Opinion

LOOK AHEAD 2025: AXA IM Alts’ de Laurentiis on tiering, fundraising and loan-on-loan

Antonio de Laurentiis, the French manager’s global head of real asset debt, provides his outlook for real estate credit in 2025.

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.

Lending: Value-add debt capital will play a key role in the coming years

Guest comment by Lesley Lanefelt of Velo Capital.

Outlook: Why back leverage lending will boost market liquidity

Guest comment by Laura Bretherton of Macfarlanes.

‘Jingle mail’ should remain a last resort for borrowers

Andrew Coombs, CEO of Sirius Real Estate, argues sponsors should think carefully before handing back keys to lenders.

LOOK AHEAD 2024: Atelier’s Chris Gardner on living sector development prospects

The specialist lender’s CEO says more equity is needed in the UK residential development market.

LOOK AHEAD 2024: LaSalle’s David White on alternative lender strategies amid uncertainty

Debt fund managers will need to be selective in their activities in the coming year, according to the head of LaSalle Real Estate Debt Strategies, Europe.

LOOK AHEAD 2024: Investec’s Mark Bladon expects rate cuts to boost market activity

The head of real estate at the UK and South African bank believes monetary loosening will improve sentiment.

LOOK AHEAD 2024: Trimont’s Dean Harris on increasing levels of distress

The European head of the loan servicing firm expects to see loan sales and forced disposals next year.

LOOK AHEAD 2024: Mount Street’s Serenity Morley on lender and borrower negotiations

The loan servicing specialist expects collaborative discussions to continue, but fewer loan extensions to be agreed.