Viewpoints

Commercial mortgages offer similar benefits as private debt along with the security and optionality of real estate equity. Amid a wave of refinancing
needs and reduced bank competition, non-bank lenders are finding stronger structures and better pricing opportunities.

In this piece, Jim Moore, Head of Private Placements and Asset-Based Finance, describe what's driving current market dynamics and shed light on what the future holds for the asset class.

International equity markets have hit all-time highs over the past 18 months, benefiting from a number of positive developments. While they have shared some of the same tailwinds as U.S. equities, international markets are increasingly supported by distinct, structural drivers—offering both sustained upside potential and meaningful diversification benefits.

We’ve been active in the middle market for decades—helping investors navigate changing markets with a focus on capital preservation and long-term alignment. Leveraging our global platform and deep sponsor relationships, we aim to build diversified portfolios and deliver value across cycles.

Core capital is driving a reset in European real estate, as investors favour scale, stability, and liquidity amid a shifting market and growing trend towards consolidation.

Asset-Based finance (ABF) is gaining traction across private credit. In this Q&A with Private Debt Investor, Jim Moore, Head of Private Placements and ABF, shares how the market is evolving and why ABF is becoming a strategic focus for investors.

The market is shifting toward one where value is led by real estate fundamentals, but it's important to “spend time in the tails” as structural changes introduce a broader range of potential outcomes.

In this animated explainer video, we unpack what portfolio finance is, why it’s gaining traction, and how it’s helping investors tap into private markets with flexibility, diversification, and downside protection.

Head of US & European Real Estate Debt, Nasir Alamgir, joins Streaming Income to discuss why investors - especially those focused on private credit - have been increasingly allocating to real estate debt, and how the opportunity set continues to evolve.