News Analysis

DWS’s Henderson sees structural shift toward private credit lenders

A combination of a shortage of supply, strong sector fundamentals and lower leverage can create tailwinds for private lenders.

Analysis: Need for workout specialists rises as maturity wall looms

The long cycle has meant a dearth of workout specialists as lenders and borrowers seek to modify loans.

Bank OZK originates $220m for mixed-use Fort Lauderdale arts district project

Hines and Urban Street Development will use the financing for the first phase of a multifamily, office and retail project.

Analysis: Need for workout specialists rises as maturity wall looms

The long cycle has meant a dearth of workout specialists as lenders and borrowers seek to modify loans.

Top 10: The most-read stories in a year of dislocation

Real Estate Capital USA’s most popular stories of the year included its annual ranking of real estate debt funds, in-depth analysis on borrower strategies to extend loans and in-depth interviews with senior industry executives.

Lenders track San Francisco office sales for directional signals  

Lenders and investors believe some markets have started to hit bottom as trades come through.

Look ahead: Fitch forecasts CMBS delinquency spike 

The rating agency highlighted potential concerns around rising distress indicators.

Analysis: Lenders, investors see signs of life in New York’s office market

The asset class remains difficult to finance but leasing and visitation levels are slowly rising.

Look ahead 2024: Existential risks arise for commercial real estate lenders, borrowers 

A higher for longer interest rate environment, a shift toward onshoring and the impact of climate change will all affect the way lenders need to assess risk going forward.

Borrower profile: Time Equities sees low leverage as key for strong office performance

The firm has an almost 95% occupancy rate in its office portfolio.