Weekly Signals

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 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

Debt funds are not filling gaps. They are setting terms.

Real Estate and Infrastructure Finance · Week of 3–9 August 2026

Senior lenders are picking lanes. Is yours still open?

Real asset debt intelligence for sponsors and allocators

The market stopped buying buildings. It started buying operators.

Real Estate & Infrastructure Finance · Week of 21–27 July 2026

The constraint is no longer capital. It is capacity.

GP Review · Weekly Signals — Real Estate & Infrastructure Finance · Week of 14–20 July 2026