Guest Writer
Pivoting between equity and debt opportunities, Kayne Anderson Real Estate’s all-weather relative value approach is helping the firm navigate an uncertain market, says chief investment officer David Selznick.
An emphasis on markets and properties where fundamentals remain sound is most important when it comes to finding opportunity, says Jeffrey Williams at Schroders Capital.
As macro forces reshape the landscape for commercial real estate fi nance, Värde Partners is anticipating ‘phase two’ of the opportunity, says Jim Dunbar.
Investors should avoid a ‘wait-and-see’ approach to the unfolding financial turmoil, says Kevin Tatro, Trimont’s managing director of special servicing
The loan servicer predicts finance will focus on bridging the debt funding gap and green upgrades, says Serenity Morley, managing director, loan servicing, at Mount Street.
The life sciences sector has so far withstood volatility. Here is what lenders and investors are saying could happen next, Rob Murray writes.
Inflation hedging depends on the ability to grow rents and, in turn income, says Brad Gries, co-head and co-CIO, Americas at LaSalle Investment Management.
Nancy Lashine and John Sweeney, managing partners at capital advisory firm Park Madison Partners, discuss why inflation will be a friend to bricks and mortar, and other reasons for increased institutional allocations next year.
James Jacobs, head of real estate for Lazard’s private capital advisory group, says the easing of restrictions on both sides of the Atlantic is changing institutions’ appetite for risk.
Inflation fears are back but mitigating forces should not be underestimated, says Jose Luis Pellicer, head of investment strategy and research at M&G Real Estate.