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Neil Callanan

Neil Callanan

Fortune

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AI data center boom sparks fears of glut amid lending frenzy

“Momentum is strong, but if this is irrational exuberance, investors will lose when the music stops,” said Squared Capital's Sadek Wahba.

12.12.2025 10

Fortune

Neil Callanan

Ray Dalio says tariff turmoil hurt U.S. reputation for reliability

In his view, it’s worth watching the weakening dollar and how the 30-year Treasury trades versus the 10-year bond.

11.04.2025 4

Fortune

Neil Callanan

Blackstone’s $17 billion property lending arm isn’t giving up on its office bets

Investors have little appetite for all but the best offices.

14.03.2025 7

Fortune

Neil Callanan

$1.5 trillion of commercial real estate debt is due next year, and refinancing won’t be easy

Apartment buildings, which make up about 40% of the looming maturities, are at the center of the refinancing wave.

01.09.2024 10

Fortune

Neil Callanan