KBRA Releases CREFC June Conference 2026: Day 1 Recap
KBRA Credit Profile (KCP), a division of KBRA Analytics, releases its Day 1 recap of the CRE Finance Council (CREFC) June Conference 2026 held in New York City. Audiences listened as industry leaders discussed the challenges and opportunities facing commercial real estate (CRE) within the current macroeconomic environment.
Key Takeaways
Office remains the primary driver of rising commercial mortgage-backed securities (CMBS) delinquency rates, with refinancing challenges and maturity stress continuing to weigh on the sector.
A/B note splits have reemerged as an important workout tool, although resolution strategies remain highly deal-specific and must account for collateral type, transaction structure, borrower capital support, and timing constraints.
