What the latest lending data tells us about CRE financing
12 Feb 2026
Bank lending standards are easing, CRE financing competition is rising, and even office is seeing selective reengagement. In this episode of CRE Exchange, our hosts, Omar Eltorai and Cole Perry, share and discuss the latest SLOOS data, earnings insights from major banks and asset managers, county-level GDP data, consumer sentiment, and small business optimism. Featuring a special conversation with Andrew Pabon, Director of Debt Advisory at Altus Group, on the latest trends from Altus Group’s Debt Capital Market Survey.
Resources mentioned:
Senior Loan Officer Opinion Survey
BEA County-Level GDP & Personal Income
University of Michigan Consumer Sentiment
NFIB Small Business Optimism Index
Key moments
01:47 Stat of the Day: Multifamily property age
03:09 Senior Loan Officer Opinion Survey insights
07:48 ADP employment data analysis
10:07 County-level GDP data breakdown
16:19 Consumer and business sentiment reports
20:58 Earnings season highlights
27:55 CRE Debt Capital Market Survey results with Andrew Pabon
47:02 Upcoming Data Releases and Announcements
Your guest and hosts
Andrew Pabon
Director Global Advisory
Altus Group
Omar Eltorai
Senior Director of Research
Altus Group
Cole Perry
Associate Director of Research
Altus Group
Resources
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Disclaimer
This publication has been prepared for general guidance on matters of interest only and does not constitute professional advice or services of Altus Group, its affiliates and its related entities (collectively “Altus Group”). You should not act upon the information contained in this publication without obtaining specific professional advice.
A number of factors may influence the performance of the commercial real estate market, including regulatory conditions and economic factors such as interest rate fluctuations, inflation, changing investor sentiment, and shifts in tenant demand or occupancy trends. We strongly recommend that you consult with a qualified professional to assess how these and other market dynamics may impact your investment strategy, underwriting assumptions, asset valuations, and overall portfolio performance.
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