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Distress

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Postal Realty Trust and Government-Leased CRE

Distress

+2

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Jan 12, 2026

Postal Realty Trust and Government-Leased CRE

Yield certainty overtakes growth as the dominant investment objective.

CRE360 Editorial Desk
CRE360 Editorial Desk
Office Pricing Finds a Floor, but Distress Peaks

Distress

+2

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Nov 21, 2025

Office Pricing Finds a Floor, but Distress Peaks

Prime office assets show early pricing stability as sector bifurcates; record CMBS delinquencies and high vacancy shape capital and underwriting discipline.

CRE360 Editorial Desk
CRE360 Editorial Desk
U.S. CRE Faces $660B Maturity Test Amid Distress Divergence

Capital

+2

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Nov 18, 2025

U.S. CRE Faces $660B Maturity Test Amid Distress Divergence

2026 U.S. CRE loan maturities spark uneven distress across asset classes, with office and retail risks testing lender resilience.

CRE360 Editorial Desk
CRE360 Editorial Desk
US CRE Distress Pricing Rises as Bid-Ask Spreads Widen

Distress

+3

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Nov 14, 2025

US CRE Distress Pricing Rises as Bid-Ask Spreads Widen

Distressed asset sales climb 20% YoY; persistent bid-ask gaps split US CRE market by asset quality and capital behavior.

CRE360 Editorial Desk
CRE360 Editorial Desk
Vornado Faces Lender Takeover of 650 Madison Ave Amid Distress

Transwestern

+2

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Nov 10, 2025

Vornado Faces Lender Takeover of 650 Madison Ave Amid Distress

Institutional trophy assets endure capital pressures as local office recovery falters.

CRE360 Editorial Desk
CRE360 Editorial Desk
Q1 2025 CRE Distress Filings Edge to New Record

Distress

+3

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Nov 10, 2025

Q1 2025 CRE Distress Filings Edge to New Record

National distress filings climb, but private capital solutions outpace formal bankruptcy activity.

CRE360 Editorial Desk
CRE360 Editorial Desk
Blackstone Exits $1.8B Senior Housing Portfolio with $600M Loss

Distress

+2

/

Nov 10, 2025

Blackstone Exits $1.8B Senior Housing Portfolio with $600M Loss

Institutional capital signals risk repricing in senior housing sector.

CRE360 Editorial Desk
CRE360 Editorial Desk
Institutional Sales Edge Up, Smaller Deals Lag in Q3

Distress

+4

/

Nov 7, 2025

Institutional Sales Edge Up, Smaller Deals Lag in Q3

Divergence in capital markets reflects risk stratification in U.S. CRE.

CRE360 Editorial Desk
CRE360 Editorial Desk
Two-Speed Market: CRE Value Indices Show Signs of Stability in Q3 2025, Office Remains Lagging

Distress

+4

/

Nov 5, 2025

Two-Speed Market: CRE Value Indices Show Signs of Stability in Q3 2025, Office Remains Lagging

Stability in pricing contrasts with ongoing challenges in the office sector.

CRE360 Editorial Desk
CRE360 Editorial Desk
Office Leasing Stabilizes, But Credit Tightening Caps Upside

Distress

+3

/

Nov 3, 2025

Office Leasing Stabilizes, But Credit Tightening Caps Upside

Subdued leasing gains face rising financing barriers as capital constraints persist in gateway office markets.

CRE360 Editorial Desk
CRE360 Editorial Desk
Office Values Reset as Distress Accelerates

Distress

+4

/

Nov 3, 2025

Office Values Reset as Distress Accelerates

Distress-driven sales and rising vacancies force a repricing in core U.S. office markets, signaling shifts in capital and leasing behavior.

CRE360 Editorial Desk
CRE360 Editorial Desk
Hidden CRE Loan Fraud Jolts Regional Banks

Distress

+2

/

Oct 21, 2025

Hidden CRE Loan Fraud Jolts Regional Banks

Multi-bank exposure to a $270 million loan scheme exposes structural fragility in regional lenders’ CRE portfolios.

