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Europe debt roundtable: Markets look to maintain discipline amid the storm

As conflict and raised interest rates reshape expectations, alternative lenders are competing harder for deals while underwriting cautiously, say participants in PERE Credit’s Europe roundtable.

First Growth Real Estate & Finance on restructuring the restructurings in commercial real estate markets

As loans mature into a higher-rate, more disciplined lending market, First Growth co-founder and partner Cyril de Romance explains why lenders are increasingly choosing to sell distressed loans rather than negotiate a second extension.

Trimont on commercial real estate refinancing taking center stage

Trimont president Alan Kronovet discusses the refinancing wave, distressed assets, lender workouts and how artificial intelligence is changing US commercial real estate loan servicing.

SitusAMC on why lenders must know themselves (and their opportunities)

The commercial real estate lending market is emerging from a period of uncertainty into one of renewed opportunity, says SitusAMC’s Anne Jablonski. The winning lenders will be those who know how best to leverage expertise.

Kayne Anderson: Discipline and creativity define the best risk-reward in real estate credit

A relative value approach to investing across public and private markets, combined with the ability to structure bilateral deals and maintain control, is how to drive outperformance, argues Lee Levy, head of real estate debt at Kayne Anderson.

Qualitas makes the structural case for Australian real estate private credit

A convergence of demographic momentum, bank retreat and housing undersupply has created a rare and durable opportunity in Australian commercial real estate debt, says Andrew Schwartz, group managing director and co-founder at Qualitas.

Roundtable: Competitive pressures weigh on US managers

Rising competition is making it more difficult for US debt fund managers to deploy capital.

BGO on separating signal from noise in global real estate credit

Access to detailed information at both market and asset level will determine real estate credit managers’ ability to identify and price risk in a fast-changing market, argues BGO’s Jim Blakemore.

Northwind on why specialization wins out as credit tightens

Discipline and niche expertise set winners apart, argues Northwind’s Ran Eliasaf.

Arrow Global’s playbook for value-add returns in European hospitality

With structural trends driving tourism volumes, Southern European hotel and resort assets are increasingly in demand. In this podcast, Arrow Global’s John Calvao scrutinizes the opportunities available to investors.