Debt
Commercial Real Estate Moves Into Uncharted Territory
Jim Costello / March 19th, 2020Making sense of what will happen next involves a little bit of speculation as well as reasonable judgement over the forces...
Chart: US Debt Funds Carve Bigger Slice of Lending
Jim Costello / October 30th, 2019Debt funds have been a growing presence in the U.S. lending market across all investment styles. Real Capital Analytics...
Chart: Shifting LTVs of US Lender Groups
Jim Costello / September 30th, 2019Competition in the U.S. commercial mortgage market is fierce. With the debt funds taking on more risk...
Debt Funds Continue to Gain US Lending Market Share
Jim Costello / September 19th, 2019The U.S. commercial mortgage market is as competitive as ever. Debt funds have continued to gain market share and for the first half of 2019...
US Commercial Real Estate Endures Bumpy Ride in Q1
Jim Costello / April 17th, 2019U.S. commercial property deal volume fell at double-digit annual rates in the first quarter of 2019, preliminary data shows, as a bumpy rate environment led to a growing sense of investor caution. The...
Opportunity Zone Lending? Capital Is Already Active
Jim Costello / April 2nd, 2019Patterns of lending within the Qualified Opportunity Zone geographies (QOZs) of the U.S. suggest that many...
US Lending Market Gets More Competitive in 2018
Jim Costello / March 21st, 2019The commercial mortgage market got more competitive in 2018 with six out of the eight lender categories tracked by Real Capital Analytics each capturing...
Which US Lender Groups Are Gaining Ground?
Jim Costello / September 20th, 2018The U.S. commercial real estate debt markets are now as competitive as ever. Despite the upward move of the long-end of the yield curve over the last year and a half, commercial mortgage rates have not...
These Lenders Are Originating More High-LTV Loans
Jim Costello / September 7th, 2018U.S. commercial mortgage professionals are increasingly concerned about the competitive pressure presented by debt funds. This pressure can be seen in...
Will Resets to Variable Rate Loans Cause Trouble?
Jim Costello / June 6th, 2018U.S. commercial real estate finance in the recent era of low Libor became a business driven by variable rate loans. Libor, though, has been on a steady pace of increase since early 2016, with a spike...
