Investment Grade
REIT
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Investment Grade REIT Sector Report Card
After three years of historic underperformance, the publicly traded REIT universe is beginning to find its footing again. Entering 2025, REITs had accumulated a performance deficit of over 45 percentage points relative to the S&P 500—one of the largest gaps in modern market history. This valuation disconnect was driven not by failing fundamentals, but by…
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The 2025 Playbook for U.S. Investment Grade Corporate Bonds
A sector-by-sector tour of where income, risk, and relative value now sit Setting the Stage Investment-grade (IG) corporates entered 2025 in a rare position: all-in yields hover in the 5 % range—the highest carry investors have seen in more than a decade—yet credit spreads have compressed to multi-decade tights. In this environment the coupon you…
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Investment Grade Loans: Restructuring Debt and Unlocking Equity with Tailored Financing for CRE Refinancing and Acquisitions
9th May 2025 | by the Investment Grade Team
The Critical Role of Investment Grade Loans in Commercial Real Estate Investment grade loans are a cornerstone of commercial real estate (CRE), offering borrowers the financial stability needed to drive long-term success. These loans are characterized by rigorous underwriting processes that ensure minimal risk for lenders while empowering borrowers with favorable terms. For real estate…
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Investment Grade Data Centers: A Comprehensive Analysis of Opportunities and Challenges
9th May 2025 | by the Investment Grade Team
The data center industry is undergoing a transformative era, driven by the escalating demand for digital services, cloud computing, and the rise of artificial intelligence (AI). This unprecedented growth has positioned data centers as a vital component of the digital economy, offering substantial opportunities for investors. JLL’s 2025 Global Data Center Outlook highlights the extraordinary…
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Unlocking Value with Investment Grade Sale Leasebacks: A Strategic Guide for Business Owners
9th May 2025 | by the Investment Grade Team
The Strategic Power of Investment Grade Sale Leasebacks in Commercial Real Estate Sale-leasebacks have emerged as a sophisticated financial solution for business owners who own real estate across a wide range of asset classes. By converting real estate assets into liquid capital while retaining operational control, this strategy offers businesses in healthcare, retail, industrial, and…
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Why Investment Grade? A Comprehensive Guide
9th May 2025 | by the Investment Grade Team
Introduction: Setting the Standard for Investment Grade Investment Grade is more than just a term tied to credit ratings; it is a benchmark of quality, stability, and reliability that extends across capital markets, real estate, corporate & company performance, and beyond. At its core, investment grade represents the level of trust investors and institutions place…
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Investment Grade REITs: An In-Depth Analysis
9th May 2025 | by the Investment Grade Team
Real Estate Investment Trusts (REITs) have long served as a cornerstone of diversified investment portfolios, offering stable income streams, inflation protection, and liquidity. Among them, investment grade REITs stand out for their financial strength, low risk of default, and steady performance. These REITs, typically rated ‘BBB-‘ or higher by major rating agencies, attract conservative investors…
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