Student Housing: Passing Surge or Graduating to the Big Leagues?

The depth of real estate markets goes significantly beyond mainstream conceptions of CRE. More nascent sectors (that in our opinion have long offered better value) have started to attract investor attention due to robust NOI performance and continuing growth potential. PBSA is one such sector – one out of the 26 distinct sub-sectors we actively … Read more

PIMCO advocating an opportunistic approach to real estate

Pimco’s recent report ‘Real Estate Reckoning’ talks how their outlook for commercial real estate investing largely advocates an opportunistic approach to capturing value in real estate markets. Our Opportunistic Credit strategy is a value driven investment strategy that provides capital in scenarios where market inefficiencies and/or transactional idiosyncrasies create liquidity demands that can drive enhanced … Read more

We’re Finalists! Emerging BR Investment Manager – Unlisted

We are delighted to have been shortlisted in this year’s Growth Investor Awards by Intelligent Partnership in the category of Emerging BR Investment Manager – Unlisted. Congratulations to our team and fellow finalists! Link to the full list of finalists: growthinvestorawards.com/finalists-2023

Franklin Templeton’s Benefit Street Partners launches second opportunistic real estate debt fund

Good to see another major institutional investor choosing opportunistic credit as the best means of addressing current real estate markets, with Franklin Templeton‘s Benefit Street Partners launching their second opportunistic debt fund.  Our opportunistic credit strategy focuses on idiosyncratic real estate opportunities, such as recapitalisations, refinancing, time-crunched transactions as well as distressed and stressed scenarios. Our … Read more

Alternative lenders to the rescue

Non-bank financing is offering solutions to the debt funding gap React News recently reported on the commercial real estate financing gap in Europe and how alternative lenders can play a significant role here. They reported that 2024 is shaping up to be crucial for refinancing, with industry experts projecting a debt funding gap of €51bn … Read more

British Land Life Sciences push continues, with 48,000 sq ft lab letting at the Priestly Building

The life sciences sub-sector within real estate continues to go from strength to strength, with British Land letting 48,000 sq ft of lab-enabled space to leading global life science company LGC, in what is one of the largest life sciences deals in the UK this year. At Zenzic, we believe investors should be able to … Read more

UBS and Reed confirm £900m life sciences deal with GSK

Post the COVID-19 pandemic, the importance of a high-class life science industry is self-evident. Yet the scale of the industry, and the resources required to sustain it, are perhaps still underappreciated. In our white paper, we looked at repositioning secondary office sites into life sciences assets. UBS is doing just that with this exciting development … Read more

Why this is the ‘Golden Era of Credit’?

Interesting to hear Bruce Richards discussing with Institutional Investor why he believes for the first time in 20 years, credit will offer better absolute returns than equity. He explains why we are now in a Golden Era for Credit, where not only can you earn an attractive rate of return in the liquid credit market, … Read more