Oaktree Real Estate Opportunities Fund VII, L.P.
OAKTREE REAL ESTATE OPPORTUNITIES FUND VII, L.P.
Opportunity Drivers
BANKS' ACTIVITY WITH NPLS¹
($ in billions)
Amount of NPLs Held for Sale
$250
200
150
100
50
0
Q1 Q2 Q3
2008
As of September 30, 2014
Source: SNL Financial
Q4 Q1
Q2 Q3 Q4
2009
Commercial NPLs
Q1 Q2 Q3
2010
Q4
Q1
Q2
Q3
2011
Q4 Q1 Q2 Q3 Q4
2012
Q1
HELD FOR SALE: $102BN
3Q SALES: $3BN
Q2 Q3 Q4
2013
Confidential
Held for Sale
Sales
While outstanding NPLs are decreasing, potential supply is still significant
Q1 Q2 Q3
2014 YTD
1 All nonaccrual asset figures displayed may include assets guaranteed by the U.S. government. Limited to top-tier consolidated bank holding companies and thrift holding companies, based on data reported in
Federal Reserve Y-9C bank regulatory filings. Does not include savings institutions.
$10
9
8
7
2
1
0
Amount of NPLs Sold
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