FEB 18, 2026

CRE Lenders Shift From Extensions to Enforcement

By CRE Daily

As loan maturities mount, lenders are demanding fresh equity and faster paydowns — and not everyone is ready.

FEB 17, 2026

Office Loans Delinquency Hits Record High

By Valerija I.

Office loan delinquencies hit a record 12.34% as refinancing challenges mount and structural shifts pressure commercial real estate markets.

FEB 17, 2026

Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025

By Wolf Richter

The high-risk, high-profit ecosystem of subprime auto loans is not for the squeamish.

FEB 17, 2026

2025 Private Lending Year In Review

By SFR Analytics

Markets Gaining/Losing, Riskiest Markets, Foreclosure Activity

FEB 11, 2026

The 2026 Maturity Wall: A Quantitative Framework for Identifying 
Distressed Acquisition Targets

By Realty Capital Analytics

The commercial real estate industry faces an unprecedented refinancing challenge. 

FEB 9, 2026

ICE: Mortgage affordability at four-year high after rates fell in January

By Sarah Wolak

The average monthly payment fell to $2,091 — down $164 in the past year

FEB 6, 2026

Multifamily Report Signals Sector Stabilization

By Nina Dale

Multifamily report shows sector stabilizing as construction slows, rent growth moderates, and supply-demand dynamics shift across US regions.

FEB 6, 2026

Multifamily Loans Hit Record High With GSE Support

By Nina Dale

Fannie Mae and Freddie Mac financed $152B in multifamily loans in 2025 as rising caps set the stage for even more growth in 2026.

FEB 3, 2026

Inside the $4.9T CRE Debt Universe

By Trepp Research

Steady Composition & Selective Growth in Q3 2025

FEB 3, 2026

Multifamily Rentals Overtake Single-Family Homes In U.S. Rental Stock

By National Mortgage Professional

Large multifamily buildings have overtaken single-family homes as the largest share of U.S. rental housing, reflecting pandemic-era construction trends, constrained SFR supply, and a growing apartment overhang that is reshaping rental market dynamics

FEB 3, 2026

Multifamily Recovery Ahead for Austin Market

By Nina Dale

Multifamily recovery expected in Austin by 2026 after ten straight quarters of rent declines, with demand set to outpace new supply.

FEB 3, 2026

Office CMBS Delinquency Rate Spikes to Record 12.3%, Much Worse than Financial Crisis Meltdown Peak

By Wolf Richter

Spike of defaults in January was triggered by two Manhattan office towers; one of them is heading to a foreclosure sale.

JAN 30, 2026

National Multifamily Report - January 2026

By Yardi Matrix

Multifamily Rents Start 2026 Up, Outlook Still Uncertain

JAN 30, 2026

CMBS Delinquency
Report January 2026

By Trepp CMBS

Overall Rate Increased to Open the Year
as Office Reached a New Record High

JAN 30, 2026

Office properties in major markets lead price gains

By Mark Heschmeyer

Industrial and retail sectors slow as multifamily returns to positive territory

JAN 30, 2026

CRE Development Drives $1.55T US GDP Surge

By Valerija I.

CRE development added $1.55T to US GDP in 2025, fueling job growth, major spending, and long-term economic impact across sectors.

JAN 30, 2026

Matrix Research Forecast - Q3 2025

By Yardi Matrix

For the Q3 2025 update, the Yardi Matrix Multifamily Supply Forecast 
was increased by about 2.0% for the years 2025 and 2026 and by 2.9% 
for 2027. For the later years, the forecast is unchanged. 

JAN 28, 2026

Homebuyers walked away from deals at record rate in December

By Mary Diduch

In yet another troubling sign for the U.S. home sale market, buyers across the country canceled home sales in December at the highest rate since the pandemic.

JAN 28, 2026

SFR Pre-Foreclosure Breakdown

By SFR Analytics

Highlighting Which Markets Have Most Pre-Foreclosures

JAN 27, 2026

CRE Transactions Surge Amid Data Center Growth

By Valerija I.

CRE transaction volumes jumped 23% in 2025, led by Data Centers and strong gains across traditional sectors, signaling market rebound.

JAN 26, 2026

Trends 2026: The uncertain future of real estate’s open marketplace 

By Real Estate News Staff

Broad access to property listings has been a fundamental — and unique — aspect of the U.S. housing marketplace for years. But that could soon change.

JAN 23, 2026

Fed meeting preview; ‘limited impact’ of Trump’s housing plan 

By Meghann Roos

The Fed isn’t expected to cut rates next week. Plus, the CFPB secures temporary funding; report questions corporate home purchase ban; HOMES Act advances.

JAN 23, 2026

CMBS Loans Face $100B Maturity Wall in 2026

By Valerija I.

CMBS loans face a transformative year as $100B matures. Discover key trends, risks, and opportunities as commercial real estate recalibrates.

