The #1 Regulatory Risk to CRE Debt Right Now
CRE lenders have been watching rates, maturities, and valuations since the longest time. But now, there’s another variable moving up the risk list- Bank Capital Rules per the CREFC’s Second-Quarter 2026 Board of Governors Sentiment Index.
While the finalization is awaited, it could reshape how CRE debt gets structured and who provides it.
How Did the US Real Estate Market Perform in H1 2026?
Resilient, but far from comfortable: That is the simplest way to describe U.S. real estate through the first half of 2026.
Despite geopolitical tensions, volatile capital markets, and persistent interest rate uncertainty, different property sectors responded very differently. Some continued to outperform, while others remained under pressure.
In our latest article, we have discussed the biggest trends, surprises, and takeaways. Fine the full analysis linked in the comments.
What Is a Rent Roll, and Why It Can Make or Break a CRE Deal?
A commercial property’s marketing brochure tells a story, but the rent roll tells the truth. Before underwriting any CRE deal, it’s one of the first documents investors, lenders, and brokers should review to verify income, assess lease risk, and identify potential red flags.
In our latest article, we explain what a rent roll is, why it’s the backbone of commercial real estate underwriting, the common red flags to watch for, and how to verify it during due diligence. The full article is linked in the comments!
Data Centers Are The New Industrial, Here’s How We Underwrite Them
AI has become an integral part of modern life, and every cloud query, AI prompt, and streamed video runs through a data center. Hence, they’re emerging as one of the most sought-after investment avenues in commercial real estate.
But underwriting them is a completely different game- one with its own metrics, risks, and players, with each looking at the same deal through a completely different lens.
In our latest blog, we broke down what goes into underwriting a data center, and how the perspective shifts depending on where you sit in the value chain.
The Kevin Warsh Era: What America’s New Fed Chair Means for Real Estate
The Federal Reserve just got a new leader, will he change everything?
Kevin Warsh took the chair at the Federal Reserve and his first FOMC meeting is scheduled for June 16–17. What does this mean for interest rates, the housing market, and your investments?
We broke it all down.
Ground Lease Underwriting: How Leasehold Financing Complicates Your Cap Rate, LTV, and Exit Assumptions
Ground leases are becoming increasingly common across commercial real estate, and underwriting them requires a completely different lens than traditional non-ground lease assets. These properties can create valuable opportunities, but they also introduce risks that are often underestimated.
In our latest article, we break down how ground lease underwriting differs from traditional underwriting, key factors lenders and investors should evaluate, and the most common mistakes that happen and must be avoided.
RevPAR is Only Half the Story in Hotel Underwriting
A hotel can have strong RevPAR and still not be a good investment! This is because RevPAR is a useful, but incomplete metric. Profitability, non-room revenue, CapEx, and cost structure all live outside RevPAR’s view.
A good underwriting fills the gaps that RevPAR leaves behind! In our latest blog, we have broken down what else belongs in the frame.
The Hidden Risks in Triple-Net Leases
In commercial real estate, NNN leases are used to create predictable income streams for property owners and streamlined operating cost burdens for tenants, therefore it seems like a fairly risk-free avenue, but is it? These agreements often contain complex clauses that transfer unexpected risks to one or both parties. Let’s explore this side of Triple-Net […]
Impact of US-Israel and Iran war on US CRE
Geopolitical conflicts always have far reaching consequences for the financial markets and this stands true especially for commercial real estate. With the US being currently involved in war tensions with a strategically vital region like the Middle East, the impact could be significant across the CRE universe. The escalating US-Israel-Iran conflict is among the most […]
Why WALT Is a Comfort Metric, Not a Risk Metric
Can we rely on casually stating that a longer WALT signifies lower risk, is WALT really a metric based on which we can measure risk? Understanding what Weighted Average Lease Term (WALT) truly measures, and what it does not is critical. Let us discuss why WALT can be classified as a comfort metric, and not […]