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.
Weekly Rate and Capital Markets Signal — October 12, 2026 Read More »
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.
Weekly Rate and Capital Markets Signal — October 05, 2026 Read More »
Treasury yields moved materially higher this week, with the 10-year reaching 5.17%, the 30-year 5.49%, SOFR rising to 3.705%, and high-yield spreads widening. CRE refinance capacity, DSCR, valuation support, and capital-gap assumptions should be rerun at the current curve.
Weekly Rate and Capital Markets Signal — September 28, 2026 Read More »