The Durable Income Opportunity:
Real Estate Private Credit
July 2026
Credit
Real Estate
As institutional investors navigate ongoing uncertainty, generating returns may become increasingly reliant on seeking durable income with risk mitigation potential.
We believe real estate private credit is well positioned in this environment. Sitting within the $5+ trillion U.S. commercial real estate mortgage market, private lenders can provide bespoke financing solutions that may offer durable income, attractive risk-adjusted returns and diversification benefits relative to public and private market alternatives.
Key Takeaways:
- A structural financing gap is creating a compelling opportunity for private lenders.
- CIM sees the most attractive opportunities in liquidity-constrained market segments, particularly senior value-add and office lending.
- Real estate private credit can provide durable income and diversification within institutional portfolios.
CIM 5749826