Loans

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...

This Is What a Distress Cycle Looks Like

Bob White / May 5th, 2020

In the last cycle RCA tracked more than $462 billion of troubled commercial real estate...

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...

The Show Must Go On: CRE in a Coronavirus Slowdown

Jim Costello / March 9th, 2020

Even with an economic downturn, commercial real estate investments might weather this panic without major damage...

Manhattan Hotel Deals Dry Up: Is Worse to Come?

Jim Costello / March 3rd, 2020

Three months of no transactions is a rare event in Manhattan. Is something worse...

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...

Not All Uncertainty Can Be Laid at the Fed’s Table

Jim Costello / August 5th, 2019

If all the U.S. commercial real estate market had to deal with was the Fed trying to fine-tune the appropriate level for short-term rates, then the market would not...

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