Capital Markets

DOWNLOAD: H1 fundraising volumes dispel recovery predictions

Massive capital hauls from Blackstone masked what was otherwise a tepid capital raising environment during the first half of the year.

Bank loan sales veer away from distress

Blackstone’s acquisition of $2bn in performing real estate loans from Atlantic Union Bank indicates defaults are not necessarily driving loan book sales.

AXA IM Alts in regional real estate leadership shake-up

The Paris-based insurer has appointed two senior executives to drive expansion of its North American and Asia-Pacific real estate units.

PERE’s 100 Most Influential ranking highlights alternative lender growth

Meet the movers and shakers who had the biggest impact on the world’s private real estate capital markets during the most testing of decades.

PIMCO: Traditional RE strategies ‘insufficient’ in today’s market

In its latest sector outlook, the asset manager advises investors to forego broad allocations and take a more targeted approach.

Industrial lending shifts to sharpshooter’s market

The sector, long a favorite for lenders and borrowers, is facing near-term uncertainty stemming from changing demand and a maturity wall.

Ellington sees ‘golden age’ for residential private credit

In a new white paper, Ellington Management lays out an opportunity set where investment managers can step into a significant void as banks pull back.

A new way of assessing outcomes from the Trump tariff regime

A tariff in motion is likely to stay in motion, according to a BGO machine learning model trained on the administration’s past policy decisions.