CRE’s Uneven Recovery: Deal Activity Picks Up, But Risks Persist

According to BlackRock, commercial real estate transaction activity is showing signs of a rebound. Yet with $625 billion in loan maturities ahead and distress levels rising, the road to stability remains uncertain. Momentum Continues — For Now: CRE deal volume rose 14% year-over-year in Q1 2025, marking the fourth consecutive quarter of growth. April maintained…

Despite ongoing volatility in Treasury yields, U.S. cap rates have shown signs of stabilization, according to CBRE’s H2 2024 Cap Rate Survey. Investor Sentiment Shifts CBRE’s survey, covering 3,600 cap rate estimates across 50+ markets, highlights a shift in investor sentiment. Most respondents believe cap rates have peaked, offering a critical benchmark for assessing market…

According to S&P Global Ratings, while commercial real estate (CRE) risks persist, banks are in a significantly stronger position than they were a year ago. Signs of Stability CRE loan challenges continue to affect U.S. banks, but S&P Global Ratings has upgraded its outlook on six banks from negative to stable, reflecting increased confidence. The…