Debt

The US Debt Stool, Though Wobbly, Is Still Standing

Jim Costello / September 16th, 2020

The pullback by CMBS and investor-driven originators is not as destructive...

Chart: Composition of US Apartment, Hotel Lending

Haley Crimmins / June 26th, 2020

In an RCA Insights post earlier this month, Jim Costello described how CMBS distress...

CMBS Distress Is Only the Tip of the Iceberg

Jim Costello / June 3rd, 2020

The CMBS market has not been the primary originator of commercial mortgage debt...

Commercial Real Estate Moves Into Uncharted Territory

Jim Costello / March 19th, 2020

Making sense of what will happen next involves a little bit of speculation as well as reasonable judgement over the forces...

Chart: US Debt Funds Carve Bigger Slice of Lending

Jim Costello / October 30th, 2019

Debt funds have been a growing presence in the U.S. lending market across all investment styles. Real Capital Analytics...

Chart: Shifting LTVs of US Lender Groups

Jim Costello / September 30th, 2019

Competition in the U.S. commercial mortgage market is fierce. With the debt funds taking on more risk...

Debt Funds Continue to Gain US Lending Market Share

Jim Costello / September 19th, 2019

The U.S. commercial mortgage market is as competitive as ever. Debt funds have continued to gain market share and for the first half of 2019...

US Commercial Real Estate Endures Bumpy Ride in Q1

Jim Costello / April 17th, 2019

U.S. commercial property deal volume fell at double-digit annual rates in the first quarter of 2019, preliminary data shows, as a bumpy rate environment led to a growing sense of investor caution. The...

Opportunity Zone Lending? Capital Is Already Active

Jim Costello / April 2nd, 2019

Patterns of lending within the Qualified Opportunity Zone geographies (QOZs) of the U.S. suggest that many...

US Lending Market Gets More Competitive in 2018

Jim Costello / March 21st, 2019

The commercial mortgage market got more competitive in 2018 with six out of the eight lender categories tracked by Real Capital Analytics each capturing...

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