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SECTOR PULSE REPORTS

Explore the latest challenges and opportunities in your industry by downloading your sector’s comprehensive Pulse Report below. Each report offers detailed insights into shifting economic influences, investor perspectives and more, all informed by our unique credit perspective and years of specialist financing experience. Here’s what you can expect: key trends from the past six months, a sector spotlight featuring businesses we’ve recently supported and the outlook for the upcoming six months.

US Real Estate - September 2025

The U.S. real estate market is turning a corner. With capital flows normalizing, demand strengthening in key sectors, and interest rates beginning to stabilize, confidence is building. From resilient multifamily to logistics and retail assets, our latest Pulse Report explores where opportunities are emerging, and how the market is setting up for its next phase of growth.