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Bank Real Estate Credit Growth Since 2019
CMBSDebt & FinancingFinancing & CMBSUnited States
Updated 29 days ago
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362 reports
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Aggregate performance and activity data for open-end commercial real estate debt funds compiled by NCREIF and CREFC for Q1 2026.
Index snapshot tracking performance and composition metrics of open-end moderate-yield debt funds in commercial real estate.
Performance and composition data for open-end real estate debt funds tracked by NCREIF and CREFC for the first quarter of 2026.
This is a news article published by Wolf Street in July 2026 reporting on pending home sales data, noting a decline to near-record lows nationally with particular weakness in the West region, in the context of rising mortgage rates.
Green Street identifies ten key investment themes shaping commercial real estate opportunities and strategy in the year ahead.
Disclaimer: This is an excerpt from Trepp's "Is It Time to Proclaim San Francisco Is Back?" paper. Click here to access it . After five years of headlines declaring San Francisco commercial real estate uninvestable, the narrative is beginning to shift. Leasing activity is accelerating, institutional capital is…
U.S. multifamily advertised rents increased by an average of $4 in June to $1,763, continuing the recent trend of moderate growth, Yardi Matrix reported. Rents rose 0.7% during the second quarter of 2026 and 1.0% in the first half of the year. Both metrics fall well below the pace seen in both the immediate…
Michael Lavipour still remembers the bank office where executives laughed him out of the room. It was 13 years ago, and the head of lending for Affinius Capital was on the hunt for a credit facility to support the investment management firm’s real estate...
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Office performance is increasingly separating along asset quality, market depth, and access to capital. Commercial mortgage-backed securities (CMBS) data shows a market that is no longer moving as one, with high-quality, well-located assets continuing to attract tenants and financing while weaker buildings face…
Takeaway: Rates will fall today after an unexpectedly soft CPI inflation reading that will keep the Fed from hiking at the July 29th meeting. Inflation data comes in much lower than forecasters expected. Overall headline inflation came in at -0.4% month-over-month (3.5% annual) in June due to energy price declines.…
The CRE Finance Council (CREFC) said Monday its Second-Quarter 2026 (2Q26) Board of Governors (BOG) Sentiment Index rose 0.9% to 101.0 from 100.1 in the previous quarter, holding near the survey’s 2017 baseline of 100.0 after the prior quarter’s 20.2% decline. However, Beneath the modest headline move, results were…
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Disclaimer: This is an excerpt from Trepp's June 2026 CMBS Special Servicing Report. To access the full report, click here. The Trepp commercial mortgage-backed securities (CMBS) special servicing rate increased by 34 basis points in June to 11.20%, reversing May's decline. Across property types, special servicing…
Bank multifamily loan delinquencies at FDIC-insured institutions rose to 1.47% in Q1 2026, up 5 basis points from 1.42% at year-end 2025, with delinquent balances reaching $9.78 billion despite continued portfolio expansion to $665.3 billion. The analysis finds that seriously delinquent loans (90+ days past due or nonaccrual) increased to 1.07%, while the net charge-off rate remained low at 0.11% annualized, suggesting banks are resolving troubled credit through extensions and workouts rather than write-downs.
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The Fed has released the minutes of its June 2026 Federal Open Market Committee meeting, the detailed record of the committee’s discussion that arrives three weeks after each decision. Chair Warsh has moved away from forward guidance, so markets get fewer signals about the Fed’s thinking in real time, and that…
Supply of existing single-family homes reached a 10-year high of 4.6 months in June 2026, while condo supply hit a 14-year high of 6.4 months, as sales of single-family homes fell 2.4% month-over-month to an annual rate of 3.73 million and condo sales fell 2.7% to a record low annual rate of 360,000. The 30-year fixed mortgage rate rose to 6.49%, and the national median single-family home price inched up 1.8% year-over-year to $446,400, with dramatic regional divergences including prices down 26% in Austin and up 5.1% in New York City.
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Self-storage commercial mortgage-backed securities (CMBS) remains one of the cleaner credit stories in commercial real estate, but the sector is sending a more nuanced signal than the headline delinquency rate suggests. While delinquency remains just 0.05%, nearly 30% of the outstanding balance is now on the…
NCREIF's snapshot report of 4Q2023 debt fund performance and aggregate metrics.
NCREIF reports on open-end debt fund performance and aggregate metrics for the first quarter of 2024.
With the 2026 FIFA World Cup making headlines, a recent PropertyShark market study revealed that in five of the 11 hosting cities, the cheapest available ticket for the most expensive game is now on par with – or above – a full month of rent or mortgage payments. Even at the low end, seats for many of the most…
Mortgage applications remained essentially flat in June 2026 with a 0.3% month-over-month decline, driven by a 2.5% drop in refinancing applications that offset a 0.7% gain in purchase applications, while the 30-year fixed-rate mortgage average contract rate increased 5 basis points to 6.59%. Adjustable-rate mortgage (ARM) applications declined 9.4% during the month, reducing the ARM share of total applications to 8.2%, and the overall average loan size decreased 3.4% to $393,800.
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The artificial intelligence (AI) buildout is not lifting all commercial real estate equally; instead, it is creating a more concentrated market in which capital is increasingly flowing toward data center collateral, while office leasing benefits are accruing to a narrower set of markets and assets. For commercial…
Fitch Ratings affirmed credit ratings for AP WIP Holdings 2022-1, a structured finance transaction.
