More of our insights
CRE: Not out of the woods yet?
With challenges around every bend, read how investors are accessing opportunity in commercial real estate today.
Q3 2020: Divergent roads
After a decade of strong performance in which property prices more than doubled, the commercial real estate market, like many other markets across the globe, was halted in its tracks by the pandemic.
The next downturn is here. How will CRE debt hold up?
Here we analyze the potential impact of COVID-19 on the CRE debt market by examining the market’s performance during the 2008 GFC and comparing the state of the pre-GFC and pre-COVID markets.
Q2 2020: A storm rolls in
The outbreak of COVID-19 has caused an unprecedented dislocation in economic activity. We assess the current economic reality, the state of the CRE market as it entered this crisis, and what we’re watching as we progress through it.
Quantifying COVID-19: Impact on U.S. CRE
Which property types are most exposed?
Eye on CMBS delinquencies: CRE debt market health check
Real estate lending remains conservative and the CMBS delinquency rate recently hit a post-crisis low.