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European Real Estate Debt Funding Gap at €86 Billion
AEW research quantifies the European real estate debt funding gap at €86 billion as refinancing headwinds moderate.
Debt & FinancingCapital MarketsEurope
Updated 27 days ago
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AEW research quantifies the European real estate debt funding gap at €86 billion as refinancing headwinds moderate.
Henri Vuong examines the evolving landscape of private real estate credit markets and associated investment opportunities.
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After two years of tighter credit conditions, the bank commercial real estate (CRE) lending story has shifted from whether banks are pulling back to where balance sheets are growing again. Aggregate loan growth has picked up in parts of the CRE book, and recent lending commentary has pointed to a cautious return of…
Trepp and Commercial Real Estate Direct released a year-end recap covering CRE finance and CMBS market activity, news, and trends.
CREDA Research Foundation report analyzing first-quarter 2026 commercial real estate debt market conditions based on Altus Group survey data of borrowers and lenders.
Federal Reserve survey data tracking the net percentage of domestic banks reporting tightened lending standards for commercial real estate loans on nonresidential structures.
Federal Reserve survey data tracking the net percentage of domestic banks reporting tightened lending standards for multifamily commercial real estate loans.
Federal Reserve economic data series tracking the net percentage of domestic banks tightening lending standards for commercial real estate construction and land development loans.
This is a market report published by Knight Frank in October 2025 covering real estate credit and debt financing in the Asia-Pacific region, with focus on commercial mortgage-backed securities activity.
Analysis of how federal LRBA (Limited Recourse Borrowing Arrangement) tax changes affecting self-managed superannuation funds may impact the real estate industry, complicated by lack of comprehensive data tracking.
While the outlook for mortgage rates remains uncertain, a decline could unlock the housing market. The post What Happens to Housing if Mortgage Rates Fall? appeared first on Texas Real Estate Research Center .
Ballooning U.S. federal debt and fiscal policy has already cost borrowers approximately $76,000 over the life of a 30-year mortgage at the median home value. The post Federal Debt Growth: A Rising Risk to the Real Estate Market appeared first on Texas Real Estate Research Center .
Despite mortgage rates above 6 percent, Texas saw record seller activity in 2024–25, driven largely by existing homeowners. Life events, price gains, and market adjustment suggest the lock-in effect is easing. The post Is the Low-Rate Lock-In Grip Finally Loosening? appeared first on Texas Real Estate Research Center .
The trajectory of mortgage rates will be key to shaping nearly everything in 2026. The post The Housing Market: A Look Back at 2025 and What’s Ahead appeared first on Texas Real Estate Research Center .
Future mortgage rate trends depend on the Fed’s balance sheet policy. Slower mortgage-backed securities runoff could lower rates, while faster reductions might raise them temporarily. Eventually, as MBS holdings stabilize or deplete, rates should normalize. The post Where Do Mortgage Rates Go From Here? appeared…
The Fed’s September rate cut triggered a drop in mortgage rates, echoing 2024’s trend. Future rate shifts hinge on labor market dynamics, GDP growth, inflation trends, and the impact of the government shutdown. The post Déjà Vu? What to Expect From the Housing Market in 2025’s Final Stretch appeared first on Texas…
For much of the past two years, loan extensions and maturity modifications have limited forced sales across commercial real estate by deferring pricing decisions amid volatile rates and uneven fundamentals. However, this strategy is increasingly reaching its limits as higher for longer borrowing costs and slower…
Securitized Agency loan performance improved modestly in May 2026. The total Agency delinquency rate declined to 0.47%, holding near the low end of the narrow range that has prevailed since mid ‑ 2025, as shown in Figure 1. As in prior months, aggregate movement reflects program ‑ level composition effects rather…
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.
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Florida’s unemployment rate rose to 4.8% in May, up from 3.7% a year earlier, one of the largest increases of any state and the highest Florida reading in nearly five years. The rate has continued to climb and now sits above the national unemployment rate of 4.3%.
Morgan Stanley's Chief Fixed Income Strategist and Global Head of Private Credit & Equity discuss recent market pressures affecting the private credit sector.
Analysis of commercial real estate lender positioning and lending appetite amid renewed Treasury market volatility.
Green Street identifies ten key investment themes shaping commercial real estate opportunities and strategy in the year ahead.
Executive Summary The war in Iran has scrambled traditional views of safety in fixed income, pushing investors out of long‑duration Treasuries and broad investment‑grade benchmarks and into floating‑rate, senior‑secured credit. From February 28 through early July, the Invesco Senior Loan ETF (BKLN) returned just…
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…
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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…
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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…
Last week, the June Federal Open Market Committee minutes explained the hawkish hold, with inflation still the committee's dominant concern, while the consumer credit report showed card balances fell in May after two months of heavy borrowing. Here are three things to watch for this week.
Corporate financing troubles have dominated the conversation, but multifamily continues to benefit from active competition among real estate lenders.
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.
Depending on your perspective, you may call it back-leverage or you may call it ‘loan-on-loan’ financing. Either way, loan-on-loan financing enables a fund to achieve higher leveraged returns while being an attractive risk-adjusted, capital-efficient way for a bank to lend. This primer is designed to explain how…
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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…
There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled The post CRE Investors Find Ways to Temper Foreclosure Risk appeared first on Capright .
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Disclaimer: This is an excerpt from Trepp's "The Midwest Multifamily Investment Mirage" paper. Click here to access it . The Sunbelt has become the market everyone loves to hate. Oversupply, concessions, elevated vacancies, and slowing r ent growth have pushed many investors toward a new narrative: that the Midwest…
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…
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 presents forward-looking credit forecasts spanning multiple sectors and geographic regions for 2026.
A virtual event examining private credit holdings and portfolio composition within Canadian life insurance company investments.
Analysis of how European regulatory reforms to depositor preference frameworks may affect bank credit rating assessments and risk profiles.
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.…
Moody's CRE Analytics examines commercial real estate sector challenges and outlook through 2026.
Moody's CRE provides an educational overview of government-sponsored enterprises and alternative financing mechanisms in the multifamily agency lending market.
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.