Insight

Lenders are trimming debt duration as higher rates persist

JLL-advised dealflow data indicates lenders and sponsors are not waiting for rates to move as they act on immediate borrowing needs.

4 min read · 07 August 2026

Term Sheet: Affinius continues its European push; valuation in the spotlight in UK court; Ares’ fundraising momentum

In today’s edition Affinius Capital expands its European financing activity with a major preferred equity transaction; a trial relating to the valuation of a Brussels office tower is underway in London, with PERE in attendance; Ares Management reports strong credit fundraising activity in Q2; and more in today’s Term Sheet, exclusively for our valued subscribers.

5 min read · 13 August 2026

Real estate private credit should be a standalone asset class, Driftwood report argues

The Florida-based hotel specialist identifies an opportunity set within the hospitality sector in particular.

3 min read · 11 August 2026

Ares sees strong fundraising momentum with $2.8bn in debt commitments

The New York-based manager also is raising a targeted $1.5bn US and European real estate debt fund.

2 min read · 06 August 2026

Smith Hill brings on Stein to expand debt platform

The Procaccianti Companies affiliate adds a two-decade veteran of Torchlight Investors, Brookfield and Credit Suisse to its lending team.

1 min read · 06 August 2026

Term Sheet: Blue Owl’s credit gains; Blackstone’s mortgage trust hurdles; IOS’s inner circle moves

In today’s edition, Blue Owl Capital is expanding its presence in the real estate credit markets with nearly $1 billion raised across data center and sector-wide strategies; Blackstone is narrowing the scope of its mortgage trust’s loan portfolio amid broader market noise; Industrial outdoor storage joins institutional capital’s inner circle on the heels of private credit lender activity; and more in today’s Term Sheet, exclusively for our valued subscribers.

5 min read · 06 August 2026

Office lending has a fresh lease on life in San Francisco

The city was hit hard by the covid-19 pandemic but is rebounding as occupancy and origination conviction is restored.

3 min read · 06 August 2026

Loans in focus: AB’s Brooklyn mixed-use refi; PGIM’s industrial recap; Blackstone’s multifamily bundle

In today’s edition, AllianceBernstein is extending its year-to-date lending run with a $137.5 million refinancing deal in Brooklyn’s Bedford-Stuyvesant submarket; PGIM is adding to its industrial debt portfolio with a $213 million cross-collateralized package spanning major US markets; Blackstone is preparing a swath of multifamily assets for a commercial mortgage-backed securities loan; and more in our round-up of global loan deals from the past week.

4 min read · 05 August 2026

Industrial outdoor storage moves toward the institutional inner circle

Private real estate credit managers seeking to diversify their investments in alternative sectors are primed for more in the industrial sub-category.

9 min read · 03 August 2026

Term Sheet: Barings and NCIA’s $2.1bn link-up; KKR’s potential KREF options; Slate’s $1bn SMA

Barings has landed a $2.1 billion capital commitment from the North Carolina Investment Authority to help bolster its real estate debt strategies; KKR is exploring potential alternatives for its public mortgage REIT after seeing losses during Q2 2026; Slate Property Group is gearing up for more senior lending output with a $1 billion separate account lined up; and more in today’s Term Sheet, exclusively for our valued subscribers.

6 min read · 30 July 2026

What’s eating private real estate lenders? It’s not just rates

Recent and pending regulatory changes are forcing real estate private credit managers to think differently about where they are lending and why.

2 min read · 30 July 2026

Showing 1 to 10 of 5,616 results