Jan 23, 2026

National Office Report - January 2026

Vacancy in Decline After Peaking in 2025

JAN 20, 2026

2025 Home Flipping Report

By SFR Analytics

Gross Margins Trending Strong, Volumes Declining But Not Significantly

JAN 16, 2026

Condo Prices Now Below 2005-2007 Housing Bubble Peaks in 8 Cities, including Oakland, Chicago, and 2 Cities in Florida

By Wolf Richter

Condos are subject to huge booms and busts. But these cities are more special than others, so to speak.

JAN 15, 2026

Industrial Sales Momentum Builds to $68B

By Valerija I

Industrial sales hit $68.4B in 2025 as core assets outperform. Cap rate split signals investor focus on quality and location.

JAN 14, 2026

Sales of Existing Homes in 2025 Drop to Lowest since 1995, Sellers Massively Yank Listings off the Market, Waiting for Spring

By Wolf Richter

Single-family home sales edged up in 2025, condo sales dropped further.

JAN 10, 2026

Debt Funds Drive Distress Trends in CRE

By Valerija I

Debt funds are reshaping distress in commercial real estate as mezzanine positions become key in today’s market cycle.

JAN 6, 2026

Underwriting Standards Tighten for 2026 Refinancing's

By Valerija I

2026 underwriting standards will drive which commercial real estate assets get refinanced, as lenders favor strong cash flow and sponsorship.

JAN 4, 2026

Return of the mega-deal marks shift for Manhattan’s office market in 2025

By Mike Romano

Plus, Jeff Sutton fights foreclosure, Walker & Dunlop discloses mortgage fraud issues and more national real estate news this week

JAN 2, 2026

CMBS Delinquency Inches Higher, But Office Shows Unexpected Resilience

By CRE Daily

Delinquencies rose slightly in December, but office properties posted their second month of improvement.

DEC 29, 2025

Top and Bottom 10 Markets for SFU House Price Appreciation

Since the onset of the COVID-19 pandemic, house prices have surged nationally. Between 
the first quarter of 2020 and the third quarter of 2025, house prices climbed 54.9% 
nationwide, with more than half of metro areas exceeding this rate.

DEC 29, 2025

Mortgage Monitor Report - December 2025

Each month, the ICE Mortgage Monitor examines key trends and developments in the mortgage and housing 
industries.  

DEC 27, 2025

The Ten: Robert Reffkin’s playbook for industry dominance

By AJ LaTrace

The outspoken Compass CEO could soon be leading the world’s largest brokerage, reshaping the market while asserting independence from portals, MLSs and NAR.

DEC 25, 2025

SFR Growth Decelerates To 15-Year Low

By National Mortgage Professional

Single-family rent growth has slowed, signaling easing rental pressure in many markets and potential shifts in borrower demand, underwriting assumptions, and purchase opportunities for mortgage originators

DEC 22, 2025

Trends 2026: The brokerage feeding frenzy and market concentration

By Real Estate News Staff

Leading firms are employing different strategies — M&As, growth-oriented platforms, agent incentives — to fortify and expand their already-dominant positions.

DEC 22, 2025

Home Seller Retreat, With Supply Posting Biggest Decline Since 2023

Active listings fell 1.4% month over month in November as sellers backed off due to sluggish homebuyer demand.

DEC 20, 2025

Will Zillow vs. MLS fight push Chicago out of national resi picture?

By Sam Lounsberry

Portals fight, brokerages dig in, region’s buyers sidelined

DEC 18, 2025

Yardi Matrix US Multifamily Outlook, Winter 2026

Economy to Test Demand
Modest Rent Growth Forecast
Capital Liquidity Stays Strong

DEC 18, 2025

Yardi Matrix National Office Report, December 2025

The office landscape became clearer in 2025 as the pricing bottom emerged, the supply pipeline shrank for another year, and coworking continued to solidify its place in the market.

DEC 10, 2025

Special Servicing Rate Ticks Up Slightly Again in November 2025, Reaching New 12-Year High

By Thomas Taylor

The Trepp CMBS Special Servicing Rate rose to another 12-year record high in November, climbing two basis points to hit 10.86%. Even though the overall rate increased, the balance of loans in special servicing actually fell by more than $45 million to $64.6 billion.

DEC 6, 2025

CRE Lending Under Fed Scrutiny Amid Office and Multifamily Risks

By Nina Dale

The Fed is monitoring CRE lending risks at smaller banks as office and multifamily loan delinquencies rise.

DEC 5, 2025

CRE Slowdown Signals Continued Market Uncertainty In 2025

By Nina Dale

CRE slowdown deepens in December as economic uncertainty, valuation pressures, and stalled deals weigh on 2025 market outlook.

NOV 25, 2025

Office CMBS Delinquency Rate Hits Record 11.8%

By Wolf Richter

Commercial real estate (CRE) loans on office and multifamily properties got further bludgeoned in October.

NOV 11, 2025

CRE Investment Surges to $112B in Q3 2025

By Valerija I.

CRE investment rose 13% to $112B in Q3 2025, led by private buyers and a rebound in lending and multifamily deals.