Omid Shahbazian
Omid Shahbazian
$165M A&E Foreclosure Tests NYC’s Rent-Stabilized Model

Distress

+3

/

Oct 15, 2025

$165M A&E Foreclosure Tests NYC’s Rent-Stabilized Model

A major Queens portfolio default exposes the structural fragility of New York’s regulated multifamily credit.

Omid Shahbazian
Omid Shahbazian
RXR’s $3.5B Gemini targets 50% discounts

Distress

+3

/

Oct 2, 2025

RXR’s $3.5B Gemini targets 50% discounts

Trophy Manhattan offices repriced; equity-led recaps set new comps and reopen execution for patient operators.

Omid Shahbazian
Omid Shahbazian
Trophy CRE Prices Edge Higher for Second Month

Distress

+2

/

Oct 1, 2025

Trophy CRE Prices Edge Higher for Second Month

Large, institutional assets are rebounding, while smaller property values remain under pressure.

Omid Shahbazian
Omid Shahbazian
Lending momentum jumps; spreads steady

Capital

+17

/

Sep 29, 2025

Lending momentum jumps; spreads steady

Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.

Omid Shahbazian
Omid Shahbazian
🟡Debt markets reopen as spreads tighten and issuance accelerates

Capital

+5

/

Sep 26, 2025

🟡Debt markets reopen as spreads tighten and issuance accelerates

Fed Rate Cut Sparks CMBS Revival

Omid Shahbazian
Omid Shahbazian
RXR Rolls Out $3.5B Office Rescue Fund

Distress

+3

/

Sep 26, 2025

RXR Rolls Out $3.5B Office Rescue Fund

Gemini venture pools distressed Class A towers, offering liquidity lifeline to landlords under pressure.

Omid Shahbazian
Omid Shahbazian
Global Push to Standardize Property-Linked Finance

Distress

+2

/

Sep 24, 2025

Global Push to Standardize Property-Linked Finance

$18B U.S. PACE experience drives new global initiative to unify property-linked retrofit financing.

Omid Shahbazian
Omid Shahbazian
CRE Playbook Puts Climate Risk on the Books

Capital

+10

/

Sep 23, 2025

CRE Playbook Puts Climate Risk on the Books

Insurance premiums up 88% in 5 years, $1.4T in real estate at risk. Climate resilience moves from ESG talk to underwriting math.

Omid Shahbazian
Omid Shahbazian
660 Fifth Avenue: Full Occupancy Triumph

Capital

+7

/

Sep 18, 2025

660 Fifth Avenue: Full Occupancy Triumph

Brookfield’s $400 million revamp fills 660 Fifth, highlighting NYC's flight-to-quality in office leasing.

Omid Shahbazian
Omid Shahbazian
Vacancy Gap Widens Between Prime and Non-Prime Assets

Distress

+3

/

Sep 18, 2025

Vacancy Gap Widens Between Prime and Non-Prime Assets

Prime assets outperform in leasing as bifurcation widens in U.S. CRE markets.

Omid Shahbazian
Omid Shahbazian
🟡Hot CPI Print Clouds Fed Path, But Rate Cut Still in Play

Capital

+9

/

Sep 12, 2025

🟡Hot CPI Print Clouds Fed Path, But Rate Cut Still in Play

A firmer print complicates optics, yet futures still price a 25 bps move next week.

Omid Shahbazian
Omid Shahbazian
⚫️NYCB’s New Chair Pivots Toward Lower CRE Exposure After Losses

Capital

+3

/

Sep 12, 2025

⚫️NYCB’s New Chair Pivots Toward Lower CRE Exposure After Losses

Regional banks remain cautious on CRE, pushing more flow to private credit.

Omid Shahbazian
Omid Shahbazian
⚫️Distress Investor Closes $1B War Chest as Loan Maturities Loom

Distress

+2

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Sep 11, 2025

⚫️Distress Investor Closes $1B War Chest as Loan Maturities Loom

Cottonwood Group raised $1.0B for distressed CRE bets as $2T of loan maturities approach. Already $300M deployed with 20% IRR returns, targeting high-growth U.S. markets.

Omid Shahbazian
Omid Shahbazian
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