Insights & Opinions
Stay informed with the latest market analysis, transaction insights, and thought leadership from the Turning Point Capital team and advisory committee.
17 March 2026
Commercial Real Estate Debt Markets: Navigating the New Lending Landscape in 2024
The UK commercial real estate debt landscape is experiencing a period of significant transformation, with market dynamics creating both challenges and opportunities for borrowers and lenders alike. Recent research reveals critical shifts in lending patterns, pricing structures, and risk assessment methodologies that are reshaping how property finance advisory professionals approach deal structuring in today's environment. [...]
Read more17 March 2026
Lender Intelligence: What The New Frontier Tells Us About the Market
The evolving landscape of UK private debt markets presents both opportunities and challenges for sophisticated lenders and borrowers. Our latest analysis reveals critical shifts in lending patterns, borrower behaviour, and market dynamics that are reshaping how debt capital is allocated across sectors. As market volatility continues to influence decision-making, understanding these underlying trends becomes paramount [...]
Read more14 March 2026
TPCA Insight: Building low-carbon power for UK properties and the Green Loan Landscape
The UK commercial property sector is undergoing a fundamental transformation as environmental considerations reshape lending practices and investment strategies. At TPCA, our analysis of current market conditions reveals that sustainable finance has evolved from an optional add-on to a critical determinant of lending terms, pricing, and availability. This shift is particularly pronounced in the private [...]
Read more12 March 2026
UK Real Estate Debt Markets: TPCA on Volatility spreads from oil to mortgages
The UK commercial real estate debt markets are experiencing unprecedented volatility as macroeconomic pressures cascade through various asset classes. At Turning Point Capital Advisors, our analysis reveals that the transmission of volatility from commodity markets – particularly oil – through to mortgage and commercial real estate lending is creating both significant challenges and selective opportunities [...]
Read more12 March 2026
Beyond Hyperscale: Middle East Conflict Clouds Rate Outlook and Budget Plans and Lending Opportunities
The UK data centre market is experiencing unprecedented transformation, with digital infrastructure rapidly ascending from a niche real estate category to a cornerstone asset class for institutional lenders. Our analysis at Turning Point Capital reveals a market characterised by extraordinary growth potential, yet increasingly complex financing requirements that demand sophisticated underwriting approaches and nuanced risk [...]
Read more11 March 2026
Turning Point Capital Commentary: The New Frontier
The UK private debt landscape is experiencing a profound transformation as traditional lending boundaries dissolve and new market segments emerge. At Turning Point Capital Advisors, our analysis reveals that this evolution extends far beyond conventional sector classifications, creating both unprecedented opportunities and complex challenges for mid-market lenders and borrowers alike. Our proprietary market intelligence indicates [...]
Read more11 March 2026
Lender Intelligence: What Leading Indicators | Markets react as uncertainty returns, but some signs of … Tells Us About the Market
The UK private debt market is experiencing a period of recalibration as economic uncertainty continues to influence lending decisions and borrower behaviour. At Turning Point Capital Advisors, our analysis of current market dynamics reveals a complex landscape where leading indicators are sending mixed signals, creating both challenges and opportunities for sophisticated market participants. Recent data [...]
Read more10 March 2026
UK Real Estate Debt Markets: TPCA on Global tensions test the mood at MIPIM
The 2024 MIPIM conference in Cannes served as a critical barometer for the UK commercial real estate debt markets, revealing how global geopolitical tensions and economic uncertainties are reshaping investor sentiment and lending appetite. As private debt advisors operating at the heart of these markets, TPCA observed significant shifts in both lender behaviour and borrower [...]
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2 March 2026
How The clock ticks for London office occupiers Is Influencing UK Office Debt Markets
The UK office market is undergoing a structural transformation. As occupier behaviour shifts decisively in favour of quality, flexibility, and sustainability, the ripple effects are being felt across the entire commercial real estate debt stack. At Turning Point Capital, we have been tracking these dynamics closely through our advisory work with both sponsors and lenders, [...]
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2 March 2026
Private Debt Perspective on Housing Unpacked in UK Living Sectors
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how UK housing market is shaping financing strategies [...]
