About / History

Our Timeless Commitment

Since 2012, Palisades continues to manage complex and diverse sets of residential loans and real estate for some of the world’s largest investors. Our commitment to transparency, partnership, and high-touch credit management has created a cultural and strategic distinction that continues to serve our clients to this day.

2012

The Palisades Group Launched

Launched Palisades as high-touch residential credit asset management platform

First Sub-Advisory Mandate

Secured first sub-advisory mandate from regional bank client with total lifetime loans acquired and managed exceeding $1.8 billion

2013

Expansion Of Client Base Through Sub-Advisory Mandates

Named sub-advisor to a globally recognized investment manager that allocates across financial markets. Acquired in excess of $1.2 billion of loans during the life of mandate

Largest Known Post-GFC Whole Loan Trade

Traded a $1.56 billion portfolio of legacy re-performing residential loans with a money center bank on behalf of sub-advisory accounts; largest known post-GFC residential loan trade at the time

Palisades Acquired By Regional Bank

Palisades credit management advisory business was acquired by Southern California regional bank

$2.3 Billion In 1st Full Year Of Operation

Acquired and managed $2.3B+ in legacy residential re-performing and non-performing loans under sub-advisory mandates in the first full year of operation

2014

Oaktree Capital Management Mandate

Management agreement to advise certain Oaktree funds with respect to the acquisition and management of legacy non-performing residential loans

Oaktree Transfers A $3.2 Billion Portfolio

Oaktree Capital Management transfers a large portfolio of non-performing residential loans to Palisades' credit management platform

Named Credit Risk Manager By Insurance Co.

Insurance company names Palisades as Credit Risk Manager on a portfolio of legacy re-performing residential mortgage loans

$5.6 Billion Managed Portfolio

Palisades sub-advisory managed loan and real estate portfolio exceeds $5.6 billion

2015

7 Active Sub-Advisory Mandates

Clients include banks/dealers, insurance companies, private equity firms, family office, and hedge fund

$2.4 Billion Of Loans Traded

Palisades traded over $2.4 billion of loans on behalf of client accounts during the calendar year

2016

Successfully Executes Management Buyout

Palisades becomes an independent investment advisory firm after a management buyout from parent

$1.9 Billion Of Loans Traded

Palisades traded over $2.4 billion of loans on behalf of client accounts during the calendar year

2017

Named Sub-Advisor On Newly Formed P/E Fund

Named sub-advisor to private equity client on newly formed $225MM private fund focused on non-performing residential loans

Launched 1st Discretionary Fund

Fund #1 focused on deep value distressed loan opportunities, including loans with collateral defects, title issues, and property condition considerations

2018

FinTech Initiatives Launched

Development begins on proprietary and transformational software solutions, STORI and TRACT

$3.0 Billion Of Loans Traded

Palisades traded over $3.0 billion of loans on behalf of client accounts during the calendar year

2019

Launched 2nd Discretionary Fund

Fund #2 focused on opportunistic residential whole loan strategies, including niche credit, operationally complex, sub-scale, and/or emerging strategies

Acquired Cross Border Lender

Acquired Mexico-based cross-border lender, Global Mortgage Group

Irish Residential Loans

Became sub-advisor on a portfolio of performing and non-performing Irish residential loans

2020

COVID-19 Pandemic

Palisades discretionary funds entered pandemic with zero leverage and conservatively structured portfolios

FinTech Initiatives Take Shape

Financial technology applications, STORI and TRACT, licensed to select partners validating the use case for internally developed risk management products

Named Sub-Advisor On P/E Firm $1.0 Billion Residential Loan Strategy

Became sub-advisor to the private equity client portfolio of $1.0 billion non-qualified mortgage loans

2021

Launched 3rd Discretionary Fund

Fund #3 focused on opportunistic residential credit strategies

Launched Sidewalk Lending

Lender providing short term business purpose loans to experienced property developers and professional builders

Global Mortgage Rebranded

MoXi becomes the operating name of Global Mortgage

MoXi Secures $300MM Flow Commitment

Cross border lender receives 2-year purchase commitment to acquire loan production

2022

Palisades Celebrates 10-year Anniversary

The investment management platform crosses over the 10-years in business threshold

$21 Billion In Loans Managed Since Inception

The residential credit management business surpasses $21 billion in loans managed since inception

2023

CROSSED OVER $10 BILLION OF ACTIVELY MANAGED LOANS

The platform eclipsed the $10 billion threshold and manages a diverse range of private residential credit products

