CRE Credit Stress Snapshot Q1 2026
Where is CRE credit stress concentrated as of Q1 2026, and what does the cross-lender delinquency and distress picture mean for underwriters and investors?
Research section
Capital Markets & Credit
Debt markets, CMBS stress, pricing signals, rate volatility, and capital allocation frameworks.
4 visible articles
CRE Market Sentiment and Rate Volatility 2026
Why does CRE feel investable again in early 2026 even while Treasury markets remain unstable, and what is the right way to reconcile improving conviction with still-fragile financ…
Texas CRE Debt Capital Markets 2026
What does the 2026 debt market actually mean for Texas underwriting? Where is the market open, where is it merely available, and how should acquisition, development, and rescue-ca…
Distressed Office Price Discovery 2026
What market-clearing prices are emerging for distressed office in 2026, and what do those prices actually mean for underwriting?