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3 Terms Investors Will Unfortunately Be Forced To Learn

By Seeking Alpha April 30, 2026 Bearish
3 Terms Investors Will Unfortunately Be Forced To Learn
Demographic shifts and low affordability are driving a surge in vacant single-family homes and "accidental landlords," especially in former hot markets. PIK loans and "extend & pretend" practices are masking true default rates in private credit, with over a third of software borrower agreements now allowing PIK.
Demographic shifts and low affordability are driving a surge in vacant single-family homes and "accidental landlords," especially in former hot markets. PIK loans and "extend & pretend" practices are masking true default rates in private credit, with over a third of software borrower agreements now allowing PIK.