Real Estate in Focus: US

The MSCI’s research team Q2 2026 edition of Real Estate in Focus: US, assessing the factors influencing real estate debt and capital flows. 

As refinancing pressures, elevated interest rates and shifting lender appetite influence capital flows, debt markets are playing an increasingly important role in price discovery, liquidity and risk.

This session will explore how lending dynamics, private debt growth and capital stack positioning are shaping the broader real estate landscape. 

What you will learn:

• Refinancing & Maturity Risk: How upcoming loan maturities are influencing liquidity and valuations. 

• Lender Landscape: How lending institutions are responding to evolving liquidity and pricing conditions. 

• Capital Stack Dynamics: How positioning across the credit spectrum may create differentiated opportunities. 

• Signals to Watch: Key indicators shaping the outlook for U.S. real estate debt markets. 

Unlock the replay for this event to access MSCI’s latest insights on U.S. commercial real estate credit conditions.