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417 reports
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Success stories from HUD's Express Lane and Freddie Mac. The post Financing Success in the New Era of Seniors Housing appeared first on Lument .
About six months after publishing their 2026 Housing Market Outlook , the Canada Mortgage and Housing Corporation (CMHC) says that what was already a weak housing market has actually proven even weaker than expected. “Housing market activity in 2026 has so far been weaker than expected, particularly in sales and…
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The Fed is expected to hold rates this Wednesday, July 28th, 2026, but a hike is a real possibility after surging energy prices revived inflation concerns. Meetings can move markets even when the rate does not change. In June, the Fed held and still jolted rate expectations, producing the largest hawkish surprise…
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Some of the strongest long-run single-family housing markets in the country have also been strong multifamily investment markets. But the two property types did not always appreciate at the same pace. To see where the relationship held, and where it broke down, Trepp compared annualized value growth across four…
The housing market has changed greatly since the COVID-19 pandemic, along with consumer spending behaviors. During this period, housing demand surged, home prices appreciated rapidly, inflation increased, supply-chain disruptions happened, and mortgage rates moved from historic lows to elevated levels. These…
The Singapore property auction market saw an uptick in mortgagee sales in 1H2026, according to research by ETC, a member of Realion Group. There were 216 mortgagee sale listings in 1H2026, 30.9% more than the 165 listings recorded in 2H2025, and 28.6% higher y-o-y. “The larger proportion of mortgagee-sale listings…
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Roughly $11.4 billion of securitized grocery-anchored commercial real estate debt comes due between 2027 and 2029, which is about 62% of the entire $18.6 billion grocery-anchored universe. The wall is front-loaded: 2027 alone carries $4.2 billion of maturities, more than either of the following years. That much…
A handful of the latest commercial real estate collateralized loan obligation (CLO) deals lean hard into multifamily collateral and full-term interest-only structures. CRED iQ analyzed loan-level collateral across a handful of the latest CRE CLO deals totaling $4.68 billion and 160 loans of collateral with the…
Last week's surge in oil prices pushed Treasury yields to their highest levels since early 2025 and put a rate increase back on the table, two weeks after a soft June inflation report had taken it off. Here are three things to watch for this week:
KKR Real Estate Credit outlines commercial real estate debt as an attractive relative-value opportunity following a 20–30% property valuation reset, driven by refinancing needs and maturity walls rather than distressed conditions.
Apollo Global Management explores core-plus investment strategies using private investment-grade credit to finance industrial and emerging sectors.
J.P. Morgan explores how multifamily investors can use commercial bridge loans as flexible short-term capital and transition pathways to agency financing.
Wells Fargo's latest U.S. outlook warns that stubborn inflation and a more hawkish Federal Reserve will keep borrowing costs elevated into 2027, sustaining the affordability squeeze on housing and traditional commercial property even as the artificial intelligence buildout keeps data center and power construction…
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Community banks in the $2 billion to $6 billion asset range are assumed to carry safer retail commercial real estate (CRE) exposure than their larger peers. The reasoning: community banks more frequently lend to ‘needs-based’ retail, which is a fundamentally different credit from a super-regional mall. We tested…
Apartment market conditions tightened over the past three months, with conditions for debt and equity financing worsening while deal flow decreased, the National Multifamily Housing Council (NMHC) reported in its July Quarterly Survey of Apartment Market Conditions. However, rent growth and vacancies represented a…
Affordability challenges continued to weigh on the new-home market in June, as elevated mortgage rates, rising inflation and broader economic uncertainty kept many prospective buyers on the sidelines. Sales of newly built single-family home rose 1.6% in June to a seasonally adjusted annual rate of 628,000, up from…
Commercial mortgage-backed securities (CMBS) delinquency rates suggest Whole Foods is a riskier retail tenant than Walmart. That's exactly the wrong conclusion. Among the top 200 CMBS tenants, Whole Foods Market carries a 22.4% delinquency rate, followed by Safeway at 9.7% and Costco at 5.5%. By comparison, Walmart…
A handful of the latest CRE CLO deals lean hard into multifamily collateral and full-term interest-only structures. CRED iQ analyzed loan-level collateral across a handful of the latest CRE CLO deals totaling $4.68 billion and 160 loans of collateral, and the profile points to lenders concentrating risk in the…
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Every commercial real estate loan starts with a single number: how much a lender is willing to lend against a collateral property. That initial number is determined through “loan sizing.” At the proposal stage, the originator receives and organizes materials from the borrower or their broker that report the…
New York's single-tenant retail market delinquency rate is more than double Los Angeles's. But the real story isn't how much distress exists, but what kind of distress it is. The New York City metropolitan statistical area (MSA) carries an 18.5% delinquency rate, compared with 8.0% in Los Angeles, the…
At the start of 2026, most home builders predicted that high mortgage rates and hesitancy among buyers would be their toughest challenges this year. They weren’t wrong: the 30-year mortgage rate averaged 6.49% in June and housing demand has weakened, as reflected by flat mortgage applications in the first half of…
Romania's commercial real estate sector accounts for 54% of loans granted to non-financial companies and recorded a 15% annual increase in financing, according to an analysis by Cushman & Wakefield Echinox based on data from the National Bank of Romania (NBR). At the end of March 2026, credit institutions' exposure…
CBRE survey reports lender intentions and expectations for increased lending activity across European real estate markets.
