Insights | October 21, 2024
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
A whole loan real estate credit strategy provides investors with a compelling and sustainable long-term investment thesis. Supported by an existing €2.0 trillion market, real estate credit looks particularly attractive at this stage of the market cycle.
The fundamentals which make the strategy appealing are:
- An expanding opportunity set due to mainstream bank funding supply constraints
- A wave of impending borrower refinancing requirements (forecast to total over €200 billion5 over the next 2 years) which provide for longevity and liquidity of investment thesis
- Superior risk adjusted returns in the current heightened interest rate environment
- Downside protection in the current climate of volatile valuations
- Portfolio diversification benefits
Related Insights
Insights
February 6, 2026
Global Asset Allocation Team Market Update – February 2026
Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.
Insights
January 27, 2026
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.
