All Debt Markets articles – Page 2
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White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios.1 In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
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White papersMind the (economic) gap: Infrastructure Debt 2024 Report
Nuveen’s Don Dimitrievich was recently featured in Infrastructure Investor’s 2024 Infrastructure Debt Report and shared his insights on how the Energy Infrastructure Credit team is providing flexible capital solutions and finding opportunities in the gaps in today’s high cost of capital environment.
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White papersInfrastructure Investor: Flight to quality over quantity
“Diversification is key as global and macroeconomic trends continue to boost returns across the infrastructure debt market.”
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WebinarGlobal Debt Funding Gap Webcast: “Everything is Relative”
Our recent webcast “Everything is Relative” brings together AEW’s research heads from around the world to explore the global debt funding gap. The team look to explore the scale of the debt funding gap globally, and how this compares across regions. They also examine when the refinancing problems could ease.
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White papersThe inherent stability of European real estate lending
In today’s current investment landscape, I have witnessed first hand how real estate lending has emerged as a stabilising force, offering investors a safe haven from the volatility of public markets. At Arrow Lending Opportunities, we’ve honed our focus on this private debt investment strategy, particularly within the European real estate credit sector, and I’m keen to share insights into its increasing appeal.
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White papersCommercial Real Estate: The Lure of Late-Cycle Lending
Investors who paint commercial real estate with a broad brush may be missing out, particularly at this point in the cycle.
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White papersPutting recent commercial real estate debt headlines into perspective
New York Community Bank (NYCB) posted a surprise fourth-quarter loss as it built reserves for commercial real estate (CRE) debt losses, and it cut its dividend by more than 70%, resulting in the greatest-ever-day-over-day decline for the stock (–38%).
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White papersInfrastructure debt: an essential asset class for an urgent challenge
Climate change is the defining issue of our time, and we are at a critical moment. Rising temperatures are already having a tangible impact on the global economy, on ecosystems and on society as a whole. The International Energy Agency estimates that investment in clean energy alone must reach USD 4 trillion annually by 20301 if we are to achieve net zero by 2050 and prevent catastrophic changes to health, livelihoods, water supply, food security, human security and economies.
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PodcastReal Estate Debt: Why Now?
While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024—benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.
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White papersThe case for infrastructure debt
In today’s quickly evolving global economy, many institutional investors have turned to infrastructure debt for potential benefits ranging from an illiquidity premium over public markets to asset-liability matching characteristics.
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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.
