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The GRE Intelligence Brief

The week’s commercial real estate activity, chosen and summarised: what’s happening, who’s behind it, and what it means. Free, and you can unsubscribe anytime.

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The intelligence platform for commercial real estate: the industry’s research and market reports indexed, and its deals, funds and organizations tracked. What’s happening, who’s behind it, and what it means. For third-party research we summarise and link to the original; all rights remain with the publishers. Public-record, regulatory and market data (e.g. SEC EDGAR, SEDAR+) is public information that we compile and host, with its source cited.

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417 reports

showing 301–360 of 417

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CRED iQ

CMBS Distress Rate Rankings: Top 100 U.S. Markets by CBSA

CRED iQ's February 2026 analysis ranks the top 100 U.S. Core-Based Statistical Areas by CMBS distress rate, defining distress as loans in special servicing, 30+ day delinquency, or REO status across Conduit and SBLL deal structures. Office property type leads all sectors at 21.2% average distress rate, while Minneapolis-St. Paul-Bloomington ranks as the most distressed major metro at 54.3%, driven primarily by office (72.7%) and hotel (92.2%) loan deterioration, with gateway markets Chicago (22.7%), Denver (22.4%), and San Francisco (21.0%) also posting elevated distress rates tied to post-pandemic office absorption challenges.

CMBSDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published Apr 10, 2026

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AFIRE

C-PACE and Stretch PACE: Rewiring Global Real Estate Finance for Energy Transition

What began as a municipal policy tool for energy upgrades has matured into an institutional credit product embedded directly in the capital stack. The post How C-PACE (and Stretch PACE) are Rewiring Global Real Estate Finance for the Energy Transition appeared first on AFIRE .

Capital MarketsDebt & FinancingSustainabilityGlobal

Updated 1 month ago·Published Apr 21, 2026

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AFIRE

Private Apartment Equity or Private Debt: Comparing Investment Performance of the Two Quadrants

Berkshire Residential Investments weighs the pros and cons of private apartment equity and private debt and asks - why not both? The post Private Apartment Equity or Private Debt: Comparing Investment Performance of the Two Quadrants appeared first on AFIRE .

MultifamilyCapital MarketsDebt & FinancingGlobalUnited States

Updated 1 month ago·Published Mar 30, 2026

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Lument

Disciplined Multifamily Market and New Opportunities

Lument CEO Jim Flynn discusses the impact of geopolitical uncertainty, interest rates, and economic growth on the multifamily market outlook. The post A More Disciplined Market Creates New Opportunities in Multifamily appeared first on Lument .

MultifamilyDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published Jun 16, 2026

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Lument

Unlocking Momentum: New Advantages in HUD's Section 232 LEAN Program

Tips and best practices on the HUD Express Lane. The post Unlocking Momentum: New Advantages Emerging Across HUD’s Section 232 LEAN Program appeared first on Lument .

MultifamilyDebt & FinancingSenior HousingUnited States

Updated 1 month ago·Published Jun 8, 2026

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Lument

Weekly Trading Desk Talk – Can You Take Me Higher?

The U.S. economy still looks resilient, but slowing consumer demand and uneven job growth could limit future rate cuts. The post Weekly Trading Desk Talk – Can You Take Me Higher? appeared first on Lument .

Capital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published May 25, 2026

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Lument

Geopolitical Risk and Multifamily Growth

The forces driving multifamily demand at the beginning of the year will continue to underpin the market. The post Why Geopolitical Risk May Delay — but Not Derail — Multifamily Growth appeared first on Lument .

MultifamilyDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published May 15, 2026

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Lument

Seniors Housing and Care's New Era: Better Care Virtuous Cycle

Bringing care and therapy services into communities reaps benefits. The post Seniors Housing and Care’s New Era: The Virtuous Cycle of Better Care appeared first on Lument .

MultifamilyDebt & FinancingSenior HousingUnited States

Updated 1 month ago·Published May 12, 2026

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Colliers

Capital Returns Ahead of Confidence

Liquidity is beginning to return to commercial real estate markets, even as investor confidence remains cautious. While surveys and headlines continue to reflect uncertainty, transaction pipelines and lending activity suggest that capital is quietly entering the market, following a pattern commonly observed in…

Capital MarketsDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published May 14, 2026

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Berkadia

Manufactured Housing Monthly Insight – June 2025

June 2025 issue; reports MH loan originations near $860.7M in Q1 2025 (up 19.6% YoY) and ~$8.2B in MH loans maturing by year-end 2026. Verified first-party PDF.

