Friday Letter

What’s eating private real estate lenders? It’s not just rates

Recent and pending regulatory changes are forcing real estate private credit managers to think differently about where they are lending and why.

2 min read · 30 July 2026

Real estate credit should read the warning signs

Managers are optimistic about prospects for H2, but recent headlines highlight risks in the broader financial markets.

2 min read · 23 July 2026

PERE’s relaunch – The editors’ take

PERE’s editors share the biggest highlights from our newly integrated real estate capital markets service, which launched this week.

3 min read · 16 July 2026

Frustrated originators are seeking out employers with dry powder

A lack of capital at some platforms and limited lending opportunities is leading to itchy feet among some dealmakers.

3 min read · 09 July 2026

More data will help spur Europe’s real estate lending market

The region’s institutional equity markets are reasonably transparent. The private debt markets must follow suit.

3 min read · 02 July 2026

Private real estate credit is rewriting the hotel redevelopment playbook

The revitalization of dated hospitality assets has found renewed life and capital from debt fund managers.

3 min read · 25 June 2026

Qualitas’s expansion highlights Europe’s growing real estate credit appeal

The region offers opportunity for managers like the Australian firm, but success demands local expertise.

3 min read · 18 June 2026

What private real estate lenders can learn from David Bowie

This week’s CRE Finance Council conference in New York used the music of the legendary rocker to put today’s market into context.

2 min read · 11 June 2026

Showing 1 to 8 of 8 results