Insights
Notes on capital and transactions.
Selected perspectives on real estate capital markets, debt, equity, transactions and investor relations.
- 12 March 2025Capital Markets
Structuring Capital in a Higher-Rate Environment
How sponsors are rebuilding capital stacks where senior leverage no longer carries the deal.
- 18 February 2025Debt
What Lenders Actually Read
A practical view on the lender pack and the questions credit committees ask before they engage.
- 22 January 2025Investor Relations
Investor Infrastructure as a Competitive Advantage
Why smaller sponsors are quietly building institutional-grade investor systems — and what it changes.