In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Philip Ryan, managing director of Trilogy Funds, on the role mortgage trusts play in portfolios, particularly in a rising rate environment.

Listen as they discuss:

  • The different roles for senior and subordinated debt
  • Managing strategic duration in portfolios
  • Exposure to builders and construction projects
  • Location, location, location when buying property
  • The difference between development loans and retail mum and dad loan

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