All Debt Markets articles – Page 2
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White papersHow sustainability fits into commercial real estate debt
With over 70% of surveyed institutional investors now considering or planning to consider climate risk and the environmental and societal impact of their investment decisions, it is becoming increasingly obvious that investment products should offer sustainable qualities in order to meet this growing demand. As a result of this trend, this paper looks at how commercial real estate (CRE) debt could be a popular choice.
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White papersRelative value in real assets: Q2 2023
Our real assets research team drill into proprietary data to compare risk and return across sectors, drawing out those showing most relative value.
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White papersEurozone commercial real estate reset creates opportunities for debt investors
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields when acquiring commercial property. Banks have increased their scrutiny and caution, reducing loan-to-value funding ratios. While there is still demand from borrowers, especially for refinancing maturing debt, the amount of debt offered by banks per square metre is lower. We believe this environment presents an attractive opportunity for investors.
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White papersDeals delayed and crowded trades…. but can investors still find value in infrastructure debt
Private infrastructure debt still offers a broad spectrum of opportunities, but investors face complex challenges. In this Q&A, our infrastructure debt team contemplate the current state of the market and where it goes from here.
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PodcastInfrastructure Debt: The Growing Attraction
Orhan Sarayli, Head of North America on Barings’ Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.
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White papersThe Evolving Opportunity in Infrastructure Debt
In addition to infrastructure debt’s defensive nature, diversification benefits and potential to offer compelling risk-adjusted returns, infrastructure’s “essentiality” underscores its appeal throughout the economic cycle.
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VideoWith interest rates at or near their peak, and values having fallen, buyers are emerging to take advantage of the repricing
Cyrus Korat, Partner at DRC Savills IM, explains below how this is leading to opportunities in the debt market.
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White papersWaiting games and funding gaps: A mixed picture for real estate debt
The higher rates regime is testing borrowers everywhere. Gregor Bamert considers the implications for real estate debt.
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White papersReal Estate Outlook June 2023 - Real Estate Reckoning
Our long-term outlook embraces a flexible, long-term approach to seize opportunities in debt and equity investments across the real estate landscape.
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White papersESG in real estate debt: Funding the transition to net zero?
Recent turmoil in the banking sector has further highlighted the role real estate lenders can play by stepping in to provide capital for borrowers as banks retreat, while potentially delivering a stable, long-term source of income. With many lenders now gravitating towards high quality assets with strong ESG credentials, we consider what role real estate debt can play in funding the transition to net zero.
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VideoA global approach to real estate private debt
DRC Savills Investment Management, Savills IM’s debt platform, is on a journey to becoming a global provider of real estate credit investments. Our goal is to ensure real estate credit forms a permanent part of investors’ portfolios, whether they are based in Asia, Europe or the US. Managing partner Dale Lattanzio explains our global real estate debt proposition.
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Asset Manager NewsDebt’s Defence Against Volatility
The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s CEO Philippe Benaroya
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White papersThe dual funding gap: Debt cost and decarbonisation could see accelerated property sales
Real estate investors find themselves in a very different environment today than they have been in the last two decades.
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White papersInfrastructure debt: An essential ingredient
With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation can support their investment strategy.
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White papersDebt’s defence against volatility
The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s CEO Philippe Benaroya
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White papersEuropean market volatility provides real estate debt opportunity
Market conditions remain volatile amid higher interest rates, inflation and the threat of looming recession. In such an environment, investors are struggling to meet return requirements. However, asset classes such as commercial real estate (CRE) debt could offer the potential for value across short, medium and long-term timeframes, while adding effective portfolio diversification.
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White papersThe ‘blue economy’: ensuring the sustainable management of our marine and freshwater environment
Environmental, social and governance (ESG) expert My-Linh Ngo, BlueBay Head of ESG Investment & Portfolio Manager, RBC BlueBay Asset Management discusses the importance of the blue economy in building a sustainable future through public debt markets.
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White papersThe Evolving Opportunity in Real Estate Debt
While the current landscape may be challenging to navigate, it is also shaping a compelling opportunity in real estate debt—from core to opportunistic lending.
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White papersThe commercial real estate debt market: Separating fact from fiction
Recent stress in the banking sector is not a systemic commercial real estate (CRE) debt problem, and the risk of loss to lenders likely will be smaller than many believe.
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White papersSchroders Global Real Estate Lens March 2023: muted rental prospects meet limited supply
Our monthly Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
