AUG 14, 2025

Reaching a turning point, US apartment forecast shows demand outpacing supply by year-end

By Grant Montgomery

Vacancies are projected to decline throughout 2025.

AUG 14, 2025

Commercial property executives say recovery has arrived

By Randyl Drummer, Ryan Ori, Katie Burke

Five biggest real estate services firms raise outlooks in same quarter for first time since 2020.

AUG 4, 2025

CMBS Delinquency Rises on Multifamily Weakness

By Jordan B.

CMBS delinquency rose again in July 2025, driven by multifamily distress as office and retail showed slight improvement.

AUG 1, 2025

Interest Rates Steady as CRE Awaits Fed Move

By Valerija I.

Interest rates remain unchanged as commercial real estate eyes a possible September Fed cut amid economic uncertainty.

JUL 29, 2025

Demand for US apartments remains strong as construction pipeline continues to slow

By Connor D.

Multifamily performance varies by market and quality, with the Sun Belt remaining a laggard.

JUL 23, 2025

Multifamily Starts Surge in June with Signs of Recovery

By Valerija I.

Multifamily starts rose 31% in June, hinting at a potential recovery in apartment construction despite weak permitting.

JUL 16, 2025

Special Servicing Rate Hits 12-Year High as Office Distress Surges

As reported by Trepp, the CMBS special servicing rate rose by 27 basis points in June to reach 10.57%. 

JUL 16, 2025

Office sentiment weak among property pros heading into second half of 2025

By Phil Mobley

Commercial real estate professionals polled by CoStar’s Market Analytics team are still generally sour on the office sector.

JUL 14, 2025

Self Storage Demand Drives Q1 2025 Sales Boom

By Valerija I.

Self storage sales hit $855M in Q1 2025 as investors focus on high-demand, low-supply markets across the US.

JUL 9, 2025

Slower job growth is a demand-and-supply story

By Christine Cooper, Chuck McShane

Headline metrics continue to show the American job market on stable footing. 

JUL 8, 2025

Retail sales slowdown does little to dent upward trend for store rents

U.S. retail sales faltered in May as the pull-forward of demand for durable goods and automobiles from the threat of tariffs waned. 

JUL 7, 2025

2025: The State of Consumer AI

By Shawn Carolan, Amy Wu Martin, C.C. Gong, Sam Borja with Claude Sonnet 4

More than half of American adults (61%) used AI in the past six months, with nearly 20% using it daily, indicating habit formation beyond mere experimentation.

JUN 18, 2025

Cap Rates Drop In Office Sector Amid Lending Shifts

By Valerija I.

Cap rates fell across most CRE sectors, with office cap rates dipping 10 bps as lending volume and debt yields shift.

JUN 12, 2025

Non-Occupied CRE Delinquencies

By Bill Moreland

Bank Non-Owner CRE delinquencies have moderated the past few quarters dropping from a peak 2.07% in 2024 Q3 to 2.01% in 2025 Q1.

JUN 5, 2025

Mortgage Delinquencies Rise in Q1 2025 Amid Market Strain

By Valerija I.

Mortgage delinquencies rose in Q1 2025, led by CMBS loans, signaling pressure across commercial real estate finance markets.

JUN 2, 2025

Unrealized Losses Persist As Banks Struggle With Rate Pressure

By Valerija I.

Unrealized losses stay high at US banks as rising long-term rates offset Fed cuts, keeping balance sheet risks elevated.

MAY 29, 2025

The Real Estate Roundtable Sentiment Index

The Real Estate Roundtable is pleased to announce the results from the Q2 2025 Real Estate Roundtable Sentiment Survey.

APR 29, 2025

Lenders and borrowers tussle over personal guarantees on distressed deals

At contract signings, the guarantee is a gambit. On delinquent loans, it might be the only thing left of value.

APR 29, 2025

Financial Stability Report

This report presents the Federal Reserve Board's assessment of U.S. financial system stability, aiming to increase transparency and accountability while supporting objectives of full employment, stable prices, a sound banking system, and efficient payments.

APR 29, 2025

The Beige Book

Summary of Commentary on Current Economic Conditions by Federal Reserve District

APR 28, 2025

Fixer-Uppers Make Cities Great—At a Price

By Anjulie Rao

A new report the the Harvard Joint Center for Housing Studies shows risks faced by homeowners make the proposition of a “cheap old house” a lot less romantic, and a lot more precarious.

