All Debt Markets articles – Page 4
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White papersPrivate assets: returns, diversification, and sustainability
Change is a powerful force in the world of investment. The long-term changes we face now can best be represented by the powerful themes underlying the Age of Transformation: climate change, demographics, and innovation. However, we are also in the midst of shorter-term changes that can have huge repercussions on our investment choices: inflation, an energy shock, tighter monetary policy, to name a few.
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White papersInflation: considerations for real assets
Inflation concerns have been front and centre in conversation for global investors and consumers alike in recent months. Since the beginning of the pandemic, supply-side constraints in the face of strong demand have created disequilibrium, driving inflation higher, and now the conflict in Eastern Europe will likely exacerbate that risk by boosting commodity prices further.
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White papersIs now the right time to invest in commercial real estate (CRE) debt in the U.K.?
Based in London, Christian oversees the origination, portfolio management and business development activities for Nuveen Real Estate’s debt platform in Europe. Here, Christian gives his view on why now is the right time for investors to engage in commercial real estate (CRE) debt in the United Kingdom.
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White papersBuilding resilience with real estate debt
Direct lenders make loans secured by the underlying real estate assets to experienced real estate sponsors. Lenders have the ability to offer more flexible terms not available in the commercial mortgage-backed securities market.
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White papersIntegrating ESG analysis into infrastructure debt investments
There is clear evidence that society needs to invest in a lower carbon future and ensure future growth is attained more sustainably. Concurrently, the effects of the pandemic on many companies and government balance sheets have been severe.
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White papers*Commercial real estate debt – A long-term hedge against inflation and more*
There are few go-to investments in public markets today. Bond markets are confronted with a secular rise in inflation and the MSCI World index is trading on a lofty forward price/earnings ratio above 20. Little wonder that more and more institutional investors are looking to private markets for better value.
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White papersIs Russia’s Invasion Inflationary or Deflationary?
Global tragedies, the COVID-19 pandemic, and the Ukraine invasion delivered similar economic shocks, roiling the balances of supply and demand. But the lockdowns came with floods of cheap money and generous subsidies, while this war coincides with central banks tightening and governments thinking harder about deficits.
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White papersUnlocking the mid-market premium
In the following interview, Alessandro Merlo discusses the top factors which make infrastructure debt an attractive investment opportunity today, the most interesting deployment opportunities within the mid-market, amongst other key themes shaping the infrastructure debt market.
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White papersSenior Floating Rate Loans: A Low-Cost Hedge Against Inflation
Headline CPI inflation in the U.S. came in at 7.5% year-over-year in January 2022, its highest level since the mid-1980s. Before the Russia-Ukraine conflict escalated, market participants held the view that the Federal Reserve was well behind the curve on rate hikes as the yield on the 10-year U.S. Treasury reached a near-term peak of 2.05% on February 15.
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White papersKeeping up With Demand
In this piece from Infrastructure Investor, Pieter Welman talks about institutional investors’ growing interest in infrastructure debt and touches on how the market has evolved over the past decade.
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PodcastCommercial Real Estate for Insurance Investors
Insurance investors are increasingly turning to real estate debt and equity investments to generate income and to combat the impact of inflation.
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White papersInfrastructure in the post-pandemic world - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
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White papersEuropean Real Estate Debt: Where Next? - Significant Opportunity for Nonbank Lenders to Grow Market Share
The European commercial real estate (CRE) debt market presents a significant opportunity for nonbank lenders to enter and grow market share.
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White papersLooking ahead - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
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White papersReal Estate Debt Building Blocks to Opportunity
The impact of the COVID-19 pandemic has been a shock to global GDP growth and has been followed by an uneven recovery across markets and sectors. In addition, packages of monetary stimulus injected to support economies have pushed government bond yield curves lower, particularly at the short end. The resulting interest rate environment is moving asset allocators to look at real assets as a potential source of yield.
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Research ReportAEW Monthly Research Report - September 2021
Debt used to fund new real estate acquisitions was €129bn for 2020. This is down by 15% from 2019 due to the Covid-19 lockdowns. Across the entire European market, the average annual acquisition LTV remained at under 50%,
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VideoWhat can investors expect from corporate real estate debt portfolios?
With coronavirus having loomed over global markets and economies for nearly a year, Christoph Wagner, Senior Director of Debt Strategies, joins Asset TV to discuss how the commercial real estate (CRE) debt market has developed, if now is a good time to invest in CRE debt, the risk return that is on offer in the current markets and where Nuveen Real Estate see the main opportunities for 2021.
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White papersInfrastructure debt – Opportunities in the post-COVID recovery
As the global economy recovers from the COVID pandemic, companies and governments are re-thinking how economies operate and focusing on rebuilding in a more sustainable way. Recovery efforts are being supported by ambitious government spending plans that focus strongly on infrastructure.
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Research ReportManaging risk amid uncertainty with commercial real estate debt
The healthy appetite for commercial real estate (CRE) debt from investors around the world continues. Not a single investor wanted to reduce their exposure to debt, according to the 2020 INREV/ANREV/PREA survey covering CRE debt vehicles.
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White papersThe complexity premium in real estate debt
The withdrawal of banks from property debt markets has sharpened the appeal for investors, who can benefit from both an illiquidity premium and the less widely understood “complexity premium”.
