Foundation Insights

Expert perspectives, market updates, and lending strategies 
to help you finance with confidence and grow your portfolio.

 

 

2 min read

The "Extend and Pretend" Label Is Too Simple, Here's What CRE Maturity Stress Actually Looks Like

The phrase "extend and pretend" has become shorthand for everything happening in the CRE debt market right now. It's catchy, but it flattens a more complicated picture, and if you're a borrower or broker trying to understand where the real stress is...

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6 min read

Multifamily National Report

The U.S. multifamily market continues to show resilience heading into summer, though the broader environment remains one of cautious optimism rather...

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2 min read

HBGI Q1 2026: Single-Family Construction Slips Across All Geographies

Single-family construction declined across all geographies in the first quarter of 2026, according to the latest Home Building Geography Index...

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As mortgage access grows harder and home prices outpace wages, renters are reassessing homeownership — and rental housing demand is reaping the benefits.

3 min read

Renters Reassess Homeownership as Affordability Challenges Persist

Homeownership has been an aspiration of generations of Americans, but elevated prices, mortgage rates, and financing hurdles are complicating the...

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2 min read

What Q1 2026 Home Price Data Means for Fix & Flip Investors

What the Latest Home Price Data Means for Real Estate Investors Data sourced from the FHFA House Price Index Q1 2026 Report, released May 26, 2026....

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Industrial real estate is sending mixed signals. Foundation Specialty Finance breaks down what rising shipping costs and shifting vacancies mean for investors.

5 min read

Industrial National Report

Between rising energy costs, a softening in Southern California, and a Dallas pipeline that won't quit, the industrial market is sending mixed...

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10 min read

The 2025 CMBS Reappraisal Cohort: The Real Cost of the Rese

Setting the Table The 2025 Commercial Mortgage-Backed Securities (CMBS) reappraisal cohort cleared $23 billion of collateral at a median 53% discount...

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8 min read

Multifamily Market Selection Matters More in 2026

Market selection is becoming increasingly important for multifamily investors in 2026. FSF shares commentary on Arbor’s Spring 2026 Multifamily...

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