Manufactured HousingDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published Jun 1, 2025

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Freddie Mac

Duty to Serve Underserved Markets Plan 2025–2027: Manufactured Housing

Freddie Mac's three-year Duty to Serve plan with a substantive manufactured-housing section detailing objectives for MH loan purchases, MHC pad-lease protections and chattel.

Manufactured HousingDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published Dec 1, 2024

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Berkadia

Affordable HOMES Act Reshapes Manufactured Housing

Berkadia analysis of the Affordable HOMES Act consolidating federal MH standards under HUD, streamlining oversight to create more predictable conditions for manufacturers, lenders and investors.

Manufactured HousingDebt & FinancingFinancing & CMBSUnited States

Updated 1 month ago·Published Jan 20, 2026

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Center for Real Estate Technology & Innovation (CRETI)

New Logic of Late-Stage Proptech Investing

CRETI on the structural shift in proptech capital: debt and structured late-stage rounds supplementing/replacing venture equity, with continued VC interest in AI workflow tools.

PropTech & DataDebt & FinancingFinancing & CMBSGlobalUnited States

Updated 1 month ago·Published Jun 27, 2025

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Stock photograph illustrating “Commercial and Multifamily Mortgage Debt Outstanding Crosses $5 Trillion in First-Quarter 2026” — Photo by Phát Trương / Pexels on Pexels

Mortgage Bankers AssociationSubscription required

Commercial and Multifamily Mortgage Debt Outstanding Reaches $5 Trillion in Q1 2026

MBA's quarterly Commercial/Multifamily Mortgage Debt Outstanding report finds total debt rose $26.3 billion (0.5%) to $5.02 trillion in Q1 2026, with multifamily debt up $23.0 billion to $2.32 trillion.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Jun 18, 2026

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Mortgage Bankers AssociationSubscription required

Quarterly Commercial/Multifamily Mortgage Delinquency Rates

MBA's complimentary Commercial Mortgage Delinquency Rates report analyzes delinquency trends across the five largest investor groups—banks/thrifts, CMBS, life companies, Fannie Mae and Freddie Mac.

Debt & FinancingCMBSMultifamilyUnited States

Updated 1 month ago·Published Jun 2, 2026

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Berkadia

Multifamily Lending Mid-Year Market Landscape

Mid-year review of multifamily lending: agency lending volumes rising, third-party capital remains accessible, and transaction activity concentrating in higher-quality assets amid disciplined underwriting.

Debt & FinancingMultifamilyCapital MarketsUnited States

Updated 1 month ago·Published May 29, 2026

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Walker & Dunlop

HUD Financing Momentum in 2026

Examines why HUD-insured financing is becoming more attractive for long-term capital, citing improved processing timelines, competitive economics, and streamlined environmental requirements. References the firm's 2026 HUD Outlook.

Debt & FinancingMultifamilyAffordable HousingUnited States

Updated 1 month ago·Published May 12, 2026

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Mortgage Bankers AssociationSubscription required

Total CRE Lending, 2020-2025

Drawing on MBA's 2025 Annual Origination Volume Summation, this chart shows CRE lending recovered to roughly $706 billion in 2025, a 40% increase over 2024, led by depositories and agency lenders.

Debt & FinancingCapital MarketsFinancing & CMBSUnited States

Updated 1 month ago·Published May 7, 2026

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Stock photograph illustrating “Commercial/Multifamily Borrowing Increased 52 Percent in the First Quarter of 2026” — Photo by Phát Trương / Pexels on Pexels

Mortgage Bankers AssociationSubscription required

Commercial/Multifamily Borrowing Up 52% in Q1 2026

MBA's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations shows Q1 2026 originations up 52% year-over-year, led by an 80% rise in depository lending.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published May 7, 2026

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Stock photograph illustrating “MBA Annual Report Finds Total Commercial Real Estate Borrowing and Lending Increased 40 Percent in 2025” — Photo by Phát Trương / Pexels on Pexels

Mortgage Bankers AssociationSubscription required

Commercial Real Estate Borrowing and Lending Up 40% in 2025

MBA's 2025 Commercial Real Estate/Multifamily Finance Annual Origination Volume Summation estimates total CRE borrowing and lending reached $706 billion in 2025, a 40% increase over 2024.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Apr 28, 2026

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Berkadia

Seniors Housing Outshines Amid Uncertainty

Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.

