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CMBS Delinquency Inches Higher, But Office Shows Unexpected Resilience

Commercial Real Estate Poised for Cautious Recovery in 2026

CRE Daily’s 2025 Year-End Letter

Luxury Apartments Are Quietly Driving Rents Down in Hot U.S. Markets

The Newsletter

06 Jul

Good morning. Welcome back to CRE Daily!

RISING STAR

CMBS Delinquency Inches Higher, But Office Shows Unexpected Resilience

Delinquencies rose slightly in December, but office properties posted their second month of improvement.

THE TAKEAWAY

Commercial Real Estate Poised for Cautious Recovery in 2026

CRE heads into 2026 with tempered optimism as capital flows return, office demand stabilizes, and industrial rebounds.

THE TAKEAWAY

CRE Daily’s 2025 Year-End Letter

The annual recap of what we’ve been up to over the past year and where we see the future of the CRE Daily brand.

THE TAKEAWAY

Luxury Apartments Are Quietly Driving Rents Down in Hot U.S. Markets

Markets that built more apartments saw meaningful rent reductions, while cities with less new construction saw rents hold steady.

THE TAKEAWAY

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