Muted CRE Bank Lending Is a Large-Bank Story

Jul 17, 2026

After two years of tighter credit conditions, the bank commercial real estate (CRE) lending story has shifted from whether banks are pulling back to where balance sheets are growing again. Aggregate loan growth has picked up in parts of the CRE book, and recent lending commentary has pointed to a cautious return of…

CMBS Debt & Financing Capital Markets U.S. National

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Securitized Agency Delinquency Rate Declines in May, Fannie and Ginnie's Drops Offset Freddie's Rise

Securitized Agency loan performance improved modestly in May 2026. The total Agency delinquency rate declined to 0.47%, holding near the low end of the narrow range that has prevailed since mid ‑ 2025, as shown in Figure 1. As in prior months, aggregate movement reflects program ‑ level composition effects rather…

CMBS

Debt & Financing

Capital Markets

U.S. National

Posted today·Published Jul 17, 2026Read

Trepp

Florida's Rising Unemployment Is a Migration Story, & So Is the CRE Exposure

Florida’s unemployment rate rose to 4.8% in May, up from 3.7% a year earlier, one of the largest increases of any state and the highest Florida reading in nearly five years. The rate has continued to climb and now sits above the national unemployment rate of 4.3%.

CMBSDebt & FinancingCapital MarketsU.S. NationalFlorida

Posted 1 day ago·Published Jul 16, 2026Read

Trepp

Is It Time to Proclaim San Francisco Is Back?

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…

CMBSDebt & FinancingCapital MarketsU.S. NationalSan Francisco

Posted 2 days ago·Published Jul 15, 2026Read

Trepp

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…

CMBSDebt & FinancingCapital MarketsU.S. NationalUnited States

Posted 3 days ago·Published Jul 14, 2026Read

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. NationalUnited States

Posted 4 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. NationalUnited States

Posted 4 days ago·Published Jul 13, 2026Read

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