Sponsored

Kayne Anderson: Discipline and creativity define the best risk-reward in real estate credit

A relative value approach to investing across public and private markets, combined with the ability to structure bilateral deals and maintain control, is how to drive outperformance, argues Lee Levy, head of real estate debt at Kayne Anderson.

Qualitas makes the structural case for Australian real estate private credit

A convergence of demographic momentum, bank retreat and housing undersupply has created a rare and durable opportunity in Australian commercial real estate debt, says Andrew Schwartz, group managing director and co-founder at Qualitas.

Roundtable: Competitive pressures weigh on US managers

Rising competition is making it more difficult for US debt fund managers to deploy capital.

BGO on separating signal from noise in global real estate credit

Access to detailed information at both market and asset level will determine real estate credit managers’ ability to identify and price risk in a fast-changing market, argues BGO’s Jim Blakemore.

Northwind on why specialization wins out as credit tightens

Discipline and niche expertise set winners apart, argues Northwind’s Ran Eliasaf.

Arrow Global’s playbook for value-add returns in European hospitality

With structural trends driving tourism volumes, Southern European hotel and resort assets are increasingly in demand. In this podcast, Arrow Global’s John Calvao scrutinizes the opportunities available to investors.

‘A golden period’: Seizing the moment in European real estate credit

In this episode of The PERE Podcast, LaSalle’s Isabelle Brennan and Nuveen Real Estate’s Christian Janssen pinpoint opportunities in the market as it enters a new cycle.

Beyond rivalry: How banks and alt lenders are swapping competition for co-operation

To grasp opportunities in a reset European lending market, lenders need to look beyond their traditional roles, argue Deutsche Pfandbriefbank’s Duncan Pearson and Charles Balch in this episode of The PERE Podcast.

How back leverage is revolutionizing European real estate debt markets

In this episode of The PERE Podcast, Knight Frank’s Jess Qureshi and Reed Smith’s Josh Hughes look at the rise of the financing structure once widely regarded as too risky, and the nuts and bolts of its use by alternative lenders.

3650 Capital on lending asset-by-asset

With the commercial real estate market continuing to evolve, a more careful and selective lending approach is required, says 3650 Capital’s Jonathan Roth.