CRE Finance Council is a trade association that is...

  • Dedicated exclusively to the nearly $6 trillion commercial real estate finance industry
  • Committed to promoting strong & liquid debt markets across platforms
  • The meeting place for industry professionals
  • The platform for establishing best practices, industry standards & federal policy
  • Comprised of approximately 400 companies and 19,000 individual members

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News

NCREIF and CREFC Release 2Q 2025 Open-end Debt Fund Aggregate Report

October 30, 2025

We are pleased to provide you with the NCREIF/CREFC Open-End Debt Fund Aggregate Report for Second Quarter 2025. The full Membership Report is located in the CREFC Resource Center for CREFC Members only. This Snapshot Report is available to the public and also can be found on the CREFC website.

For any questions or suggestions and/or if you wish to become a debt fund contributor to the Aggregate, please contact Lisa Pendergast

The NCREIF/CREFC Open-End Debt Fund Aggregate 

The NCREIF/CREFC Open-End Debt Fund Aggregate is a fund-level aggregate comprising open-end funds that provide credit and financing to commercial real estate owners. This report will be issued in a draft “consultation” format for at least one year to obtain the appropriate level of industry feedback before it is rolled out as an official NCREIF/CREFC product.

About the NCREIF/CREFC Open-End Debt Fund Aggregate
 
  • Is a project by the industry for the industry that has been in the works for several years with input from NCREIF, CREFC and its members, and data contributing managers, investors, and consultants.
  • Is anticipated to be published quarterly. Results will never reveal individual fund performance. 
  • Is NOT a BENCHMARK, yet, but is a major step toward the goal of creating a more focused index/benchmark of funds that meets certain investment inclusion criteria (which are to be determined)
  • Will enhance investors’ interest and understanding of the rewards and risks of private real estate debt funds, which may lead to increased allocations to debt, benefiting managers, investors, and commercial real estate finance industry professionals. 
  • Contains funds with various strategies and styles ranging from core to value-add, as reported by the managers. The performance metric is a time-weighted return. The returns are equally weighted across the funds since the aggregate contains a few large funds that would dominate the results if it they were value weighted.

Aggregate Furthers CREFC’s and NCREIF’s Missions

About CREFC

  • CREFC is the trade association for the commercial real estate finance industry. Member firms include balance sheet and securitized lenders, loan and bond investors, private equity firms, servicers and rating agencies, among others. 
  • Our industry plays a critical role in the financing of office buildings, industrial and warehouse properties, multifamily housing, retail facilities, hotels, and other types of commercial real estate that help form the backbone of the American economy.
  • CREFC promotes liquidity, transparency, and efficiency in the commercial real estate finance markets. It does this by acting as a legislative and regulatory advocate for the industry, serving a vital role in setting market standards and best practices, providing education for market participants, and publishing the well tracked CREFC Board of Governors Sentiment Index. Our most recent collaborative effort is working with our friends at NCREIF to develop the NCREIF/CREFC Open End Debt Fund Aggregate.
  • CREFC hosts major industry conferences that bring together market participants from leading commercial real estate finance companies and organizations. Complementing these major conferences are regular After-Work Seminars and regional conferences held throughout the year on an annual basis

About NCREIF 

  • NCREIF is the leading provider of investment performance indices and transparent data for US commercial properties. Data Contributor Members submit data to NCREIF for inclusion in its various indices and data products. NCREIF is a member-driven, not-for-profit association that improves private real estate investment industry knowledge by providing transparent and consistent data, performance measurement, analytics, standards, and education.
  • NCREIF serves the institutional real estate investment community as a non-partisan collector, validator, aggregator, converter and disseminator of commercial real estate performance and benchmarking information. Our members include investment managers, investors, consultants, appraisers, academics, researchers and other professionals in the real estate investment management industry.
  • NCREIF is a data service provider that meets its members' and the investment and academic community's need for high quality, transparent, timely and accurate commercial real estate data, performance measurement and benchmarking indices, investment analysis, reporting standards, research, education and peer group interaction 

NCREIF Debt Fund Aggregate Fund Inclusion

Investment Managers must: 

  • Offer an open-end debt fund product to institutional investors that includes predominantly private U.S. commercial and multifamily real estate debt. Specifically, 80% of total assets must be invested in private commercial and multifamily debt real estate.
  • Calculate quarterly net asset values and returns on a market-value basis.
  • Agree to submit all requested data and do so within the time frame required.

Funds included have different:

  • Structures, strategies, liquidity provisions, dividends, accounting, and valuation policies, all of which affect performance and comparability. As a result, this product is not a benchmark. 

 


 

 

 

 

 

 

 

 

Contact 

Lisa Pendergast
President & CEO
646.884.7570
lpendergast@crefc.org
The information provided herein is general in nature and for educational purposes only. CRE Finance Council makes no representations as to the accuracy, completeness, timeliness, validity, usefulness, or suitability of the information provided. The information should not be relied upon or interpreted as legal, financial, tax, accounting, investment, commercial or other advice, and CRE Finance Council disclaims all liability for any such reliance. © 2025 CRE Finance Council. All rights reserved.
NCREIF and CREFC Release 2Q 2025 Open-end Debt Fund Aggregate Report
October 30, 2025
We are pleased to provide you with the NCREIF/CREFC Open-End Debt Fund Aggregate Report for Second Quarter 2025.

