Commercial real estate stress isn’t playing out the way most expected. Instead of widespread foreclosures, lenders are increasingly reducing exposure through loan sales, structured exits, and selective debt solutions. In this episode, we break down why this shift is happening now, what’s temporary versus structural, and where real opportunity is quietly emerging — not at the asset level, but within the capital stack itself.

Capital Tightens, Control Shifts
Commercial real estate is entering an enforcement phase. In this episode of CRE360 Market Signal, we examine how lender resolution timelines, control-oriented private credit, softening fundamentals, and renewed rate volatility are reshaping capital outcomes across the market. A concise breakdown of what’s changing — and why structure and governance now matter as much as pricing.

Early 2026 deal activity reveals a recalibration underway in commercial real estate. Institutional investors are not chasing growth—they’re concentrating on structure, duration, and predictable income.

This episode examines recent healthcare real estate acquisitions and REIT balance-sheet moves to unpack how capital is managing risk amid prolonged uncertainty. From lease-driven returns to maturity extensions, the focus has shifted toward durability over optionality.

A clear-eyed look at where capital is moving—and why.