Insights

In today’s market, rent-relief conversations aren’t just reactive – they are strategic. This article highlights how landlords can use these moments to strengthen financial visibility, enforce performance benchmarks, and preserve leverage ahead of any potential bankruptcy – specifically under net lease arrangements. With interest rates elevated, input costs fluctuating, and oscillating consumer sentiment, commercial tenants in retail, industrial, and service sectors face mounting pressure. According to Epiq Bankruptcy Analytics, commercial Chapter 11 filings surged by 40% year-over-year as of mid-2024,

Is your net lease portfolio prepared for a wave of tenant credit challenges? 2025 is shaping up to be a year of elevated credit risk for tenants across industries. The average risk of default for U.S. public companies surged to 9.2% at the end of 2024, the highest since the financial crisis, and is expected to stay high through 2025. Bankruptcy filings in the U.S. increased by 13.1% year-over-year as of Q1 2025. That adds up to ~529,000 cases filed in the

We’re excited to share that Johannes, was recently featured as a guest on the On The Mark podcast, hosted by Howard Mark Rubin. In this insightful episode, Johannes discusses Alphaporting’s innovative approach to Credit Risk as a Service (CRaaS) and its broader advisory work supporting real estate investments and startup ventures. The conversation covers how Alphaporting evaluates tenant creditworthiness, how market shifts affect risk, and the unique considerations between U.S. and European real estate markets. Johannes also offers his perspective