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CMBS Loan Performance Trends
KBRA research analyzing loan performance trends within the commercial mortgage-backed securities market.
CMBSCapital MarketsFinancing & CMBSUnited States
Updated 1 month ago
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362 reports
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KBRA research analyzing loan performance trends within the commercial mortgage-backed securities market.
Analysis of commercial mortgage-backed securities loan performance metrics and trends from KBRA.
KBRA research analyzing loan performance trends across the commercial mortgage-backed securities market.
KBRA research analyzing commercial mortgage-backed securities loan performance metrics and trends.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for December 2025.
KBRA analysis of commercial mortgage-backed securities loan performance trends and metrics.
Analysis of commercial mortgage-backed securities loan performance metrics and trends for the January 2026 period.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for November 2025.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for November 2025.
KBRA research examining commercial mortgage-backed securities loan performance metrics and trends.
Analysis of commercial mortgage-backed securities loan performance metrics and trends as of October 2025.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends for September 2025.
KBRA research analyzing commercial mortgage-backed securities loan performance metrics and trends.
KBRA publishes a periodic trend analysis covering commercial mortgage-backed securities market developments and outlook.
KBRA publishes a trends analysis covering commercial mortgage-backed securities market developments and activity.
KBRA publication tracking current trends and conditions in the commercial mortgage-backed securities market.
A periodic publication from KBRA tracking current trends and developments in the commercial mortgage-backed securities market.
KBRA analysis of current commercial mortgage-backed securities market trends and conditions.
KBRA provides analysis of current trends and market conditions in the commercial mortgage-backed securities market.
KBRA analysis of commercial mortgage-backed securities market trends and conditions.
A KBRA analysis tracking current trends and market conditions in the commercial mortgage-backed securities sector.
KBRA's monthly analysis of Commercial Mortgage-Backed Securities market trends and developments.
KBRA's periodic analysis of Commercial Mortgage-Backed Securities market trends and conditions.
Freddie Mac analysis of mortgage prepayment behavior comparing floating-rate and fixed-rate loan performance as of June 2024.
Freddie Mac analysis of mortgage prepayment behavior comparing floating- and fixed-rate loan performance as of December 2023.
Freddie Mac analysis of Small Balance Loan prepayment activity and trends as of December 2023.
Freddie Mac analysis examining refinancing and maturity risk exposure in the multifamily sector.
Tool for analyzing relative investment value in multifamily properties across select major metropolitan areas and nationally over time.
RCLCO and Launch Development Finance Advisors examine infrastructure financing and construction approaches across top-performing master-planned communities.
RCLCO and Launch Development Finance Advisors examine how master-planned communities finance and construct public infrastructure.
RCLCO and Launch Development Finance Advisors investigate how the top 50 master-planned communities financed and constructed public infrastructure in 2024.
Analysis of financing and public infrastructure construction methods across the 50 top-selling master-planned communities in 2023, examining home sales and development finance mechanisms.
RCLCO and Launch Development Finance Advisors investigate how master-planned communities finance and construct public infrastructure through an analysis of top-selling MPCs.
Analysis of financing mechanisms and public infrastructure construction strategies used by top-performing master-planned communities, conducted in partnership with Launch Development Finance Advisors.
The document identifies three economic developments to monitor during the week of June 29, 2026: Federal Reserve Chair Warsh's appearance at the European Central Bank Forum on Wednesday, labor market data releases including JOLTS, ADP employment, and the June employment report, and manufacturing and construction spending releases on Wednesday. The analysis notes that recent May Personal Consumption Expenditures data showed firm inflation at multi-year highs while the Atlanta Federal Reserve's Q2 GDP nowcast declined throughout the month, and signals that Treasury yields and credit spreads will be key indicators for commercial real estate credit pricing in the second half of 2026.
Altus Group's first-quarter 2026 survey of CRE borrowers and lenders reveals a commercial real estate debt market experiencing conflicting directional pressures.
Analysis of economic, capital markets, and real estate data examining factors shaping debt and equity financing availability and pricing for commercial real estate practitioners.
Survey of commercial real estate borrowers and lenders from Altus Group reveals mixed signals about the current state of the debt market.
Freddie Mac's outlook assesses U.S. economic momentum, housing market dynamics, and mortgage trends based on strong consumer spending and third-quarter growth.
Freddie Mac's November 2024 outlook assesses U.S. economic resilience, Q3 growth momentum, and moderating labor market conditions across housing and mortgage sectors.
