Attendees at EXPO Real in Munich describe a competitive market but hope for improved dealflow; AllianceBernstein adds to its suite of lending products through a $500m investor allocation; the deadline looms for submissions for Real Estate Capital Europe’s Active Lenders 2025; and more in today’s briefing, exclusively for our valued subscribers.
7 min read · 09 October 2025
The prevalence of temperature-controlled medications like GLP-1s and a reverse impact on certain food demand will force an underwriting change in the niche real estate sector.
3 min read · 09 October 2025
Makarora makes a trio of credit moves and holds a $750 million first close of its debut special situations strategy; S3 Capital is picking up more residential construction exposure with a $255 million loan in Edgewater, New Jersey; Fidelity Bancorp looks to expand its lending platform with the hire of an ex-advisory senior professional; and more in today’s Term Sheet, exclusively for our valued subscribers.
5 min read · 09 October 2025
Carlyle Group is backing a two-tower condo development along Miami’s riverfront with a $310 million construction loan; Affinius Capital is fueling the second phase of a Philadelphia multifamily construction project with a $170 million loan; Counterpointe is originating $156 million in C-PACE financing for a New York film studio development; and more in our round-up of stateside loan deals from the past week.
4 min read · 08 October 2025
The manager has provided a first loan, a £120m London refinancing, using the evergreen capital.
3 min read · 07 October 2025
A lack of reinvestment is exposing weaknesses in hotel portfolios, tightening the screws on financing options.
5 min read · 07 October 2025
The loan is secured by Oxford’s Milton Park, located in the UK’s Golden Triangle.
2 min read · 06 October 2025
Nuveen Real Estate issues a €350 million senior debt facility secured by light industrial assets located across the Netherlands; a club of banks underwrites a €510 million loan for Warsaw’s Varso Place; NatWest provides a £103.3 million (€118 million) loan to ESR Europe for its logistics fund; 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.
3 min read · 03 October 2025
Conference attendees in Barcelona say the landscape in which lenders operate is changing.
5 min read · 03 October 2025
The bond refinances the remaining balance of a syndicated bank loan sourced in August 2024.
3 min read · 03 October 2025