2026 Fall Preview: Ted Sidel, EagleBridge Capital

What advice would you offer clients, colleagues or fellow industry professionals as they plan for the coming months?

With the unpredictability in the Bond Market, our advice is to be patient. Having been in the market for over 30 years we have seen numerous speed bumps. In every case, when the dust settles you will inevitably read a story in the NEREJ a year later about a sponsor who invested in the “undesirable” or “out of favor” asset class at that time. The story is always the same. They acquired a well-located asset that historically performed significantly below replacement cost. Subsequently, they re-positioned the asset for an outsized ROI. Opportunities will arise and reward those who are patient and follow their instincts.