Weaker-coverage loans concentrated in later maturities could surface down the line.

Leading properties report outsized tenant performance.

Investor redemptions and rising defaults are pushing capital toward discounted real estate assets.

Liquidity conditions reached new highs at the end of 2025, though fundraising remains sluggish.

The nation's rental market is expanding at both ends of the age spectrum.

There is so much uncertainty at the moment that no one can point to a grand plan of moving forward.<br/>

The EO aims to ease regulatory pressure on community banks but stops short of a mandate.

The Case Equity exec argues investors must value properties like operating businesses as tenant risks accelerate.