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This is a market report published by Newmark in September 2025 covering capital markets conditions and trends in the U.S. multifamily sector.
This is a multifamily market report for Chicago published by Berkadia in the third quarter of 2025. The report covers the Chicago multifamily sector and includes national comparisons.
This is a multifamily market report published by Newmark in September 2025 covering the Houston, Texas real estate market.
This is a market report published by Berkadia in September 2025 covering the multifamily sector in the Boston market.
The National Multifamily Market Report for mid-year 2025, published by Berkadia, examines employment trends and apartment market dynamics across the United States. The report notes that 1,551,000 jobs were added over the last 12 months with unemployment at 4.1% as of June 2025, driven primarily by growth in private education and healthcare sectors responding to aging population demographics and technological advances, while apartment supply peaked in 2024 with year-to-date 2025 deliveries of 224,979 units against absorption of 378,749 units, reflecting contracted construction pipelines offset by surging demand from urbanization trends and homeownership affordability constraints.
This is a data figures report published by CBRE on June 30, 2025, presenting multifamily sector metrics for Dallas-Fort Worth in the second quarter of 2025. The report covers multifamily market data at the Dallas-Fort Worth, Texas, and national geographic levels.
This is a market report published by Newmark in June 2025 covering conditions and trends in the U.S. retail sector on a national basis for the second quarter of 2025.
Metro Houston's multifamily market added 39,800 jobs over the past 12 months with a 4.4% unemployment rate as of June 2025, driven by population growth including 149,560 net migrants in the prior year and anticipated investments from Apple, Foxconn, and Nvidia in AI manufacturing facilities. In the first half of 2025, the market delivered 7,071 multifamily units and achieved 10,850 net move-ins, with the pipeline comprising 21,054 units in lease-up and 8,415 units under construction, with strong absorption concentrated in Greater Heights/Washington Avenue, Conroe/Montgomery County, and Cypress/Waller submarkets.
This is a first-quarter 2025 market report published by Berkadia covering the multifamily sector in Atlanta, Georgia.
This is a multifamily market report for the Dallas-Fort Worth area published by Berkadia on March 31, 2025, covering the first quarter of 2025. The report is classified as a market report with geographic focus on Dallas-Fort Worth and Texas, and includes national scope.
This Berkadia national report documents the current state of affordable housing in the United States as of Q1 2025, presenting data on cost burden among renters, expiring affordability restrictions, and development pipelines across regions. Key findings include 22.6 million cost-burdened U.S. renters spending over 30 percent of income on housing, 374,497 multifamily units with affordability restrictions set to expire within five years, affordable housing deliveries projected to peak at roughly 80,000 units in 2025 before declining to 51,000 units by 2027, and national rental inventory of 2,551,946 units with 1.5 percent year-over-year growth as of Q1 2025.
This is a capital markets report published by Newmark in March 2025 covering the multifamily sector across the United States. The report presents market data and analysis for the first quarter of 2025.
Self-Storage REITs Enter a New Phase of Stabilization Amid Ongoing Pricing Pressure Capright has released its latest Self-Storage REIT Update, providing a detailed look at The post Self-Storage REIT Update – June 2026 appeared first on Capright .
Triple-Net Retail REIT Update: Institutional Capital Continues to Favor Defensive Retail Assets The triple-net retail REIT sector entered 2026 from a position of strength. Despite The post Triple-Net Retail REIT Update – May 2026 appeared first on Capright .
Single-Family Rental REIT Update: Policy Shifts, Supply Dynamics & What Comes Next Capright is pleased to release its latest Single-Family Rental REIT Update, offering a The post Single-Family Rental REIT Update – May 2026 appeared first on Capright .
As health systems face growing pressure to optimize capital and accelerate growth, many are turning to third-party developers and property owners to support their real estate needs. Using Revista’s inventory of medical outpatient buildings (MOB) larger than 7,500 square feet, we examined which health systems are .…
$16.3 billion in MOBs have traded over the past 12 months. That is the highest level of volume we have recorded since 2Q23. These sales comprised 47 million square feet in MOB buildings, equivalent to 2.9% of . . . The post More MOB Sales in 2026 appeared first on RevistaMed .
