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Sightlines.
Perspectives from operators who've built on both sides of the transaction.
Sightlines is Scythian's view into the lower- and middle-market commercial real estate credit space, written by founders who have spent two decades originating, structuring, and servicing loans across multiple credit cycles.
Monthly insights examining what's happening in this market: where capital is moving, how deals are being structured to withstand stress, and what separates disciplined underwriting from underwriting that only looks disciplined until conditions change.
Steady aim in a fragmented market, delivered straight to your inbox.
Analysis of the lower and middle market CRE debt space, a roughly $250 billion segment that Scythian believes is too fragmented for the largest institutions and too complex for most regional lenders to serve well
What you'll receive
Perspective on cross-cycle credit construction: pairing capital-intensive originations with capital-light, government-licensed businesses to reduce dependence on any single market condition
Structuring insight drawn from live transactions, including the terms that tend to hold under stress and the ones that don't
Firm updates, including milestones and developments as the platform grows
