DEER ISLE: Insights, Flows & Investment Trends
Let’s Give Thanks for Everything AI Can’t Do!
This Thanksgiving, it’s worth pausing to appreciate everything AI can’t do.
It can’t replace intuition, judgment, or empathy. It doesn’t understand trust, nuance, or the quiet confidence that comes from experience. It can’t build relationships, earn credibility, or see potential. Most importantly, it can’t feel gratitude — for partners, clients, colleagues, or shared success.
At Deer Isle, we embrace technology as a tool, not a substitute. The foundation of capital markets remains distinctly human: relationships built over time, strengthened by understanding, and guided by purpose.
So this season, while AI continues to advance, let’s give thanks for what defines us — the wisdom, human connection, and integrity that no algorithm can replicate.
From all of us at Deer Isle — Happy Thanksgiving!
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Capital Provider Interest: Demand for Triple Net Lease opportunities across a broad range of sectors — including golf courses, senior housing, and educational facilities. In many cases, these leasing structures are being integrated into larger M&A transactions, offering attractive stability and diversification for capital providers.
Credit: The investment grade and public high yield markets appear unfazed by the recent turbulence in the private credit space. A wave of AI-related and data center debt issuance continues to dominate headlines, with over $70 billion issued across major corporates:
- Meta raised $30 billion across six tranches, with the longest 40-year bond priced at 120 bps over UST, now trading around 130 bps.
- Google issued $25 billion in multiple tranches, extending out to 50 years.
- Oracle followed with an $18 billion multi-tranche deal, with maturities also reaching 40 years.
Notably, these ultra-long-dated tranches underscore investor confidence in large-cap technology credits and continued appetite for duration despite market uncertainty.
Private Equity: Private equity firms remain active in add-on acquisitions, signaling ongoing confidence in platform expansion strategies. Recent successful transactions include investigative case management software, insurance investigative software, and landscaping services — each representing niche, scalable markets with steady cash flow characteristics.
Real Estate: Real estate lending remains fiercely competitive, mirroring broader trends across the credit spectrum. While investor appetite for equity exposure in real estate continues to lag, deals are still clearing due to looser credit terms and lower-than-expected equity requirements. Debt providers appear willing to lean in where underwriting visibility remains strong.