Capital MarketsDebt & FinancingSenior HousingUnited States

Updated 1 month ago·Published Apr 9, 2026

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Mortgage Bankers AssociationSubscription required

Commercial Real Estate Loan Maturity Volumes

Based on MBA's 2025 Commercial Real Estate Survey of Loan Maturity Volumes, 17% ($875 billion) of the $5.0 trillion in outstanding commercial mortgages is scheduled to mature in 2026, down 9% from 2025.

Debt & FinancingCapital MarketsFinancing & CMBSUnited States

Updated 1 month ago·Published Mar 2, 2026

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Berkadia

Private Credit in CRE: Liquidity, Competition, and Opportunities in 2026

Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Feb 25, 2026

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Berkadia

MBA CREF 2026: Five Takeaways on CRE Lending & Investment

Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Feb 19, 2026

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Stock photograph illustrating “MBA CREF Forecast: Total Commercial Mortgage Originations to Increase 27 Percent to $805 Billion in 2026” — Photo by Phát Trương / Pexels on Pexels

Mortgage Bankers AssociationSubscription required

MBA CREF Forecast: Commercial Mortgage Originations to Rise 27% to $805B in 2026

MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.

Capital MarketsDebt & FinancingMultifamilyUnited States

Updated 1 month ago·Published Feb 9, 2026

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Barings

U.S. Real Estate Gradual Recovery Supported by Low New Supply

Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.

Capital MarketsEconomyDebt & FinancingUnited States

Updated 1 month ago·Published Feb 1, 2026

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Stock photograph illustrating “LaSalle's ISA Outlook 2026: Americas real estate poised to break its Groundhog Day cycle” — Photo by Sonny Sixteen / Pexels on Pexels

LaSalle Investment ManagementSubscription required

LaSalle's ISA Outlook 2026: Americas real estate breaking Groundhog Day cycle

The Americas chapter of LaSalle's ISA Outlook 2026, with stabilizing valuations, improving debt market liquidity and a sharp pullback in new development signaling early signs of a new cycle.

Capital MarketsDebt & FinancingOfficeCanadaLatin America

Updated 1 month ago·Published Dec 4, 2025

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PGIM Real Estate

2026 Real Estate Outlook: Private CRE Credit

PGIM Real Estate's 2026 outlook for private commercial real estate credit, noting rising multifamily origination share and demand for transitional bridge-to-agency financing amid upcoming loan maturities.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Nov 19, 2025

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Walker & Dunlop

Government Shutdown - GSE & HUD Lending Update

Analysis of how a federal shutdown affects GSE (Fannie/Freddie) and HUD-insured multifamily lending, concluding GSE markets remain fully operational while HUD processing may slow. Includes the $73B-per-GSE 2025 cap context.

Debt & FinancingMultifamilyAffordable HousingUnited States

Updated 1 month ago·Published Oct 10, 2025

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Walker & Dunlop

Liquidity and lease-up opportunities in multifamily market

Examines how multifamily owners can use expanded financing options when facing maturing construction debt or lease-up properties, advocating parallel execution paths including agency takeouts, bridge financing, and sales. Draws on RealPage and Zelman data.

Debt & FinancingMultifamilyCapital MarketsUnited States

Updated 1 month ago·Published Aug 18, 2025

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Walker & Dunlop

Critical considerations for small-balance multifamily financing

A financing guide comparing ten factors borrowers should weigh when selecting small-balance multifamily debt sources, including loan structure, hold period, and lender type. Contrasts direct lenders versus intermediaries.

Debt & FinancingMultifamilyFinancing & CMBSUnited States

Updated 1 month ago·Published May 8, 2025

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NewmarkSubscription required

United States Capital Markets Report

Newmark's U.S. capital markets report covering investment sales, debt maturities and pricing trends, including an estimated $582 billion of potentially troubled debt maturing in 2025-2026.

