Real estate debt

How asset-based finance is finding its role in commercial real estate portfolios

Some real estate managers see ABF as a natural extension of their core strategies, rather than a shift away.

Arrow Global on how operational capability underpins success in asset-backed investing

Toni McDermott, head of credit and lending at Arrow Global, explains why a more hands-on approach to private credit is creating value, especially in stressed markets.

Strategy guide: Portfolio construction

Diversification across sectors and asset classes is a key consideration for opportunistic and distressed credit managers, but approaches to portfolio construction differ depending on allocator appetite.

Real estate lenders gear up for special situations opportunity

The distressed opportunity set is driven in part by an estimated $936bn of loans slated to mature in 2026.

SMBC Private Markets hires Stride to lead EMEA market push

SMBC has appointed Louis Stride to lead its EMEA private markets capital formation business amid a wider strategic plan.

LA Fire & Police content to continue measured deployment pace into private credit

A California pension with about $37bn is shy of a 3% target for private credit, with a 1% actual allocation.

Metrics Credit Partners on Australia’s real estate debt pipeline

The resilience of Australia’s real estate debt market should not be underestimated, says Metrics Credit Partners’ Andrew Lockhart.

Bain Capital on asset‑based finance’s diverse and growing opportunity set

Asset-based finance offers different risk and return profiles that make it appealing to a broad investor base, says John Wright, a partner and global head of credit at Bain Capital.

Fairfax times the cycle with a bet on a manager intent on scaling its credit business

Kennedy Wilson has steadily built its real estate debt platform alongside its global equity presence ahead of its privatisation by the Canadian insurer.