Not Quite Stabilised: CRE CLOs and Transitional Lending
20 Oct 2026
Coral 2
Mortgage Credit
As floating-rate bridge loans face longer hold periods, delayed business plans, and continued refinancing challenges, transitional lending markets remain under pressure. Examining collateral performance, extension and modification activity, sponsor execution risk, valuation resets, multifamily exposure, and investor demand across CRE CLO structures; and assessing how managers and lenders are navigating an evolving commercial real estate landscape.