Commercial Real Estate Insights

Commercial real estate

Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.

The Office Sector's Double Whammy

Moody's reported the national office vacancy rate rising to 20.7 percent in Q2 2025, a record high for the sixth consecutive quarter, reflecting continued deterioration in space market fundamentals.

Mid-Year Multifamily Performance Review

The rise in the nationwide multifamily vacancy rate halted in the second quarter of 2025, holding essentially unchanged at 6.5 percent as peak deliveries appeared to have already occurred.

Higher-for-Longer: New York Office Vacancy Rates

Moody's monthly update examined New York office vacancy dynamics, noting Midtown's return toward pre-pandemic rent levels even as elevated interest rates weighed on the broader market.

Q1 Moody's CRE Preliminary Trend Analysis

Moody's reported the national office vacancy rate climbing to 20.4 percent in Q1 2025, a record high, while multifamily found equilibrium after years of frictional oversupply.

US Government Sold $518 Billion of Treasury Securities this Week. 6-Month to 2-Year Treasury Yields Spike on Warsh’s “Regime Change” at the Fed