Keep pulling the thread on CRE Finance Council.
Market participants at the CRE Finance Council conference estimated that Commercial Mortgage-Backed Securities (CMBS) issuance could reach $140 billion in 2026.
The government's authorization for Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities could result in an additional 20 to 40 basis points of tightening in mortgage spreads.
The Trump administration proposed a plan to cap credit card interest rates at 10% through the end of the year.
Saks filed for Chapter 11 bankruptcy, owing at least $3.4 billion after taking on heavy debt to acquire Neiman Marcus.
Sentiment in the Commercial Mortgage-Backed Securities (CMBS) market has shifted from questioning if deals can be executed to discussing what terms and pricing levels are achievable.
Many commercial real estate assets underwritten in a lower interest rate environment are now facing refinancing challenges that require fresh equity, extensions, or valuation adjustments.
Sentiment at the January 2026 CRE Finance Council conference in Miami was described as overwhelmingly positive regarding the outlook for commercial real estate in 2026.
Banks are expected to re-enter the commercial real estate lending market in 2026, leading to increased competition and tighter spreads.
As of January 2026, $5.25 billion in Commercial Real Estate Collateralized Loan Obligation (CRE CLO) deals have already been announced for the year.
Prime Finance is issuing its largest CRE-CLO deal in history, a $1.2 billion pool comprised of 33 loans on 39 properties.
Multiple lenders at the CRE Finance Council conference stated they are getting back into the office lending space.
The longer the Supreme Court delays a ruling on the legality of tariffs, the more likely it is that the tariffs will be left in place.