The property lending market has seen 150 new entrants in the last
three years, according to a new report from Savills.
The firm’s 27th annual
financing property presentation, which was released today, identified a further
46 new entrants to the lending market over the last 12 months, bringing the
total to 150 new lenders in the last three years.
According to the report, 60% are classified as ‘other non-bank
lenders’, although those lenders only did 13.5% of lending in 2014, but they
are forecasted to grow to 30% market share by 2020.
Savills said the increased competition had sparked a focus on loan
syndication for the bigger ticket deals, with French and Japanese banks
increasingly active as well as other nationalities.
William Newsom, senior director of valuations at Savills, said:
“Syndication has been driven by investment houses which want to get into
commercial property lending but don’t have the platform to do so.
“Lead arrangers are selling down to these parties which not only
is good for balance sheets but also spreads risk. This process not only
has allowed foreign lenders to enter a market which can provide better returns
than their own, but also has empowered those existing lenders seeking bigger
ticket opportunities.”
Savills said that while there has been a jump in overall lending
by 50%, the debt mountain is reducing and real estate lending is presenting
higher returns when compared to other asset classes.
Yields are low but so is the cost of money, indicating there is
scope for yields to go lower, the report said.
It also noted that while loan to value ratios (LTVs) for senior
debt remain low, the addition of mezzanine debt can see LTVs rise from around
60% to more than 80% - levels last seen in 2006.
Newsom said: “The mezzanine debt market is on the increase but
it’s both mature and well respected. It is provided by specialists who
understand the risk and rarely lend on smaller or prime deals. The figures work
best on higher yielding properties of above 6.5%.”
Savills said that the commercial property markets have seen
increased confidence with more than 50% of total capital invested in the UK
being outside London.
Furthermore, figures show that 2014 saw the highest ever volume
invested by non-domestic parties outside London, and this looks likely to
continue in 2015, Savills said.
Real estate continues to outperform other asset classes and
consequently institutional weightings to property remain higher than
normal.
Savills outlined future opportunities in the core sectors of
retail, office and industrial but noted that alternative sectors such as
leisure, student housing, senior and healthcare all offer long leases and
growth in demand. It found 75% of the largest deals that have taken place
during 2015 include alternative investment sectors, in particular student
housing and hotels.