The industry's own research.
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The Fed has released the minutes of its June 2026 Federal Open Market Committee meeting, the detailed record of the committee’s discussion that arrives three weeks after each decision. Chair Warsh has moved away from forward guidance, so markets get fewer signals about the Fed’s thinking in real time, and that…
Supply of existing single-family homes reached a 10-year high of 4.6 months in June 2026, while condo supply hit a 14-year high of 6.4 months, as sales of single-family homes fell 2.4% month-over-month to an annual rate of 3.73 million and condo sales fell 2.7% to a record low annual rate of 360,000. The 30-year fixed mortgage rate rose to 6.49%, and the national median single-family home price inched up 1.8% year-over-year to $446,400, with dramatic regional divergences including prices down 26% in Austin and up 5.1% in New York City.
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Self-storage commercial mortgage-backed securities (CMBS) remains one of the cleaner credit stories in commercial real estate, but the sector is sending a more nuanced signal than the headline delinquency rate suggests. While delinquency remains just 0.05%, nearly 30% of the outstanding balance is now on the…
NCREIF's snapshot report of 4Q2023 debt fund performance and aggregate metrics.
NCREIF reports on open-end debt fund performance and aggregate metrics for the first quarter of 2024.
SAN ANTONIO — CBRE has arranged a refinancing loan on behalf of Cambridge Development Group, the Houston-based owner of Citadel Urban in San Antonio. The 181-unit community is located in… The post Cambridge Development Group Refinances Citadel Urban in San Antonio appeared first on Multifamily & Affordable Housing…
With the 2026 FIFA World Cup making headlines, a recent PropertyShark market study revealed that in five of the 11 hosting cities, the cheapest available ticket for the most expensive game is now on par with – or above – a full month of rent or mortgage payments. Even at the low end, seats for many of the most…
DENVER — Ziegler has closed Christian Living Communities Obligated Group’s $41.2 million Series 2026 Bonds, which were issued through the Colorado Health Facilities Authority. Christian Living Communities Obligated Group is a… The post Ziegler Closes $41.2M Bond Financing for Christian Living Communities appeared…
There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled The post CRE Investors Find Ways to Temper Foreclosure Risk appeared first on Capright .
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Disclaimer: This is an excerpt from Trepp's "The Midwest Multifamily Investment Mirage" paper. Click here to access it . The Sunbelt has become the market everyone loves to hate. Oversupply, concessions, elevated vacancies, and slowing r ent growth have pushed many investors toward a new narrative: that the Midwest…
Mortgage applications remained essentially flat in June 2026 with a 0.3% month-over-month decline, driven by a 2.5% drop in refinancing applications that offset a 0.7% gain in purchase applications, while the 30-year fixed-rate mortgage average contract rate increased 5 basis points to 6.59%. Adjustable-rate mortgage (ARM) applications declined 9.4% during the month, reducing the ARM share of total applications to 8.2%, and the overall average loan size decreased 3.4% to $393,800.
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The artificial intelligence (AI) buildout is not lifting all commercial real estate equally; instead, it is creating a more concentrated market in which capital is increasingly flowing toward data center collateral, while office leasing benefits are accruing to a narrower set of markets and assets. For commercial…
KBRA research examining CMBS loan performance metrics and trends for the specified period.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.
The single-family rental (SFR) sector continued to demonstrate resilience through early 2026, supported by stable occupancy, positive rent growth, and improving capital markets activity. The post Single-Family Rental Investment Snapshot – July 2026 appeared first on Arbor Realty .
NEW YORK CITY — JLL has arranged a $44.5 million refinancing loan for locally based Benchmark Realty Group’s 61-unit property at 194 East 2nd St. in Manhattan’s East Village. Citi… The post JLL Arranges $44.5M ReFi Following Benchmark’s East Village Renovation appeared first on Multifamily & Affordable Housing…
Morningstar DBRS presents forward-looking credit forecasts spanning multiple sectors and geographic regions for 2026.