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2 March 2026
Co-Living 2025: The UK’s Next Generation Housing Opportunity
Marcus Emadi | Director at Turning Point Capital CONTENTS Why Co-Living Is Moving Mainstream Once considered a niche, co-living has evolved into a serious contender in the UK’s residential investment landscape. With housing affordability stretched and urbanisation trends accelerating, co-living offers a practical solution to address the growing demand for flexible, high-quality accommodation among young [...]
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2 March 2026
Co-Living: Where Do the Challenges and Opportunities Lie for the Sector in an Evolving Market?
Marcus Emadi | Director at Turning Point Capital CONTENTS Challenges Land & Planning Despite the ongoing economic uncertainties, the land market, particularly in London, remains fiercely competitive due to limited supply and the presence of numerous existing and new market entrants. Once a site is secured, the next major hurdle is navigating the planning process. [...]
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2 March 2026
Decoding Fund Finance: The Hidden Giant of the Loan Market
Marcus Emadi | Director at Turning Point Capital CONTENTS What is Fund Finance? Fund finance is any type of financing that revolves around a fund structure, as opposed to the traditional asset-backed structure seen in other financing markets. While this sounds straightforward, the fund finance market is often shrouded in ambiguity. Key questions that [...]
Read more2 March 2026
TPCA Analysis: South East and Greater London Offices and the Future of Office Finance
The UK office sector continues to evolve at pace, driven by shifting occupier preferences, regulatory change, and the ongoing recalibration of institutional investment strategies. At Turning Point Capital, our advisory work across both the sponsor and lender side gives us a unique vantage point on these dynamics, and the implications for UK office market are [...]
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2 March 2026
How the Middle East Conflict Could Affect the UK Housing Market — Opportunities and Risks for Real Estate Debt Providers
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how UK housing market is shaping financing strategies [...]
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28 February 2026
Why Data Centres Are Driving a New Era for Industrial & Logistics Investment in 2025
Marcus Emadi | Director at Turning Point Capital CONTENTS Digital Infrastructure Is Now Industrial Infrastructure The rise of data centres is no longer just a technology story—it’s a real estate one. In 2025, surging demand for cloud computing, AI processing, and enterprise storage is driving unprecedented growth in data centre development across the UK and [...]
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28 February 2026
2025 Commercial Real Estate Outlook: A Strategic Reset for Institutional Capital
Marcus Emadi | Director at Turning Point Capital CONTENTS Navigating the CRE Reset: Opportunity in Dislocation After two years of market disruption and valuation pressure, 2025 marks a decisive shift for the commercial real estate (CRE) sector. Higher-for-longer interest rates, tighter credit conditions, and structural shifts in occupier demand have recalibrated expectations—but also opened new lanes for [...]
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28 February 2026
The Renters' Rights Bill: Implications for Investors, Lenders and Housing Supply
Marcus Emadi | Director at Turning Point Capital CONTENTS Key Changes and Their Impact on Investors and Lenders Abolition of Fixed-Term Tenancies The bill eliminates fixed-term tenancies, replacing them with open-ended periodic agreements. Tenants will be able to leave with just two months’ notice, while landlords must wait four months before seeking possession and provide [...]
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28 February 2026
Fund Finance and Its Siblings: Key Questions on Market Trends, Challenges, and Opportunities
Marcus Emadi | Director at Turning Point Capital CONTENTS How Important Are Credit Ratings for Subscription Facilities and NAV Financing Structures? The importance of credit ratings varies depending on the context, lenders, and investors involved. While ratings are beneficial for regulatory capital treatment or distribution purposes, they are not always required. In some cases, alternative [...]
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28 February 2026
UK Real Estate Debt Markets: TPCA on Conflict raises new questions for inflation and growth
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate debt is reshaping financing strategies [...]
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27 February 2026
Top M&A Trends 2025: Private Equity and Corporate Strategy Reignite Global Deal Activity
Marcus Emadi | Director at Turning Point Capital CONTENTS Global M&A Outlook 2025: A Market Reawakens After a multi-year slowdown, global M&A deal activity is entering a new cycle. In 2025, investor confidence is rebounding, valuations are stabilizing, and both corporate and private equity buyers are back in acquisition mode. At Turning Point Capital, we [...]
