As retail and office sectors trend toward volatility, the steady returns of sale-and-leaseback strategies are becoming attractive fixed-income substitutes.
3 min read · 15 September 2020
The follow up to KKR’s 2017 fund will continue to focus on junior tranches of commercial mortgages.
1 min read · 21 July 2020
Retail icons are being toppled, spelling major trouble for US shopping malls as a cascade of defaults looms.
6 min read · 01 July 2020
Distressed hotel deals are now visible, but access to many would-be discounted transactions in the sector looks restricted.
3 min read · 29 June 2020
Ratings agency S&P expects the delinquency rate to climb higher for June, although European CMBS are so far weathering the storm.
3 min read · 23 June 2020
The duo will target both the acquisition and origination of loans secured by real estate in the western US, Ireland and the UK.
2 min read · 28 May 2020
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
