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CMBS Loan Performance Trends: October 2025
Analysis of commercial mortgage-backed securities loan performance metrics and trends as of October 2025.
CMBSCapital MarketsFinancing & CMBSUnited States
Updated 1 month ago
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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.
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 mortgage prepayment behavior comparing floating-rate and fixed-rate loan performance as of June 2024.
Freddie Mac analysis of mortgage prepayment behavior comparing floating- and fixed-rate loan performance as of December 2023.
Oxford Economics examines the investment strategies and opportunities for commercial real estate investors entering the data centre sector.
Oxford Economics examines how constrained real estate supply in Asia-Pacific markets is expected to support commercial property performance.
Oxford Economics examines how reduced commercial real estate development activity is supporting rental growth across European markets.
Oxford Economics examines commercial real estate growth drivers and market conditions expected to shape the sector in 2025.
Oxford Economics examines structural and cyclical factors supporting increased real estate transaction activity in the coming years.
Oxford Economics analysis examining how global capital allocation trends are driving industrial real estate demand while creating portfolio concentration risks.
Fukuoka's office market comprises three distinct hubs—Hakata Station, Gion/Gofukumachi/Nakasu, and Tenjin/Akasaka/Yakuin—each with different rental levels, vacancy rates, tenant profiles, and supply characteristics as of Q1 2026. As of Q1 2026, the three areas recorded average rents of JPY 23,276 with a 4.4% vacancy rate, with the Tenjin area commanding the highest rents at JPY 25,355 and the Hakata Station area showing the strongest year-on-year rent growth at 14 percent, while strong demand has absorbed approximately 284,000 square meters of new Grade A office space delivered since 2019 across the market.
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.
Nareit's quarterly tracker of REIT performance, holdings, and capital market activity across the listed real estate investment trust sector.
The longtime planner, developer, and leader helped spearhead transit-oriented development in from Denver Union Station and the Central Platte Valley to redevelopment projects that reshaped communities across the Front Range.
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.
From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history. The post The US Data Center Market: Powering the US Economy appeared first on AFIRE .
Survey-based analysis of institutional investor and fund manager perspectives on co-investment structures, experiences, and value in real estate.
Q1 2026 performance data from the ODCE and NCREIF Property Index covering institutional real estate returns across major property types.
Advisory analysis examining successful real estate investment strategies for institutional investors and their potential for continued outperformance despite broader sector underperformance.
Analysis examining the convergence of total returns between public and private real estate benchmarks over a ten-year period.
Analysis of fee structures and costs associated with private equity and real estate investments compared to public market alternatives.
Research examines whether closed-end real estate funds have delivered acceptable net returns relative to alternative opportunities and risk metrics.
Analysis of Montreal's commercial real estate investment performance in 2025, highlighting it as a leading performer among eastern Canadian markets with year-over-year growth.
Analysis of commercial real estate investment activity and market performance across Canadian metropolitan areas, with focus on Greater Toronto Area trends and comparative regional performance.
Analysis of how mixed-use development is transforming hotel financing, programming, and guest experience, with hotels functioning as connective hubs within broader integrated ecosystems.
CBRE reports on real estate investment activity in Catalonia, noting 41% growth and the third-highest historical record for the region.
CoStar's Commercial Real Estate Services Index reports monthly changes in time-on-market metrics for commercial properties in April 2026.
CoStar reports that new supply deliveries have declined to their lowest level since 2012, while net absorption continues to face pressure across commercial real estate markets.
CoStar's Commercial Real Estate Services Index reports on market velocity and pricing trends across commercial real estate assets in January 2026.
CoStar reports that new supply deliveries reached their lowest level since 2013, with marginal demand improvements noted.
Savills' analysis of residential property price performance across world cities, tracking prime market indicators and trends.
CBRE's survey of European real estate investor intentions and capital deployment priorities for 2026.
CBRE's survey of investor sentiment and capital deployment intentions across Asia Pacific real estate markets.
CBRE survey capturing investment appetite, capital deployment priorities, and market outlook from North American real estate investors.
Knight Frank analysis examining how capital markets are repricing risk and stabilizing volatility in the London real estate market.
Survey of institutional investor deployment plans and capital allocation strategies across real estate asset classes and markets.
Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.
Knight Frank examines investor sentiment and capital allocation strategies toward direct commercial real estate opportunities in the coming year.
Knight Frank's forward-looking analysis of sector allocation strategy, examining office market positioning and diversification drivers shaped by demographic and technological shifts.
Knight Frank explores macro trends and structural forces influencing real estate investment capital allocation and strategic decision-making across markets.
Knight Frank explores expectations for core capital liquidity, recovery trajectories, and strategic positioning in the institutional real estate market for 2026.
Knight Frank analysis examining how investor hurdle rates are shifting in response to market complexity and risk dynamics entering 2026.
Knight Frank examines capital deployment strategies across real estate markets, focusing on defensive positioning, opportunistic entry points, and partnership models.
Analysis of data center transaction activity and structuring trends in 2026, examining impacts of rising interest rates, deal complexity, and renewal market dynamics.
Analysis of how cautious monetary policy stance is affecting commercial real estate market conditions and investment decision-making.
Moody's CRE Analytics examines strategic adaptation approaches for commercial real estate portfolios navigating maturing debt cycles and refinancing pressures.
Analysis of climate-related trends and their impact on commercial real estate cost management and value creation strategies in 2025.
Altus Group's first-quarter 2026 survey of CRE borrowers and lenders reveals a commercial real estate debt market experiencing conflicting directional pressures.
Analysis of economic, capital markets, and real estate data examining factors shaping debt and equity financing availability and pricing for commercial real estate practitioners.
Survey of commercial real estate borrowers and lenders from Altus Group reveals mixed signals about the current state of the debt market.