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Approximately 83% of logistics properties were constructed prior to 2000, the firm found. 
The New York-based manager will make investments in disrupted commercial real estate capital stacks.
Illustration of a businessperson looking into a telescope. There is a gold coin at the end of the telescope
The commercial real estate market is operating against a backdrop in which higher interest rates have caused widespread declines in real estate values – and higher loan-to-value ratios.
A foggy view across Midtown Manhattan in New York City.
Private credit lenders and other alternative sources of capital are already stepping in to work with national and regional banks to restructure loans.
The multifamily sector could be in the crosshairs of the coming distress.
The New York skyline
The Ares-RXR venture comes at a time when transaction activity in the city has started to tick upward and capital is starting to move.
The meeting comes as transaction activity has started to tick up after a slow 2023.
The Federal Reserve has not changed the target rate, which has stood at a level of 5.25-5.5 percent, since July.
Taconic Development Advisors is also starting to see more opportunities to work with lenders and investors seeking advisory services early on when looking at troubled loans.
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