With the election having passed and recent potentially positive developments in the race for a COVID-19 vaccine, it is reasonable to compare today’s lending environment with that following the global financial crisis (GFC). Matt Malone, managing director of real estate at FS Investments, argues there are significant opportunities on the horizon for commercial real estate lenders due to the fact that loans that originated during or just after an economic crisis tend to perform better over time. Further, lower delinquency rates and significantly more dry powder will provide additional support for new transactions in today’s market, especially in the industrial sector.
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