All Debt Markets articles
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White papersThe Structural and Cyclical Case for U.S. Real Estate Debt
While the ongoing disruption from the pandemic will put downward pressure on market fundamentals until the virus is no longer a threat, opportunities will likely emerge across the risk-return spectrum in advance of a recovery in demand and property income.
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White papers
A sustainable approach to real estate debt
How lenders can play a part in climate change mitigation
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White papers
Public real estate debt: Facing today’s challenges
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. But even as headwinds persist, there are opportunities worth considering within the public debt markets.
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White papers
Senior infrastructure debts fixed income: which poses fewer challenges for investors?
Senior infrastructure debt is shielded from many of the challenges that face traditional fixed income in a zero-rate world. We explain why.
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White papers
COVID-19: The beginning of the end
The world has watched with despair as Covid-19 continues to spread, but 2020 is ending with a burst of hope that 2021 will mark the beginning of the end of a global battle against the pandemic.
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White papers
Is now the right time to invest in U.K. commercial real estate debt?
As real estate markets currently experience significant volatility and heightened uncertainty, investors’ focus on income is now paramount. We discuss the investment attributes of commercial real estate (CRE) debt and why we believe now is the right time for investors to engage in it in the U.K.
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White papers
The Case for European Real Estate Debt
The supportive pricing fundamentals in the European real estate market, and low leverage relative to previous property cycles, suggest the asset class is well-positioned to withstand the impact of the pandemic.
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Asset Manager News
PGIM Real Estate Provides $408M Senior Loan Facility For 11-Property Industrial Acquisition
On behalf of its U.S. core plus debt strategy, PGIM Real Estate has provided a $408 million senior loan facility to an institutional real estate investor for the acquisition of 11 Class A industrial properties across California, Texas, Ohio, Florida, and New Jersey. PGIM Real Estate is the real estate investment and financing business of PGIM, the $1.4 trillion global investment management businesses of Prudential Financial, Inc. (NYSE: PRU).
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White papers
Real Estate Debt: Europe’s Developing Opportunity
Barings Real Estate’s Sam Mellor describes the trends underpinning the structural growth of real estate debt in Europe, and compares and contrasts the asset class with other public and private fixed income alternatives.
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White papers
Overcoming underwriting obstacles in a pandemic and beyond
The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.
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White papers
When equity becomes debt: The untapped potential of amortising-lease real estate
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
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White papers
AEW Research Flash Report - September 2020
COVID-19 related capital value declines combined with more conservative lending will lead to refinancing problems in the coming years, despite moderate pre COVID-19 loan-to-value (LTV) levels compared to the global financial crisis (GFC).
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White papers
2020 versus 2008: What’s changed for European infrastructure debt?
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
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White papers
Real assets can offer an income alternative to low bond yields
When it comes to seeking investment income, market participants typically turn to bonds. But alternative sources of income are becoming increasingly important as more investors discover that debt just doesn’t yield enough to meet their portfolio distrubtion needs now. In working with clients around the world, we’re seeing private real assets play a bigger role in generating robust investment income that’s built to last.
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Asset Manager News
2020-Q1 Brazil Market Commentary
The stars were seemingly aligned for Brazil’s economy entering 2020, but the outbreak of COVID-19 changed that in a matter of weeks. While the full impact has yet to be realized as Brazil’s outbreak began later than other countries and is currently still expanding, it is already clear that Latin America’s largest economy will see a sharp slowdown in growth during 2020 and unprecedent levels of unemployment.
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White papers
2020-Q1 US Market Commentary
COVID-19 and the policies used to quell its spread have forced many economies around the globe into a recession. This weakness inevitably flowed through to housing data, but there are some early indications that the market is in better shape than many feared.
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White papers
COVID-19: Caution is the playbook halfway through the year
More than half-way through what has been an unprecedented and eventful year, now is a good time to take stock of the state of the world economy. It is certainly fair to say that the COVID-19 pandemic is an exogenous shock most forecasters would have struggled to foresee and qualifies as a classic “black swan” event with a very long fat left tail.
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White papers
Talking Points – Infrastructure debt in a COVID-19 world, June 2020
When will infrastructure companies be able to get back to “normal”?
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Asset Manager News
Vauban Teams up with Bouygues Telecom for Fibre Network Investment in Dense and Mid Dense Areas in France
Vauban Infrastructure Partners has invested in a joint venture with Bouygues Telecom to bring fibre-based networks to homes across France in mid-dense areas. Vauban IP, an affiliate of Natixis Investment Managers, has a 51% stake in the joint venture, with Bouygues Telecom holding the other 49%.
