It is critical for private real estate equity investors to keep a close eye on what is occurring in the debt capital markets to best understand pricing nowadays, writes Justin Curlow, global head of research & strategy, AXA Investment Managers – Real Assets.
3 min read · 27 May 2020
Syndication is slow and capital value forecasts are bleak, but CMBS transactions remain liquid and real estate is expected to retain relative value.
3 min read · 07 May 2020
Last month’s real estate debt fire sales at the outset of the covid-19 outbreak in the US were just the tip of the iceberg for private real estate.
4 min read · 24 April 2020
Coronavirus shutdowns have pushed nearly $25bn of US CMBS loans to the brink of delinquency, and the worst is yet to come.
3 min read · 23 April 2020
Lenders are facing calls to grant interest payment holidays, force majeure is on people’s minds, and operational property is expected to be hardest hit.
3 min read · 16 April 2020
Rating agency S&P Global is monitoring sponsors’ performance, but believes transactions are equipped to deal with liquidity stress.
4 min read · 09 April 2020
German lenders are lost for words, opportunistic credit specialists are gearing up, and sponsors are dealing with a loss of income.
3 min read · 02 April 2020
Colony Capital’s CEO calls for lender leniency to avert a mortgage market collapse, triggering a financial crisis.
4 min read · 27 March 2020
The UK specialist lender says its latest mortgage securitisation sets it up well for a “rocky period”.
3 min read · 24 March 2020
The chief executive of the Spanish real estate investment company discusses raising capital in the bond markets.
3 min read · 18 March 2020
