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Oct 10, 2025
Regulators ease reporting rules just as loan stress intensifies.
New disclosure rule lets modified CRE loans disappear from public view after 12 months, masking true debt stress.
Lenders are extending maturities to avoid defaults, doubling CRE loan modifications and deferring risk into 2026–2028.
Brookfield cuts U.S. office leadership and outsourcing ops, shifting from direct ownership to capital-light asset management.
$27.7 B in CRE loans reworked amid 7% refinancing rates and maturing 2025 debt.
Large-scale recap confirms lender confidence in necessity retail’s income stability.
San Francisco’s 800 Market St. sale at $344/sf signals a new pricing floor as office distress deepens.
Oct 9, 2025
After two years of decline, commercial property values are showing their first signs of sustained stability.
Suspension of key federal grants halts Chicago’s subway expansion and raises new political risk for infrastructure capital.
