There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled ...read more

Amid shifting fundamentals and tightening credit markets, the real vulnerability for commercial realestate investors lies with private capital structures that promise seductive, outsized returns, lowervolatility, ...read more

By definition, Black Swans defy foresight. Their inherent unpredictability means they threaten to derail not only unwary investors, but anyone bold enough to try predicting ...read more

In April 2025 the World Economic Forum summarized the global economic mood in one sentence: “Uncertainty is the defining theme of the global economic outlook.” ...read more