Marcus Bell is a Senior Financial Correspondent for Crezzio, specializing in commercial real estate finance, private credit markets, and institutional investment. He analyzes the complex forces shaping property investment and lending.
KKR's real estate credit business has surged from $400 million to $43.2 billion AUM in 10 years, driven by strategic integration, diversification, and key acquisitions like Global Atlantic.
KKR Real Estate Finance Trust Inc. (NYSE: KREF) will release its third-quarter 2025 financial results on October 21, 2025, with a conference call for investors scheduled for October 22.
The anticipated wave of distressed commercial real estate has become a slow, steady stream of opportunities for specialized investors using private credit.
Hines acquired Playa Vista's Runway, a mixed-use retail and residential complex, for $428.1 million, signaling faith in integrated communities despite market shifts.
CBRE Group shares remain stable as investors assess valuation. Analysts suggest an 8% undervaluation, driven by strong cash flow and growth potential, but high PE ratios and market risks present a cau
UK digital bank OakNorth has provided a $45 million loan to Aya New York for the acquisition and renovation of the Cassa Hotel in Midtown Manhattan.
Private credit is absorbing up to $1 trillion in commercial real estate debt as traditional banks retreat, introducing new liquidity and risks to the market.