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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: rnam ✭☼  😊 😞
Number: of 574 
Subject: Re: BN - refocusing as insurance investor ?
Date: 02/05/26 1:32 PM
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It appears to be a very timely switch. It may be harder and more expensive to fund real estate investments.

Fortress Investment Group says rival lenders are running shy of a $4.5 trillion market for property loan refinancing over the next three years, putting its commercial real estate credit business on track to achieve a $5 billion milestone for new deals by end-2026.

Spencer Garfield and Noah Shore, global co-heads of the division, said some regional US banks and debt funds hampered by legacy problems had so far shown limited interest in a massive volume of maturing loans in the upper middle-market space, where bricks and mortar values have tumbled as much as 40% versus their peak.

Real estate borrowers, who typically lock down financing for between three and five years, are working out how to refinance loans that benefited from an era of ultra-low interest rates that ended in 2022. Rising debt funding costs have dented asset valuations and borrowers also need to generate additional cash flow on those properties to pay for their new, more expensive debt.


bloomberg.com - Fortress eyes deals milestone as rivals shun trillion property refi wall
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This community has written 569 posts about Brookfield Corporation. The article-length ones it recommended most:
BN fair value · 26 recs · 2023
Lotta talk, not much action · 21 recs · 2023
Plan value versus price · 20 recs · 2024
Convergence · 19 recs · 2023
Value versus price · 15 recs · 2024
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