Press Release

KBRA Credit Profile Releases CREFC June Conference 2026: Day 2 Recap

10 Jun 2026   |   New York

Contacts

KBRA Credit Profile (KCP), a division of KBRA Analytics, releases its Day 2 recap of the CRE Finance Council (CREFC) June Conference 2026.

Key Takeaways

  • Rate volatility and borrower hesitancy continue to influence commercial real estate (CRE) transaction activity, with borrowers favoring shorter terms as high rates persist.
  • Origination volume is primarily fueled by refinancing activity focused on preserving capital rather than extracting equity.
  • Investor and lender appetites remain broad across asset classes but highly selective with decisions driven by asset quality, sponsorship, structure, and market fundamentals.
  • Lenders are applying heightened scrutiny to multifamily loans, with deeper due diligence focused on rent rolls, concessions, economic occupancy, property condition, and supply pressures.
  • Workout strategies are asset- and structure-specific, with borrower engagement, sponsor capital support, collateral performance, and pooling and servicing agreement (PSA) constraints shaping resolution outcomes.
  • Greater servicing transparency remains a priority, although certain disclosures may impair workout negotiations and recoveries.

Click here to view the report.

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About KBRA

KBRA, one of the major credit rating agencies, is registered in the U.S., EU, and the UK. KBRA is recognized as a Qualified Rating Agency in Taiwan, and is also a Designated Rating Organization for structured finance ratings in Canada. As a full-service credit rating agency, investors can use KBRA ratings for regulatory capital purposes in multiple jurisdictions.

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