Real estate debt

S3 Capital details next platform targets following $10bn milestone

The New York-based manager is looking for construction lending opportunities in and beyond the stateside Sun Belt market for its next $10bn of volume.

The next stage in CRE loans post rate shock

It may once again be time to consider lending to certain mid-market property types.

SFERs’ strategy weightings, geographical exposure led to private credit misses

Even as the $40bn system deals with short-term underperformance, its pacing into the asset class is expected to increase in the coming years.

The big divide: How Europe and America’s private credit markets are parting ways

As North American private credit reels from scathing headlines, Europe appears relatively insulated. Have the asset class’s two most important regions gone their separate ways?

Why infra debt outperforms traditional fixed income

PEI Group’s Scientific Infra & Private Assets division delves into the numbers behind infra debt’s success.

European insurers eye bigger private debt allocations

Sweden’s LF, the Netherlands’ NN Group and UK firms Pension Insurance Corporation and Foresters Friendly Society are exploring new opportunities in illiquid credit.

New CalPERS private debt head suggests program is well-positioned for stressed climate

Staff at the $620bn California pension expect the new and increasingly diversified program to perform well amid software exposure concerns and redemption pressure headlines.

Trinity Church, one of New York’s biggest landowners, is bullish on RE credit

The endowment is also optimistic about resilient office assets and a market rebound amid renewed leasing momentum.

Arrow Global on the resilience of Europe’s mid-market lenders

Events in the Middle East may add to construction costs and financing pressure, but after a decade of shocks, Europe’s mid-market lenders are prepared to navigate volatility, says Arrow Global’s Ellis Sher.