APR 1, 2025

Forecasa Private Lending Report, February 2025

This report highlights the activities of the Top 25 Private Lenders in the markets within our current coverage. Each month we increase our geographic coverage and work to enhance the content with proprietary metrics derived from the underlying data.

MAR 31, 2025

How Will Consumer Lenders Fare in a Serious Recession?

By R. Christopher Whalen

Consumer lenders face mounting challenges as 2025 brings signs of economic slowdown, rising inflation, and deteriorating credit conditions in multiple sectors, particularly as government policies that previously masked consumer financial strain are being 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

With its acquisition by Rocket, Redfin’s saga as an independent company is coming to a close. Launched in 2002, Redfin could be considered the original real estate disruptor, featuring discounted commissions, employed agents, and innovative technology – but the business model just never clicked.

MAR 17, 2025

The Top 10 Largest Homebuyers In 2024

By SFR Analytics

Following the substantial surge in acquisitions during 2021, institutional investors significantly curtailed their purchase activity in 2023. While 5,000+ acquisitions per year was the threshold to make it into the top 10 largest SFR purchasers in 2021, it now takes about 80% fewer properties to secure a spot on the top 10 list 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

The anticipated interest relief didn’t materialize to rescue marginalized CRE credits. The recognition that rates aren’t going down has had a sobering effect on lenders resigned to transact at discounts off principal balance and borrowers scrambling to preserve 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 use cases for AI are emerging. The 2025 survey on AI in midsize U.S. companies provides new data on how company CFOs and PE leaders are using AI for payments, cashflow forecasting, and customer support, revealing their progress to date in putting these breakthrough technologies to use.

DEC 5, 2024

Arbor - Small Multifamily Investment Trends Report

The normalization of the small multifamily market continued to advance in the third quarter as the Federal Reserve began its long-awaited cycle of interest rate reductions. With pricing measures, cap rates, and credit conditions all improving, investment activity is poised 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 increased another 34 basis points to reach 9.14% in October 2024. In the last six months, the rate has increased just over 100 basis points, with the October figure reflecting the tenth consecutive monthly increase.

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 are surging across the U.S., with foreclosures climbing 48% in September year-over-year. California's numbers are especially striking, with a massive 238% increase, per ATTOM's recent report, as detailed by Business Insider.

NOV 13, 2024

America’s Empty Apartments Are Finally Starting to Fill Up

The biggest apartment construction boom in four decades flooded the market with new supply over the past two years. Apartment owners had to contend with a surge in empty units.

That is starting to change.

NOV 8, 2024

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

The CRED iQ research team evaluated payment statuses reported for each loan (securitized by CMBS financing), along with special servicing status as part of our monthly distress update.  Five of the six major property types that CRED iQ tracks climbed higher in October.

NOV 5, 2024

Fannie Mae says it suffered losses from commercial mortgage fraud

The crackdown on commercial mortgage fraud is heating up. Fannie Mae confirmed for the first time an ongoing investigation into a litany of schemes that may be far more pervasive than was initially thought. The agency also listed financial losses from mortgage fraud as its top risk factor in its third-quarter earnings filing.

Oct 31, 2024

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

With $1.7 trillion in commercial real estate debt set to mature by 2026, the market braces for a significant "maturity wall." The challenges of refinancing amid tighter credit and high rates pose a substantial $150 billion funding gap for 2024 alone. This environment presents both risks and strategic opportunities for investors seeking value in distressed assets.

OCT 29, 2024

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

Banks have been tweaking the terms of commercial real estate mortgages to obscure losses, and in delaying the day of reckoning, are increasing risks to the broader financial system, a paper, opens new tab released Wednesday by the Federal Reserve Bank of New York said.

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 not expected to be very different in the second half of 2024 than it was in the first half, despite possible economic warning signs from the recent US equity market sell-off and rally in US Treasuries, according to distressed investors LCD canvassed recently.

OCT 14, 2024

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

The level of 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 (MBA) latest Commercial/Multifamily Mortgage Debt Outstanding quarterly report.