InsightLone Star execs break down US resi thesis for latest $1bn credit strategyMike Droege and Jeff Kert outline the firm’s plan to invest in more than $10bn of newly originated, performing US non-agency mortgage loans.ByRandy Plavajka30 March 2026•3 mins readInsightNorth AmericaAlternative lendersCapital formationDebt fundsFundraising