CMBS Troubled Loan Tracker: A Calm Start to 2025 After a Tough 2024

Feb 21, 2025

Moody's CRE Analytics tracks troubled commercial mortgage-backed securities loans, reporting improved conditions in early 2025 following stress in 2024.

CMBS Capital Markets Debt & Financing U.S. National Europe

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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 & FinancingEconomyU.S. National

Posted 15 days ago·Published Feb 15, 2026Read

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 & FinancingU.S. National

Posted 15 days ago·Published Feb 3, 2026Read

Moody's CRE / Analytics

Mid-Year Multifamily Performance Review

The rise in the nationwide multifamily vacancy rate halted in the second quarter of 2025, holding essentially unchanged at 6.5 percent as peak deliveries appeared to have already occurred.

MultifamilyU.S. National

Posted 15 days ago·Published Jul 1, 2025Read

Moody's CRE / AnalyticsNews

The Office Sector's Double Whammy

Moody's reported the national office vacancy rate rising to 20.7 percent in Q2 2025, a record high for the sixth consecutive quarter, reflecting continued deterioration in space market fundamentals.

OfficeU.S. National

Posted 15 days ago·Published Jul 1, 2025Read

Moody's CRE / Analytics

Rent-to-Income Ratio Returning to Pre-Pandemic Levels but Senior Housing Remains Under Pressure

Analysis of rental affordability trends over five years, tracking rent-to-income ratios and their normalization toward pre-pandemic benchmarks while identifying persistent challenges in the senior housing sector.

Affordable HousingSenior HousingU.S. National

Posted 7 days ago·Published May 27, 2025Read

Moody's CRE / Analytics

Q1 2025 Tech Market Performance Index

Moody's CRE Analytics publishes a quarterly performance index tracking commercial real estate outcomes in technology-focused markets.

PropTech & DataU.S. NationalEurope

Posted today·Published May 3, 2025Read

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