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27 February 2026
Lender Intelligence: What Global house prices rise, but affordability continues to bite Tells Us About the Market
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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27 February 2026
Turning Point Capital's View: Demand for Flexibility Drives London Super-Prime Rental Market and What It Means for Lenders
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how London property is reshaping financing strategies across the [...]
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27 February 2026
TPCA Insight: How Senior living Is Reshaping Residential Debt Markets
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how living sectors is shaping financing strategies and [...]
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23 February 2026
UK Real Estate Debt Markets: TPCA on UK Cities DNA
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate debt is reshaping financing strategies [...]
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23 February 2026
Lender Intelligence: What John Lewis and the hard maths of building in UK cities Tells Us About the Market
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
Read more23 February 2026
Navigating Market Disruption: The Rise of NAV Finance in Private Equity
Olympia Shabangu | Director at Turning Point Capital CONTENTS In the face of intensifying macroeconomic volatility, private equity (PE) managers are embracing new financing solutions to sustain momentum and preserve value. One such solution — Net Asset Value (NAV) finance — is gaining prominence for its flexibility and scalability, particularly during uncertain economic cycles. As [...]
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23 February 2026
TPCA Insight: Industrial and Logistics and Warehouse Lending Opportunities
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how industrial property is reshaping financing strategies across the [...]
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23 February 2026
Beyond the Headlines: UK Housing Market Faces Political Limbo as Rate Outlook Stabilises Through a Lending Lens
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how UK housing market is shaping financing strategies [...]
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21 February 2026
London Calling: The Outlook for the UK’s Data Center Market in 2025
Marcus Emadi | Director at Turning Point Capital CONTENTS Labour’s pro-infrastructure stance fuels optimism, but challenges around power, planning, and land remain Six months into its term, the UK’s new Labour government is signaling a decisive shift in how it views digital infrastructure—and the data center sector is already feeling the impact. Earlier this month, [...]
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21 February 2026
Decoding London office rents surge as development economics realign: Implications for Commercial Real Estate Lenders
The UK office sector continues to evolve at pace, driven by shifting occupier preferences, regulatory change, and the ongoing recalibration of institutional investment strategies. At Turning Point Capital, our advisory work across both the sponsor and lender side gives us a unique vantage point on these dynamics, and the implications for UK office market are [...]
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20 February 2026
Turning Point Capital Commentary: Leading Indicators | A firmer start to 2026…
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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20 February 2026
Investment Lending Outlook: Insights from UK Spring Statement
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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16 February 2026
The Future of Fund Finance in Europe: Innovation, Collaboration and Education
Marcus Emadi | Director at Turning Point Capital CONTENTS The Search for Liquidity Fuels Innovation and Collaboration A central theme at the event was the increasing supply/demand imbalance in the market. This imbalance, driven by growing financing needs amid constrained bank capacity, has led to innovation as stakeholders seek ways to unlock liquidity. General Partners [...]
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16 February 2026
Retail Lending Update: Key Takeaways from The Retail Note – Retail sales: broken clock syndrome
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how retail real estate is reshaping financing strategies across [...]
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14 February 2026
European Student Housing 2025: Institutional Demand Surges in Purpose-Built Accommodation (PBSA)
Marcus Emadi | Director at Turning Point Capital CONTENTS PBSA: An Established Core Asset Class in European Real Estate In 2025, purpose-built student accommodation (PBSA) is no longer an emerging sector—it is an institutional core allocation. Record application numbers, limited supply, and evolving investor appetite have pushed PBSA to the forefront of alternative real estate [...]
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14 February 2026
Net Zero and Lending: What Commercially Minded | From ethics to earnings Means for Debt Providers
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate debt is reshaping financing strategies [...]
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14 February 2026
Navigating Housing supply at an 11-year high as inflation pressures ease: A Lender's Guide to UK Residential Markets
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how UK housing market is shaping financing strategies [...]
