When I issued my previous article on Blackstone Secured Lending Fund ( BXSL ) titled I Won't Sugarcoat It, Blackstone Secured Lending Is Not A BDC To Buy , there was certainly not a shortage ofRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other poli ...

A couple of years ago, private credit and especially BDCs ( BIZD ) were relatively unknown and not something that got frequently discussed in the media. It was mostly an institutional asset management base that transacted in the private credit field, primarily toRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in L ...

Core Insights - The financial landscape for Business Development Companies (BDCs) began to show signs of instability in mid-2024 due to a combination of declining base rates and spread compression, which altered the overall direction of BDC net performance [1] Group 1: Company Insights - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has played a significant role in institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - His contributions also include developing national State-Owned Enterprise (SOE) financing guidelines and frameworks aimed at channeling private capital into affordable housing [1] Group 2: Industry Insights - The article highlights the importance of thought leadership in supporting the development of pan-Baltic capital markets, indicating a focus on enhancing market structures and investment opportunities [1]

Core Insights - The article highlights the extensive experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - It emphasizes Berzins' contributions to institutionalizing the REIT framework in Latvia, aimed at enhancing the liquidity of pan-Baltic capital markets [1] - The article also notes Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 1 - Roberts Berzins has over a decade of experience in financial management [1] - He has significantly contributed to the institutionalization of the REIT framework in Latvia [1] - Berzins is a CFA Charterholder and holds an ESG investing certificate [1] Group 2 - He has worked on developing national SOE financing guidelines [1] - Berzins is actively involved in initiatives to support the development of pan-Baltic capital markets [1] - His experience includes an internship at the Chicago Board of Trade [1]

Core Insights - The beginning of the year highlights the importance of having a durable income investing strategy in place [1] Group 1: Company Insights - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] Group 2: Industry Insights - The development of the REIT framework and national SOE financing guidelines is aimed at boosting the liquidity and efficiency of capital markets in the Baltic region [2]

Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee, encouraging new memberships and the release of Top Picks for 2026 [1] - High-yield stocks are highlighted as an effective investment strategy for early retirement, as they can significantly enhance passive income streams to cover living expenses post-retirement [1] Company Overview - Samuel Smith, a lead analyst and Vice President with extensive experience in dividend stock research, leads the High Yield Investor group, which includes experts Jussi Askola and Paul R. Drake [1] - The High Yield Investor service provides various investment portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [1] Investment Strategy - The focus of the High Yield Investor team is to find a balance between safety, growth, yield, and value in their investment approach [1] - The service also features an active chat room for investors to engage and share insights [1]

Group 1 - The Business Development Companies (BDCs) sector has started the year strong, outperforming the S&P 500 and Nasdaq-100, which are influenced by the promising AI factor [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, helping corporates shape financial strategies and execute large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

Core Viewpoint - Crescent Capital BDC, Inc. (CCAP) is viewed positively as a deep-value investment opportunity in the business development company sector [1]. Group 1: Company Overview - Crescent Capital BDC, Inc. is identified as a business development company (BDC) that presents a deep-value play for investors [1]. Group 2: Analyst Background - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1]. - Berzins has contributed to the institutionalization of the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1]. - His work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]. - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1].

Group 1 - The Business Development Companies (BDCs) sector has started the year positively, yet it remains undervalued due to ongoing concerns about falling interest rates and credit risks [1] - The current valuation territory for BDCs is described as depressed, indicating potential investment opportunities despite the positive start to the year [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on shaping financial strategies for top-tier corporates and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]

Core Viewpoint - The analyst has maintained a bearish stance on Barings BDC Inc (BBDC) since February 2025, suggesting that there are better investment alternatives within the business development company (BDC) sector given its current discount and earnings potential [1]. Group 1: Analyst Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1]. - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1]. - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]. - Berzins is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1]. - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1].