Content (29)
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VideoCRE Loans Are Maturing—What Happens Next?
With commercial property loans maturing amid low property values, the landscape for CRE private credit is shifting fast. As traditional lenders pull back, private credit is stepping in—but at what cost and opportunity?
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VideoTurning Uncertainty into Opportunity in today’s Real Estate Market
Listen to AEW’s CIO Mike Byrne on turning uncertainty into opportunity in today’s real estate market.
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VideoThe Role of CRE Private Credit in Today’s Market
With traditional lenders tightening and commercial real estate loans maturing, private credit is playing a growing role in the debt market. It offers an alternative source of capital, often with higher yields and structured protections.
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VideoPrivate Credit on the Rise
As private credit expands into asset-based lending, the big question is: Which market segments will banks fight to keep, and where will they step back? AEW’s latest whitepaper, Searching for Gold, explores the shifting landscape of debt opportunities.
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VideoWhich property types benefit most from falling interest rates?
In our latest video, we break down how different commercial real estate sectors respond to declining interest rates—and why it’s not as simple as it seems.
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White papersEssential Housing Research Perspective - Q2 2025
The 90+ days stretching from April 2nd Liberation Day through the July 4th signing of the One Big Beautiful Bill (OBBB) represents one of the most consequential periods of federal government policy change in many years. When taken together, these policy changes are, at best, mixed and in some ways negative for both future essential housing development and the financial wellbeing of essential housing renters.
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White papersSeniors Housing Research Perspective
The seniors housing sector showed continued strength through the second quarter, with healthy gains in both revenue and net operating income (NOI). Net absorption reached near-record highs, driven by move-ins outpacing move-outs, 11% above last year’s second-quarter pace and more than any quarter before the pandemic according to the National Investment Center for Seniors Housing & Care (NIC).
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White papersU.S. Economic & Property Market Perspective - Q2 2025
Bookended by “Liberation Day” on April 2nd and the President signing into law the “One Big Beautiful Bill” on July 4th, the past 90+ day period is arguably the most consequential period of federal government policy change in the U.S. since the onset of the Global Financial Crisis (GFC) in the latter part of 2008 and early 2009.
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White papersSearching for Gold: Strategies for Navigating Debt Opportunities in Uncertain Times
Modern private credit emerged in the wake of the Global Financial Crisis (GFC) and the resulting capital constraints, regulatory and otherwise, of traditional bank financing.
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VideoMike Check: Where are returns coming from in this market?
AEW’s Mike Acton had a brief conversation with Sara Cassidy, Head of Portfolio Management in NA on where investment returns could come from in this cycle and what factors will play a key role in building income.
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White papersThe Role of Cold Storage in the Supply Chain
Food, one of life’s basic necessities, relies on cold storage for its safe, efficient and effective distribution to U.S. and global populations.
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White papersQ1 2024 - U.S. Economic and Property Market Outlook
U.S. economic growth slowed sharply over the first three months of 2024, decelerating from more than 4% annualized growth recorded during the second half of 2023 to only 1.6% for the first quarter.
