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 »
Treasury yields eased modestly after two weeks of increases, but the June CMBS special-servicing rate rose to 11.20%. LakeRock examines the implications for CRE refinancing, maturity risk, valuation, and portfolio monitoring.
Weekly Rate and Capital Markets Signal — July 20, 2026 Read More »
Inflation cooled in June, but CRE cost pressure remains uneven. The July CRE Property and Construction Cost Monitor examines how property expenses, lease economics, construction inputs, development feasibility, NOI durability, and refinance assumptions are interacting across the commercial real estate market.
Treasury yields rose across key CRE maturities for a second consecutive week, with the 30-year Treasury moving above 5%. Credit markets remained orderly, but higher benchmarks increased pressure on refinance proceeds, DSCR, valuation, and sponsor-capital requirements.
Weekly Rate and Capital Markets Signal — July 13, 2026 Read More »
A first-person account of how rapid growth, weak controls, hidden credit deterioration, and delayed risk recognition contributed to the failure of the Bank of New England—and the CRE risk disciplines that still matter today.
What the Bank of New England Failure Taught Me About CRE Risk Read More »
A commercial real estate project can have strong demographics, credible demand, and an experienced development team — and still fail. This case study examines what happens when construction cost, required rent, tenant economics, and financing no longer align.
When Construction Costs Outrun Rents: Why Good CRE Projects Stop Penciling Read More »
Treasury yields rose across key CRE maturities, reversing the prior week’s refinance relief. Corporate spreads tightened and CMBS delinquency improved, but higher benchmark rates renewed pressure on proceeds, DSCR, valuation, and capital structure.
Weekly Rate and Capital Markets Signal — July 06, 2026 Read More »
Treasury yields declined across key CRE benchmarks, but wider credit spreads and a modest increase in SOFR kept the financing signal mixed. LakeRock examines the implications for refinance proceeds, DSCR, valuation support, lender appetite, and CRE credit risk.
Weekly Rate and Capital Markets Signal — June 29, 2026 Read More »
June’s Monitor examines rising inflation, construction inputs, property operating expenses, development feasibility, and refinance risk.
CRE Property Cost Monitor: Inflation and Construction Inputs Rise — June 2026 Read More »
A stronger-than-expected employment report pushed Treasury yields higher, reversing part of the prior week’s rate relief. The renewed move adds pressure to CRE refinance proceeds, DSCR, and valuation assumptions.
Weekly Rate and Capital Markets Signal — June 22, 2026 Read More »