May 12, 2025

Borrowers will see an increase in industrial loans this year, especially with the boom in e-commerce and many companies trying to optimize their supply chains. Liquidity in the debt markets will continue to increase, underwriting fundamentals will hold and the race for spreads to bottom will continue. Many life companies are prioritizing industrial loans this year so watch for them to stretch underwriting to compete. Lenders will target acquisition and refinance loans. More