Debt shapes the path your portfolio takes—sometimes clearly, sometimes quietly. When market conditions tighten and timelines compress, a reactive stance leaves you exposed. The right debt strategy doesn’t just react but positions you to move with confidence, no matter what comes next.
This checklist outlines key strategies to help you gain clarity, control, and flexibility in managing your debt portfolio. From understanding your loan landscape to preparing for market uncertainties and building strong lender partnerships, it’s designed to strengthen your financial foundation and keep you ahead of potential risks.
Download the checklist to:
✓ Gain portfolio-level visibility with centralized tracking of loan terms, covenants, and maturities.
✓ Stress-test your financial models regularly to anticipate refinancing risks and interest rate shocks.
✓ Diversify lender relationships and incorporate flexible loan structures that align with your investment horizon.