APR 22, 2025

CMBS delinquencies soar

The Trepp CMBS Delinquency Rate for commercial real estate increased 35 basis points to 6.65% in March. The overall balance was $39.3 billion, up from $36 billion in February. After retreating for the last two months, the rate is at a nearly four-year high.

APR 22, 2025

2024 Real Estate Business Profitability Roundup

By Mike DelPrete

2024 was another year where a receding tide – a down market – revealed truths about business model resiliency and clues about future growth.

APR 14, 2025

Home prices are dropping in some cities. See what it’s like in your neighborhood.

Home prices are cooling off in many parts of the country — even falling in some regions — as more homes are listed for sale, slightly easing the long-standing inventory crunch.

APR 7, 2025

Realized Securities Losses

This week BankRegData reviews Bank Securities portfolios with a focus on which banks are taking realized securities losses by selling part of their securities portfolio.

MAR 31, 2025

How Will Consumer Lenders Fare in a Serious Recession?

By R. Christopher Whalen

Consumer lenders face mounting 2025 challenges from economic slowdown, rising inflation, and deteriorating credit conditions as government policies that previously masked consumer financial strain are reversed.

MAR 28, 2025

The pandemic home flipping boom is long over—here’s what flipping looks like today

By Lance Lambert

New survey reveals Northeast housing market leads nation with 59% of flippers reporting "very strong" demand in spring 2025, as the post-pandemic flipping landscape continues to evolve.

MAR 19, 2025

The Redfin Experiment is Over

By Mike DelPrete

Redfin's independent saga ends with Rocket's acquisition, closing the 2002-launched original real estate disruptor's story despite pioneering discounted commissions, employed agents, and innovative technology that never quite clicked.

MAR 17, 2025

The Top 10 Largest Homebuyers In 2024

By SFR Analytics

After surging acquisitions in 2021, institutional investors drastically reduced purchases in 2023, with top 10 SFR buyer thresholds dropping 80% from 5,000+ properties to much lower levels in 2024.

MAR 14, 2025

New York City’s Multifamily Conduit Distress Rate at 8.5%

By Han Lung

NYC multifamily conduit distress hit 8.5% by EOY 2024, as older buildings face challenges due to rent stabilization and rising costs.

MAR 14, 2025

Austin #1 US City For Falling Rents Due to Construction Boom

By CRE Daily Staff & Han Lung

Austin led the nation in rent declines last month, with median asking rents dropping 16% YoY to $1.3K, according to Redfin.

MAR 14, 2025

Marginalized CRE Credits Q1: Interest Rate Relief Not Coming to the Rescue

By Keith Botvinik, Managing Director, Grace Realty Capital LLC

Anticipated interest relief failed to rescue marginalized CRE credits, with the reality of sustained high rates forcing lenders to accept principal discounts and borrowers to scramble preserving equity.

MAR 14, 2025

Extend-and-Pretend Drives Record Loan Modifications

By Erik Sherman

Long-standing predictions that many CRE loans would eventually get into trouble might be right. CRED iQ looked at data over the last three years across CMBS, SBLL, CRE CLO, and Freddie Mac loans.

MAR 13, 2025

Rocket Enters The Portal Wars

Author: Mike Delprete

Rocket is going down a similar path as Zillow, in search of, as I said in the Wall Street Journal, the holy grail of real estate: a one-stop shop that combines home search, buy & sell, financing, and title insurance.

MAR 13, 2025

Yardi Matrix National Multifamily Report, February 2025

With economic uncertainty on the rise, U.S. multifamily rents continued in a holding pattern in February. The average U.S. advertised asking rent increased $1 nationally in February to $1,751, while year-over-year rent growth was unchanged at 1.2%.

MAR 3, 2025

Allen Matkins Commercial Real Estate Survey

Results of the Allen Matkins/UCLA Anderson Forecast California Commercial Real Estate Survey for Winter 2025

FEB 18, 2025

Yardi Matrix National Multifamily Report, January 2025

The multifamily market started the year on a positive note, breaking a six-month streak of declining rents. The average U.S. advertised asking rent increased $3 nationally in January to $1,746, while year-over-year rent growth rose by 20 basis points to 0.8%.

JAN 24, 2025

Home Selling Profits Slide Again in 2024 Across U.S. Despite Continued Price Gains

Profit Margins for Sellers Decrease for Second Straight Year; Typical Seller Return Remains Near Record Highs, But Declines to 54 Percent; Returns Dip Even as National Median Home Price Climbs to $350,000.

