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 »
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 »
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 »