Post by Moody's Ratings
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US commercial real estate is on track to turn a corner. π Our US CRE Credit Compass forecasts a shift from unfavorable to neutral conditions by Q1 2027, holding steady through 2030. Rising valuations, climbing loan repayment rates and healthy supply-demand fundamentals will drive the change over the next several quarters. Lean job growth and elevated interest rates will remain a drag. The signal for credit markets: the path back to historical norms is underway. π Get the full read on what's shaping US CRE in our latest flipbook here: https://mdy.link/3QJMX9t