GP Review

One housing deal. Two financing clocks.

What a phased Stockholm housing sale reveals about funding completed and unfinished assets in one transaction.

The battery is the asset. The contract sizes the debt.

Two identical batteries can support different amounts of debt. The difference may be a clause, not a cell.

Borrowers Are Underwriting the Wrong Balance Sheet

The hidden capital stack behind the whole loan

The Refinance Gap Can Open Before the Loan Matures

What this week’s bond-market shock means for the next capital raise.

The Recovery Is Real. Access to It Is Not.

European living capital is returning through larger transactions, portfolios and platforms. Smaller assets face a different liquidity reality.

The Asset Is Not the Deal

Real asset debt intelligence for sponsors and allocators

European refinancing: the five variables lenders will test next

The Debt Appetite Index · Q3 2026

Real Estate and Infrastructure Finance · Data as at 16 August 2026