Newmark's third-quarter 2023 capital markets analysis covering U.S. real estate investment trends, financing conditions, and cross-sector market dynamics.
Newmark's capital markets analysis covering fourth-quarter 2024 U.S. real estate investment activity, financing trends, and market conditions across property types.
Newmark's capital markets analysis covering fourth quarter 2023 activity across U.S. real estate investment and financing.
CBRE survey examining lending intentions and capital deployment strategies among European real estate lenders for 2026.
By John Nelson Fannie Mae and Freddie Mac are scaling up their multifamily loan production this year while their partner servicers and underwriters are aggressively pursuing new business. The Federal… The post Fannie Mae, Freddie Mac Enter Bullish Phase appeared first on Multifamily & Affordable Housing Business .
If you have been following medical office sales activity, you know that transaction volume is moving upwards. Another angle for viewing the financial environment is to look at the number of new mortgages. Looking at the mortgage trend . . . The post Will MOB Financing Continue to Trend Upwards? appeared first on…
Commercial mortgage-backed securities distress rate reached 12.07% in March 2026, with delinquencies hitting a new cycle high.
Analysis of special servicing rates in commercial mortgage-backed securities, reporting levels at 11.1% and delinquency trends.
Analysis of rising delinquency rates in multifamily lending and their relationship to emerging loss trends.
Analysis of commercial real estate CLO market distress rates and non-performing maturities from CRED iQ.
CRED iQ reports on delinquency trends showing distress rates climbing to 11.4% in October, approaching historical highs.
Analysis of commercial real estate CLO delinquency metrics showing a significant 180 basis point reduction in distress rates.
A CRED iQ analysis of eight Freddie Mac multifamily securitizations priced in early 2026 (representing 472 loans and $7.2 billion) found weighted-average debt service coverage of 1.41x against 63.9% loan-to-value, with approximately 95% of balance carrying full-term or partial interest-only structures to maintain coverage in an elevated rate environment. The report identifies three dominant themes: coverage being manufactured through interest-only relief rather than cash flow, leverage holding steady while pricing adjusted upward (4.9% to 5.66% gross rates), and acquisition activity comprising 40% of balance, while flagging floating-rate pools like KF172 as concentrated refinancing and rate-cap-expiry risk concentrated among sub-1.25x amortizing coverage loans in Florida and the Midwest garden segment.
Trepp's report identifies a metric—the ratio of acquisition financing to total issuance in CMBS—that has preceded every major commercial real estate correction over the past 20 years, with a critical threshold at approximately 30% of sector issuance. The analysis demonstrates that this signal appeared across all major property types in 2007 (office at 39%, retail and multifamily close behind) and again in 2021 in multifamily (47%) and lodging (63%), each time followed by deteriorating loan performance and rising delinquencies, with 252 multifamily and office loans from 2020-2022 already delinquent or in special servicing as of the report's publication.
Mortgage applications decreased 3.8 percent for the week ending June 12, 2026, on a seasonally adjusted basis.
Generation Z’s potential for household formation could soon reshape many U.S. metropolitan areas. From McAllen, TX, to Hartford, CT, explore the top multifamily markets where rental demand is set to rise as Gen Z leaves the nest. The post Top Markets for Gen Z Household Formation Potential appeared first on Arbor…
Cushman & Wakefield's Construction Insights report examines global construction sector challenges including supply chain disruptions, labor constraints, cost volatility, and geopolitical tensions affecting 2026 project planning.
CBRE analysis of how energy market disruptions from Middle East conflict are driving elevated construction material costs (6.6–10.7%) and building operating expenses globally, with regional variation and delayed budget impacts particularly affecting Europe and Asia-Pacific.
Total outstanding commercial real estate debt reached $5.1 trillion through Q1 2026, with banks holding $1.91 trillion (37.4% of income-producing debt), followed by GSEs at $1.16 trillion (22.7%) and insurance companies at $808 billion (15.9%), while securitized debt comprised $771 billion (15.1%). Key findings included securitized balances rising 8.6% year-over-year, banks growing 4.1% year-over-year in the income-producing segment, and near-term maturities of $311 billion and $186 billion concentrated among banks and securitized lenders respectively through 2026, with approximately $1.7 trillion of debt maturing in 2031 and beyond.
Home prices rose 0.3% month over month on a seasonally adjusted basis. Prices rose 2.5% on a year-over-year basis–the fastest growth rate in six months. On a local level, prices rose in 29 major metros month over month, with the biggest increases in Cleveland, Providence and New York. This is based on the Redfin…