TreppTalk Research & Insights

May 1, 2026

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 & Financing Capital Markets CMBS Financing & CMBS United States

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Provenance

Publisher: Trepp
Obtained from: Trepp
Published: May 1, 2026
Last updated: Jun 28, 2026 (1 month ago)

Global Real Estate Intelligence records where every item came from and when we last refreshed it. Where a field reads Unknown we could not establish it, and we do not guess.

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What’s Behind the July Multifamily CMBS Delinquency Uptick?

The Trepp Commercial Mortgage-Backed Securities (CMBS) Delinquency Rate increased 51 basis points to 7.86% in July, as the total balance of delinquent loans rose by $3.52 billion to $47.5 billion. Among the loans that became newly delinquent during the month were 30 multifamily loans totaling $509.3 million. A…

CMBSDebt & FinancingCapital MarketsnationalUnited States

Updated todayPublished Aug 14, 2026

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CMBS Mall Loans: Nearly All Distress Traces to Pre-2017 Originations

Among commercial mortgage-backed securities (CMBS) mall loans, 96.3% of non-performing loans were written in 2016 or earlier, while loans written in 2017 or later are performing at essentially a 100% rate. The CMBS mall-loan market is not one population with a range of outcomes. It is two, split by origination…

CMBSDebt & FinancingCapital MarketsnationalUnited States

Updated 1 day agoPublished Aug 13, 2026

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Trepp

Investors Priced Four Data Center CMBS Deals 55 Basis Points Apart

Disclaimer: This is an excerpt from Trepp's "Investors Priced Four Data Center Deals 55 Basis Points Apart ” report. Click here to access. Four recent data center single-asset, single-borrower (SASB) commercial mortgage-backed securities (CMBS) deals priced their last-pay AAA bonds across a 55-basis-point range.…

CMBSDebt & FinancingCapital MarketsnationalUnited States

Updated 2 days agoPublished Aug 12, 2026

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Trepp

Office Deals Led CMBS Growth Through July 2026, & Data Centers Arrived

Domestic private-label commercial mortgage-backed securities (CMBS) issuance reached $76.2 billion through July 2026, measured by loan balance when each deal was sold, according to Trepp data as of July 31. Single-asset, single-borrower (SASB) deals, each backed by one property or one owner, made up $58.0 billion.…

CMBSDebt & FinancingCapital MarketsnationalUnited States

Updated 3 days agoPublished Aug 11, 2026

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Trepp

CMBS Special Servicing Rate Declined in July 2026, Led by Office & Lodging Improvement

Disclaimer: This is an excerpt from Trepp's July 2026 CMBS Special Servicing Report. To access the full report, click here. The Trepp commercial mortgage-backed securities (CMBS) special servicing overall rate declined 11 basis points in July to 11.09%, partially reversing the increases of recent months.

CMBSDebt & FinancingCapital MarketsnationalUnited States

Updated 4 days agoPublished Aug 10, 2026

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Trepp

New Supply Drives Occupancy Divide Across Apartment Markets

Underwriting expectations for occupancy during the multifamily market's post-pandemic boom reflected the strong demand that characterized the market in 2021. Record apartment deliveries in the years since have reshaped market conditions, creating a widening gap between those expectations and current occupancy…

CMBSDebt & FinancingCapital MarketsUnited States

Updated 6 days agoPublished Aug 7, 2026

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