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Real Estate Private Debt: Time to Act?

Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate
Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
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Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate

Real Estate Private Debt: Time to Act?

Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
Absolute Return, Monthly Coffee Break

All the yield in the world

Although the Federal Reserve slightly opened the door to rate cuts during the last quarter of 2023, the latest economic data points were solid, leading the Fed to indicate that rate cuts may come later rather than sooner.
Absolute Return

“Start me up!”

Like the Rolling Stones during a concert, the dovish stance from the Fed had the effect to “spread out the oil, the gasoline” on a market that was already anticipating a brighter future.

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