Capital MarketsDebt & FinancingOfficeUnited States

Updated 1 month ago·Published May 7, 2025

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Berkadia

2025 Inaugural Multifamily Investment Sentiment Survey

Survey of 200+ clients on 2025 multifamily expectations: 65% plan moderate portfolio expansion, Fannie Mae and Freddie Mac expected as most active lenders, and stable cap rates with exit rates 25-50 bps higher than entry.

MultifamilyCapital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published Mar 18, 2025

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Walker & Dunlop

Key takeaways from MBA CREF 2025

Field report from the MBA Commercial/Multifamily Finance Convention covering capital availability, lending competition, and credit-spread compression across CRE sectors. Notes spreads as tight as 2021 and shifting lender risk tolerance.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Feb 20, 2025

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Berkadia

Debt Solutions in Seniors Housing Growth

Examination of seniors housing financing options across traditional lenders, debt funds, and GSEs (Freddie Mac, Fannie Mae, HUD), noting a 23% rise in acquisition activity and tighter refinancing terms.

Debt & FinancingCapital MarketsSenior HousingUnited States

Updated 1 month ago·Published Jun 6, 2024

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Mortgage Bankers AssociationSubscription required

Quarterly Commercial/Multifamily Mortgage Debt Outstanding

MBA's quarterly research series tracking the level of commercial and multifamily mortgage debt outstanding by capital source, with a downloadable latest report.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Unknown

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Calculated Risk

Mortgage Applications Decline Over Two Weeks

From the MBA: MMortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 9.7 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA)…

EconomyHomebuildersDebt & FinancingUnited States

Updated 1 month ago·Published Jan 7, 2026

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Trepp

1970s Vintage Multifamily: Value-Add Repricing Slowdown in CRE CLOs

Trepp analyzed 1,419 re-securitization pairs of 1970s-vintage multifamily properties across 1,299 unique properties from 2021 through May 2026, finding a median value increase of 63.08% ($9.0 million) with median NOI growth of 39.38% and 81 basis points of cap rate compression, though value gains have slowed significantly after 2022 with median increases declining from 76% in 2022 to 38% in 2026 and cap rate compression largely disappearing. The strongest valuations occurred in Sun Belt markets like Houston and Phoenix (101-103% increases) and when properties transitioned from conduit loans to CRE CLOs (313% median increase), but properties already in CLO structures showed minimal re-pricing gains, suggesting future value growth will depend more on operational improvements than market-wide multiple expansion.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 17, 2026

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Trepp

Basel III Re-Proposed: CRE Lending and Credit Risk Transfer – Part 3

On March 19, 2026, the Federal Reserve, FDIC, and OCC jointly proposed Basel III capital rules that expand access to credit risk transfer (CRT) structures for U.S. banks, eliminating the prior requirement for case-by-case Federal Reserve approval and allowing standardized regulatory treatment instead. The document examines how synthetic risk transfer and credit-linked notes work for commercial real estate portfolios, illustrating with a stylized example how a regional bank holding a $500 million multifamily portfolio could reduce risk-weighted assets from $500 million to $78.1 million (16% of original) through a CRT, and identifies strongest CRT candidates as stabilized income-producing properties and smaller-balance owner-occupied commercial properties with strong fundamentals that diverge from their regulatory risk weights.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 15, 2026

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Trepp

Chief Economist's Weekly Watch – June 15, 2026

The document discusses three key developments affecting commercial real estate finance for the week of June 15, 2026: the FOMC meeting on June 16–17 under new chair Kevin Warsh, movements in the Treasury yield curve reflecting short- and long-term rate expectations, and tightening of balance sheet lending spreads amid competitive loan markets. The analysis focuses on how Fed communication and rate signals will influence borrower and lender assumptions, the relative pressure on floating-rate versus fixed-rate refinancing structures, and whether recent spread tightening in loan markets will persist or diverge from wider spreads in lower-rated CMBS bonds.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 15, 2026

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Trepp

Detroit Office CMBS: Limited Securitization, Divergent Credit Outcomes

Detroit's office CMBS market totals approximately $2.0 billion across fewer than 200 properties, with office loans representing $741.83 million of upcoming maturities. Despite Detroit office assets showing weaker utilization metrics than national CMBS averages—including weighted-average occupancy in the high-70% range and over a quarter of securitized balances reporting vacancy above 25%—the market exhibits materially lower credit stress than national benchmarks, with fewer loans above 100% LTV, lower delinquency rates, and below-average watchlist exposure, a disconnect attributed to Detroit's small, less-impaired securitized base rather than superior operating fundamentals.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 12, 2026

