JLL markets $350M loan on 225 Bush St
Distressed San Francisco office loan tests buyer appetite for legacy office assets.
CRE 360 Signal Editorial Desk·Mar 16, 2026
Topic archive
Distress
CRE 360 Signal editorial tag
25 published items
Newsletters
Debt Yield Is the New LTV — And $27B of CMBS Is About to Prove It
Trepp's recidivism data shows clean delinquency numbers masking back-book rot, with 39% of hard maturities clustering in a single quarter.
Distress Is Forcing Reinvention — And Policy Is Finally Catching Up
Mall distress turns into adaptive reuse playbook
Signals
Postal Realty Trust and Government-Leased CRE
Yield certainty overtakes growth as the dominant investment objective.
CRE 360 Signal Editorial Desk·Jan 13, 2026
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·Nov 21, 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·Nov 14, 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·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·Nov 10, 2025
Institutional Sales Edge Up, Smaller Deals Lag in Q3
Divergence in capital markets reflects risk stratification in U.S. CRE.
CRE360 Editorial Desk·Nov 7, 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·Nov 5, 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·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·Nov 3, 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·Oct 22, 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·Oct 15, 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·Oct 2, 2025
Trophy CRE Prices Edge Higher for Second Month
Large, institutional assets are rebounding, while smaller property values remain under pressure.
Omid Shahbazian·Oct 1, 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·Sep 26, 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·Sep 24, 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·Sep 18, 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·Sep 11, 2025
⚫️Office Landlord in Texas Defaults as Vacancy Soars and Governance Clashes Erupt
Silver Star’s default highlights U.S. office distress: 21% national vacancy, Sunbelt weakness, and lenders tightening on extensions.
Omid Shahbazian·Sep 10, 2025
⚫️Trophy LA Tower’s Debt Sale Signals Steep Office Value Reset
Downtown LA’s Ernst & Young Plaza debt sale underscores a collapse in trophy office valuations, with bids expected at up to 60% below pre-pandemic pricing.
Omid Shahbazian·Sep 8, 2025
⚫️Blackstone Bets on Paris Office Recovery with $819M Deal
The nation’s largest apartment manager is rolling out pricing calculators, AI tools, and resident-facing transparency measures to sustain NOI in a cooling rental market.
Omid Shahbazian·Sep 5, 2025
Retail CRE Rebounds: CMBS Delinquencies Drop 48 bps in August 2025 Market Pulse
Retail CRE shows surprising resilience in 2025, with CMBS delinquencies dropping to 6.42% amid strong consumer spending and strategic asset repositioning.
Omid Shahbazian·Sep 3, 2025
Distress Plateaus as Workouts Outpace New Trouble; 2025 Maturity Wave Forces Triage
Distress is high but stabilizing, with banks extending viable loans and bond metrics bifurcating; the $957B 2025 maturity wall keeps pressure on underwriting and equity.
Omid Shahbazian·Sep 3, 2025