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John B. Levy & Company — January 19, 2026 — The G-L 2 has released its Third Quarter Review, highlighting a surge in loan‑tracking activity and projecting a positive finish to the year. Despite challenges in select real estate sectors, overall indicators point to a high‑growth environment for the index... G-L 2 Index Reports Explosive Growth in Loan Volume and Optimistic Year-End OutlookJohn B. Levy & Company — January 19, 2026 — The G-L 2 has released its Third Quarter Review, highlighting a surge in loan‑tracking activity and projecting a positive finish to the year. Despite challenges in select real estate sectors, overall indicators point to a high‑growth environment for the index. Rapid Growth The volume of loans tracked by the G‑L 2 is on an “explosive track.” Driven by the addition of several large new participants, loan volume is expected to increase 25% between now and year-end. Total loans tracked are projected to exceed $110 billion by the close of Q4‑2025. Improving Credit Quality Credit quality also strengthened this quarter: Credit event frequency improved from 3.44% to 3.04%. Sector Spotlight: Office vs. Multi‑Family The review underscores a widening performance gap between major real estate sectors: Office Loans: Continue to face significant challenges, posting a high incidence rate of 7.73%. Multi‑Family Loans: Remain highly resilient with a notably low non‑performing rate of 1.36%. Strong Returns for Investors Investment performance remains robust: Average return across all investments: 1.83% Leveraged total loans: Outperformed with a return of 3.19% About the Giliberto‑Levy Indexes The G-L Commercial Mortgage Performance Index (G‑L 1) tracks investment results for fixed‑rate senior mortgages originated by life insurance companies, GSEs, pension funds, and investment managers. G‑L 1 has been published continuously since 1993, with a return inception date of January 1, 1972. The G‑L High‑Yield Real Estate Debt Index (G‑L 2) measures performance for mezzanine loans, leveraged whole loans, and B‑notes. G‑L 2 production began in 2018, with a return inception date of January 1, 2010. Contact For more information or to subscribe, please visit www.jblevyco.com or contact: John Levy – (804) 500‑9025 | [email protected] Julia Grant – (804) 500‑9026 | [email protected] Source: www.jblevyco.com
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About UsPickwick serves exceptional companies and leading investment funds across the US, offering investment banking expertise and fund placement advisory to lower middle-market clients. We tightly couple our strategic advisory services with our financial and transaction services and believe that this approach is highly differentiated in the financial advisory marketplace. |
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