Healthcare Gross Domestic Product (HGDP) is measure of the monetary value of healthcare output. In the charts above, we are looking at growth in real HGDP for each county over the past decade. Real HGDP is inflation adjusted to provide a better view on . . . The post Which Counties are Rapidly Increasing Healthcare…
The Medical Office Sector has typically averaged 2 to 3 percent year-to-year rent growth. In recent years, this level of growth has often trailed CPI inflation. As a result, investors often target medical office (or outpatient) buildings (MOBs) that have a likelihood for higher year to year rent growth. These…
Health systems have been one of the most active participants in the medical properties investment sales market in the last 3 years, accounting for 17% of all sales activity as either the buyer or seller. In 2025 alone . . . The post Update on Health System Medical Outpatient Building Buybacks appeared first on…
Explore the new RevistaMed MarketView Metro Reports, now available to subscribers. The updated reports build on fundamentals, sales transactions, and construction activity, while introducing expanded analysis of real estate ownership … The post New RevistaMed Metro Reports – Now Available appeared first on…
Occupancy is typically consistent, but what is the state of rent inflation within the outpatient sector? Revista’s recently released 4Q25 data shows a year-over-year growth rate of . . . The post Medical Office Rent Growth Normalizes Post Inflation appeared first on RevistaMed .
As investors seek durable yield in a decreasing interest rate environment, IRFs continue to attract interest from both domestic and foreign institutional capital—trends that show little sign of slowing . . . The post Inpatient Rehabilitation Hospitals: A National Perspective on a Resilient Healthcare Real Estate…
The 2026 Revista Medical Real Estate Investment Forum (MREIF) begins next week (the week of February 2) in Palos Verdes, California. Palos Verdes lies within the Los Angeles metro area. We thought it would be interesting to check in on a few MOB trends within the LA metro area before the MREIF begins. The post A…
Teodora Paligorova , and Toshihide Yorozu Outstanding mortgage debt in the commercial real estate (CRE) sector totaled $6 trillion at the end of 2024 including owner-occupied and nonowner-occupied real estate, multifamily mortgages, and loans backed by acquisition, development, and construction projects. Banks hold…
Rising costs, insurer exits, and climate-risk modeling are reshaping some property values, lending decisions, and resilience investment in the state’s real estate markets.
With billions of dollars in projects facing delays or cancellations, experts assess the broader implications for real estate and economic development.
Nationwide, 13.6% of the homebuying deals made in May fell through. That share has held steady over the last 4 months as buyers and sellers grow accustomed to today’s market. 4 of the 10 metros where contract cancellations were most common were in Texas, and three were in Florida; all are strong buyer’s markets.…
The small multifamily sector entered 2026 on a strong note, even as lending conditions remained shaped by persistently high interest rates and regulatory uncertainties. The post Small Multifamily Investment Snapshot — June 2026 appeared first on Arbor Realty .
The pharmacy real estate sector continues evolving as operators adjust store footprints, expand healthcare services, and respond to margin pressure and changing consumer behavior.B+E’s Mid-Year 2026 Pharmacy Inventory Report analyzes:Walgreens and CVS cap ratesPharmacy inventory levelsLease term trendsGeographic…
The logistics real estate sector continues evolving as e-commerce growth, supply chain shifts, and changing consumer expectations reshape demand for warehouses, distribution centers, fulfillment facilities, and industrial outdoor storage (IOS). Businesses are investing in larger logistics networks, automation, and…
The quick lube and auto service sector continues evolving as operators expand footprints, bonus depreciation incentives influence transaction activity, and investors seek long-term net lease assets with strong tenant demand.B+E’s Mid-Year 2026 Quick Lube & Auto Service Report analyzes:Auto service cap rates and…
B+E Q1 2026 Net Lease Cap Rate Report Net lease cap rates continued adjusting through Q1 2026 as investors responded to interest rate uncertainty, changing supply levels, and shifting tenant performance across retail and industrial sectors. Inventory remained relatively stable while average time on market…
The NNN car wash market continued to show stability in April 2026 despite a decline in available inventory. B+E’s latest NNN Car Wash Listed Inventory Report highlights shifts in supply, pricing, cap rates, and tenant activity across the sector, providing investors with a clearer picture of current market…
