All Debt Markets articles – Page 2
-
White papers2026 Europe - Life Sciences, Sector Update
The life sciences industry in the UK has transformed in the last few years. The growth of the sector has been supported by the requirements for medical advancements, improving therapies and technologies, and strong capital investment. With these factors driving the sector forward, real estate requirements have also evolved alongside the growth of occupiers in this space.
-
White papersLending standards hold steady, with early easing at large banks
The Federal Reserve’s newly released Senior Loan Officer Opinion Survey for April reinforces our view that the CRE lending environment is stable and, in fact, selectively easing, even amid a more volatile macro backdrop. While the headline result points to largely unchanged lending standards, the underlying detail tells a more constructive story.
-
White papersReal estate fundamentals remain intact amid geopolitical noise
Geopolitical risk has intensified, but markets are signaling volatility rather than systemic stress, which matters for commercial real estate. So far, the impact has flowed through commodity prices, not a repricing of long-term rates or broader financial conditions, helping preserve valuation support for income-oriented assets.
-
White papersU.S. Real Estate: Dispersion Shaped by Shocks
Macro shocks reinforce the importance of asset-level and micro-location relevance in a market defined by dispersion.
-
White papersAddressing and Demystifying Risk in Senior Construction Lending
Although real estate construction lending is sometimes perceived as one of the riskier segments within the credit markets, we believe well structured and properly monitored senior construction loans tend to exhibit strong risk mitigating features.
-
VideoBalancing debt and equity allocations in institutional real estate investment
One of the most frequently asked questions by real estate investors worldwide is how to allocate capital between debt and equity investments. In this comprehensive presentation, Dave White addresses this critical question…
-
White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
-
PodcastHow will real estate lending navigate today’s geopolitical uncertainty?
Our research team’s latest ISA Quick Take: The Iran war, four weeks on, examines the conflict’s impact from a global real estate perspective.
-
White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
-
Asset Manager NewsAvailable now | Redevco’s research paper on Funding Europe’s Green Transition
Around €100 billion of European office assets sit in EPC D/E categories requiring reinvestment by 2030, Upgrading to EPC B could require approximately €10 billion, or €2.5 billion annually through 2030, Retrofit spending represents an estimated 10–20% of annual office lending volumes
-
White papersDiscipline will determine success in today’s market
Real Asset Insight CEO Questionnaire with Annette Kröger
-
White papersSchroders Capital Global Real Estate Lens Q1 2026: your go-to guide to global property markets
Global real estate is at an inflection point, with sentiment and liquidity improving in recent months, while the nascent capital value recovery has extended across more markets, supported by robust underlying fundamentals.
-
White papersStepping up a gear: Top 10 questions on real estate markets in 2026
2025 was a year of significant uncertainty, fueling recessionary fears and caution in investing. Global economic and geopolitical uncertainty led to market volatility. This year, we begin by reviewing the impact and how the real estate market is being affected.
-
White papersNavigating Structural Uncertainty with Discipline
After a turbulent period, real estate markets have absorbed a significant amount of pain. We believe 2026 will be defined by structural uncertainty and a return to fundamentals. Predicting interest rates remains complex, so underwriting will need to prioritize income quality over speculative cap rate compression.
-
White papers2026 Real Estate Outlook: Navigating the real estate resurgence
After years of rising rates and valuation corrections, private real estate is poised for meaningful recovery. With values stabilizing and six consecutive quarters of positive total returns, strengthening fundamentals are creating compelling long-term opportunities. Discover our six investment themes for 2026 and where we see the most attractive opportunities across risk profiles and geographies.
-
White papersReal estate recapitalisations: navigating dislocation and unlocking value
Our real estate outlook points to immediate opportunities following a significant pricing correction – and this market dislocation is also creating new and potentially compelling access points for assets with balance sheet or funding challenges.
-
White papersSub-IG Infra Debt: Exploring Risk Spectrum for Insurers
Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today’s market.
-
PodcastFrom Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming - fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape.
-
White papersIlliquidity premia in private debt Q3 2025
Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.
-
White papersCRE credit distress: More cycle than crisis
This analysis argues that while stress in CRE credit markets has increased, the deterioration appears more cyclical than systemic — actual distress remains contained, supported by stable underwriting standards and resilience in core debt markets.
