CRE Credit Stress Snapshot Q1 2026
Where is CRE credit stress concentrated as of Q1 2026, and what does the cross-lender delinquency and distress picture mean for underwriters and investors?
Research section
Capital Markets & Credit
Debt markets, CMBS stress, pricing signals, rate volatility, and capital allocation frameworks.
6 visible articles
CRE Market Sentiment and Rate Volatility 2026
Why does CRE feel investable again in early 2026 even while Treasury markets remain unstable, and what is the right way to reconcile improving conviction with still-fragile financ…
CRE Market Outlook 2024-2026
What actually defines the CRE recovery as of 2026, and what does that mean for capital allocation? Which parts of the old post-rate-shock thesis still hold, which parts have chang…
Texas CRE Debt Capital Markets 2026
What does the 2026 debt market actually mean for Texas underwriting? Where is the market open, where is it merely available, and how should acquisition, development, and rescue-ca…
National Multifamily Capital Markets 2026
How should multifamily investors underwrite the 2026 capital-markets environment across agency debt, bank and life-company lending, private credit, CMBS / CRE CLO exposure, prefer…
Distressed Office Price Discovery 2026
What market-clearing prices are emerging for distressed office in 2026, and what do those prices actually mean for underwriting?