A must attend event – EXPO REAL (Messe München) last week was a great opportunity to see some familiar faces and make new connections. With concerns over rising rates and a slowdown of transactions, it was refreshing to see the upbeat mood amongst attendees with most seeing an exciting opportunity set across Europe and expectations of … Read more
Demand for office space continues to suffer with values falling 11% in Dublin since last year. The appointment of creditors in this instance comes after owner KB Securities failed to clinch a sale earlier this year, with bids apparently in the €40m-€45m region, despite an asking price of approximately €80m. KB acquired the building for about $140m in … Read more
The opportunity set for non-bank lenders in Europe is vast, particularly in the lower mid-market. Coupled with the liquidity constraints arising from bank retrenchment, debt returns are capable of equalling, if not exceeding, equity performance.
Thomas Lloyd-Jones and Nadine Buckland are very much looking forward to attending the iConnections event in NYC next Wednesday.
In our latest white paper, we discuss the five key reasons for investing in real estate opportunistic credit. The interest rate hike cycle has drastically re-priced credit in favour of lenders on both an absolute and relative basis. The transaction set for real estate opportunistic credit is expanding significantly. Thematic opportunities – liquidity based financings … Read more
The latest office based reminder that asset valuations are relative to discount rates. We are in the process of emerging from ~15 year era of Disney-land rates and we expect more of the same in the office sector as an estimated €150bn of European CRE debt matures by 2025. Click here to read the React … Read more
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
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
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
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
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