The industry's own research.
362 reports
showing 121–180 of 362

NCREIF and CREFC publish aggregate performance and composition data for open-end real estate debt funds as of the fourth quarter of 2024.
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The Trepp commercial mortgage-backed securities delinquency rate decreased 20 basis points to 7.35% in June 2026, driven primarily by a large lodging cure. Among property types, lodging posted the largest decrease of 79 basis points to 5.22%, while retail increased 30 basis points to 6.91% and multifamily rose 28 basis points to 7.23%, with the five largest newly delinquent loans totaling $998.9 million of $2.64 billion in total newly delinquent loans.

INREV's snapshot of investor intentions and sentiment across real estate sectors for 2025.
Bank CRE loan originations on balance sheets reached $6.2 billion in Q1 2026, up 23% year-over-year despite geopolitical headwinds including the Iran war, while the overall delinquency rate improved to 1.84% from 1.99% a year earlier. Office markets in Atlanta, Los Angeles, and Washington D.C. continued to show stressed conditions with criticized loan rates above 40%, and Phoenix emerged as the multifamily market leader in criticized loans at 31.8%, though Houston improved as new supply was absorbed.

Luxury U.S. home prices are up 4.7% year over year, compared to a 1.5% increase in non luxury prices, as homebuying demand from affluent people continues to outpace demand from average Americans. High-end buyers are more active partly because they’re less sensitive to high mortgage rates and today’s economic…

In his latest Arbor Realty Trust video, Dr. Sam Chandan, a leading commercial real estate scholar, shares his insights into the findings of our latest Top Markets for Multifamily Investment Report, developed in partnership with Chandan Economics. The noted NYU professor outlines the market-level results of the…

Morningstar DBRS climate risk assessment tool mapping exposure and vulnerability across European residential mortgage-backed securities.

Morningstar DBRS ranks commercial mortgage servicers across North America, providing performance and competitive positioning data in the CMBS market.

Morningstar DBRS analyzes sensitivity factors for a securitized real estate mortgage investment conduit trust focusing on single-family rental properties.

Morningstar DBRS confirmed credit ratings on eight classes of multifamily mortgage-backed securities issued by AXMF Re-REMIC Trust.

A comprehensive annual research report by the Mortgage Bankers Association analyzing multifamily lending activity, trends, and market conditions.

Comprehensive quarterly data and analysis on commercial real estate and multifamily market metrics from the Mortgage Bankers Association.

Data tracking annual maturity volumes for commercial and multifamily loans, providing insight into debt refinancing cycles and capital market timing.

Regularly updated survey tracking weekly mortgage application volumes and trends from the Mortgage Bankers Association.

Analysis of small multifamily lending activity and how loan maturities are affecting capitalization rates in the sector.

KBRA publishes a comprehensive update to its Commercial Mortgage-Backed Securities loss analysis and performance data.

KBRA published an updated compendium of commercial mortgage-backed securities loss data and analysis for December 2025.

KBRA published an updated compendium of commercial mortgage-backed securities loss data and analysis.

KBRA analysis of commercial mortgage-backed securities loss performance and delinquency trends.

KBRA publishes an updated compendium of commercial mortgage-backed securities loss data and analysis.

KBRA's periodic update to its compendium of loss data and performance metrics across commercial mortgage-backed securities.

KBRA's compendium tracking commercial mortgage-backed securities loss performance and default data as of June 2024.

KBRA research compendium tracking commercial mortgage-backed securities loss data and trends as of June 2024.

KBRA provides an outlook on structured finance market conditions and trends for the year ahead.

KBRA provides an outlook on U.S. CMBS market trends, examining issuance activity and the persistence of loan distress.

KBRA's analysis of resilient foundations and growth trajectory for European structured finance markets.

KBRA presents a slide deck outlining perspectives on structured finance market conditions, trends, and outlook for 2025.

KBRA's forward-looking analysis of the European structured finance market for 2025, examining sector trends and outlooks.

KBRA examines the commercial mortgage-backed securities sector outlook for 2025, analyzing market trends and potential dual-peak performance scenarios.

KBRA's outlook on European structured finance sector conditions and risk factors for the coming period.

KBRA provides a sector outlook addressing Commercial Mortgage-Backed Securities market conditions and recovery prospects.

KBRA assessment of European structured finance sector conditions and performance trajectory for 2023.

KBRA provides a forward-looking analysis of commercial mortgage-backed securities market conditions and risk factors.

KBRA's sector outlook examines structured finance trends and headwinds across European markets.

KBRA sector outlook analyzing Commercial Mortgage-Backed Securities market conditions and forward expectations.

KBRA's sector outlook examining structured finance market conditions and expectations for 2021.

KBRA analysis of commercial mortgage-backed securities market trajectory and expectations for the coming year.

KBRA analysis examining Commercial Mortgage-Backed Securities sector dynamics and market conditions for 2020.

KBRA's outlook on structured finance market conditions and fundamental principles for the year ahead.

KBRA's structured finance outlook covering market conditions and trends across securitized real estate debt and capital markets instruments.
Fitch Ratings downgraded CSAIL 2020-C19 securities and assigned negative outlooks to eight classes in the securitization.
Fitch Ratings assigned final ratings to a Wells Fargo-sponsored commercial mortgage-backed securities trust.
Fitch Ratings upgraded the outlook for REAL-T 2015-1 to stable, indicating improved credit positioning in this real estate securitization.
Fitch Ratings issued final credit ratings for ACREC 2026-FL5 LLC, a structured finance transaction.
Fitch Ratings affirmed BrightSpire's commercial special servicer rating, reflecting the servicer's standing in structured finance operations.
Fitch Ratings assigned expected ratings to a European loan conduit securitization vehicle.
Fitch Ratings downgraded three classes of a real estate securitization and assigned negative outlooks to the affected tranches.
Fitch Ratings assigned final ratings to a single-family rental securitization trust, reflecting credit analysis of the underlying mortgage pool and structural protections.
Fitch Ratings issued rating actions on multiple CMBS transactions, downgrading one tranche while affirming others.
Fitch Ratings assigned final credit ratings to a mortgage-backed securitization trust issued by BMO.
Fitch Ratings placed ExteNet Issuer's Series 2024-1 and 2025-1 notes on rating watch negative, signaling potential downgrade of the structured finance securities.

Fitch Ratings analysis of US commercial real estate CLO issuance performance and reinvestment dynamics within a context of macroeconomic headwinds.

Fitch Ratings analysis examining the divergent approaches to covenant structures and asset disposal mechanisms within European commercial mortgage-backed securities.

KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.

KBRA analysis of commercial mortgage-backed securities loan performance data and trends for the specified period.

KBRA analysis of commercial mortgage-backed securities loan performance trends and metrics for April 2026.

KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.

KBRA research examines commercial real estate loan distress patterns across metropolitan markets, identifying divergent performance trends by geography and asset type.

Analysis of commercial real estate loan performance patterns across metropolitan markets, examining divergent distress trends by geography.

Analysis of commercial mortgage-backed securities loan performance metrics and trends for March 2026.