Private Credit Faces Liquidity Test as Blue Owl Moves Loans
Asset sales highlight valuation pressure and liquidity management inside private-credit portfolios.
CRE 360 Signal Editorial Desk·Mar 16, 2026
Topic archive
CMBS
CRE 360 Signal editorial tag
11 published items
Newsletters
The 10-Year Hit 5.34%. Refinance Math Broke.
Highest Treasury yield since 2002 lands on a $65 billion CMBS maturity wall built on cheaper rates.
When the Town Becomes the Special Servicer
Victor, N.Y. is moving to condemn five parcels of Eastview Mall to break a CMBS workout it says is starving the asset.
Why Lenders Are Selling Loans Instead of Taking Buildings Back
A growing preference among some lenders to reduce exposure through loan sales, reflecting balance-sheet discipline and refinancing constraints.
Signals
ACREC 2026-FL4 Prices: Controlled Credit Re-Enters Transitional CRE
Two structured credit offerings that have just hit the market and are shaping up as key events
Omid Shahbazian·Feb 2, 2026
Amerant Shifts CRE Loans to Market
Regional bank moves construction and land exposure off balance sheet through whole-loan sales.
CRE 360 Signal Editorial Desk·Jan 28, 2026
Eldridge and Carlyle launch $1.5B credit fund
A new diversified credit platform reflects growing institutional appetite for structured private lending amid tighter bank balance sheets.
CRE 360 Signal Editorial Desk·Jan 26, 2026
Live CMBS conduit pricing window opens
BBCMS Mortgage Trust 2026‐5C40 — is moving into a critical pricing window and will set expectations for how diversified real estate risk is being securitized right now.
CRE 360 Signal Editorial Desk·Jan 22, 2026
GID launches new real‐estate credit fund
Institutional capital quietly pivots into private credit as banks retreat, signaling where CRE financing power is shifting next.
CRE 360 Signal Editorial Desk·Jan 20, 2026
FDIC Loan‐Sale Pilot and Bank Reserve Shifts
Inside the quiet regulatory and balance-sheet moves influencing loan flow this year
CRE 360 Signal Editorial Desk·Jan 20, 2026
CMBS Delinquencies Edge Higher as Office Stress Remains Uneven
December data shows marginal CMBS deterioration as office loans post selective stabilization.
CRE 360 Signal Editorial Desk·Jan 8, 2026