The industry's own research.
329 items
showing 181–240 of 329
Fitch Ratings downgraded CSAIL 2020-C19 securities and assigned negative outlooks to eight classes in the securitization.
Fitch Ratings assigned final ratings to a Wells Fargo-sponsored commercial mortgage-backed securities trust.
Fitch Ratings upgraded the outlook for REAL-T 2015-1 to stable, indicating improved credit positioning in this real estate securitization.
Fitch Ratings issued final credit ratings for ACREC 2026-FL5 LLC, a structured finance transaction.
Fitch Ratings affirmed BrightSpire's commercial special servicer rating, reflecting the servicer's standing in structured finance operations.
Fitch Ratings published updated methodology and criteria for assessing counterparty risk in structured finance and covered bond instruments.
Fitch Ratings assigned expected ratings to a European loan conduit securitization vehicle.
Fitch Ratings downgraded three classes of a real estate securitization and assigned negative outlooks to the affected tranches.
Fitch Ratings assigned final ratings to a single-family rental securitization trust, reflecting credit analysis of the underlying mortgage pool and structural protections.
Fitch Ratings issued rating actions on multiple CMBS transactions, downgrading one tranche while affirming others.
Fitch Ratings assigned final credit ratings to a mortgage-backed securitization trust issued by BMO.
Fitch Ratings placed ExteNet Issuer's Series 2024-1 and 2025-1 notes on rating watch negative, signaling potential downgrade of the structured finance securities.
Fitch Ratings analysis of US commercial real estate CLO issuance performance and reinvestment dynamics within a context of macroeconomic headwinds.
Fitch Ratings analyzes how rapid technological advancement may elevate obsolescence risk for assets underlying asset-backed and mortgage-backed securities.
Fitch Ratings webcast examining credit considerations for data centre securitisations across EMEA with focus on a UK case study.
Fitch Ratings analysis examining the divergent approaches to covenant structures and asset disposal mechanisms within European commercial mortgage-backed securities.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.
KBRA analysis of commercial mortgage-backed securities loan performance data and trends for the specified period.
KBRA analysis of commercial mortgage-backed securities loan performance trends and metrics for April 2026.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.
KBRA research examines commercial real estate loan distress patterns across metropolitan markets, identifying divergent performance trends by geography and asset type.
Analysis of commercial real estate loan performance patterns across metropolitan markets, examining divergent distress trends by geography.
Analysis of commercial mortgage-backed securities loan performance metrics and trends for March 2026.
KBRA research analyzing loan performance trends within the commercial mortgage-backed securities market.
Analysis of commercial mortgage-backed securities loan performance metrics and trends from KBRA.
KBRA research analyzing loan performance trends across the commercial mortgage-backed securities market.
KBRA research analyzing commercial mortgage-backed securities loan performance metrics and trends.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for December 2025.
KBRA analysis of commercial mortgage-backed securities loan performance trends and metrics.
Analysis of commercial mortgage-backed securities loan performance metrics and trends for the January 2026 period.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for November 2025.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for November 2025.
KBRA research examining commercial mortgage-backed securities loan performance metrics and trends.
Analysis of commercial mortgage-backed securities loan performance metrics and trends as of October 2025.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for September 2025.
KBRA research analyzing commercial mortgage-backed securities loan performance metrics and trends.
KBRA publishes a periodic trend analysis covering commercial mortgage-backed securities market developments and outlook.
KBRA publishes a trends analysis covering commercial mortgage-backed securities market developments and activity.
KBRA publication tracking current trends and conditions in the commercial mortgage-backed securities market.
A periodic publication from KBRA tracking current trends and developments in the commercial mortgage-backed securities market.
KBRA analysis of current commercial mortgage-backed securities market trends and conditions.
KBRA provides analysis of current trends and market conditions in the commercial mortgage-backed securities market.
KBRA analysis of commercial mortgage-backed securities market trends and conditions.
A KBRA analysis tracking current trends and market conditions in the commercial mortgage-backed securities sector.
