Creative Paths for Distressed Owners

As more loans come due, borrowers face stark choices: restructure, refinance, or sell. With valuations uneven and liquidity thin, owners need creative approaches to preserve assets—or cut losses strategically. Options range from workouts to recapitalizations to sale-leasebacks, depending on leverage, performance, and long-term capital strategy.

• What are the full range of options for owners in default today?
• How are lenders approaching extensions, modifications, and refinancings?
• What role do advisory teams play in charting a path forward?
• How are owners balancing selling “winners” versus restructuring “losers”?
• When does a sale-leaseback make sense as a recapitalization tool?
• How does capital distress differ when the underlying performance is still strong?