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Trepp

CRE Price Stability Amid Instability: TPPI Q1 2026

The Trepp Property Price Index (TPPI) for Q1 2026 shows commercial real estate pricing stabilizing broadly across the market, with the equal-weighted composite index rising 0.09% in the quarter to sit 4.45% above its June 2022 level, while the value-weighted index increased 0.07% but remained 7.53% below the 2022 peak. Sector-specific results revealed uneven recovery: industrial and office prices showed modest gains, retail remained relatively stable, multifamily weakened with a 0.77% quarterly decline, and lodging remained the worst performer at 12.50% below June 2022 levels, though the analysis notes that smaller and mid-sized assets are finding firmer footing while larger institutional properties continue to face financing constraints and incomplete price discovery.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 11, 2026

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Trepp

CMBS Special Servicing Rate Decline in May

The Trepp CMBS Special Servicing Rate decreased by 51 basis points in May 2026 to 10.86%, driven primarily by an office loan returning to the master servicer and denominator effects, with special servicing rates declining across most property types including office (down 91 basis points to 16.75%), lodging (down 121 basis points to 8.45%), and multifamily (down 57 basis points to 8.51%). New transfers to special servicing totaled approximately $2.9 billion across 59 loans in May.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 10, 2026

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Trepp

Agencies Replace SR 11-7: 2026 Model Risk Management Guidance for Banking

The document examines how the Federal Reserve, OCC, and FDIC's new model risk management guidance SR 26-02 (issued April 17, 2026) replaces the 15-year-old SR 11-7 framework, with key changes including a narrower model definition that excludes spreadsheet arithmetic and deterministic rule-based systems, explicit carve-outs for generative and agentic AI, and applicability primarily to institutions above $30 billion in assets. The guidance creates a governance gap for AI-driven commercial real estate workflows by placing statistical models within the MRM perimeter while excluding generative layers, extraction pipelines, and orchestration logic, meaning banks have regulatory latitude in deploying agentic AI for CRE underwriting but remain responsible for downstream risks that feed into pricing and credit estimates.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 9, 2026

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Trepp

Mid-Year 2026: Green Lights Across CRE Finance

The document is a letter from the editor of Trepp and Commercial Real Estate Direct's 2026 mid-year magazine covering commercial real estate finance and CMBS markets, reporting that CMBS issuance reached nearly $52 billion through mid-May 2026 (up 16% year-over-year), CRE CLO issuance totaled $21.61 billion (up 60% year-over-year), and lenders have increased lending against multifamily properties and office buildings despite acknowledged risks including inflation and geopolitical concerns. The editor notes that while CMBS delinquencies have increased month-to-month, overall special servicing volumes remain stable and market conditions are stabilizing, though investors and lenders continue to move cautiously.

CMBSDebt & FinancingCapital MarketsUnited States

Updated 1 month ago·Published Jun 8, 2026

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Image: TPG

TPG

Asset-Based Finance in Private Credit

TPG leaders discuss how asset-based finance is expanding across housing, commercial real estate, and digital infrastructure as bank retrenchment and structural demand reshape private credit.

Debt & FinancingAlternativesAffordable HousingUnited States

Updated 1 month ago·Published Jun 15, 2026

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Stock photograph illustrating “Private Markets Are Expected to Have a Growing Role in Data Center Financing” — Photo by panumas nikhomkhai / Pexels on Pexels

Goldman SachsSubscription required

Private Markets' Growing Role in Data Center Financing

With hyperscaler spending on AI and data centers projected to top $5 trillion by 2030, Goldman Sachs Research expects private infrastructure and real estate funds to supply a growing share of that capital.

Data CentersAlternativesDebt & FinancingGlobalUnited States

Updated 1 month ago·Published Jun 12, 2026

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Stock photograph illustrating “CRE Capital Markets Are Tightening” — Photo by Phát Trương / Pexels on Pexels

John Burns Research and Consulting

CRE Capital Markets Tightening

John Burns Research and Consulting analyzes tightening commercial real estate capital markets, covering inflation, Sunbelt rental growth and shifting build-to-rent policy across the apartment sector.

