Insight

ADIA backs Arrow’s lending strategy with $400m commitment

In its latest foray into European real estate debt, the investor has committed to a living sector financing strategy.

Cheyne joins insurer in £525m London hotels refinancing

The hospitality deal represents the manager’s biggest loan of 2024 so far.

China Life staves off Aldgate Tower loan default with equity injection

The insurer has secured an 11th-hour extension to a securitised loan after agreeing to provide equity as part of a refinancing package.

ESR backs self-storage growth with UK loan

The manager has provided a £32.4m loan to support a UK landlord’s expansion in the sector.

UK logistics set for private investment boom with new government

Labour’s new planning and housebuilding proposals will boost demand for space and increase rental growth in the country’s logistics market, write DTRE’s Robert Taylor and Will Elvidge.

Term Sheet: TPG Next’s anchor investment; IGIS’s Midtown refinancing; Mesa West’s senior living target

TPG Next is adding to the wave of lending platform launches with an anchor investment to help start Caro Investors; IGIS Asset Management is replacing JPMorgan Chase as Extell Development’s project lender for IKEA-anchored mixed-use tower; Mesa West has appetite for more senior living loans following Virginia refinance; and more in today’s Term Sheet, exclusively for our valued subscribers.

Term Sheet: A German CMBS downgrade, a €300m debt fundraising drive, a key advisory hire for Newmark

The lowering of the credit ratings on the CMBS notes that finance The Squaire office and hotel building in Frankfurt highlights the challenges facing German real estate; Stuttgart-based debt platform BF.capital plans to target transitional lending opportunities with a €300 million fundraising effort; real estate services firm Newmark hires Steve Williamson from CBRE for its European debt advisory business; and more in today’s briefing, exclusively for our valued subscribers.

Inside Bain Capital’s growth investment in residential lending specialist Archwest

The firm believes the best way to alleviate the housing shortage is to fund best-in-class developers.