lending

BXMT reported positive investment and performance metrics, including an increase in performing loans and capital deployment in Q4 2025.

Tidal Real Estate Partners will use the financing for the development of The Nashville EDITION, a hotel and residential development.

The firm struck a near-split between refinancing and acquisition deals across $4.5bn of loan commitments in 2025 across North America and Europe.

The strategy is increasingly finding its place in commercial real estate portfolios.

Real estate private credit managers are capitalizing on the opportunity set around the US housing shortage.

The investment manager approved data center loans last year, but its activity was largely focused on logistics and living rather than financing data center technology.

An attractive balance of risk and return in the mid-market is seeing many lenders shift their attention away from larger transactions to more defensible deals.

The Allen Morris Company has secured a total of $27m of construction debt for its 57-unit Ponce Park condominium development in the past two months.

The return of bank lenders and pursuit of high-quality opportunities are expected to result in more aggressive origination activity to capture market share.

Private credit managers at CREFC’s annual Miami conference expect one to two more rate cuts this year, though the potential end of Jerome Powell’s tenure adds volatility.