Opinion

Trimont’s Michael Delaney says lenders should focus on loan events, cashflow and covenants to mitigate current risks. 

To fight ‘active inertia,’ managers will need to adapt to changing client requirements,’ writes Chris Urwin, founder at advisory firm Real Global Advantage.

As managers shift to focus on near-term challenges, sustainability and social impact goals are at risk of being deprioritised.

A report published this week by LaSalle Investment Management and the Urban Land Institute drives home that non-uniform measuring of risks is keeping institutional real estate markets ambivalent.

Christian Liedtke, chief executive of German asset manager Beach River Capital, argues European real estate is on a firmer financial footing than the central bank’s latest report suggests.

Randeesh Sandhu, co-founder of alternative lender Précis Capital Partners, says financiers can take steps to mitigate the effect of rising rates and inflation on residential construction markets.

While e-commerce continues to drive demand for industrial and logistics property, the future of the sector is by no means certain.

The US office glut was years in the making. Some of today’s most-favoured property types are also at risk of suffering a similar fate.

The imminent tide of refurbishments to meet environmental standards will provide opportunities for lenders.

Credit’s first triumph over opportunistic in PERE’s Q1 2022 fundraising data points to enduring changes in the market’s perception of the strategy.