Research & Data

Q1 2024 Review: Managers expand lending platforms ahead of $930bn maturity wall

A growing number of commercial real estate managers have launched or expanded their lending platforms over the past three to six months.

Loan spreads tighten as a picture around stability emerges

Spreads on newly originated loans were modestly tighter, according to data from Cushman & Wakefield.

Investor watch: CalSTRS, CPP head investor leaderboard

Top 10 investor commitments to North America-focused real estate debt funds in Q1 2024

Capital watch: Fundraising flat in Q4 2023

North America-focused commercial real estate debt funds raised roughly $20.06bn for new vehicles in the fourth quarter of 2023.

Lending Barometer: Multifamily sector sees large-ticket construction deals

The multifamily sector took 42 percent of the total loan volume, according to deals tracked by Real Estate Capital USA’s Lending Barometer.

KLOC Index: KBRA Credit Profile tracks rise in loans of concern in January

The index was at 21.18% in January compared with 21.07% in both December and November 2023.

Trimont sees increasing shift toward data-based decision-making

Atlanta loan servicer and advisory dials up data efforts as market remains hindered by wide bid-ask spreads.

Fitch report tracks significant drop in 2022 CMBS loss severities 

The New York-based agency saw a loss severity of 48.4% in 2022, versus a loss severity of 56% in 2021.

Demand for data drives up as real estate capital markets activity snowballs

A significant uptick in the commercial real estate debt markets has increased demand for underwriting and analysis services.