Goldman Sachs: Debt markets are reaching inflection point

Inflation, supply-demand imbalances and the war in Ukraine are making their impact felt while investors shift capital out of public markets, say Richard Spencer, Lee Levy and Andrew White, senior real estate credit investors at Goldman Sachs Asset Management.

1 June 20225 mins read

Related articles

alt

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

1 June 2026 · 6 mins read

alt

Qualitas makes the structural case for Australian real estate private credit

1 June 2026 · 7 mins read

alt

Roundtable: Competitive pressures weigh on US managers

1 June 2026 · 10 mins read

alt

BGO on separating signal from noise in global real estate credit

1 June 2026 · 7 mins read

alt

Northwind on why specialization wins out as credit tightens

1 June 2026 · 6 mins read

alt

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

21 April 2026 · 1 min read

alt

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

30 March 2026 · 2 mins read