Episode 68: $875 Billion Maturity Wall — The 2026 Refinancing Crunch

Episode 68: $875 Billion Maturity Wall — The 2026 Refinancing Crunch

Author: Alan Pavlosky March 25, 2026 Duration: 5:07
Wednesday capital markets update: Fed holds at 3.50%-3.75%, 10-year Treasury at 4.37%. CRE lending rebounding — MBA forecasts $805B originations (+27% YoY). But $875B in debt matures in 2026. Multifamily maturities jump 56% to $162B. CMBS hits post-GFC high at $183B. Regional banks returning.

Ever feel like commercial real estate moves at a dizzying speed, with trends shifting beneath your feet? What's Hot What's Not CRE cuts through the noise, offering a grounded, conversational take on the market's constant ebb and flow. This isn't about dry reports or jargon-filled predictions. Instead, each episode feels like a candid discussion with insiders who aren't afraid to name names and call out the fleeting fads. You'll hear straightforward analysis on which asset classes are gaining serious traction and which are cooling off, digging into the 'why' behind the numbers. The focus stays on practical intelligence for professionals and investors who need to make informed decisions, covering everything from shifting office demand to the logistics of industrial space. Tune into this podcast for a regular dose of clarity, where complex market dynamics are broken down into digestible insights you can actually use. It’s a direct line to understanding the forces shaping neighborhoods, cities, and portfolios right now.
Author: Language: English Episodes: 80

What's Hot What's Not CRE
Podcast Episodes
Episode 29: $419B in Multifamily Loans Targeting Workforce Housing [not-audio_url] [/not-audio_url]

Duration: 5:04
Daily CRE market update comparing Class A, B, and C multifamily for 2026. Class B workforce housing is the clear winner with 95.8% occupancy, while Class A faces deep concessions in oversupplied Sun Belt markets.
Episode 28: Why 4.22% Is the Magic Number for CRE Right Now [not-audio_url] [/not-audio_url]

Duration: 5:00
Daily CRE market update on the 10-Year Treasury at 4.22% — stability is unlocking deal flow, transaction volume rising 15-20%, and why predictability matters more than absolute rate levels.