Chart of the Week

Every Friday, MBA's Chart of the Week provides commentary and analysis on a topic of interest for the industry. This comes from variety of data sources, including proprietary data from MBA's own surveys and studies, as well as from government agencies and other reliable sources of mortgage, housing, and economic data.

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Current Chart of the Week

COTW_031023

After a slow start to this year, borrowing and lending backed by commercial real estate properties picked up during the third quarter. Originations increased 59 percent compared to a year ago and increased 44 percent from the second quarter of 2024.

Lower interest rates were a key driver of the increase, with the yield on the 10-year Treasury bond dropping during the quarter from an average of 4.31 percent in June to 3.72 percent in September. Long-term rates have increased more recently, which could slow last quarter’s momentum.

Every major capital source saw increased borrowing when compared both to this year’s second quarter and last year’s third quarter. On a year-to-date basis, however, originations vary significantly. Loan volumes for CMBS are up 160 percent, investor-driven lenders are up 39 percent, and life insurance companies are up 24 percent.  Loan volumes are down 3 percent for Fannie Mae and Freddie Mac and down 5 percent for depositories.

Volumes will continue to be swayed by ups-and-downs in interest rates, but the overall trend is likely to be upward. Loan maturities in coming years have been boosted by loan extensions – some built-in to the original loan and some agreed to by lenders and borrowers who saw such actions as beneficial to the long-term health of the deal. Add to that a higher than usual share of shorter-term, 3- to 5-year loans borrowers have sought since the onset of the pandemic and you have the potential for significant borrowing.

Short-terms rates are likely to follow the Fed’s expected lead lower, although the path and end point is still uncertain.  Longer-term rates will be less dependent on the Fed’s actions than on investors’ expectations around inflation, economic growth, budget deficits, and more. 

It’s important to remember that when it comes to CRE finance, every loan is unique, depending on that particular property’s type and subtype, market and submarket, borrower, business plan, vintage and more.           

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Questions about Chart of the Week? Contact Joel Kan.