MSCI Real Assets

Gain insights into the latest trends in the real estate debt market and learn how to navigate its complexities. On April 15, our panel of industry experts will share their vision of the real estate debt fund market and discuss the outlook. Don't miss out on this opportunity to understand the dynamics of this compelling asset class! Register here - http://ms.spr.ly/6043q2EqV #Debt #RealEstate #PrivateAssets

Fundraising intervals in #privatecredit, which have been stable in past years, may face pressure in an economic downturn amid signs performance already began to wane in 2024. In other #privatecapital strategies, poor performance during upheavals such as the #GFC and dot-com bust have stretched the time it takes for GPs to raise follow-up funds. Read more: http://ms.spr.ly/6045qLhKS

Real-estate debt funds in Europe continued on a stable path of returns in late 2024, in line with the single-digit gains seen in recent years. For private-equity real estate, however, returns have been on a roller coaster. #MSCIResearch http://ms.spr.ly/6040qLb24

Where are CRE investors finding outperformance – and how are they managing risk? Explore office strategy, climate resilience and global trends in the latest newsletter.

Lenders for commercial-mortgage-backed securities (CMBS) made a comeback in the U.S. market for #commercialproperty debt in 2024, while banks as a group lost significant market share, according to the latest edition of US Capital Trends from #MSCIResearch. Originations by CMBS sources surged, jumping to a 22% share of the market as issuance more than doubled from the prior year. Investor-driven lenders also gained share on the back of an increase in loan volume, highlighting the shift to nonbank debt sources. The market share of banks overall fell to 28% in 2024 from 40% in 2023, with regional/local banks dropping to a 17% share of the market. Read the report (client access only): http://ms.spr.ly/6044qYUw6 #CREdata

Private capital investments into the energy transition are outperforming public counterparts. Explore how low-carbon vehicles are fueling returns. Read MSCI's Private Capital Trends to Watch 2025: http://ms.spr.ly/6048q96ja

Roughly 30% of U.S. office loans maturing in 2025 are tied to properties worth less than their debt. How will this impact commercial-property refinancing and global real estate markets? Read the report: http://ms.spr.ly/6040q96Z4

Thank you to everyone who attended our Real Estate In Focus virtual events. We appreciate your continued participation and support. Subscribe to our mailing list to stay informed about upcoming sessions and gain exclusive insights into the commercial real estate market. Subscribe here http://ms.spr.ly/6045qwaGD

U.S. office vacancies hit record highs in Q4 2024, suggesting property investors may need to actively reposition assets. #MSCIResearch shows development-oriented office strategies, particularly those initiated intentionally, have outperformed stabilized assets in the past. Read the article: http://ms.spr.ly/6042qZp8y #CREdata

Will rate cuts ease distress concerns, or will persistent high rates sink loan values further? Navigate the uncertainties of 2025 with insights on private capital trends. Read the full report now: http://ms.spr.ly/6040qndlk