A virtual event examining private credit holdings and portfolio composition within Canadian life insurance company investments.
Analysis of how European regulatory reforms to depositor preference frameworks may affect bank credit rating assessments and risk profiles.
FAIR LAWN, N.J. — Finance and investment management firm PCCP has provided a $66.9 million loan for the development of a new active adult community located in Fair Lawn, roughly 25… The post PCCP Provides $66.9M Loan for Active Adult Development in Metro New York City appeared first on Seniors Housing Business .
The Trepp CMBS Delinquency Rate decreased by 20 basis points to 7.35% in June 2026, led by a large lodging cure. The five largest newly delinquent loans accounted for $998.9 million of the $2.64 billion in newly delinquent loans, including a super-regional mall in Southern California, a regional mall in New…
Thursday's June jobs report added far fewer positions than expected, and the unemployment rate fell only because the labor force shrank. The report pushed back market pricing for a hike this year, a shift that will test how much weight the Federal Open Market Committee's (FOMC's) hawkish June signals still carry.…
WASHINGTON, D.C. — PCCP, a Los Angeles-based commercial real estate finance and investment management firm, has provided a $61.3 million refinancing loan to PGIM and Kennedy Wilson for Parc Riverside… The post PCCP Provides $61.3M Refinancing Loan for Parc Riverside East in D.C. appeared first on Multifamily &…
Moody's CRE Analytics examines commercial real estate sector challenges and outlook through 2026.
Moody's CRE provides an educational overview of government-sponsored enterprises and alternative financing mechanisms in the multifamily agency lending market.
Moody's CRE Analytics examines the growing range of sustainable financing mechanisms available to commercial real estate investors and developers.
Moody's CRE Analytics tracks troubled commercial mortgage-backed securities loans, reporting improved conditions in early 2025 following stress in 2024.
Moody's CRE Analytics examines office loan maturity trends and upcoming refinancing challenges in the commercial real estate market.
The document reports that the six-month Treasury yield has risen to approximately 4%, with the government selling $84 billion of six-month Treasury bills at an investment rate of 3.97%, up from 3.80% two weeks prior, signaling that bond markets expect multiple Federal Reserve rate hikes within the next six months. The article argues that the bond market is clearly telling the Fed to proceed with rate increases, as evidenced by the 2-year Treasury yield surging 76 basis points since early February to 4.14%, and that banks are raising CD yields above 4% in response to incoming economic data.
A fourth-quarter membership report tracking performance and composition data for open-end moderate-yield debt funds indexed by NCREIF and CREFC.
Quarterly aggregate performance data and analysis of open-end debt funds tracked by NCREIF and CREFC membership.
Snapshot report tracking performance metrics and aggregate data for open-end real estate debt funds benchmarked against the NCREIF/CREFC moderate-yield index.
CBRE's quarterly overview of Canadian investment market activity, trends, and capital flows across property sectors.
The 30-year fixed-rate mortgage averaged 6.49% in June 2026, up 8 basis points from May and 44 basis points since late February, while the 15-year rate averaged 5.82%, driven by market pricing of potential Federal Reserve rate hikes due to persistent inflation and a resilient labor market. The 10-year Treasury yield averaged 4.48% in June but eased later in the month to around 4.44% following a preliminary U.S.-Iran agreement that temporarily reopened the Strait of Hormuz for commercial shipping.
Trepp's article curates five research pieces on commercial real estate finance topics relevant to mid-2026, highlighting studies on CMBS issuance, CRE CLO market recovery, office delinquency rates, bank CRE risk assessment, and hard maturity refinancing challenges. The article reports that CRE CLO issuance reached $11.2 billion by early March 2026 (up 34% year-over-year), office CMBS delinquencies hit 12.34% in January 2026, and $76.6 billion in CMBS loans faced hard maturity in 2026 with 36% carrying debt yields at or below 8%.
