<description>&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;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.&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;strong style="background-color: transparent; color: rgb(34, 34, 34);"&gt;Key moments&lt;/strong&gt;&lt;/h3&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;01:10 SLOOS signals&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;02:39 Earnings call takeaways&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;06:30 Split market outlook&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;10:12 Benchmark rollercoaster&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;13:47 Spreads and liquidity&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;17:06 Collateral by property type&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;19:57 Maturity wall risks&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;24:22 Changes in lender mix&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;25:21 Macro crosscurrents&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;28:38 Private credit stress&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;31:01 Survey invitation&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/h3&gt;&lt;h3&gt;&lt;strong style="background-color: transparent; color: rgb(34, 34, 34);"&gt;Resources mentioned&lt;/strong&gt;&lt;/h3&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;Andrew Pabon&lt;/span&gt;&lt;/h3&gt;&lt;p&gt;&lt;a href="https://www.linkedin.com/in/andrew-pabon-15a6976/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);"&gt;https://www.linkedin.com/in/andrew-pabon-15a6976/&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;h3&gt;&lt;span style="background-color: transparent; color: rgb(34, 34, 34);"&gt;Commercial real estate debt capital markets survey&lt;/span&gt;&lt;/h3&gt;&lt;p&gt;&lt;a href="https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);"&gt;https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/&lt;/a&gt;&lt;/p&gt;</description>

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Altus Group

A split market: Commercial real estate lending trends from Q1 2026

MAY 14, 202632 MIN
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

A split market: Commercial real estate lending trends from Q1 2026

MAY 14, 202632 MIN

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 moments01:10 SLOOS signals02:39 Earnings call takeaways06:30 Split market outlook10:12 Benchmark rollercoaster13:47 Spreads and liquidity17:06 Collateral by property type19:57 Maturity wall risks24:22 Changes in lender mix25:21 Macro crosscurrents28:38 Private credit stress31:01 Survey invitation Resources mentionedAndrew Pabonhttps://www.linkedin.com/in/andrew-pabon-15a6976/Commercial real estate debt capital markets surveyhttps://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/