Heading into the early months of 2024, real estate debt presents an intriguing mix of opportunity and challenges. Andrew Smith, head of real estate debt at Kayne Anderson, explains why.
6 min read · 01 February 2024
Once known as a predictable, stable and easily modelled asset class, real estate has seen a tumultuous start to the decade that has thrown doubt on many established investment philosophies.
5 min read · 01 February 2024
Despite a significant slowdown in fundraising activity last year, the US manager surpassed its target volume.
2 min read · 25 January 2024
Expectations of 2024 rate cuts are already factored into base lending rates, according to market watchers.
5 min read · 17 January 2024
Pressure on rents may persist, but a new dynamic will be positive for debt in the long term, says Forum Investment Group.
2 min read · 08 January 2024
A combination of a shortage of supply, strong sector fundamentals and lower leverage can create tailwinds for private lenders.
3 min read · 04 January 2024
The long cycle has meant a dearth of workout specialists as lenders and borrowers seek to modify loans.
5 min read · 03 January 2024
The sovereign wealth investor has joined forces with Aldar Properties and Ares Management for a $1bn investment drive.
3 min read · 18 December 2023
The New York-based private equity manager joined forces with Canada Pension Plan Investment Board and Rialto Capital on the acquisition.
3 min read · 18 December 2023
Second vintage has a flexible mandate and is targeting returns of 15-17%.
2 min read · 06 December 2023
