Inside the CRE securitization market: Trends, risks, and optimism ahead
Despite elevated distress levels and refinancing risks, investor appetite for CMBS and CRE-CLOs remained strong through the first half of 2025. Andrew Foster, Senior Director of Business Development at KBRA, talks to us about what’s happening in th...
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax · Altus Group
Audio is streamed directly from the publisher (audio-delivery.cohostpodcasting.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Despite elevated distress levels and refinancing risks, investor appetite for CMBS and CRE-CLOs remained strong through the first half of 2025. Andrew Foster, Senior Director of Business Development at KBRA, talks to us about what’s happening in the US CRE securitization market, and covers a wide range of topics from CMBS issuance trends to sector performance and the rise of private credit. For lenders and borrowers navigating today’s capital markets, Andrew offers practical insights into what’s changing, why it matters, and how to prepare for the quarters ahead.
Key Moments:
02:02 Understanding KBRA and Andrew's role
03:45 Current market trends and issuance
06:40 Investor appetite and market dynamics
08:41 Private capital and non-bank lending
10:52 Regulatory and policy changes
15:07 Future outlook and optimism in CRE finance
17:42 Data centers and AI in CRE financing
21:11 The importance of CMBS
22:31 Diversity in CRE leadership
23:23 Closing remarks and follow-up
Resources Mentioned:
Andrew Foster: https://www.linkedin.com/in/andrew-foster-cmbs/
KBRA: https://www.kbra.com/
Real Estate Issues: https://cre.org/real-estate-issues/
Email us: [email protected]
Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.
#CRE #CommercialRealEstate #Property