We Asked Investment Pros Their Best Ideas

Dec 29 2014 | 5:40am ET

DJ Paul
CSO, Propellr
Twitter: @OcelotFilm

What was your best investment idea in 2014?

Propellr's best investment idea has been to keep it simple: straight structured real-estate debt financing transactions with modest leverage and proper loan-to-value ratios for qualified sponsors. These are paying solid returns for our investors, both individual and institutional, looking to structured debt deals in the private placement market to increase yield in their fixed income portfolios.

What are you bullish on for 2015?

We remain bullish on exactly these types of structured real-estate deals and the private placement market generally. We think there is still significant alpha and interest spread to be gleaned from the commercial real-estate market, particularly in this continued low interest rate environment. We like commercial as it has lagged slightly behind the recent housing recovery, so we see continued upside at this point in the cycle.

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