Modern garden-style multifamily property representing CRE capital markets and financing conditions

Weekly Rate and Capital Markets Signal — October 05, 2026

Treasury yields moved higher again, credit spreads widened, and September CMBS delinquency rose above 8%. With the 10-year Treasury at 5.28% and high-yield OAS at 3.24%, CRE refinance proceeds, DSCR, valuation support, and capital-gap assumptions should be reassessed at current market terms.

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