As 2026 begins, commercial real estate is entering a new phase.
Interest rates have eased and capital is returning, but the market’s direction will be decided by credit — not optimism. More than $1 trillion in commercial real estate debt matures this year, forcing refinancing decisions across the market.
In this episode, we break down what matters now: how lenders are managing the maturity wall, why loan extensions are replacing forced sales, where credit is still flowing, and how selective stress is reshaping outcomes across asset types.
This is not a rebound cycle. It’s a sorting cycle — defined by structure, duration, and capital discipline.
CRE360 delivers institutional-grade signals on capital markets, credit, and commercial real estate fundamentals.
What is CRE 360 Signal™?
A daily 3-minute market pulse for commercial real estate investors, operators, and dealmakers. Powered by CRE360 Signal™, each episode delivers sharp insights, key data points, and operator-level takes—faster than you can finish your coffee. If you don’t have time to read, listen here.