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A split market: Commercial real estate lending trends from Q1 2026
Season 1
Episode 97
Published 4 months, 3 weeks ago
Description
From a 24% quarter-over-quarter rebound in lender quotes to the diverging paths of floating and fixed rate borrowers, the episode offers a data-driven read from Andrew Pabon, Director of Debt Advisory at Altus Group, on where the debt market stands today. Andrew and the CRE Exchange team also dig into the maturity wall, multifamily delinquencies hitting new highs, the lender mix leaning toward debt funds, and what the private credit stress story might mean for private credit in commercial real estate going forward.
Key moments
01:10 SLOOS signals
02:39 Earnings call takeaways
06:30 Split market outlook
10:12 Benchmark rollercoaster
13:47 Spreads and liquidity
17:06 Collateral by property type
19:57 Maturity wall risks
24:22 Changes in lender mix
25:21 Macro crosscurrents
28:38 Private credit stress
31:01 Survey invitation
Resources mentioned
Andrew Pabon
https://www.linkedin.com/in/andrew-pabon-15a6976/
Commercial real estate debt capital markets survey
https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/