
FICC Special: A Primer on Property Lending With Varde's Dunbar
FICC Focus
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Navigating the Changing Landscape of Property Lending
This chapter explores the shifting dynamics of property lending, particularly in student housing and build-to-rent sectors, amid a widening affordability gap. It addresses challenges in commercial real estate lending, including rising borrowing costs and delinquencies, while also highlighting opportunities for non-bank financing. The discussion further examines the impact of market conditions on investment strategies, particularly focusing on the role of commercial real estate collateralized loan obligations.
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