The industry's own research.
251 reports
showing 241–251 of 251
The midyear update describes a resilient commercial real estate debt market in the first half of 2025, with higher issuance in data center sectors and traditional CMBS consistent with 2024. Maturity defaults remained tied to higher rates and office performance decline.
Trepp's Mid-Year 2025 publication highlights strong multifamily fundamentals despite signs of growing distress across other commercial real estate sectors.
KBRA's May 2025 report details delinquency and distress trends across KBRA-rated US private label CMBS, including new loan additions to distress and notable resolutions.
CRED iQ reports the CMBS special servicing rate climbed to 9.9 percent as loans continued transferring to special servicing ahead of imminent default and maturity.
First quarter GAAP net income was 112.3 million dollars and Distributable Earnings were 156.3 million dollars, with commercial lending originations already surpassing the prior full year.
KBRA's CMBS Trend Watch reports year-over-year issuance doubled to 37.1 billion dollars through March 2025, alongside rating activity and surveillance trends across the sector.
CREFC's quarterly Compendium compiles data on the state of the CRE debt capital markets, including outstanding debt, issuance volumes and lending activity across the 6.2 trillion dollar sector.
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
TPG Real Estate leaders argue that ongoing dislocation in real estate credit markets, with a multitrillion-dollar CRE maturity wall, has created one of the best moments to be a real estate lender.
KKR discusses four ideas real estate credit investors need to know about today's markets, arguing that a scarcity of capital and rising transaction volume is creating the chance to earn equity-like returns on real estate debt.
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Ares' Q3 2025 credit monitor tracks renewed credit issuance, refinancing and repricing activity, and a pickup in M&A volumes globally. It assesses credit fundamentals across public and private markets amid an evolving macro backdrop.