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Weekly letters from Paul Oberschneider on private credit, property development finance, UK residential and what AI is changing in real estate. Written by someone still doing it.
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30yrsIn real estate
Who Wins When AI Levels the Playing Field in Real Estate Credit?◆AI in Private Credit: The Hidden Cost to Analyst Training◆UK Residential Development: Plenty of Capital, Too Few Viable Schemes◆What Agentic AI Can't Do in Lending: Why Credit Decisions Stay Human◆How AI Will Cut the Cost of Private Credit Lending◆AI in Real Estate Finance: What I Heard in Paris◆The Sandwich Problem: How Agentic AI Changes Deal Execution◆Build-to-Rent in the UK: Two Business Models, One Name◆Marking My Own Book: A Private Credit Lender's Mid-Year Review◆Who Is Funding UK Residential Development Now?◆The 2026 Vintage: Why Today's Development Loans May Be the Best of the Cycle◆Our Lending Playbook: Seven Rules for Property Development Finance◆Case Study: Recovering a Defaulted Development Loan Without a Write-Down◆Private Credit Valuations: Are the Marks Real?◆Who Wins When AI Levels the Playing Field in Real Estate Credit?◆AI in Private Credit: The Hidden Cost to Analyst Training◆UK Residential Development: Plenty of Capital, Too Few Viable Schemes◆What Agentic AI Can't Do in Lending: Why Credit Decisions Stay Human◆How AI Will Cut the Cost of Private Credit Lending◆AI in Real Estate Finance: What I Heard in Paris◆The Sandwich Problem: How Agentic AI Changes Deal Execution◆Build-to-Rent in the UK: Two Business Models, One Name◆Marking My Own Book: A Private Credit Lender's Mid-Year Review◆Who Is Funding UK Residential Development Now?◆The 2026 Vintage: Why Today's Development Loans May Be the Best of the Cycle◆Our Lending Playbook: Seven Rules for Property Development Finance◆Case Study: Recovering a Defaulted Development Loan Without a Write-Down◆Private Credit Valuations: Are the Marks Real?◆
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For founders, investors and operators building in European real estate.