LAUNCHED FORMAL ADVISORY BOARD

Created an Advisory Board that consists of a distinguished group of industry leaders, renowned experts, and influential thinkers

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2012

The Palisades Group Launched

Launched Palisades as high-touch residential credit asset management platform

First Sub-Advisory Mandate

Secured first sub-advisory mandate from regional bank client with total lifetime loans acquired and managed exceeding $1.8 billion

2013

Expansion Of Client Base Through Sub-Advisory Mandates

Named sub-advisor to a globally recognized investment manager that allocates across financial markets. Acquired in excess of $1.2 billion of loans during the life of mandate

Largest Known Post-GFC Whole Loan Trade

Traded a $1.56 billion portfolio of legacy re-performing residential loans with a money center bank on behalf of sub-advisory accounts; largest known post-GFC residential loan trade at the time

Palisades Acquired By Regional Bank

Palisades credit management advisory business was acquired by Southern California regional bank

$2.3 Billion In 1st Full Year Of Operation

Acquired and managed $2.3B+ in legacy residential re-performing and non-performing loans under sub-advisory mandates in the first full year of operation

2014

Oaktree Capital Management Mandate

Management agreement to advise certain Oaktree funds with respect to the acquisition and management of legacy non-performing residential loans

Oaktree Transfers A $3.2 Billion Portfolio

Oaktree Capital Management transfers a large portfolio of non-performing residential loans to Palisades' credit management platform

Named Credit Risk Manager By Insurance Co.

Insurance company names Palisades as Credit Risk Manager on a portfolio of legacy re-performing residential mortgage loans

$5.6 Billion Managed Portfolio

Palisades sub-advisory managed loan and real estate portfolio exceeds $5.6 billion

2015

7 Active Sub-Advisory Mandates

Clients include banks/dealers, insurance companies, private equity firms, family office, and hedge fund

$2.4 Billion Of Loans Traded

Palisades traded over $2.4 billion of loans on behalf of client accounts during the calendar year

2016

Successfully Executes Management Buyout

Palisades becomes an independent investment advisory firm after a management buyout from parent

$1.9 Billion Of Loans Traded

Palisades traded over $2.4 billion of loans on behalf of client accounts during the calendar year

2017

Named Sub-Advisor On Newly Formed P/E Fund

Named sub-advisor to private equity client on newly formed $225MM private fund focused on non-performing residential loans

Launched 1st Discretionary Fund

Fund #1 focused on deep value distressed loan opportunities, including loans with collateral defects, title issues, and property condition considerations

2018

FinTech Initiatives Launched

Development begins on proprietary and transformational software solutions, STORI and TRACT

$3.0 Billion Of Loans Traded

Palisades traded over $3.0 billion of loans on behalf of client accounts during the calendar year

2019

Launched 2nd Discretionary Fund

Fund #2 focused on opportunistic residential whole loan strategies, including niche credit, operationally complex, sub-scale, and/or emerging strategies

Acquired Cross Border Lender

Acquired Mexico-based cross-border lender, Global Mortgage Group

Irish Residential Loans

Became sub-advisor on a portfolio of performing and non-performing Irish residential loans

2020

COVID-19 Pandemic

Palisades discretionary funds entered pandemic with zero leverage and conservatively structured portfolios

FinTech Initiatives Take Shape

Financial technology applications, STORI and TRACT, licensed to select partners validating the use case for internally developed risk management products

Named Sub-Advisor On P/E Firm $1.0 Billion Residential Loan Strategy

Became sub-advisor to the private equity client portfolio of $1.0 billion non-qualified mortgage loans

2021

Launched 3rd Discretionary Fund

Fund #3 focused on opportunistic residential credit strategies

Launched Sidewalk Lending

Lender providing short term business purpose loans to experienced property developers and professional builders

Global Mortgage Rebranded

MoXi becomes the operating name of Global Mortgage

MoXi Secures $300MM Flow Commitment

Cross border lender receives 2-year purchase commitment to acquire loan production

2022

Palisades Celebrates 10-year Anniversary

The investment management platform crosses over the 10-years in business threshold

$21 Billion In Loans Managed Since Inception

The residential credit management business surpasses $21 billion in loans managed since inception

2023

CROSSED OVER $10 BILLION OF ACTIVELY MANAGED LOANS

The platform eclipsed the $10 billion threshold and manages a diverse range of private residential credit products

LAUNCHED FORMAL ADVISORY BOARD

Created an Advisory Board that consists of a distinguished group of industry leaders, renowned experts, and influential thinkers