Insight

Look Ahead 2026: OakNorth’s Ben Barbanel on unresolved refinancing challenges

Borrowers that do not have surplus capital will face problems, says the chief lending officer.

Top 25 of ’25: Back leverage leads REC Europe’s most read stories of the year

A strategic move into real estate debt and the retirement of an industry stalwart were also among our most popular stories.

Look Ahead 2026: LaSalle’s David White on debt demand from core buyers

There will be more acquisition financing opportunities next year, he says.

Look Ahead 2026: Barings’ Rupert Gill on the need to price risk correctly

Lenders must be highly selective and disciplined in underwriting to avoid mispricing risk, he says.

Look Ahead 2026: Investec’s William Scoular predicts rate cuts will lure buyers back

Interest rate cuts across next year will revive the UK market, he says.

Look Ahead 2026: Birchwood’s Lorna Brown on stock selection and office prospects

The CEO of the London-based lender says stock over sector selection will be key, looking forward.

Pbb sells first-loss positions of $2bn US real estate portfolio

The German bank has completed its first SRT transaction with Oaktree Capital Management as it winds down its US business.

Kajima obtains €183m refinancing for Student Depot

PKO Bank Polski and ING Bank Śląski have refinanced Poland’s largest provider of PBSA assets.

Goldman Sachs issues £500m loan to Kennedy Wilson and CPP Investments

The loan will support the expansion of a UK single-family housing strategy.

Loans in focus: BREDS deploys €100m into self-storage, Goldman Sachs underwrites UK single-family housing, Rabobank issues Bouwinvest vehicle with €200m

Blackstone Real Estate Debt Strategies issues €100 million to a German self-storage platform; Goldman Sachs deploys a five-year £500 million loan into UK single-family housing; Rabobank provides Bouwinvest Dutch Institutional Residential Fund with a €200 million revolving credit facility; the latest additions to the Real Estate Capital Europe lending database; and more in our round-up of European loan deals from the past week.