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

CREFC's October 2025 Monthly CMBS Loan Performance Report

November 26, 2025

CRE Finance Council has released a report on CMBS loan performance for October.* 
  
Key takeaways:
  
DELINQUENCY RATE RESUMES CLIMB IN OCTOBER

  • Conduit/SASB CMBS combined delinquency rate of 7.46%
    • Delinquency rate increased 23 bps in October and has increased in seven of the last eight months
    • On a YOY basis, the overall combined delinquency rate is up 148 bps (7.46% vs. 5.98% in October 2024)
  • All property types saw delinquency rate increases, with the largest in office, which soared 63 bps in October; second-largest increase was multifamily which rose 53 bps to 7.12%
    • Office delinquency rate of 11.76% set a new all-time high
    • Multifamily delinquency rate crossed 7% for the first time in nearly 10 years (December 2015)
  • Loans in special servicing (SS) rose 19 bps to 10.84% in October
    • Office SS rate jumped 39 bps to 17.30%, clearing 17% for the first time on record

*Source: Trepp. CMBS data in this report reflect a total outstanding balance of $635.9B: 53.1% ($337.9B) conduit CMBS, 46.9% ($298B) single-asset/single-borrower (SASB) CMBS.

Click here to download the full report. Contact Raj Aidasani for more information on CMBS loan performance. 

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.
CREFC's October 2025 Monthly CMBS Loan Performance Report
November 26, 2025
CRE Finance Council has released a report on CMBS loan performance for October.

News

Community Opportunity to Purchase (COPA) Act on NYC Council Agenda

November 25, 2025 

A New York City Council proposal could materially reshape multifamily transactions across the country’s largest rental market, New York City. 

The bill would apply to every NYC residential building with three or more units and would create a city-administered first-offer and matching-right process for approved nonprofits and community land trusts. 

Why it matters: As drafted, the broad scope of the legislation would apply an additional waiting period and processes to every multifamily building in the city. 

  • Industry participants are concerned that mandatory standstill periods and discretionary extensions could introduce long, unpredictable delays into ordinary sales, chill competitive bidding, and increase transaction and operation costs.
  • Supporters argue COPA would help preserve and expand affordable housing by giving mission-driven buyers an opportunity to acquire inventory before displacement or speculative repositioning occurs.

Go deeper: Under COPA, a multifamily owner planning to sell would have to file a notice with the New York City Department of Housing Preservation and Development (HPD) 180 days in advance and provide a detailed package of property and financial information.

 

A qualified buyer will have 120 days from the date of notice to submit an offer, during which time the seller may not accept any outside offers with HPD having discretion to extend timelines. Noncompliance could trigger civil penalties of up to $30,000. 

Each seller must provide to HPD: 

  • Building address, the type of sale and estimated sale date, the provision of law, rule, or regulation pursuant to which such action is authorized, if any, and number of dwelling units. 
  • The rent roll, a 12-month income and expense statement, the amount of outstanding debt, the two most recent inspection reports conducted by HPD or the New York City Department of Buildings, if any, and any other information HPD may require.

The bottom line: For lenders and capital-markets participants, the slower, less certain transactions and heavier disclosure burdens could weaken liquidity, complicate financing execution, and ultimately pressure valuations in the New York City market. 

What’s next: CREFC is working with its local partners to analyze the proposal and discuss next steps. 

Contact David McCarthy (dmccarthy@crefc.org) with questions or to get involved.

Contact  

David McCarthy
Managing Director,
Chief Lobbyist, Head of Legislative Affairs
202.448.0855
dmccarthy@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.
Community Opportunity to Purchase (COPA) Act on NYC Council Agenda
November 25, 2025
A New York City Council proposal could materially reshape multifamily transactions across the country’s largest rental market, New York City.

News

FHFA Raises Multifamily Caps by $30 Billion

November 25, 2025

On November 24, the Federal Housing Finance Agency (FHFA) announced that the 2026 multifamily loan purchase caps for Fannie Mae and Freddie Mac (the Enterprises) will be $88 billion for each Enterprise, for a combined total of $176 billion. 

  • Caps Increased to $88 billion: This is an increase from the $73 billion loan purchase caps per Enterprise in 2025.
  • FHFA will closely monitor the multifamily mortgage market and may increase the caps if necessary. Should the actual size of the 2026 market be smaller than initially projected, FHFA will not reduce the caps.
  • 50% Mission-Driven Maintained: To maintain a strong emphasis on affordable housing and underserved markets, FHFA will continue to require that at least 50% of the Enterprises’ multifamily businesses be mission-driven, affordable housing.
  • Workforce Housing Continues to Be Exempt from Caps: To further promote affordable housing preservation, loans classified as supporting workforce housing properties in the definitions will remain exempt from the volume caps. (All other mission-driven loans remain subject to the volume caps.)

Go deeper: CLICK HERE for CREFC’s Side-by-Side analysis of the 2026 Multifamily Caps.

 

Please contact Sairah Burki at sburki@crefc.org or David McCarthy at dmccarthy@crefc.org with any questions.

Contact 

Sairah Burki
Managing Director,
Head of Regulatory Affairs
703.201.4294
sburki@crefc.org

David McCarthy
Managing Director,
Chief Lobbyist, Head of Legislative Affairs
202.448.0855
dmccarthy@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.
FHFA Raises Multifamily Caps by $30 Billion
November 25, 2025
On November 24, the Federal Housing Finance Agency (FHFA) announced that the 2026 multifamily loan purchase caps for Fannie Mae and Freddie Mac (the Enterprises) will be $88 billion for each Enterprise, for a combined total of $176 billion.

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