The industry's own research.
977 items
showing 961–977 of 977
CRED iQ reports the CMBS special servicing rate climbed to 9.9 percent as loans continued transferring to special servicing ahead of imminent default and maturity.
First quarter GAAP net income was 112.3 million dollars and Distributable Earnings were 156.3 million dollars, with commercial lending originations already surpassing the prior full year.
KBRA's CMBS Trend Watch reports year-over-year issuance doubled to 37.1 billion dollars through March 2025, alongside rating activity and surveillance trends across the sector.
The 1Q 2025 Sentiment Index fell 30.5 percent to 87.9 from 126.6 in 4Q 2024, the second largest drop on record, coinciding with the Liberation Day tariff announcements on April 2.
The Q1 2025 edition of the Global Real Estate Lens notes deal activity picked up at the end of 2024, reflecting improving sentiment, with clear evidence of prices recovering following significant earlier falls.
Lument's 2025 outlook expects seniors housing and care valuations to rise above 2024 levels as occupancy nears pre-COVID norms, while a tight labor market and compressed margins remain the predominant headwinds to value appreciation.
Freddie Mac forecasts positive but weaker multifamily growth in 2025, projecting rent growth of 2.2 percent and vacancy rising to 6.2 percent, with origination volume expected at 370 to 380 billion dollars.
CREFC's quarterly Compendium compiles data on the state of the CRE debt capital markets, including outstanding debt, issuance volumes and lending activity across the 6.2 trillion dollar sector.
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
TPG Real Estate leaders argue that ongoing dislocation in real estate credit markets, with a multitrillion-dollar CRE maturity wall, has created one of the best moments to be a real estate lender.
Hines argues that 2025 brings attractive opportunities for debt investment in the U.S. office sector, outlining market trends and strategies for risk-adjusted returns.
Ares examines the growth drivers behind the emerging credit secondaries asset class and its role in providing liquidity solutions to credit investors. The analysis details how the market has expanded as private credit has scaled.
KKR discusses four ideas real estate credit investors need to know about today's markets, arguing that a scarcity of capital and rising transaction volume is creating the chance to earn equity-like returns on real estate debt.
Julie Solomon, Head of Real Estate at Ares, discusses how a dramatic repricing of high-quality assets has created an attractive entry point. She notes slowing construction is reducing supply, which she expects to drive further rent growth.
.jpg)
Ares' Q3 2025 credit monitor tracks renewed credit issuance, refinancing and repricing activity, and a pickup in M&A volumes globally. It assesses credit fundamentals across public and private markets amid an evolving macro backdrop.
Ares' quarterly credit monitor reviews a year of resilience and divergence across global credit markets shaped by geopolitics, AI and shifting tariff policy. It advises investors to maintain focus on valuations and credit quality as opportunities broaden across public and private markets.