More of our insights
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.
Renewed sense of optimism emerges around commercial real estate
What’s behind the jump in sentiment on real estate market conditions? Our chart explains the growing optimism and what it means for investors looking for income.
Q1 2020: Mirroring the broader economy
Strong labor markets, solid consumption growth and low interest rates continue to support the commercial real estate market.
