Alternative Lenders

SitusAMC: ‘Generational’ lending opportunity comes with risks 

In a newly published white paper, the New York-based advisory company cites the costs of scaling lending platforms, the impact of more complex capital structures, and a rise in specially serviced loans.

Commercial mortgage rate spreads: Lenders, borrowers seek stability after September rate cut

The Fed’s recent rate cut is not expected to significantly move the needle for commercial real estate lenders and borrowers, but provides and indicator of stability.

Capital watch: Multifamily tops the charts for real estate private credit managers

The bulk of capital allocated to real estate private credit strategies over the past five years has ended up in the multifamily sector, according to data from PERE Credit.

Lending Barometer: Lenders shift toward trophy mixed-use assets

The Lending Barometer tracked 96 loans totaling $12.67bn across July and August, a level that is 15% lower than the prior two-month period.

Investor watch: New York State Teachers, CPP emerge as top real estate private credit investors

CPP Investments was second, with $1.24bn allocated.

Bayview adds ex-Kayne Anderson exec to head real estate debt

Andrew Smith will focus on expanding the Florida manager’s credit platform as it plans fund launch.

Identifying the office of the future 

In this podcast, MSCI’s Jim Costello and Northwind’s Ran Eliasaf discuss softer headwinds for the office sector as well as the opportunity to lend on high-quality assets and perform office-to-residential conversion programs.