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13 February 2026
Fund Finance Explained: Opportunities for Institutional Investors in 2024
Marcus Emadi | Director at Turning Point Capital CONTENTS What Is Fund Finance? Fund finance refers to fund-level lending provided to private market vehicles such as private equity, private credit, infrastructure, and real estate funds. Two primary instruments dominate this space: Subscription Line Facilities (Capital Call Lines) NAV-Backed Loans Subscription lines are typically secured against [...]
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13 February 2026
The Ongoing Impact of Amsterdam's Data Center Moratorium
Marcus Emadi | Director at Turning Point Capital CONTENTS Five years after the Dutch capital imposed a shock moratorium on new data centers, the market is still feeling the effects July 12, 2019, was shaping up to be a normal day for Amsterdam’s many digital infrastructure providers. Life appeared to be pretty good in what [...]
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13 February 2026
Leading Indicators | Softer signals point to a clearer path for inflation and… — A Private Debt Advisory Perspective
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how private credit is reshaping financing strategies across the [...]
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13 February 2026
Turning Point Capital's Sustainable Finance View on Leading Indicators | Spring signals; green shoots emerging?
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how ESG is reshaping financing strategies across the sector. [...]
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9 February 2026
Making the Call: AI Infrastructure in the Cloud and On-Premises
Marcus Emadi | Director at Turning Point Capital CONTENTS Google Cloud’s Infrastructure GM Sachin Gupta on Building for the Future of AI While Google still lags behind Amazon and Microsoft in terms of cloud revenue, it is pushing hard to establish itself as the premier destination for AI infrastructure investment. Speaking at the Google Cloud [...]
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9 February 2026
TPCA Market Briefing: Future Gazing and UK Real Estate Lending
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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9 February 2026
TPCA Market Briefing: View all reports and UK Real Estate Lending
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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9 February 2026
TPCA Market Briefing: The Alpine Report and UK Real Estate Lending
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
Read more9 February 2026
TPCA Market Briefing: About Research and UK Real Estate Lending
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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9 February 2026
Beyond the Data: Markets reprice AI risk – real estate included from Turning Point Capital's Viewpoint
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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7 February 2026
UK Real Estate Debt Markets: TPCA on Second staircases and 18,000 missing homes
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how commercial real estate debt is shaping financing [...]
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2 February 2026
Unlocking Growth Through NAV Finance: A Maturing Solution for a Sophisticated Market
Caspar Nixon | Strategic Corporate Affairs Leader CONTENTS As the private equity landscape matures and expands, fund managers are seeking smarter, more adaptable ways to manage capital — not just to support portfolio companies, but also to finance their own evolution. One financing tool rapidly gaining traction in this space is Net Asset Value (NAV) [...]
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2 February 2026
A Tool for Growth: How NAV Loans Are Powering Private Equity Value Creation
Marcus Emadi | Director at Turning Point Capital CONTENTS “In the past two years, NAV loans have become a go-to tool for general partners looking to fund M&A and unlock incremental value across their portfolios,” says Victor Boys. “We’re now seeing around 97% of NAV loans across the industry being used to increase investment capacity—supporting [...]
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2 February 2026
TPCA Analysis: How Data centres Is Driving Data Centre Investment
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how data centres is reshaping financing strategies across the [...]
Read more2 February 2026
Turning Point Capital Commentary: The Bank of England brings stability to the mortgage market
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how mortgage market is shaping financing strategies and [...]
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2 February 2026
TPCA Insight: How Residential land values stabilise as sentiment begins to turn Is Reshaping Residential Debt Markets
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how commercial real estate debt is shaping financing [...]
Read more2 February 2026
Energy and sustainability — ESG Implications for Real Estate Lenders
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how ESG is reshaping financing strategies across the sector. [...]
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31 January 2026
Turning Point Capital Commentary: London falls behind as global prime sales gather pace
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how London property is reshaping financing strategies across the [...]
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30 January 2026
Turning Point Capital Commentary: Build-to-rent / Multifamily
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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30 January 2026
What Student housing Signals for Build-to-Rent and PBSA Lenders
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how UK housing market is shaping financing strategies [...]