Fitch Ratings affirmed expected credit ratings across eight tranches of a structured finance securitization vehicle.
Fitch Ratings assigned expected ratings to a structured finance vehicle, Basalt 2026-1 DE Designated Activity Company.
Fitch Ratings announced rating actions on three U.S. CMBS transactions from 2014 vintage.
Fitch Ratings announced credit rating upgrades across 14 classes in mortgage-backed securities from Freddie Mac 2016 and 2018 vintage securitizations.
Fitch Ratings affirmed ratings on two securitized trust vehicles: BX 2021-21M and STWD Trust 2021-LIH, indicating continued credit quality in the underlying portfolios.
Fitch Ratings released credit rating actions on Freddie Mac mortgage-backed securities from 2017 vintages, upgrading 26 classes and affirming 95 classes across six transactions.
Fitch Ratings issued a presale on a securitization involving EQT Trust 2026-IND1.
KBRA research examining CMBS loan performance metrics and trends for the specified period.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.
The single-family rental (SFR) sector continued to demonstrate resilience through early 2026, supported by stable occupancy, positive rent growth, and improving capital markets activity. The post Single-Family Rental Investment Snapshot – July 2026 appeared first on Arbor Realty .
Morningstar DBRS downgraded credit ratings on eight classes of Commercial Mortgage Pass-Through Certificates from GS Mortgage Securities Corporation Trust 2019-GC40.
Morningstar DBRS confirmed credit ratings on five classes of CMBS issued by Citigroup Commercial Mortgage Trust 2015-GC27 and upgraded one class trend to stable from negative.
Morningstar DBRS downgraded credit ratings on five classes of Commercial Mortgage Pass-Through Certificates Series 2019-B12.
Morningstar DBRS presents forward-looking credit forecasts spanning multiple sectors and geographic regions for 2026.
The Trepp CMBS Delinquency Rate decreased by 20 basis points to 7.35% in June 2026, led by a large lodging cure. The five largest newly delinquent loans accounted for $998.9 million of the $2.64 billion in newly delinquent loans, including a super-regional mall in Southern California, a regional mall in New…
Thursday's June jobs report added far fewer positions than expected, and the unemployment rate fell only because the labor force shrank. The report pushed back market pricing for a hike this year, a shift that will test how much weight the Federal Open Market Committee's (FOMC's) hawkish June signals still carry.…
PGIM Real Estate provides an outlook on securitized real estate products for the first quarter of 2025.
PGIM Real Estate provides market outlook and analysis on securitized real estate products for the third quarter.
Moody's CRE Analytics examines commercial real estate sector challenges and outlook through 2026.
Moody's CRE Analytics examines the growing range of sustainable financing mechanisms available to commercial real estate investors and developers.
Moody's CRE Analytics tracks troubled commercial mortgage-backed securities loans, reporting improved conditions in early 2025 following stress in 2024.
Moody's CRE Analytics examines office loan maturity trends and upcoming refinancing challenges in the commercial real estate market.
A fourth-quarter membership report tracking performance and composition data for open-end moderate-yield debt funds indexed by NCREIF and CREFC.
Quarterly aggregate performance data and analysis of open-end debt funds tracked by NCREIF and CREFC membership.
Snapshot report tracking performance metrics and aggregate data for open-end real estate debt funds benchmarked against the NCREIF/CREFC moderate-yield index.
CBRE's quarterly overview of Canadian investment market activity, trends, and capital flows across property sectors.
The 30-year fixed-rate mortgage averaged 6.49% in June 2026, up 8 basis points from May and 44 basis points since late February, while the 15-year rate averaged 5.82%, driven by market pricing of potential Federal Reserve rate hikes due to persistent inflation and a resilient labor market. The 10-year Treasury yield averaged 4.48% in June but eased later in the month to around 4.44% following a preliminary U.S.-Iran agreement that temporarily reopened the Strait of Hormuz for commercial shipping.
Arbor Realty Trust and Chandan Economics analyze sector stability, loan origination trends, and valuation dynamics in the small multifamily market amid mixed macroeconomic conditions.
Arbor Realty Trust and Chandan Economics analyze lending activity and refinancing trends in the small multifamily sector.
Capital Economics reports on net lending flows to UK commercial property in May, contextualizing movements within broader uncertainty and rate environment.
Capital Economics reports that net lending to UK commercial property totalled approximately £1.5bn in April, down from £2.5bn in March, reflecting a slowdown in investment transactions.
The median U.S. housing payment posted its first year-over-year increase since October during the four weeks ending June 28 as home prices and mortgage rates rose. Pending home sales crept up 0.4% week over week. We’re taking a break from analysis this week, but please see the tables and charts below for this…
NCREIF and CREFC aggregate performance and composition data for open-end commercial real estate debt funds as of the third quarter of 2025.
NCREIF publishes quarterly performance data and metrics for the Moderate Yield Debt Index tracking commercial real estate debt returns.
NCREIF publishes quarterly performance and composition data for open-end real estate debt funds aggregated across the CREFC peer group.
NCREIF and CREFC aggregate performance data for open-end real estate debt funds as of mid-2025.
NCREIF and CREFC aggregate snapshot data on open-end real estate debt fund performance and positioning for the third quarter.