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The Eiffel Tower, Paris at sunset
Draft valuations for a Paris asset financed via Europe’s first ‘green’ CMBS hint at the extent of the problems facing the office sector; Barclays real estate specialist Jess Tomlinson takes the top property job at UK competitor Lloyds; industry bodies urge the European Central Bank to engage in dialogue for a better understanding of the challenges facing real estate markets; and more in today's briefing, exclusively for our valued subscribers.
UK bank Lloyds is in the frame to provide a major loan as part of a prime shopping centre recapitalisation plan; French firm Nexity sells its real estate management business as it pays down its debts; rating agency Fitch highlights contagion risk from commercial real estate losses, led by offices; and more in today's briefing, exclusively for our valued subscribers.
The European Central Bank's reiterated concerns about commercial real estate are echoed by the Bank of England; Grosvenor goes on the communication offensive about its expanded UK residential debt plans; Investec declares it is more than a lender with the launch of an equity side strategy; CBRE Investment Management generates mega-refinancing deal for London's Battersea Power station with the asset's construction lenders; and more in today's briefing, exclusively for our valued subscribers.
Night Map of United Kingdom with City Lights Illumination. 3D render
The UK and South African bank is raising capital from investors to acquire real estate assets on a deal-by-deal basis.
Sunny skies in Cannes belie debt manager frustrations; the European Central Bank warns of struggles ahead for commercial real estate in a higher-for-longer rate environment; Vonovia losses provide insight into how German real estate firms are coping; and more in today's briefing, exclusively for our valued subscribers.
Cannes, France
Industry professionals at MIPIM in Cannes expect better financing conditions ahead; US manager Apollo increases its focus on European real estate debt with a dedicated fund; AXA IM Alts taps the development finance market for a major London scheme; and more in today's briefing, exclusively for our valued subscribers.
The winners of the Real Estate Capital Europe Awards 2023 highlight the industry’s successes during a tough year; German's Aareal Bank divulges the impact on its figures of lending against US offices; we delve into the shift in attention within the private real estate industry towards credit strategies; and more in today's briefing, exclusively for our valued subscribers.
Jonathan Pollack
In a major move for a real estate debt specialist, Blackstone’s Jonathan Pollack is heading to Starwood; researchers at manager AEW publish figures around the likely scale of defaults and loan losses in the European property lending market; manager ICG Real Estate looks towards Continental European lending as it aims to raise €2 billion for its next fund; and more in today's briefing, exclusively for our valued subscribers.
The Fed’s scrutiny of US banks’ retail loans does little to quell concerns about contagion; pbb Deutsche Pfandbriefbank remains in the spotlight as a short seller says the bank needs to come clean about problem loans; Davidson Kempner could be the next big name to target real estate lending; and more in today's briefing, exclusively for our valued subscribers.
Stock exchange
German lender pbb Deutsche Pfandbriefbank's share price takes a hit as the impact of US banking concerns is felt; Nine Elms developer finds a taker for its London scheme as it struggles with debt repayments; Panattoni reveals blind spots for lenders over green lending; and more in today's briefing, exclusively for our valued subscribers.
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