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The most competitive corner of the retail CRE lending market right now is not the safest slice of the stack. It is the middle. Over the past year, lenders have gotten meaningfully more aggressive on the 60-65% loan-to-value (LTV) band, tightening the marginal price of that incremental debt while pricing on the…
U.S. markets defined by sectors most exposed to AI-driven job displacement are also seeing the strongest real estate demand from AI companies, according to new research from JLL. Conducted in partnership with MIT’s Sloan School of Management and Center for Real Estate, the research shows that AI is creating deep…
A strong local economy should translate into safer retail credit performance. Faster income growth gives households more room to spend, supports tenant sales, and should improve the performance of loans backed by retail properties. We ranked states by real wage growth and compared retail commercial mortgage-backed…
Analysis of how regulatory capital relief may influence US bank competition with non-bank mortgage lenders.
Greystone and Cushman & Wakefield provide current debt financing rates and market conditions specific to student housing properties.
The landscape of cross-border real estate financing between Hong Kong and Singapore is rapidly evolving. As global investors recalibrate their portfolios amid shifting interest rates and market corrections, we are witnessing a distinct change in how high-net-worth individuals (HNWIs) and corporate entities leverage…
Disclaimer: This is an excerpt from Trepp's "Where the Second-Half 2026 CMBS Refinance Gap Is Hiding" report. Click here to access it . Commercial real estate headlines continue to focus on the next wave of loan maturities. The assumption is straightforward: billions of dollars are coming due, making refinancing…
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Consumers say they feel worse than they did in 2008 and are spending like nothing is wrong. The Michigan sentiment index set a record low in May, the same month retail sales reached the top of their trailing year. The question for anyone in commercial real estate (CRE) reading the consumer is which signal to…
Economic forecasting firm Oxford Economics revised down real estate projections in response to banking sector instability and its expected impact on property markets.
Analysis of how regulatory environments in Asia are affecting real estate debt returns and risk profiles.
Analysis of current interest rate environment and implications for real estate capital markets.
Hazelview Investments explores how real estate debt can provide stability and income in uncertain markets, with commentary on capital market conditions and lending opportunities.
When evaluating potential loans, self-storage owners often focus on interest rate and total costs, but there’s a more critical factor. The monthly payment directly impacts a company’s cash flow, operational flexibility and ability to weather unexpected challenges. This is why some borrowers are considering express…
Last week's much softer June inflation report knocked a July rate increase off the table after hike odds had been climbing, and Chair Warsh did little in two days of congressional testimony to challenge that repricing. This week the Fed goes quiet ahead of its July 29 decision, while attention turns to the banks…
ANAROCK examines India's real estate finance sector transformation and its drivers over the coming decade.
An analysis of how private credit markets have reshaped real estate financing practices and the discipline required for institutional participation.
UK Commercial Property Update
AEW's research-based approach to investment decisions positions its economists to uncover and anticipate new opportunities for investors in dynamic real estate markets across the world. AEW's integrated research teams are on the ground in North America, Europe and Asia to…
AEW's research-based approach to investment decisions positions its economists to uncover and anticipate new opportunities for investors in dynamic real estate markets across the world. AEW's integrated research teams are on the ground in North America, Europe and Asia to…
AEW's research-based approach to investment decisions positions its economists to uncover and anticipate new opportunities for investors in dynamic real estate markets across the world. AEW's integrated research teams are on the ground in North America, Europe and Asia to…
Barings analyzes a multi-asset strategy of substituting portions of broad equity exposure with high-carry credit instruments given current market valuations and fixed income yield environments.
This is a market report published by KBRA in June 2026 covering commercial mortgage-backed securities (CMBS) and debt-financing trends across national markets.
This is a Fitch Ratings commentary assessing the impact of the 21st Century Road to Housing Act on US single-family rental commercial mortgage-backed securities, finding the legislation to have a neutral effect on the sector.
This is a white paper published by Fitch Ratings examining risk considerations related to structured finance and project financing in the context of data center evolution at the national level.
This is a market report published by Fitch Ratings examining how New York City rent freeze policies affect rent-stabilized multifamily properties and create pressure on Commercial Mortgage-Backed Securities risk at a national level.
Special Report / Thu 16 Jul, 2026
Single-asset single borrower (SASB) commercial mortgage-backed securities (CMBS) activity is expected to remain an important part of the market, while upcoming loan maturities will continue to test refinancing availability and lender selectivity.
This KBRA report, together with the accompanying KBRA CMBS Loss Compendium: June 2026 Spreadsheet, provides updated loss estimates for KBRA-rated conduit transactions.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 examining loan market innovation in the context of data centre financing. The piece addresses how developments in the lending market may create opportunities within the data centre sector.
Insurance investing 7 min. read ~ 12 minutes long 13 Jul 2026
Walker & Dunlop guidance on using bridge financing as a readiness tool to prepare affordable housing projects for permanent debt solutions.
Analysis of Portugal's non-performing loan market showing a tenfold reduction in defaulted credit from 2015 to 2025.
Analysis of trends and inflection points in the commercial real estate debt maturity cycle and refinancing landscape.
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A year-end market analysis examining office sector recovery trends and refinancing activity driving commercial real estate momentum in 2025.
Trepp and CRE Direct release a mid-year publication examining improving conditions in commercial real estate finance markets.
Q3 2024 analysis of commercial real estate debt origination trends and investment sales activity across sectors.
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Analysis of credit dynamics and lending conditions affecting real estate debt markets.