All Debt Markets articles – Page 3
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Video
A 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 News
Debt’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 papers
The 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 papers
Infrastructure 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 papers
Debt’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 papers
European 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 papers
The ‘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 papers
The 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 papers
The 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 papers
Schroders 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.
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White papers
Debt’s Bull Case ‘Remains Intact’
In this Q&A, Pieter Welman describes how an evolving political backdrop and the urgency of the energy transition are shaping the opportunity in infrastructure debt.
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White papers
The Case for US Real Estate Debt
Private commercial real estate debt (CRE debt) is an income-focused, downside-mitigated strategy that has historically experienced little correlation to real estate equity. Among its virtues are a track record of relatively low volatility strategy and potential for upside in a rising rate environment.
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White papers
Expert Q&A: Real estate debt; a compelling asset class in tough times
In this article originally published by Private Debt Investor magazine, Natalie Howard, Head of Real Estate Debt, Schroders Capital, insists it’s a great time to consider the property lending sector, with the banks pulling back and the competitive environment favourable to lenders.
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White papers
Real estate market dislocation looms but opportunities remain for investors
Market dislocation is looming for the real estate industry as a result of higher debt costs compounded with steeper capital requirements to meet green credentials required by legislation and demanded by investors.
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White papers
Debt: Targeting the opportunities for alternative lenders
Against the current volatile macroeconomic backdrop, the lending community is likely to be more cautious in 2023, meaning the overall supply of debt finance will be constrained in the short term. Where debt is available, it will reflect the uncertain environment, i.e. lower leverage at a higher cost.
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White papers
Monthly Research Report: January 2023
Debt Funding Gap Widens As Lower Collateral Values & Icr Bite
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White papers
2023 Global Real Estate Outlook - 3
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.
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Video
European Commercial Real Estate Debt
There’s an interesting opportunity in European Commercial Real Estate Debt markets today and that is driven by the fact that bank regulation, combined with the rising rate environment, is making it more difficult for banks to provide the same type of liquidity as they have historically.
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White papers
Finding attractive relative value in sub-investment grade infrastructure debt
Many investors seek to mitigate the business and financial risks associated with infrastructure debt by primarily targeting the investment grade segment of the market. Such instruments are deemed to have a low risk of credit default by rating agency methodologies.
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Podcast
From Distressed Debt to Capital Solutions: An Evolving Landscape
As the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn’t what it used to be.