Newsletter Graph

A chart of CMBS delinquency rates as of June 2026
Finance (Research Center)

2026 CMBS Delinquency Rates

Trepp’s latest data on CMBS delinquency rates. Read the report.

Emily Yue - July 27, 2026
A chart depicting U.S. equity REITs' median discount to net asset value per share estimate.
REITs

2026 REIT Trading Trends

The latest update from S&P Global Real Estate on REIT trading trends. Read the report.

Psalm Uy - July 23, 2026
Commercial REIT values as of June 4, 2026
REITs

2026 Commercial REIT Values

S&P Global Intelligence’s latest snapshot of REIT performance. Read the report.

Psalm Uy - June 25, 2026
Commercial REIT AFFO Payout ratios as of May 2026
News

2026 Commercial REIT Results

S&P’s latest report on REIT performance. Read the report.

Psalm Uy - May 19, 2026
A chart of REIT dividend yields as of April 2026
News

2026 REIT Dividend Yields

The latest survey from S&P Global Market Intelligence. Read the report.

Psalm Uy - April 21, 2026
A graph of Multifamily REIT returns as of March 2026
Research Center

2026 REIT Returns

The Dow Jones Equity All REIT Index’s latest update on performance from S&P Global Market Intelligence.

Hamdia Bukhari - March 25, 2026
A table that ranks the top 10 U.S. markets for the amount of industrial space delivered in 2025.
Newsletter Graph

Top Markets for Industrial Development in 2025

The latest ranking points to a slowdown in activity, with some surprising outliers.

Tudor Scolca - March 3, 2026
A chart depicting CMBS special servicing rates through 2024 and 2025
Finance (Research Center)

2025 Special Servicing Rates

Data from Trepp’s latest report. Read more.

Emily Yue - January 28, 2026
A graph on commercial REIT values through December 2025
REITs

2025 Commercial REIT Values

S&P Global Intelligence’s latest snapshot of REIT performance based on FFO. Read the report.

Iman Niazi - January 28, 2026
A chart of trading trends for all U.S Equity REITS
REITs

2025 REIT Trading Trends

The latest update on performance from S&P Global Market Intelligence. Read the report.

Jerra Joy Agravio - December 23, 2025