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Bain & Company

In PWD coverage since August 25, 2026 · 12 stories

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Sep 20, 26Deal announcedMeta · Salesforce · McKinsey · Google · REI · Microsoft · Symbiosis — coverage

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debt

The 10-year hits 5.3%, highest since 2002, and CRE lenders expect values to fall

At Bisnow's National Commercial Real Estate Finance Event, investors and lenders said deals that penciled a month ago may no longer work at today's yields.

debt · Sep 30Nvidia pitches insurers on backing neocloud GPU loans as lenders balk

the_wrap · Sep 30BlackRock and GID write construction loans; VAC recapitalizes a Henderson office

sectors · Sep 29Bain report sizes the $4.2 trillion AI revenue gap behind data center capex

the_wrap · Sep 27Brussels ships the ESRS; the data layer writes the rest

Deals & PE · Sep 21Carbon removal learns to write a purchase order

transition · Sep 21Symbiosis sells CFOs on the carbon offtake

Family Office · Sep 18HSBC bundles the concierge; Citi refers it out

the_wrap · Sep 10The unpriced deal is now infrastructure's default language

advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down

the_wrap · Sep 10The data-center capital stack now prices one tenant

The Close · Aug 25Bank M&A wave will redraw the advisor map

Bain & Company

The 10-year hits 5.3%, highest since 2002, and CRE lenders expect values to fall

The Family Office Daily Briefing