Arbor Realty Trust and Chandan Economics analyze sector stability, loan origination trends, and valuation dynamics in the small multifamily market amid mixed macroeconomic conditions.
Arbor Realty Trust and Chandan Economics analyze lending activity and refinancing trends in the small multifamily sector.
Capital Economics reports on net lending flows to UK commercial property in May, contextualizing movements within broader uncertainty and rate environment.
Capital Economics reports that net lending to UK commercial property totalled approximately £1.5bn in April, down from £2.5bn in March, reflecting a slowdown in investment transactions.
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Trepp analyzed private-label CMBS exposure across metropolitan areas tied to the original thirteen colonies, finding that New York remains dominant while southern colonies like Georgia and North Carolina have become stronger securitization markets due to multifamily and industrial growth, whereas legacy northeastern markets including Philadelphia and Baltimore face elevated office-related stress. The analysis examined three historic properties currently in CMBS deals: Hotel del Coronado performing strongly with a 57% LTV, 55 Wall Street on the watchlist due to cash flow reporting discrepancies despite full occupancy, and Historic Inns of Annapolis in special servicing with 88% LTV and declining occupancy metrics.
Research perspective examining how back-leverage strategies are being utilized to address debt funding constraints in European real estate markets.
AEW research perspective examining the refinancing environment in European real estate markets and whether the acute phase of the refinancing challenge has passed.
Research perspective on European private infrastructure lending strategies and risk-return positioning for institutional investors.
AEW research examines European borrowing cost trends and persistent refinancing obstacles in real estate capital markets.
AEW research economists examine the global debt funding gap across dynamic real estate markets in North America, Europe, and Asia.
AEW research whitepaper examining capital preservation strategies within the evolving private credit landscape for real estate investors across North America.
John Sebree discusses the trends shaping today's multifamily investment market. The post WATCH | What’s Working in Today’s Multifamily Market appeared first on Lument .
NASHVILLE, TENN. — Forman Capital, a private direct lender, has provided a $49.4 million construction loan for Moda Vista, a 102-unit build-to-rent community at 3320 Curtis St. in the Bordeaux… The post Forman Capital Finances $49.4M BTR Project in Nashville appeared first on Multifamily & Affordable Housing…
IRVING, TEXAS — Berkadia has arranged a $124.7 million refinancing loan for Alesio Urban Center, a mixed-use community with 908 units and 55,499 square feet of commercial space in the… The post Berkadia Arranges $124.7M Refinancing for HGI’s Alesio Urban Center in Irving, Texas appeared first on Multifamily &…
The median U.S. housing payment posted its first year-over-year increase since October during the four weeks ending June 28 as home prices and mortgage rates rose. Pending home sales crept up 0.4% week over week. We’re taking a break from analysis this week, but please see the tables and charts below for this…
A discussion of how infrastructure debt is entering a new growth phase driven by structural mega-trends and evolving energy needs.
Barings executives discuss portfolio finance strategies for institutional investors seeking risk-adjusted returns and capital flexibility in private debt markets.
Barings' Head of Europe Direct Lending Portfolio Management discusses global private credit investment strategy, portfolio construction, and emerging opportunities.
A Barings viewpoint examining traditional middle market direct lending fundamentals and how private credit strategies differ in their portfolio roles.
Q&A exploring how infrastructure debt enhances insurer portfolios through risk-return attributes, diversification, and long-duration cash flows.
Barings executives discuss mid-market direct lending trends, investor demand, and risk mitigation strategies in private credit markets.
NCREIF and CREFC aggregate performance and composition data for open-end commercial real estate debt funds as of the third quarter of 2025.
NCREIF publishes quarterly performance data and metrics for the Moderate Yield Debt Index tracking commercial real estate debt returns.
NCREIF publishes quarterly performance and composition data for open-end real estate debt funds aggregated across the CREFC peer group.
NCREIF and CREFC aggregate performance data for open-end real estate debt funds as of mid-2025.