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Oscar Schwartz Blicke

5 November 2024
MACROPRUDENTIAL BULLETIN - ARTICLE - No. 25
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Abstract
This article analyses the complex linkages between commercial real estate (CRE) markets and the financial system. Examining data from a wide range of sources this article presents the first system-wide mapping of CRE exposures in the euro area. The exercise identifies several sectors – real estate companies, real estate investment funds and real estate investment trusts – with particularly large CRE exposures. Structural vulnerabilities among these key players increase their exposure to CRE market shocks and the likelihood that they could amplify these shocks. In the case of real estate investment funds, highlighting the need to develop a comprehensive macroprudential framework to address liquidity vulnerabilities. Moreover, the complexity of CRE exposures that arise from extensive debt and equity linkages between these key owners of CRE and their financiers adds a further layer of risk, with the potential to exacerbate uncertainty and feedback loops. Findings underline the importance of closely monitoring links between CRE and the financial system and continuing work to close data gaps related to these markets.
JEL Code
G21 : Financial Economics→Financial Institutions and Services→Banks, Depository Institutions, Micro Finance Institutions, Mortgages
G22 : Financial Economics→Financial Institutions and Services→Insurance, Insurance Companies, Actuarial Studies
G23 : Financial Economics→Financial Institutions and Services→Non-bank Financial Institutions, Financial Instruments, Institutional Investors
G28 : Financial Economics→Financial Institutions and Services→Government Policy and Regulation
R33 : Urban, Rural, Regional, Real Estate, and Transportation Economics→Real Estate Markets, Spatial Production Analysis, and Firm Location→Nonagricultural and Nonresidential Real Estate Markets
16 May 2024
FINANCIAL STABILITY REVIEW - ARTICLE
Financial Stability Review Issue 1, 2024
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Abstract
Euro area private markets have grown significantly in recent years, providing alternative funding sources for companies and diversification benefits for investors. While private markets are currently small relative to public markets and bank lending in the euro area, continued strong growth, financial innovation and opaqueness in private markets could contribute to financial stability risks. Adverse economic shocks could result in rising defaults, valuation corrections and losses for private funds and their investors. Additionally, such shocks may be exacerbated by multiple layers of leverage at company, fund and investor level, or by liquidity mismatches for some open-ended private funds. For banks, risks could arise from lending exposures to these markets, as well as from rising competition with private funds, which could incentivise lower underwriting and credit standards.
JEL Code
G20 : Financial Economics→Financial Institutions and Services→General
G21 : Financial Economics→Financial Institutions and Services→Banks, Depository Institutions, Micro Finance Institutions, Mortgages
G23 : Financial Economics→Financial Institutions and Services→Non-bank Financial Institutions, Financial Instruments, Institutional Investors
G24 : Financial Economics→Financial Institutions and Services→Investment Banking, Venture Capital, Brokerage, Ratings and Ratings Agencies
G30 : Financial Economics→Corporate Finance and Governance→General
G32 : Financial Economics→Corporate Finance and Governance→Financing Policy, Financial Risk and Risk Management, Capital and Ownership Structure, Value of Firms, Goodwill