NOV 7, 2025

US apartment rents see steepest October decline in more than 15 years

By Jonathan Lehrfeld

Elevated supply weighs down rent growth, Apartments.com report finds

NOV 3, 2025

Housing ‘Turnover’ Lowest In 30 Years

By Lew Sichelman

As affordability challenges and uncertainty about the economy are keeping buyers and sellers on the sidelines, just 28 out of every 1,000 U.S. homes changed hands in the first nine months of 2025, the lowest rate reported since the 1990s

OCT 31, 2025

CMBS Delinquency Hits 7.46% as Office Sector Sets New Record

By Valerija I.

CMBS delinquency rose to 7.46% in October 2025, with office defaults hitting a new high and multifamily over 7% for the first time in years.

OCT 17, 2025

Investors Are Shifting Toward Older Multifamily Assets

By Jordan B.

Older multifamily assets lead 2025 CRE deals as investors favor smaller buildings with better financing options amid tight capital.

OCT 9, 2025

US apartment rents fall in steepest September decline in more than 15 years

By Tony Wilbert, Jonathan Lehrfeld

Year-over-year slowdown 'signals a more pronounced softening in the market,' Apartments.com report finds.

OCT 9, 2025

Office Recovery Signals Shift In Leasing And Demand

By Nina Dale

Office recovery accelerates in 2025 as rents rebound and demand stabilizes across major US gateway office markets.

OCT 9, 2025

US apartment rents fall in steepest September decline in more than 15 years

By Tony Wilbert, Jonathan Lehrfeld

Year-over-year slowdown 'signals a more pronounced softening in the market,' Apartments.com report finds

OCT 9, 2025

Loan Modifications Surge Amid CRE Refinancing Strain

By Nina Dale

Loan modifications are rising as commercial real estate lenders face higher rates, refinancing challenges, and asset value declines.

OCT 8, 2025

Multifamily Rents Post Sharpest September Decline Since 2009

By Jordan B.

US multifamily rents fell $6 in September, the sharpest drop since 2009 amid rising supply and weaker demand.

OCT 2, 2025

Majority of Renters Struggle to Cover Essentials After Paying Rent

By Valerija I.

A Harvard study finds that 65% of working-age renters don’t have enough income left after paying rent to cover basic living expenses.

SEP 24, 2025

Why commercial property pros say a looming $1.26 trillion debt wall can be scaled

By Mark Heschmeyer

Decade-old loans challenge office refinancing, but less so for other property types with rates expected to fall

SEP 18, 2025

What's going on right now in the home flipping market, as told by 15 charts

By Meghan Malas

Here are the results to the latest semi-annual LendingOne-ResiClub Fix and Flip Survey.

SEP 17, 2025

Commercial Mortgage Delinquencies Now Surpass 2008 Financial Crisis Peak

By Peter C. Earle

Office and multifamily mortgages are defaulting at an alarming rate, putting billions in loan value at risk.

SEP 5, 2025

Beige Book Shows Flat Growth and CRE Unevenness

By Valerija I.

The Beige Book reports flat economic growth and mixed CRE trends, with labor markets softening and data centers as a rare bright spot.

SEP 4, 2025

Single-family rental deals outperform; Loan troubles for New York City office building; Virginia tower faces tenant exits

By Mark Heschmeyer

A weekly look at the commercial mortgage-backed securities business

SEP 4, 2025

Tenant Buildouts Reshape NYC Office Leasing Strategy

By Valerija I.

Tenant buildouts are now a landlord responsibility in NYC, as market shifts force owners to cover costs and deliver turnkey spaces.

AUG 29, 2025

Private mortgage lenders with the backing of Wall Street’s biggest names are facing an unsettling reality

By Patrick Clark and Prashant Gopal

Armed with capital from firms like KKR & Co., Apollo Global Management Inc.’s Athene and Singapore’s Temasek, lenders to home flippers and small-time real estate investors have cranked up originations in recent years.

AUG 29, 2025

Mortgage Delinquencies in Small Multifamily Homes

By Nina Dale

Small multifamily homes lead in mortgage delinquencies, though rates have dropped sharply from last year’s highs.

AUG 28, 2025

CRE Market Shows Early Signs of Recovery in 2025

By Valerija I.

CRE market activity picks up in 2025 with lending growth, cap rate stability, and investor confidence rising despite high rates.

AUG 27, 2025

Often first to react to market corrections, multifamily capitalization rates are stabilizing

By Chad Littell, Itziar Aguirre

Latest forecasts suggest investors more confident in supply outlook, anticipate stronger rent growth in 2026

AUG 25, 2025

Earnings call transcript: Ready Capital Q2 2025 reveals earnings miss

By Investing.com.

Ready Capital Corp (RC) reported a significant earnings miss for the second quarter of 2025, with an EPS of -0.14 against a forecast of -0.045.

AUG 21, 2025

CMBS Issuance Surges Amid Investor Demand

By Valerija I.

CMBS issuance surged in 2025 with rising investor demand for SASB and CRE-CLO deals despite distress and loan defaults.

AUG 19, 2025

Inside the Rapid Rise of Build-to-Rent Housing

By Nina Dale

As housing demand outpaces supply, Build-to-Rent continues to expand, delivering stability for renters and investors alike.

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.

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.