Guest Writer
Real estate debt investing is evolving to tackle market pressures and challenges, say Kayne Anderson’s Albert Rabil and Lee Levy.
The inefficiencies and idiosyncrasies of the US mid-market encompass pockets of opportunity for private real estate credit, highlights Arrowmark Partners’ Rob Brown.
Debt funds looking to take advantage of the surge in refinancing must be able to lend at attractive rates based on a highly efficient cost structure in an increasingly competitive environment, argues Prospect Capital’s Joseph Ryu.
More borrowers are tapping into C-PACE financing as a flexible source of capital, says Ethan Elser, executive vice-president at PACE Equity.
Amid growing funding gaps and increased sustainability efforts, C-PACE is becoming a critical part of the capital structure, says Mansoor Ghori, chief executive officer and founder of Petros PACE Finance.
Pivoting between equity and debt opportunities, Kayne Anderson Real Estate’s all-weather relative value approach is helping the firm navigate an uncertain market, says chief investment officer David Selznick.
An emphasis on markets and properties where fundamentals remain sound is most important when it comes to finding opportunity, says Jeffrey Williams at Schroders Capital.
As macro forces reshape the landscape for commercial real estate fi nance, Värde Partners is anticipating ‘phase two’ of the opportunity, says Jim Dunbar.
Investors should avoid a ‘wait-and-see’ approach to the unfolding financial turmoil, says Kevin Tatro, Trimont’s managing director of special servicing
The loan servicer predicts finance will focus on bridging the debt funding gap and green upgrades, says Serenity Morley, managing director, loan servicing, at Mount Street.