The discussion began with an overview of today’s real estate market, highlighting the housing affordability gap, a sustained demand for rental housing, and the current market dynamics shaping DLP's lending strategy. Don explained how these trends continue to create opportunities to finance the development of attainable workforce housing throughout the Sunbelt, setting the stage for a deeper look at the disciplined approach that guides DLP Capital’s sponsored debt funds.
Attendees then got a behind-the-scenes look at DLP's underwriting and risk management process, from how lending opportunities are sourced and screened to the extensive due diligence each transaction undergoes before capital is deployed. The team highlighted the importance of borrower quality, conservative loan structures, third-party validation, and ongoing oversight throughout the life of every investment.
The group then walked through several active lending opportunities across multiple asset types and markets, illustrating how DLP evaluates each opportunity and structures financing accordingly. The session concluded with the latest performance updates across the DLP Lending Fund and DLP Preferred Credit Fund, followed by a Q&A where attendees had the opportunity to hear directly from the professionals responsible for sourcing, underwriting, and managing these investments.