Posts Tagged ‘multifamily loans’
Cap Rates Expected to Trend Lower as 2026 Approaches
Multifamily continues to deliver the strongest performance in the commercial property universe, but the real story is what may unfold in 2026 as financial headwinds ease and cap rates finally begin to compress. Multifamily still leading: The sector posted a 5.48% annual return in Q3, once again outperforming the NCREIF All Property Index—its sixth consecutive…
Read MoreCMBS Delinquencies Climb as Market Stress Spreads Beyond Office
The latest data from Trepp shows October brought another wave of distress across the CMBS landscape, signaling that what began as an office-sector problem is now becoming a broader market challenge. Widening cracks: In October 2025, the overall CMBS delinquency rate climbed 23 basis points to 7.46%, driven by a $1.1 billion rise in delinquent…
Read MoreLenders Push Debt Maturities to Delay a Reckoning
Commercial real estate lenders have rolled a record $384 billion in loans into 2025, continuing the industry’s strategy of extending debt rather than forcing resolutions. A Growing Trend A new report from Colliers reveals that $384 billion in CRE loans originally set to mature before 2025 have been postponed, marking a 42% increase from last…
Read MoreCMBS Delinquencies Top 7% as Multifamily and Lodging Show Rising Distress
Commercial mortgage-backed securities (CMBS) delinquency rates climbed to 7.03% in April — the highest reading since early 2021. By the numbers: Trepp reports a 38-basis-point increase from March and a nearly 200-basis-point jump year-over-year, bringing the total balance of delinquent loans to $41.9 billion. While 91.62% of loans remain current, early-stage delinquencies and non-performing balloon…
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