Where to next? CMBS vs debt fund

Monkeys - I have been working in balance sheet lending for the past 2 years, where I have underwritten, managed, and worked out deals. However, I do not think balance sheet lending is for me since it’s slow & bureaucratic, and I am beginning looking to move on. I have spoken internally with our CMBS group, and they said they will be hiring soon for someone at my level and was told to stay in touch. Additionally, I have been networking with debt funds.

I am interested in CMBS because I will be exposed to all sorts of properties, and it also has a capital markets aspect. I am also intrigued by the high-risk deals that debt funds undertake given they are typically hairier. 

What route would you suggest for someone still in the early stages of their career?

I do not have any long-term goals in CRE, but I like the debt side because you get to touch every asset. I also like volume.

Any guidance or opinions would be great. 

8 Comments
 

Based on the most helpful WSO content, here are some insights and guidance for your situation:

CMBS (Commercial Mortgage-Backed Securities) Group:

  • Exposure to Various Properties: Working in CMBS will allow you to deal with a wide range of property types, which can be beneficial for broadening your experience and knowledge in the real estate sector.
  • Capital Markets Aspect: If you have an interest in capital markets, CMBS can provide valuable exposure and experience in this area.
  • Structured Environment: CMBS might offer a more structured and stable environment compared to debt funds, which can be advantageous if you prefer a more predictable workflow.

Debt Funds:

  • High-Risk Deals: Debt funds often deal with higher-risk, more complex transactions. This can be exciting and challenging, providing a steep learning curve and potentially higher rewards.
  • Diverse Asset Exposure: Similar to CMBS, debt funds will also give you exposure to various asset types, but with a focus on more intricate and potentially distressed assets.
  • Dynamic Environment: Debt funds can be less bureaucratic and more dynamic, which might suit your preference for a faster-paced work environment.

Considerations for Early Career:

  • Skill Development: Both paths will help you develop valuable skills, but the choice depends on whether you prefer a structured environment (CMBS) or a more dynamic, high-risk setting (debt funds).
  • Networking: Continue networking with both groups. This will not only provide more opportunities but also give you a better understanding of what each path entails.
  • Long-Term Flexibility: Since you do not have long-term goals in CRE, consider which path offers more transferable skills and experiences that can be valuable in other sectors or roles.

Recommendations:

  • Stay in Touch with CMBS Group: Given that they are hiring soon, maintaining this connection could lead to a promising opportunity.
  • Continue Networking with Debt Funds: Keep exploring opportunities with debt funds to understand if their dynamic and high-risk environment aligns with your career aspirations.

Ultimately, the decision should align with your personal preferences for work environment, risk tolerance, and career development goals. Both paths offer unique advantages and can significantly contribute to your growth in the real estate finance sector.

Sources: Way too early for a promotion? - Advice, To Those Who's Had A Successful Career In CRE, What Advice Do You Have For Younger Generations?, Best place to start your career? IB or Tech?, Q&A: Principal at Early-Stage VC Fund, Career Paths/Exit Opportunities

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

There are many shops such as 3650, Argentic and Benefit Street Partners who do both. But if you had to choose, I'd say a well capitalized Debt Fund would be better. While CMBS can teach you a lot about deal structuring, I think there is more flexibility and creative in the debt fund space. CMBS is very volatile and it's tough to make a stable career out of it. 

 
Most Helpful

I would pick a well capitalized debt fund over CMBS if you want the flashy, higher velocity deals. 

Conduit is made to be boring. They sell the bonds based on the stable cash flow which means those deals won't be too far from the core balance sheet deals you are working on now. 

Plus cmbs tend to hire and fire quickly because it is 100% fee generation. There is no interest to pay your salary. If you arent doing new deals and producing fees, then you don't get to stay very long. 

A well capitalized debt fund will give you the variety you are looking for in terms of asset classes and in business plans. Plus they work on management fees, which gives you a little bit more cushion in case things get slow. 

 

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