Real Estate Debt
Allocations to real estate debt-focused vehicles rose substantially over the course of 2025 as investors increasingly took note of positive tailwinds impacting the asset class. But for managers that are looking to ramp up their activity in the sector, there are several factors – such as uncertainty around interest rates and changing demographics and competition from established market players – to consider, as we explore in this special report.
Strategies
Asset-based lending has been growing in popularity for a number of years, but with recent bankruptcies sparking nerves, this report looks at how managers are adapting. There is also rising interest in backing media, entertainment and sports businesses, although questions remain about how managers can protect themselves in this notoriously risky industry. Finally, some see CLOs offering resilience in a challenging market and providing upside when markets improve.
LP Perspectives
Private Debt Investor’s LP Perspectives 2026 Study shows that while investors feel generally optimistic about private credit’s outlook, the market may see shifts in allocations towards asset-based and distressed strategies and funds based in Western Europe. In this special report, we examine how LPs will approach private markets investing over the coming 12 months and why investors are increasingly looking to prioritise diversified strategies.