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30 January 2026
Private Credit: Unlocking Flexible Capital for Growth-Focused Businesses
Marcus Emadi | Director at Turning Point Capital CONTENTS What Is Private Credit? Private credit—also known as direct lending or non-bank financing—is capital provided to businesses by lenders other than traditional banks. This includes asset managers, private equity firms, family offices, and high-net-worth individuals. At Turning Point Capital, we see private credit as a high-growth, [...]
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30 January 2026
UK Industrial Marketbeat Reports
Marcus Emadi | Director at Turning Point Capital CONTENTS Logistics & Industrial Real Estate Market Overview Despite ongoing challenges and the direct impact of macroeconomic factors on market conditions, there are positive takeaways from 2024. Over the past 12-18 months, market activity has somewhat normalized, revealing several promising trends for the sector. While corporate uncertainty [...]
Read more30 January 2026
Unlocking First Generation Beds For Generation Z Students & Investors
Marcus Emadi | Director at Turning Point Capital CONTENTS What is a First Generation Bed? Generally viewed by the market as accommodation comprising a single bed in a non-ensuite bedroom with shared communal facilities. Amenity provisions on site are typically basic and rents charged around £100pw and lower. Some of the more “premium” First Generation [...]
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30 January 2026
Market in Minutes: UK Commercial
Marcus Emadi | Director at Turning Point Capital CONTENTS Silent Spring? As we edge towards spring and a recovery, it feels like much of the latent investor and lender sentiment we’ve reported on in recent months will be holding off a little longer to see how things turn out, but capital is becoming more [...]
Read more30 January 2026
What Prime residential Signals for Build-to-Rent and PBSA Lenders
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how commercial real estate is shaping financing strategies [...]
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30 January 2026
Turning Point Capital Commentary: Life sciences
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
Read more30 January 2026
Turning Point Capital Commentary: The London Series
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how London property is reshaping financing strategies across the [...]
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30 January 2026
Turning Point Capital's View: Retail and leisure and Hotel Lending
The UK hospitality and leisure sector continues to navigate a complex operating environment, balancing strong consumer demand against cost pressures and evolving investor expectations. At Turning Point Capital, our advisory work across the sector provides clear insight into how retail real estate is influencing both sponsor strategies and lender appetite. Market Recovery and Structural Change [...]
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30 January 2026
Turning Point Capital Commentary: The Gulf's growth story meets regional instability
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how regional UK is reshaping financing strategies across the [...]
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30 January 2026
Turning Point Capital Commentary: Land and development
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how development finance is reshaping financing strategies across the [...]
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26 January 2026
TPCA on The Retail Note – Retail – outperforming the economy (again): Retail Property Lending Outlook
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how retail real estate is reshaping financing strategies across [...]
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24 January 2026
From Seoul to Shanghai, LVMH goes local — A Private Debt Advisory Perspective
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how private credit is reshaping financing strategies across the [...]
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23 January 2026
Beyond the Data: Leading Indicators | Rate stability, rising capital and renewed lending momentum from Turning Point Capital's Viewpoint
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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23 January 2026
Commercially Minded | What can other real estate sectors learn from retail's … — High Street Finance Through a Lender's Lens
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how retail real estate is reshaping financing strategies across [...]
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23 January 2026
Private Debt Perspective on Residential in UK Living Sectors
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how living sectors is shaping financing strategies and [...]
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23 January 2026
Navigating Leading Indicators | Pockets of resilience in an uncertain backdrop: A Lender's Guide to UK Residential Markets
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how commercial real estate is shaping financing strategies [...]
Read more23 January 2026
Hotel Lending in 2025: A Private Credit Perspective on a Resurgent Hospitality Sector
Marcus Emadi | Director at Turning Point Capital CONTENTS Hospitality Financing: Positioned for a Comeback In 2025, the hospitality sector is regaining momentum. Despite macroeconomic headwinds, investor confidence is gradually improving—driven by the normalisation of travel demand, stabilising valuations, and rising interest from private lenders seeking yield and complexity premiums. At Turning Point Capital, we [...]
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23 January 2026
Powering the Future: Financing Data Centres in the Digital Age
Marcus Emadi | Director at Turning Point Capital CONTENTS Data Centres: The Cornerstone of the Digital Revolution Data centres are fundamental to both the current and future digital economy. They are not just critical infrastructure; they are the backbone of modern technology, enabling everything from cloud computing to AI. But as the sector grows rapidly, [...]
