GP Review

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One housing deal. Two financing clocks.

Oct 12, 2026

One housing deal. Two financing clocks.

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

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

Sep 28, 2026

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.

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Borrowers Are Underwriting the Wrong Balance Sheet

Sep 20, 2026

Borrowers Are Underwriting the Wrong Balance Sheet

The hidden capital stack behind the whole loan

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The Refinance Gap Can Open Before the Loan Matures

Sep 7, 2026

The Refinance Gap Can Open Before the Loan Matures

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

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The Recovery Is Real. Access to It Is Not.

Aug 31, 2026

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.

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The Asset Is Not the Deal

Aug 24, 2026

The Asset Is Not the Deal

Real asset debt intelligence for sponsors and allocators

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