that they make to people backed with? what is the collateral? doesn’t really matter, i wouldn’t do it.


6 posted on 08/17/2022 8:58:37 AM PDT by calljack (Sometimes your worst nightmare is just a start.)
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To: PGR88

Why do companies go for private debt, when the best interest rates are had at large commercial banks? Often its because banks won’t lend to them.

*************

Business Development Companies typically lend money to lower or middle tier companies needing capital for a variety of reasons, and that is one of them. Credit markets are complicated and generally not suitable for the typical investor IMHO. A massive commitment to due diligence is required.


8 posted on 08/17/2022 9:03:27 AM PDT by Starboard
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