Market View

3650 REIT sees unprecedented market cycle  

As the retail apocalypse ends, the office Armageddon begins, says Toby Cobb, co-founder of the national real estate investment trust.

Borrower profile: StarPoint Properties zooms in on risk mitigation 

The Beverly Hills-based firm has been most active in opportunity zones in recent years as part of this focus.

Negative leverage: Borrowers’ bridge to the future

Negative leverage is becoming more pervasive – but it is also providing borrowers with a lifeline for a brighter day.

Crow Holdings’ Roberts sees myth-versus-reality conundrum for CRE 

The Dallas-based manager’s latest whitepaper highlights the banking pullback and the perception of the US office sector as areas in need of a deeper dive.

Borrower profile: Ballast Rock sees rising real estate allocations 

The manager is also seeing distressed opportunities amid tightening borrowing markets.

Lenders wait for clarity as New York office deals emerge

The imminent sale of a Class A Downtown Manhattan office will provide another important metric.

Bridge lending snowballs as sponsors opt for short-term IO loans 

The shift comes as borrowers and lenders think creatively about ways to finance transactions in a volatile market.

Creativity reigns as office, hotel conversions rise

Market specialist Malcolm Davies at WAY Capital believes there is a need for more pragmatism and creativity around office conversion projects.

AEW: 2023 is an opportune time to be a debt investor 

The firm is looking to grow its debt platform and recently hired Dean Dulchinos as head of debt portfolio management to oversee activity.

Lenders see less gloomy outlook as inflation retreats 

A lower leverage, liquidity-constrained environment makes it a good time to be a lender, market participants say.