commentary

The New York-based manager is aiming to expand – and the real estate credit capabilities of Oaktree are critical to that initiative.

The prevalence of temperature-controlled medications like GLP-1s and a reverse impact on certain food demand will force an underwriting change in the niche real estate sector.

The venture demonstrates an evolution in the way managers approach distressed situations, informed by multiple crises.

The need to refinance maturing loans and a return to transaction activity will help fuel mid-market lending growth.

Nuveen Green Capital issued its largest-ever C-PACE debt this week via a $290m mid-construction loan for a Tampa mixed hotel and residential development.

Cottonwood Group was on the road for two years with its $1bn special situations fund. It is now deploying when opportunistic capital is increasingly necessary.

A rise in ventures targeting programs of less than $100m a loan should be viewed as a barometer for broader commercial real estate financing markets.  

Real estate private credit executives see three possible outcomes: a 25bps cut, a 50bps cut, or the Federal Reserve holds rates in the current range.

The Trump administration’s order to allow private alternative investments in defined contribution plan portfolios will require managers to take a different fund design tack.

Why the ability to deploy capital quickly is becoming key to a manager's ability to tee up their next fund.