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19 January 2026
UK Regional Office Investment Outlook 2025: A Turning Point for Institutional Capital
Marcus Emadi | Director at Turning Point Capital CONTENTS Momentum Returns to UK Regional Office Markets As we progress through 2025, the UK’s regional office investment landscape is undergoing a much-anticipated shift. Improved macroeconomic indicators, falling interest rates, and stronger occupational fundamentals are fueling a notable recovery in investor sentiment. At Turning Point Capital, we [...]
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19 January 2026
Turning Point Capital's View: The Retail Note – Xmas 2025: narrative vs numbers in Retail Real Estate
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how retail real estate is reshaping financing strategies across [...]
Read more17 January 2026
Diversity of Power – The Biggest Data Centre Energy Stories of 2024
Marcus Emadi | Director at Turning Point Capital CONTENTS The Most Notable Deals and Trends Across Data Centre Power Procurement For power procurement in the data centre sector, 2024 proved a landmark year. With energy demand continuing to surge, operators and utilities alike adopted an “all of the above” strategy to meet their growing needs. [...]
Read more17 January 2026
Turning Point Capital Commentary: Government and policy
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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17 January 2026
UK Real Estate Debt Markets: TPCA on Amid the noise, capital is moving again
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate debt is reshaping financing strategies [...]
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16 January 2026
TPCA Market Briefing: Active Capital and UK Real Estate Lending
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how commercial real estate is reshaping financing strategies across [...]
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3 January 2026
Grid Capacity Demands vs Renewable Targets: Uneasy Bedfellows?
Marcus Emadi | Director at Turning Point Capital CONTENTS Grid Capacity Demands vs How Renewable Developers are Rushing to Meet Data Center Energy Needs In recent years, power has become the most critical factor for data center developers, a shift from earlier years when it was one of the more straightforward elements. As the demand [...]
Read more3 January 2026
Financing the Business of Private Equity: Unlocking Value through Management Company Lending
Victor Boys | Director at JLL | MRICS Chartered Surveyor CONTENTS Private equity (PE) is no longer just about leveraged buyouts and portfolio company performance. Increasingly, private credit investors are discovering opportunities by financing the business of private equity itself—specifically through lending directly to PE firms and their management companies. These financing arrangements generate predictable, [...]
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3 January 2026
Supply Squeeze Curbs Activity in London Rental Market — Lending Implications for the UK Residential Sector
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how London property is shaping financing strategies and [...]
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30 December 2025
TPCA Insight: How The Wealth Report: Los Angeles’ luxury housing market Is Reshaping Residential Debt Markets
The UK residential and living sectors continue to attract significant institutional capital, driven by structural demand, government policy tailwinds, and the relative defensive characteristics of housing-related assets. At Turning Point Capital, our work with sponsors and lenders across the residential spectrum provides us with deep insight into how UK housing market is shaping financing strategies [...]
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30 December 2025
Turning Point Capital Insight: Prime London Property Market Stabilises but Political Clouds Gather and Digital Real Estate Debt
The UK commercial real estate market continues to evolve in response to shifting macroeconomic conditions, changing occupier requirements, and the ongoing maturation of alternative lending channels. At Turning Point Capital, our dual advisory model, working with both sponsors and lenders, provides us with comprehensive insight into how London property is reshaping financing strategies across the [...]
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16 October 2025
Big Shed Prospects: The Bull View
Marcus Emadi | Director at Turning Point Capital CONTENTS The Macro Picture November 2024 saw the Bank of England agree to cut interest rates by 25 basis points to 4.75%, the second cut in three months. The cut was motivated by the need to stimulate the economy after inflation fell below the target rate of [...]
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18 May 2025
UK Regional Offices MarketBeat
Marcus Emadi | Director at Turning Point Capital CONTENTS Business Parks Must Evolve to Stay Competitive in a City-Centric Era The future of business parks has emerged as an intriguing post-pandemic theme, with the prevailing narrative being that occupiers are shifting from out-of-town locations to central business districts (CBDs) with stronger amenities and public transport [...]
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