News

CRE Securitized Debt Update

October 28, 2025

 

Private-Label CMBS and CRE CLOs

Five transactions totaling $4.8 billion priced last week:

  1. DBC 2025-DBC, a $1.1 billion SASB backed by a floating-rate, five-year loan (at full extension) for a Related Cos. partnership to refinance 1.1 million square feet of office space within the Deutsche Bank Center at 10 and 60 Columbus Circle in Midtown Manhattan.
  2. LNCR 2025-CRE9, a $1.1 billion CRE CLO sponsored by LoanCore. The managed transaction comprises 11 whole loans and 11 loan participations secured by 26 properties. The pool’s top three property types are multifamily (56.1%), industrial (17.4%), and office (11.2%).
  3. TRTX 2025-FL7, a $1.1 billion CRE CLO sponsored by TPG. The managed transaction comprises 21 loans secured by 45 properties. The pool’s top three property types are multifamily (61.4%), industrial (23.1%), and self-storage (6.1%).
  4. NYC 2025-28L, a $900 million SASB backed by a fixed-rate, three-year loan for Fosun International to refinance a 2.1 million square foot office tower at 28 Liberty Street in Manhattan’s Financial District.
  5. CSTL 2025-GATE2, a $550 million SASB backed by a fixed-rate, five-year loan for West Shore on eight apartment complexes totaling 3,241 units in six states. The mortgage and a $50 million mezzanine loan make up a $600 million interest-only debt package that is funding the acquisition of three properties and refinancing the other five.

By the numbers: Year-to-date private-label CMBS and CRE CLO issuance totaled $127.5 billion, representing a 39% increase from the $91.7 billion recorded for the same period in 2024. 

Spreads Hold Steady

  • Conduit AAA and A-S spreads were unchanged at +80 and +115. YTD, they are wider by 5 bps and 10 bps, respectively. 
  • Conduit AA and A spreads were unchanged at +160 and +210. YTD, they are wider by 25 bps and 45 bps, respectively.
  • Conduit BBB- spreads were unchanged at +475. YTD, they are wider by 50 bps.
  • SASB AAA spreads were unchanged in a range of +113 to +137, depending on property type.
  • CRE CLO AAA and BBB- spreads were unchanged at +135 and +340, respectively.

Agency CMBS

  • Agency issuance totaled $3.7 billion last week, comprising $1.6 billion of Fannie DUS, $1.6 billion of Freddie K and Multi-PC transactions, and $478.8 million of Ginnie transactions.
  • Agency issuance for the year totaled $119.7 billion, 36% higher than the $87.8 billion for the same period last year.

Contact Raj Aidasani (raidasani@crefc.org) with any questions.

Contact 

Raj Aidasani
Managing Director, Research
646.884.7566
The information provided herein is general in nature and for educational purposes only. CRE Finance Council makes no representations as to the accuracy, completeness, timeliness, validity, usefulness, or suitability of the information provided. The information should not be relied upon or interpreted as legal, financial, tax, accounting, investment, commercial or other advice, and CRE Finance Council disclaims all liability for any such reliance. © 2025 CRE Finance Council. All rights reserved.
CRE Securitized Debt Update
October 28, 2025
Five transactions totaling $4.8 billion priced last week.

News

New Bank Capital Proposal Expected in the Coming Months

October 28, 2025

According to an October 22 Bloomberg article, the Federal Reserve has shared with other regulators an outline of a revised bank capital proposal, which would significantly reduce bank capital requirements originally proposed under the Biden administration.

The new proposal, which represents the Fed’s latest attempt to implement Basel updates in the U.S., would result in a 3% - 7% increase in capital requirements for most big banks.

  • This estimate is considerably lower than the 19% increase in the 2023 proposal. (A reproposal last fall would have likely reduced the capital increase to 9%.)

Go deeper: The regulators are weighing an opt-out for mid-sized banks if they adhere to certain requirements. 

  • Banks are also urging the elimination of the dual capital calculation from the Biden-era proposal, where the higher of the standardized and advanced approaches would have to be applied.

What’s next: The article states that the Federal Reserve, the Office of the Comptroller of the Currency (OCC), and the Federal Deposit Insurance Corporation (FDIC) are in general agreement regarding the contours of the proposal. 

  • Fed Vice-Chair of Supervision Michelle Bowman has indicated the proposal’s release in Q4’25 or Q1’26.
  • CREFC will monitor developments closely and provide comments on elements of the proposal that have CRE implications.

In other capital-related news, the Fed released on Friday the models and methodologies behind the bank stress tests. 

  • The Fed will now seek public comment on these scenarios each year before finalizing them. As reported by Politico, this move marked “some of the most drastic changes to the annual exercises since the 2008 financial crisis.”
  • Fed Governor Michael Barr, the previous Vice-Chair of Supervision, dissented, stating that these process changes would make the stress tests “weaker and less credible.”

Please contact Sairah Burki (sburki@crefc.org) with questions.

Contact  

Sairah Burki
Managing Director,
Head of Regulatory Affairs
703.201.4294
sburki@crefc.org
The information provided herein is general in nature and for educational purposes only. CRE Finance Council makes no representations as to the accuracy, completeness, timeliness, validity, usefulness, or suitability of the information provided. The information should not be relied upon or interpreted as legal, financial, tax, accounting, investment, commercial or other advice, and CRE Finance Council disclaims all liability for any such reliance. © 2025 CRE Finance Council. All rights reserved.
New Bank Capital Proposal Expected in the Coming Months
October 28, 2025
According to an October 22 Bloomberg article, the Federal Reserve has shared with other regulators an outline of a revised bank capital proposal.

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