このエピソードについて
Could a $5.4 billion maturity wall be creating an opportunity in cannabis private credit?
In this episode of The Fast Five, Brendan Fay, Founder and CIO of Coda Capital, explains why the company sees opportunities in the underserved cannabis credit market, focusing on limited-license states and established operators at two times leverage or less.
In conversation with Heather Zumarraga, Brendan explores the potential impact of cannabis rescheduling, Coda Capital’s differentiated approach to underwriting, and why cannabis credit could offer high, uncorrelated returns within a broader private credit portfolio.
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