All Posts
Debt Markets
+2
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Nov 21, 2025
CRE debt markets show revived liquidity as banks and private lenders return, compressing spreads and opening a refinancing window for resilient asset classes.
Newsletters
Oct 27, 2025
U.S. banks are trimming CRE exposure, leaving private credit to fill the void. Debt is available — but at a price.
Commercial Real Estate
Oct 26, 2025
As banks shrink loan books by high-single digits, private credit floods into commercial real estate—resetting risk, cost, and control.
Signals
Oct 22, 2025
Domestic production and data-center demand keep the industrial engine running hot.
Distress
Oct 21, 2025
Multi-bank exposure to a $270 million loan scheme exposes structural fragility in regional lenders’ CRE portfolios.
Oct 16, 2025
Loan modifications jump 66% as lenders manage distress, not defaults
Capital
+4
Oct 14, 2025
Banker departures and M&A contraction signal leaner underwriting conditions across capital markets and CRE.