JAN 17, 2025

Why Banks in the US are Quietly Panicking

Bank of America released its quarterly earnings report this morning, bright and early at 6:45am. And according to their newest financial statements, the bank is currently sitting on a whopping $112 BILLION in net unrealized bond losses.

JAN 10, 2025

Bank Industry CRE Delinquency Trends

Major banks mask true CRE delinquency rates through aggressive loan modifications, masking potential market vulnerabilities.

DEC 16, 2024

Office Property Meltdown Is Starting to Surface at Regional Banks

Slumping office property values are rippling through US banks, with smaller lenders in particular ramping up the use of loan modifications in their commercial real estate books.

DEC 13, 2024

Full results to the Q4 LendingOne-ResiClub SFR Investor Survey

Among single-family investors, 76% say they are “very likely” or “somewhat likely” to purchase at least one investment property in the next 12 months, up from 60% who expressed the same sentiment last quarter.

DEC 11, 2024

Clarion: CRE Investable Universe Stands at Nearly $27T, Institutional Capital $12T

A new report from Clarion Partners found that alternative assets like self storage and single-family-rentals are the investment vehicle of choice for institutional investors.

DEC 9, 2024

2025 Ai Trends in Financial Management

Clear AI use cases are emerging in midsize U.S. companies, with CFOs and PE leaders adopting AI for payments, cashflow forecasting, and customer support, according to a 2025 survey.

DEC 5, 2024

Arbor - Small Multifamily Investment Trends Report

Small multifamily market normalization advanced in Q3 as the Fed began rate cuts, with improving pricing, cap rates, and credit conditions positioning investment activity to rise.

DEC 4, 2024

Yardi Matrix National Multifamily Report, October 2024

U.S. multifamily rents dropped in October, as the average U.S. advertised rent fell $3 to $1,748. Demand, however, remains strong enough to balance the increase in deliveries in most markets.

DEC 2, 2024

Special Servicing Rate Rises Again in October 2024, Office Hits 13-Year High

The Trepp CMBS Special Servicing Rate rose 34 basis points to 9.14% in October 2024, marking the tenth consecutive monthly increase and 100+ basis point rise over six months.

NOV 27, 2024

Office Conversions Find New Life After Property Values Plunge

​Office-to-residential conversions are gaining traction, helping revitalize depressed business districts.

NOV 26, 2024

Commercial Real Estate Foreclosures Soar By 48% Nationwide While California Sees A 238% Surge

Commercial real estate foreclosures surged 48% year-over-year in September, with California jumping 238%, according to ATTOM's report detailed by Business Insider.

NOV 13, 2024

America’s Empty Apartments Are Finally Starting to Fill Up

The biggest apartment construction boom in 40 years created oversupply and vacancy surges over two years, but conditions are now starting to improve.

NOV 8, 2024

CRED iQ’s Distress Rates Climbs Higher for All of CMBS in October

CRED iQ's monthly distress update found five of six major property types saw increased distress in October, based on CMBS loan payment status and special servicing data.

NOV 5, 2024

Fannie Mae says it suffered losses from commercial mortgage fraud

Fannie Mae confirmed its first investigation into widespread commercial mortgage fraud schemes, listing fraud losses as its top risk factor in Q3 earnings amid an intensifying crackdown.

Oct 31, 2024

Tsunami of Maturing Debt: Navigating CRE's Looming Funding Gaps

With $1.7 trillion in commercial real estate debt maturing by 2026, tighter credit and high rates create a $150 billion funding gap for 2024, presenting risks and opportunities in distressed assets.

OCT 29, 2024

NY Fed says banks obscuring commercial real estate risks by extending loan terms

Banks are modifying commercial real estate mortgage terms to hide losses, delaying reckoning and increasing broader financial system risks, according to a New York Fed paper released Wednesday.

OCT 22, 2024

Altus Group - Q3 2024
Commercial Real Estate Industry Conditions & Sentiment Survey

Altus Group is pleased to share the results of our Commercial Real Estate Industry Conditions & Sentiment Survey with survey participants and partners.

Oct 17, 2024

Deep Dive: Distressed players see opportunity as restructuring process shifts

The investing environment for troubled and bankrupt companies is expected to remain largely unchanged in H2 2024 despite recent US equity volatility and Treasury rallies, according to distressed investors surveyed by LCD.

OCT 14, 2024

Commercial and Multifamily Mortgage Debt Outstanding Increased Modestly in the Second Quarter of 2024

Commercial/multifamily mortgage debt outstanding increased by $31.4 billion (0.7 percent) in the second quarter of 2024, according to the Mortgage Bankers Association's quarterly report.