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As Europe heads into a new interest rate and inflation environment, small-ticket real estate lenders are coming under pressure, writes Mark Cooper.
Loans coming to maturity in the next two years will be hard hit by interest rate rises and decreasing loan-to-values, respondents said.
The UK’s fast-changing political and economic landscape, however, could mean fundraising may slow down in the months ahead. 
The region’s well-developed banking market and strong macroeconomic features are creating a stable lending environment.
UK offices and retail are sectors of most concern as interest coverage ratios plummet.
City of London
The latest Bayes Business School report shows there was £23.7bn of origination in the first half of the year, in line with the same period in 2021.
Lisette van Doorn says urgent action is needed to save assets from decline as ULI launches guidelines to assess transition risks.
The manager said lower refinancing LTVs and falling capital values could cause problems for maturing loans, but described the funding gap as ‘relatively modest’ in historic terms.
Logistics
While e-commerce continues to drive demand for industrial and logistics property, the future of the sector is by no means certain.
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