Insight
Navigating the real estate debt market
Insight
CREdge: Understanding Negative Leverage in Commercial Real Estate: Challenges and Risks
Insight
We predicted the storm in commercial real estate: How bad was it? How did we do? And what’s next?
Insight
CREdge: Navigating the complexities of CRE in 2025
Insight
What do tariffs mean for commercial real estate and CRE debt?
Podcast
Alternative Allocations Episode 14: Opportunities in Commercial Real Estate Debt with Guest Richard Byrne, Benefit Street Partners
Insight
Commercial real estate debt is struggling — what a great opportunity
Insight
Resilient sectors in commercial real estate: Industrial, hospitality, and retail
Insight
The maturity dilemma: Analyzing potential outcomes for maturing CRE loans
Insight
CRE Debt’s Edge over CRE Equity and BDCs
Insight
Multifamily: A shelter from the commercial real estate storm
Insight
Challenges in commercial real estate debt: A wall of maturity and a lenders embargo
Insight
Commercial real estate’s office sector: An accelerating fire
The opportunity
Availability of capital
- Lenders with fresh capital on hand are well positioned as demand for loans will likely be high and supply low
- Lenders may be able to select best asset available and dictate terms
Income generating
- CRE debt offers potential for high current income and downside mitigation
- Debt investments provide immediate cash flow and a quantifiable gain at repayment, which is particularly attractive for income focused investors
Sector specific opportunities
- Increasing demand for housing, soaring mortgage rates and low inventory will continue to create tailwinds for the multifamily housing sector broadly
- Other sectors such as industrial, retail, and hospitality, have the potential to perform very well, given underlying strong fundamentals and may only require minor or moderate loan modifications
Click on the video series below to learn more about the challenges faced in CRE debt and the opportunity for experienced credit lenders with fresh capital to deploy.
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