Balbec Capital's $930M Bet on Mortgage Debt Banks Won't Touch
Balbec Capital's $930M Bet on Mortgage Debt Banks Won't Touch Balbec Capital LP just closed its seventh flagship credit fund at $930 million in committed capital, according to a Bisnow report on the
Ares Takes Whitestone REIT Private for $1.7B: Is $19/Share a Steal or a Signal That Public Non-Mega-Cap REITs Are Broken?
TL;DR: Ares Management closed its $1.7 billion, all-cash acquisition of Whitestone REIT on July 14, 2026, paying $19.00 a share for 54 grocery-anchored shopping centers and pulling the stock off the...
Mavik Capital's $1B Bet on Distressed CRE: What the 2026 Maturity Wall Means for You
Mavik Capital Management is out raising $1 billion for a new fund, VS3, built to buy distressed commercial real estate and commercial mortgage-backed securities (CMBS) before the 2026 loan maturi
Commercial Mortgage-backed Securities: Navigating Risk and Yield in a Shifting Market
The CMBS market is experiencing its most significant stress test since 2008-2009, with office loan distress rates climbing while other property types remain resilient. For HNW investors, CMBS offers attractive yields but requires understanding the structural nuances that separate safe tranches from landmines.