Oct. 28, 2026 — Investors are demanding wider credit spreads on commercial mortgage-backed securities tied to data centers, a sign that anxiety over artificial intelligence infrastructure financing is beginning to affect property-backed debt even when the underlying...
Three-quarters of maturing Class-A office loans in commercial mortgage-backed securities would require fresh equity to refinance under current market conditions, according to a new analysis from Trepp.The finding appeared in Trepp’s third-quarter commercial real...
Senior housing borrowers face $2.24 billion in securitized loan maturities between November 2026 and the end of 2027, according to new Trepp research. Most of the debt is still being paid on time. The more difficult question is whether property cash flow and current...
More than $3 billion in Texas apartment loans are still performing even though their reported property cash flow does not cover debt service, according to a new analysis of securitized mortgage data. The finding exposes a weakness that payment-delinquency figures...
A relatively small group of apartment loans made during the low-rate years of 2021 and 2022 accounts for most of the delinquent multifamily debt in commercial real estate collateralized loan obligations across five major states, according to Trepp. Loans from those...