Bloomberg Intelligence’s Post

The recent increase in interest rates has had a noticeable impact on property funds, regardless of debt levels. ✔️ However, it is important to note that the decline in property fund values has been widespread, affecting sectors such as residential, healthcare, and logistics. Here's a twist: Many property funds now provide annual dividend yields of 7% or higher. 📈 While property recovery may take longer than other risk assets, there is no denying the medium-term value that exists today. #PropertyInvestments #RealEstateOutlook #InterestRates #DividendYields #2024Investments

Listed real estate companies offer a microcosm of the broader market dynamics, with loan-to-value ratios and debt maturities being key indicators of their vulnerability. In a tightening capital environment, those with lower leverage, longer debt maturities, and exposure to growth sectors like industrial real estate, such as Segro, were best positioned to navigate the storm, the opposite is increasingly true in a period of loosening credit conditions. My look at some of the latest balance sheet and financing trends across the listed market: https://lnkd.in/gKJ4-wZi Andrew Teacher Lingard Capital Advisers Limited #realestate #investment #credit #property #commercialproperty Business Post

Debt market conditions continue to improve and broaden, as origination volumes stabilize and the cost of debt comes in further. Find out more in our latest Global Real Estate Perspective: https://co.jll/3XEzz7e Matthew McAuley Steven Lewis Sean Coghlan #jll

According to Preqins Future of Alternatives 2029 report, "Private debt AUM is forecast to reach $2.64tn by 2029, from $1.50tn in 2023, and returns are expected to rise further. The 2017–2023 average IRR of 8.1% is expected to rise to 12.0% over 2023–2029 for the asset class, with distressed debt forecast to average 13.4% for the period." Click to learn more: https://lnkd.in/g83MCScZ #AlternativeInvestments #NextEdgeCapital #PrivateDebt #PrivateLending #PrivateCredit

There is $930B worth of CRE Debt that matures this year If you are an investor, I would recommend you initiate your capital event (refinance or recapitalization) sooner rather than later as there will be a massive pool of investors trying to go through the exit at the same time. When this happens banks will be able to dictate terms due to demand and those interest rates may be worse later in the year than it is now.

Current opportunities across the distressed debt market remain limited. But don’t count the distressed market landscape out – #LPLResearch believes it’s a strategy to watch going forward. Jina Yoon delves into the current backdrop, historical performance, what to watch going forward, and more in today’s article → https://bit.ly/4e6RMQ6

Debt & Equity are key sources of capital. With the lending rate at 17.6% and the Deal value for Equity falling in the last three years and projected down(2024) to 4.26 million dollars, I just wanted to remind us that capital is that component of wealth that creates more wealth.

Demand for covered bonds is rising as investors seek opportunities to deploy capital in low-risk assets during a period of market uncertainty. Read more from our Capital Markets team here. https://ow.ly/9KOh50SuPwH #whitecase #bonds #capitalmarkets

Demand for covered bonds is rising as investors seek opportunities to deploy capital in low-risk assets during a period of market uncertainty. Read more from our Capital Markets team here. https://ow.ly/v5zl50SuzFW #whitecase #bonds #capitalmarkets

Demand for covered bonds is rising as investors seek opportunities to deploy capital in low-risk assets during a period of market uncertainty. Read more from our Capital Markets team here. https://ow.ly/uAWs50Sv863 #whitecase #bonds #capitalmarkets