Research

Opportunities in Italy: How alternative lenders navigate the challenges and bank credit contraction Whilst Italy is not the most straightforward of jurisdictions in which to lend, it offers a wealth of opportunities for private credit investors from the combination of continued banking retrenchment, alongside strong underlying real estate fundamentals. For alternative lenders willing to devote … Read more

Tariff-ying Times: Is Real Estate Credit Europe’s Safe Harbor? Tariffs are more than taxes, they’re volatility catalysts. While headlines focus on trade flows, the deeper impact lies in disrupted capital allocation, heightened macro uncertainty, and a retreat of cross-border liquidity. European credit markets are holding steady, for now. Despite equity volatility, real estate credit spreads … Read more

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

Speed Read Two years after the onset of 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.  Download the full article

Speed Read Senior living has been a recurring discussion for a long time and while it may seem as though it is progressing more slowly than it should, the appetite from the investment community combined with the positive market dynamics will inevitably lead to it becoming one of the most critical asset classes globally from … Read more