KBRA's monthly analysis of Commercial Mortgage-Backed Securities market trends and developments.
KBRA's periodic analysis of Commercial Mortgage-Backed Securities market trends and conditions.
Freddie Mac analysis of Small Balance Loan prepayment activity and trends as of December 2023.
A Real Estate Investment Trust (REIT) is a company that owns, operates, or finances income-producing real estate, created in 1960 to make real estate investment accessible to ordinary investors through diversified professionally managed property portfolios. REITs operate under structural rules requiring distribution of at least 90% of taxable income to shareholders, with assets and income primarily derived from real estate, and include equity REITs (owning properties), mortgage REITs (investing in real estate debt), and hybrid structures, with the U.S. REIT industry currently comprising 190 publicly traded REITs valued at $1.6 trillion in equity market value plus approximately $400 billion in non-traded REITs and an estimated $4.5 trillion in total real estate holdings across all REIT types.
The document identifies three economic developments to monitor during the week of June 29, 2026: Federal Reserve Chair Warsh's appearance at the European Central Bank Forum on Wednesday, labor market data releases including JOLTS, ADP employment, and the June employment report, and manufacturing and construction spending releases on Wednesday. The analysis notes that recent May Personal Consumption Expenditures data showed firm inflation at multi-year highs while the Atlanta Federal Reserve's Q2 GDP nowcast declined throughout the month, and signals that Treasury yields and credit spreads will be key indicators for commercial real estate credit pricing in the second half of 2026.
Altus Group's first-quarter 2026 survey of CRE borrowers and lenders reveals a commercial real estate debt market experiencing conflicting directional pressures.
Newmark's third-quarter 2023 capital markets analysis covering U.S. real estate investment trends, financing conditions, and cross-sector market dynamics.
Newmark's capital markets analysis covering fourth quarter 2023 activity across U.S. real estate investment and financing.
By John Nelson Fannie Mae and Freddie Mac are scaling up their multifamily loan production this year while their partner servicers and underwriters are aggressively pursuing new business. The Federal… The post Fannie Mae, Freddie Mac Enter Bullish Phase appeared first on Multifamily & Affordable Housing Business .
Trepp's analysis of CRE lending spreads from early 2025 through June 2026 finds that while spreads are compressing uniformly across property types at the 50-59% LTV level, relative premiums between property types are shifting—specifically, retail loan premiums have compressed relative to industrial loans, and office premiums have widened over retail. The report notes that these quoted spread movements may indicate capital rotation toward retail or competitive yield exhaustion in multifamily and industrial, though the data reflects only stabilized, low-leverage deals and may not signal broader credit repricing across higher-leverage or transitional assets.
Commercial mortgage-backed securities distress rate reached 12.07% in March 2026, with delinquencies hitting a new cycle high.
Analysis of special servicing rates in commercial mortgage-backed securities, reporting levels at 11.1% and delinquency trends.
Analysis of commercial real estate CLO market distress rates and non-performing maturities from CRED iQ.
CRED iQ reports on delinquency trends showing distress rates climbing to 11.4% in October, approaching historical highs.
Analysis of commercial real estate CLO delinquency metrics showing a significant 180 basis point reduction in distress rates.
A CRED iQ analysis of eight Freddie Mac multifamily securitizations priced in early 2026 (representing 472 loans and $7.2 billion) found weighted-average debt service coverage of 1.41x against 63.9% loan-to-value, with approximately 95% of balance carrying full-term or partial interest-only structures to maintain coverage in an elevated rate environment. The report identifies three dominant themes: coverage being manufactured through interest-only relief rather than cash flow, leverage holding steady while pricing adjusted upward (4.9% to 5.66% gross rates), and acquisition activity comprising 40% of balance, while flagging floating-rate pools like KF172 as concentrated refinancing and rate-cap-expiry risk concentrated among sub-1.25x amortizing coverage loans in Florida and the Midwest garden segment.