Is It Time to Proclaim San Francisco Is Back?

Jul 15, 2026

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…

CMBS Debt & Financing Capital Markets U.S. National San Francisco California

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Published by Trepp. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.

The Data Behind “Project Kodak”: How CMBS Office Performance is Bifurcating

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…

CMBS

Debt & Financing

Capital Markets

U.S. National

Posted 1 day ago·Published Jul 14, 2026Read

GREICMBS

Trepp

Chief Economist's Weekly Watch – July 13 2026: Big-Bank Earnings, Consumer Spending, & Policy Baseline

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.

CMBSDebt & FinancingCapital MarketsU.S. National

Posted 2 days ago·Published Jul 13, 2026Read

Trepp

CMBS Special Servicing Rate Climbs in June 2026, Led by Large Retail, Office, & Lodging Loans

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…

CMBSDebt & FinancingCapital MarketsU.S. National

Posted 2 days ago·Published Jul 13, 2026Read

GREICMBS

Trepp

Back-Leverage 101: A Fund's Mezzanine Position, Built From a Bank's Line of Credit

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…

CMBSDebt & FinancingCapital MarketsU.S. National

Posted 5 days ago·Published Jul 10, 2026Read

Trepp

Self-Storage CMBS Snapshot: Clean Payment Performance, But Watchlist Signals Are Building

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…

CMBSDebt & FinancingCapital MarketsU.S. National

Posted 6 days ago·Published Jul 9, 2026Read

TreppNews

June FOMC Minutes: An Expected Hold Delivered the Largest Hawkish Surprise in 30 Years

The Fed has released the minutes of its June 2026 Federal Open Market Committee meeting, the detailed record of the committee’s discussion that arrives three weeks after each decision. Chair Warsh has moved away from forward guidance, so markets get fewer signals about the Fed’s thinking in real time, and that…

CMBSDebt & FinancingCapital MarketsU.S. National

Posted 6 days ago·Published Jul 9, 2026Read

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