Treasury yields and corporate credit spreads moved higher, tightening CRE refinance economics while CMBS delinquency and special servicing remain elevated.
Weekly Rate and Capital Markets Signal — September 07, 2026 Read More »
Treasury yields and corporate credit spreads moved higher, tightening CRE refinance economics while CMBS delinquency and special servicing remain elevated.
Weekly Rate and Capital Markets Signal — August 31, 2026 Read More »
For more than a decade, Conference Room B sat directly across the hall from my office on the 31st floor of SunTrust, now Truist, Tower in Atlanta. The decisions, debates, relationships, and knowledge transfer inside that room shaped how I think about commercial real estate lending, credit risk, underwriting, portfolio management, and the work I am building today through LakeRock.
Conference Room B: Where the Commercial Real Estate Credit Room Began Read More »
Treasury yields and corporate credit spreads moved higher, tightening CRE refinance economics while CMBS delinquency and special servicing remain elevated.
Weekly Rate and Capital Markets Signal — August 24, 2026 Read More »
July construction prices reaccelerated even as headline inflation remained comparatively stable. The August 2026 Monitor examines the implications for CRE operating expenses, development feasibility, NOI, construction budgets and refinance risk.
Treasury yields moved modestly higher while CMBS special servicing improved, creating a mixed signal for CRE refinancing, valuation, maturity risk, and capital planning.
Weekly Rate and Capital Markets Signal — August 17, 2026 Read More »
There’s a narrowing margin for error in CRE as elevated rates, uneven credit spreads, refinancing pressure, lease-up risk, and labor uncertainty increase the importance of disciplined underwriting and early lender engagement.
Weekly Rate and Capital Markets Signal — August 10, 2026 Read More »
Treasury yields rose sharply across key CRE maturities, while corporate credit spreads widened. LakeRock examines the implications for refinance proceeds, DSCR, valuation, sponsor capital, and portfolio monitoring.
Weekly Rate and Capital Markets Signal — August 03, 2026 Read More »
A first mortgage may have repayment priority, but the senior lender’s risk does not stop there. This article explains how subordinate debt, preferred equity, common equity, global DSCR, control rights, and refinance pressure can change the risk of an entire commercial real estate transaction.
Inside the Capital Stack: Why Senior Lenders Care About Every Layer of Capital Read More »
Treasury yields rose sharply across key CRE maturities, while corporate credit spreads widened. LakeRock examines the implications for refinance proceeds, DSCR, valuation, sponsor capital, and portfolio monitoring.
Weekly Rate and Capital Markets Signal — July 27, 2026 Read More »