The inherent stability of European real estate lending

In this commentary piece published in Investment and Pensions Europe, Ellis Sher, Managing Director at Arrow Lending Opportunities, reflects on the emergence of real estate lending as a stabilising force. He discusses how it offers investors a safe haven from the volatility of public markets.

At Arrow Lending Opportunities, we have refined our focus on this private debt investment strategy, particularly within the European real estate credit sector. We observe how stable returns and protection against fluctuating interest rates are increasingly attracting investors to private credit.

For investors, selecting a seasoned real estate debt manager, known for diverse origination sources, meticulous underwriting including conservative loan-to-value ratios, and effective portfolio management, is crucial for successfully navigating this investment strategy. Since 2009, we have been investing in this asset class, funding in excess of £5 billion of developments and delivering more than 17,800 units across 258 projects without any credit losses of capital, interest, and fees. Our experience has proven this to be a highly reliable asset class, leading us to confidently reinvest our gains.

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Ellis Sher

Ellis Sher

Managing Director, Arrow Lending Opportunities

After qualifying as a Chartered Accountant, Ellis embarked on a career in banking and finance focusing on speciality credit, covering a wide range of asset classes including tax arbitrage, consumer credit and property finance.

Ellis enjoyed a successful career at Investec where he worked for 7 years and was part of the establishment of the bank’s private client structured finance business. In 2005 he left Investec to pursue the acquisition of a specialist mortgage provider known as Cheval Property Finance PLC where he held the position of Managing Director until February 2009. In March 2009, he co-founded Maslow, a specialist property lending business which is now part of the Arrow Group.