One thing I forgot to post here is that there are two potential investment alternatives to hedge against inflation: REITs and private credit funds. Specifically, I am going to focus in the coming days on the large Multi-Family REITs like EQR and AVB to analyze where good entries might be for long-term investing as a hedge against the risks identified in this incredible thread.
In addition, I’m going to look at what publicly-traded funds have a similar makeup to BCRED, which is Black Rock’s private credit fund. Floating-rate corporate secured debt is a great way to increase returns when interest rates go up while limiting downside risks by sticking with secured debt that is (at least in theory) fully secured by the corporate borrowers’ assets.