All Posts
Distress
+2
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Nov 21, 2025
Prime office assets show early pricing stability as sector bifurcates; record CMBS delinquencies and high vacancy shape capital and underwriting discipline.
Capital
Nov 18, 2025
2026 U.S. CRE loan maturities spark uneven distress across asset classes, with office and retail risks testing lender resilience.
+3
Nov 14, 2025
Distressed asset sales climb 20% YoY; persistent bid-ask gaps split US CRE market by asset quality and capital behavior.
Transwestern
Nov 10, 2025
Institutional trophy assets endure capital pressures as local office recovery falters.
National distress filings climb, but private capital solutions outpace formal bankruptcy activity.
Institutional capital signals risk repricing in senior housing sector.
+4
Nov 7, 2025
Divergence in capital markets reflects risk stratification in U.S. CRE.
Nov 5, 2025
Stability in pricing contrasts with ongoing challenges in the office sector.
Nov 3, 2025
Subdued leasing gains face rising financing barriers as capital constraints persist in gateway office markets.
Distress-driven sales and rising vacancies force a repricing in core U.S. office markets, signaling shifts in capital and leasing behavior.
Oct 21, 2025
Multi-bank exposure to a $270 million loan scheme exposes structural fragility in regional lenders’ CRE portfolios.
Oct 15, 2025
A major Queens portfolio default exposes the structural fragility of New York’s regulated multifamily credit.
Oct 2, 2025
Trophy Manhattan offices repriced; equity-led recaps set new comps and reopen execution for patient operators.
Oct 1, 2025
Large, institutional assets are rebounding, while smaller property values remain under pressure.
+17
Sep 29, 2025
Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.
+5
Sep 26, 2025
Fed Rate Cut Sparks CMBS Revival
Gemini venture pools distressed Class A towers, offering liquidity lifeline to landlords under pressure.
Sep 24, 2025
$18B U.S. PACE experience drives new global initiative to unify property-linked retrofit financing.
+10
Sep 23, 2025
Insurance premiums up 88% in 5 years, $1.4T in real estate at risk. Climate resilience moves from ESG talk to underwriting math.
+7
Sep 18, 2025
Brookfield’s $400 million revamp fills 660 Fifth, highlighting NYC's flight-to-quality in office leasing.
Prime assets outperform in leasing as bifurcation widens in U.S. CRE markets.
+9
Sep 12, 2025
A firmer print complicates optics, yet futures still price a 25 bps move next week.
Regional banks remain cautious on CRE, pushing more flow to private credit.
Sep 11, 2025
Cottonwood Group raised $1.0B for distressed CRE bets as $2T of loan maturities approach. Already $300M deployed with 20% IRR returns, targeting high-growth U.S. markets.
Sep 10, 2025
Cottonwood raises $1B “special situations” fund, doubling target as investors chase distress opportunities in a frozen CRE market.