MultifamilyCapital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published Jun 9, 2026

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Image published by Arbor Realty with the article “Single-Family Rental Investment Trends Report Q2 2026” — Image: Arbor Realty

Arbor Realty Trust

Single-Family Rental Investment Trends Q2 2026

Developed with Chandan Economics, the report tracks single-family rental performance, documenting sector resiliency, build-to-rent supply additions and property-level yields amid a softening for-sale home market.

Single-Family RentalCapital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published Jun 1, 2026

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Arbor Realty Trust

Small Multifamily Investment Trends Report Q2 2026

The report finds small multifamily prices and lending activity continuing to recover, supported by steady rent growth, rising occupancy and declining expense ratios that have lifted average net operating incomes.

MultifamilyCapital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published May 1, 2026

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Trepp

TreppTalk Research & Insights

Trepp's research blog covers CMBS, CRE lending and banking, noting capital is flowing again into 2026 as rates ease and leasing fundamentals stabilize.

Debt & FinancingCapital MarketsCMBSUnited States

Updated 1 month ago·Published May 1, 2026

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NewmarkSubscription required

1Q26 U.S. Multifamily Capital Markets Conditions & Trends

Multifamily posted strong absorption and slowing deliveries in 1Q26, while debt market liquidity remained robust with originations up 46% year over year.

MultifamilyCapital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published Apr 30, 2026

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Trepp

Trepp CMBS Delinquency Report

Trepp's monthly delinquency report tracks CMBS late-payment rates by property type, with office continuing to carry the highest delinquency among the major sectors.

Debt & FinancingCapital MarketsCMBSUnited States

Updated 1 month ago·Published Apr 1, 2026

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Mortgage Bankers AssociationSubscription required

Commercial and Multifamily Mortgage Debt Outstanding Reaches $4.99 Trillion in Q4 2025

Commercial and multifamily mortgage debt outstanding rose 1.5 percent, or 75.2 billion dollars, to 4.99 trillion dollars in the fourth quarter of 2025. Multifamily debt grew 57.3 billion dollars during the quarter and 142.9 billion dollars for the full year.

Debt & FinancingMultifamilyCapital MarketsUnited States

Updated 1 month ago·Published Mar 26, 2026

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Moody's CRE / Analytics

Commercial Real Estate Insights

Moody's Analytics CRE insights forecast roughly $805 billion in CRE lending for 2026, a 38% increase from 2025, with office and retail stabilizing and multifamily facing short-term headwinds.

Capital MarketsDebt & FinancingEconomyUnited States

Updated 1 month ago·Published Feb 15, 2026

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Moody's CRE / Analytics

Commercial real estate

Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.

Capital MarketsDebt & FinancingCMBSUnited States

Updated 1 month ago·Published Feb 3, 2026

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CRE Finance Council

CREFC 4Q 2025 BOG Sentiment Index Approaches All-Time High on Record Financing Demand

The 4Q 2025 index rose 2.1 percent to 125.4 from 122.8 in 3Q 2025, approaching the all-time survey high of 126.6 set in 4Q 2024 as financing demand expectations reached a survey record.

Capital MarketsDebt & FinancingEconomyUnited States

Updated 1 month ago·Published Jan 22, 2026

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Freddie Mac

2025: A Banner Year!

Freddie Mac Multifamily reports 2025 production volume topped 77 billion dollars, up 17 percent year over year, supporting over 577,000 affordable rental housing units.

MultifamilyCapital MarketsDebt & FinancingUnited States

Updated 1 month ago·Published Jan 20, 2026

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Lument

Seniors Housing and Healthcare Market Outlook 2026

Lument's annual seniors housing and healthcare outlook projects continued recovery as occupancy approaches pre-pandemic levels and valuations firm, with ample financing opportunities for borrowers, buyers and sellers across the sector.

Senior HousingHealthcareCapital MarketsUnited States

Updated 1 month ago·Published Jan 15, 2026

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Federal Reserve Board

Beige Book - January 2026

The January 2026 Beige Book summarises commentary on current economic conditions across the twelve Federal Reserve Districts, including commercial real estate, construction and lending activity.

EconomyOfficeIndustrial & LogisticsUnited States

Source Federal Reserve (FEDS Notes)·Updated 1 month ago·Published Jan 14, 2026

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