The European real estate debt market experienced a notable resurgence in 2024, with new debt volumes rebounding to approximately €15 bn in the first half of the year, double that of 2023. This growth was driven by stabilizing property values and increased competition among lenders, particularly non-bank institutions. This year, the trend is expected to continue.
“We believe 2025 will be both a continuation and intensification of last year,” says David Renshaw, Managing Director, European Real Estate Debt. “The ongoing retrenchment of major banks from real estate debt sharpens the focus on alternative lenders, where a bolstered role in the market means they can invest in assets that are of an extremely high-quality and with leading sponsors.”
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