Walgreens at 7.81% | CVS at 6.79% The pharmacy net lease sector ended 2025 with a familiar structure — and one meaningful shift.Walgreens average cap rate: 7.81%CVS average cap rate: 6.79%CVS has historically traded at a premium to Walgreens. That relationship continued in 2025.What changed was the expansion of…
This week the Radius+ team took a closer look at the Wichita, KS CBSA. 2022: 2.5% 2023: 0% 2024: 1.4% 2025: 3.2% 2026: 0% Wichita has maintained a pattern of measured supply growth over the past several years. The metropolitan economy has benefited from expansion in manufacturing, aerospace, and agriculture, which…
This week the Radius+ team took a closer look at the Chattanooga, TN-GA CBSA. 2022: 2.3% 2023: 2.9% 2024: 6.8% 2025: 0% 2026: 0% Chattanooga experienced massive supply growth in 2024, overwhelming demand in the near term. Its central geographic location has made it an important logistics and transportation hub,…
This week the Radius+ team took a closer look at the North Port-Bradenton-Sarasota, FL CBSA. 2022: 9.1% 2023: 6.7% 2024: 8.2% 2025: 9.1% 2026: 4.6% North Port and the greater Sarasota region have experienced rapid job growth since early 2020, fueled by migration from the Northeast into Florida. However, the area…
This week, the Radius+ team took a closer look at the Winston-Salem, NC CBSA. Historical Supply Growth in Winston-Salem, NC CBSA: 2022: 2.5% 2023: 9.6% 2024: 6.4% 2025: 5.2% Winston-Salem has seen significant supply delivered in 2023, 2024, and 2025. Despite this elevated construction activity, the market is…
This week, the Radius+ team took a look at the Oxnard-Thousand Oaks-Ventura, CA CBSA. Oxnard and the surrounding Ventura County markets have seen little to no new supply growth in recent years, creating a structurally favorable environment for operators. Climate-controlled storage remains underserved at just above…
This week the Radius+ team dove into the Indianapolis-Carmel-Greenwood, IN CBSA Indianapolis experienced significant supply growth in 2024 as several new facilities were delivered to the market. As these assets lease up, rental rates have begun to show signs of improvement. There has been no new supply added in…
This week the Radius+ team took a closer look at the Huntsville, AL CBSA. Historical Supply Growth in Huntsville, AL CBSA: 2022: 6.1% 2023: 13.8% 2024: 7.5% 2025: 10.2% Huntsville has experienced strong population growth, rising 15.9% since 2020, according to local reporting. Much of this expansion is driven by…
This week the Radius+ team took a look at the Provo-Orem-Lehi, UT CBSA. Historical Supply Growth in Provo-Orem-Lehi, UT CBSA:2022: 3.3%2023: 2.2%2024: 1.2%2025: 0% Provo and its surrounding cities already have a relatively high square foot per capita compared with national norms, which has influenced development…
Every cycle has “headline” metros, but the best operators and investors keep a second list: markets where the setup is quietly improving. The 2026 Radius+ Forecast’s Top 25 CBSAs is that list. Across these metros, you see one of three “good stories” playing out: Radius+ calls out that common thread directly:…
CRED iQ's overall CMBS distress rate rose to 11.86% in May 2026, up from 11.08% in April, driven by increases in both special servicing and delinquency rates. Office properties showed the highest distress at 17.11%, followed by mixed-use at 16.12%, while self-storage, industrial, and manufactured housing remained resilient with distress rates near or below 1.2%. The overall distress rate has more than doubled since mid-2022 when it was near 5%, indicating that resolution activity has not kept pace with new transfers into distress.
CRED iQ analyzed $26.1 billion in newly securitized CMBS loans from 2026 and found that balance-weighted average cap rates now align almost exactly with average mortgage coupons, creating zero positive leverage for typical borrowers, with the split driven primarily by property type: favored sectors (multifamily, industrial, self-storage, mixed-use, manufactured housing) finance at negative leverage ranging from −19 to −86 basis points, while distressed sectors (hospitality at +124 bps, office at +95 bps, retail at +20 bps) maintain positive leverage. Cap rates range from 5.41% (manufactured housing) to 8.02% (hospitality), with office and hotel underwriting marked as extremely conservative at 13.8% weighted debt yields and 55.4% LTV, while 56% of new-issue balance is structured as full-term interest-only to offset thin leverage spreads.
CRED iQ's May 2026 CMBS distress analysis found that the overall distress rate among the top 25 largest U.S. metropolitan areas increased to 12.7% from 12.2% in June 2025, with 17 of the 25 markets posting year-over-year increases led by Midwest and mid-major markets. Minneapolis (55.2%), Denver (43.0%), and Rochester (40.1%) posted the highest distress rates, while St. Louis experienced the largest single-year surge, climbing from 8.2% to 38.1%, reflecting accelerating loan impairment in markets with concentrated office exposure and maturing floating-rate debt from 2021–2022 vintages.
