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Single asset, single borrower deals drove the US CMBS market in 2025, particularly on New York City collateral as office attendance rose. With interest rates predicted to fall further in 2026, market participants are looking forward to a greater variety of deals on commercial real estate from other cities and sectors, writes Pooja Sarkar
The conditions are set so that 2026 promises to be even better than the already impressive 2025. A deepening of esoteric asset classes, combined with entirely new deal types, as well as more debut issuers are set to be the key themes, writes Tom Hall
More articles
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The wheels appear to be coming off the commercial real estate market but this is no run of the mill financial crisis — investors have had plenty of warning -
Conduit deals with exposure to more diverse assets getting more attention
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Investor attention is turning to conduit CMBS as office sector concerns affect SASB issuance
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The once favored sector is facing pressure from slowing rent growth
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Office delinquencies at highest level since 2020, according to CRED iQ
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Higher rates and market volatility have left CMBS borrowers and issuers on the sidelines
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Troubles in office-backed CMBS drove the second biggest jump in delinquencies since Covid-19
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The portfolio consists of loans predominantly on offices and retail space
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Brookfield-backed firm may bring another deal within six months
