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June 12, 2025

Insights

Madigan Capital Newsletter: Responding to Trump

Madigan Capital Newsletter: Responding to Trump

Uncertainty in financial markets has continued into 2025, made worse in April following the Trump Administration’s ‘Liberation Day’ tariffs announcement. The response to this uncertainty has led to volatility across many asset classes. Bucking this trend however is Commercial Real Estate Debt (CRED).

Madigan Capital’s most recent Newsletter looks into the response to the Trump tariffs, and demonstrates how well-underwritten privately placed debt investments with robust downside protections remain an attractive asset class across not just the periods of uncertainty, but over the longer term.

Learn more here: Madigan Capital Newsletter: Responding to Trump

 

ABOUT MADIGAN CAPITAL:
Formed in 2016, Madigan Capital is an Australian real estate debt asset management firm. Madigan is known for its expertise in providing investors with access to high-quality, direct credit exposures secured by underlying real estate assets and associated strategies.

Madigan Capital is majority owned by its senior executives, ensuring critical alignment of interest between its team and its institutional investors and partners. A strategic stake in the firm is owned by European based CC Real GmbH.

The company manages funds on behalf of various sophisticated local and offshore institutional investors and partners, with investments across all real estate and social infrastructure sectors in all stages from asset creation to mature income producing stabilised investments.

Madigan seeks to differentiate itself in the Australian alternative real estate debt market through a strong focus on real estate fundamentals alongside more traditional credit assessment, and benefits from the team’s extensive hands-on experience of managing loan books through various market cycles and via a wide range of strategies and structures, both local and offshore/cross-border.

Well-underwritten privately placed debt investments with robust downside protections are attractive, noting Australia’s relatively favourable tariff treatment in comparison with many other US trading partners and the scope to capitalise on trade creation, trade diversion and capital reallocation opportunities now emerging in the Asia-Pacific region.

Michael Wood, Founder and Executive Chair