News & Analysis

Loan Note: European dealflow takes a hit; AEW finds growing real estate debt financing gap

Houlihan Lokey finds dealflow falling in most European markets, though the UK is a bright spot. Plus: AEW highlights the real estate debt refinancing gap in Europe; and why you need to be in New York this week for our latest event. Here’s today’s brief for our valued subscribers only.

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They said it

“Many loans originated with the best intentions in 2020 and 2021 are coming due in 2024 and 2025, in a much tougher refinancing environment with materially higher base rates and spreads”

From the latest edition of Varde Views: Private Credit Opportunities in the Wake of Tighter US Banking Regulations

First look

Illustration of a businessman riding a snail

Dealflow depressed in Europe
European debt financings had a weak second quarter, according to Houlihan Lokey’s MidCap Monitor for Q2 2023.

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