KBRA Credit Profile (KCP) attended the third and final day of the CRE Finance Council’s (CREFC) June Conference, which brought together more than 1,150 attendees and highlighted continued industry engagement amid a shifting commercial real estate (CRE) finance landscape. During the three-day event, discussions centered on capital formation, private credit’s expanding role, resilient but uneven commercial mortgage-backed securities (CMBS) issuance, servicing and workout strategies, regulatory developments, and the growing importance of artificial intelligence (AI) and digital infrastructure. While panelists acknowledged persistent challenges from interest rate uncertainty, refinancing pressure, office sector stress, and rising operating costs, the overall tone was cautiously constructive, with speakers highlighting strong liquidity, improving transaction activity, disciplined underwriting, and continued investor demand across select sectors and structures.
Disrupting the Debt Market:…
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