PERE Credit Staff
In today's edition, Expo Real attendees see private real estate credit as an attractive asset class amid geopolitical volatility and inflation pressures; Oaktree closes its first asset-backed finance fund with $2 billion in commitments; Quantum Development Finance secures a £500 million lending facility from Goldman Sachs for SME homebuilding; and more in today’s Term Sheet, exclusively for our valued subscribers.
The Lending Barometer found non-bank lenders originated $26bn in 2025, with about $21bn year-to-date.
By sector, multifamily-focused real estate credit funds remained dominant.
In today's edition, Brookfield has landed a $1.4 billion CMBS refinancing for its US student housing portfolio; Australia's Metrics Credit Partners halts redemptions in its open-end debt fund; the UK data center market sees one of its largest financings to date, with Standard Chartered providing a £2.5 billion package to VIRTUS; and more in today’s Term Sheet, exclusively for our valued subscribers.
Inside: Beyond silos – why real estate credit can benefit as investors look for value across asset-backed financing; How private credit managers are tapping Asia-Pacific’s potential; Europe’s credit managers urged to stay disciplined amid fierce competition; And much more…
Inside: Three key trends redefining private real estate credit; How semi-liquid funds could tap retail capital; The need for constantly evolving strategies in an ever-changing world; Data center-lending’s rapid rise; Expert insight from industry leaders; And much more…
As banks retreat from parts of the market, private lenders are filling the gap with flexible capital and through greater interaction with public markets, argue PIMCO’s Roman Kogan and Seray Incoglu.
Rate uncertainty is driving pricing dislocation and opportunity, says Manulife Investment Management’s Jessica Lee, as more institutional investors view real estate credit as a natural complement to other investments in their portfolios.
Higher rates, refinancing pressures and structural market shifts mark the current dynamic in private real estate credit, according to Goldman Sachs’ Andrew White and Steve Pack.
Real estate credit is in fashion, but today’s uncertain macro environment demands conservatism and patience, says Derby Lane founder Adam Piekarski.