Is CRE Back or Simply Clearing the Past Cycle’s Mistakes?
Manage episode 523352752 series 3687645
CRE ends 2025 with two truths happening at the same time:
deal volume is rising, and distress is rising with it.
This episode explains why both signals belong in the same phase of the cycle,
and what this means for underwriting, refinancing, and real pricing power heading into 2026.
Not a rebound — a recalibration.
62 episodes