Alternative investors, inflation, and impacts on the existing commercial lending market have shifted the attitude and risk appetites for many investors in the region. Renewing confidence and a bright landscape for 2024 is imperative for developers and financiers alike - what major themes and trends shaped the region in the last 12 months, and what can we expect from the next 12?
How are lenders and equity funds responding to the current inflation and interest rates in this region?
How have investors approached the heightened interest rate environment? Are increased base rates cannibalizing spreads, and to what extent are investors able to pass on equity?
How has the lack of clarity on government support affected deal flow around renewables?
Increased exposure to local currency risk and its effect on investor appetites