Walker & Dunlop led Fannie Mae multifamily lending in 2026 year-to-date through May 13 with $2.18 billion across 110 loans, followed by CBRE Multifamily Capital at $1.88 billion and PGIM Real Estate Agency Financing at $1.56 billion, with the top ten lenders controlling approximately 78% of the $16.5 billion in total Fannie Mae multifamily volume. Refinancing drove 62.8% of originations as borrowers addressed maturing debt, while gateway markets including New York–Newark–Jersey City ($1.6 billion), San Jose–Sunnyvale–Santa Clara ($0.75 billion), and Los Angeles–Long Beach–Anaheim ($0.72 billion) attracted the most capital.
Bank multifamily loan delinquencies at U.S. banks reached 1.42% in Q4 2025, up 5.9 times from the cycle low of 0.24% in Q3 2022, while outstanding multifamily loan balances grew to a record $659.5 billion in Q4 2025. The deterioration is concentrated in 90+ day past-due loans at 1.04%, attributed to elevated debt service costs at refinancing, weaker rent growth in pandemic-era boom markets, and tighter underwriting standards.
U.S. bank construction and development loan balances fell to $456.3 billion in Q4 2025, down 5.7% year-over-year and marking the sixth consecutive quarter of contraction, according to CRED iQ analysis. The decline of $45 billion from the post-pandemic peak of $501.5 billion in Q4 2023 reflects elevated borrowing costs, tightened underwriting standards, and softening commercial real estate fundamentals. The past-due and nonaccrual rate on C&D loans stood at 1.34% in Q4 2025, elevated relative to recent lows but well below post-financial crisis stress levels.
CRED iQ's April 2026 analysis of the 50 largest U.S. metropolitan areas found an overall CMBS distress rate of 12.2%, with office property registering the highest distress at 17.0% followed by mixed-use at 14.6%, while industrial remained lowest at 1.9%. The report identified Providence-New Bedford-Fall River, Hartford-West Hartford-East Hartford, and Denver-Aurora as the most distressed markets, while Sun Belt metros including Miami, Phoenix, Dallas, Houston, and Atlanta posted sub-10% distress rates; multifamily distress also emerged as a growing concern at 11.4% aggregate, particularly in San Francisco-Oakland-Fremont and Minneapolis-St. Paul.
CRED iQ's loan-level analysis of approximately 3,700 CMBS loans totaling $94.7 billion finds that debt yields have rebounded to a weighted-average of 10.3% across property types, with office leading at 15.75% and multifamily lowest at 8.87%. The analysis reveals that four of six property types (multifamily, retail, industrial, and self-storage) exhibit negative leverage, meaning cap rates fall below loan coupons, indicating that new acquisitions cannot generate day-one positive returns without future NOI growth or refinancing relief.
Commercial real estate loan spreads compressed between 12 and 18 basis points over the trailing twelve months through Q1 2026, with multifamily leading the tightening at 18 basis points and industrial lagging at 12 basis points, while office spreads remained an outlier at 220 basis points compared to 154 basis points for multifamily as of March 31, 2026. The tightening, driven by moderating Treasury volatility and renewed conduit issuance in Q1 2026, has created more constructive refinancing conditions for borrowers facing 2026 maturities, with 10-year life company quotes narrowing to approximately 170 basis points at 50–65 percent LTV and office continuing to price wider due to elevated distress and rollover risk concerns.
CRED iQ's February 2026 analysis ranks the top 100 U.S. Core-Based Statistical Areas by CMBS distress rate, defining distress as loans in special servicing, 30+ day delinquency, or REO status across Conduit and SBLL deal structures. Office property type leads all sectors at 21.2% average distress rate, while Minneapolis-St. Paul-Bloomington ranks as the most distressed major metro at 54.3%, driven primarily by office (72.7%) and hotel (92.2%) loan deterioration, with gateway markets Chicago (22.7%), Denver (22.4%), and San Francisco (21.0%) also posting elevated distress rates tied to post-pandemic office absorption challenges.
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: June 15, 2026 appeared first on CompStak .
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: May 29, 2026 appeared first on CompStak .
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: May 15, 2026 appeared first on CompStak .
SKIP AHEAD TO Economic Updates Tariffs and Trade: Labor Market Conditions: Consumer Sentiment and Inflation: State of the Economy and […] The post CompStat: The Flight to Quality Has a Price Tag appeared first on CompStak .
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: April 15, 2026 appeared first on CompStak .
For the first time in years, the office market has headline numbers that genuinely look better. The U.S. posted a modest annual net absorption gain in 2025, the first since 2019. Leasing picked up. Activity in top-tier buildings improved in several major markets. But the rebound is narrower than it looks. The…