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3 reports108 firms
Morningstar DBRS

U.S. CRE 2026 Outlook: Momentum Is Healthy, but Office Dynamics and CMBS Maturity Wall Bring Challenges

The outlook notes 2025 office originations were the highest since the Great Recession even as office delinquencies stayed elevated, creating a bifurcated environment. Morningstar DBRS maintains a stable view on hotel, retail and multifamily sectors despite asset- and market-specific stress.

CMBSOfficeCapital MarketsU.S. NationalSource
Morningstar DBRS

Monthly North American CMBS Rating Action Summary -- November 2025

The monthly summary aggregates Morningstar DBRS rating actions across North American CMBS transactions for November 2025. It is part of the firm's recurring surveillance reporting on the sector.

CMBSU.S. NationalCanadaSource
Morningstar DBRS

North American Commercial Real Estate 2025 Midyear Outlook

The midyear update describes a resilient commercial real estate debt market in the first half of 2025, with higher issuance in data center sectors and traditional CMBS consistent with 2024. Maturity defaults remained tied to higher rates and office performance decline.

CMBSDebt & FinancingU.S. NationalCanadaSource