The Maturity Wall Is Already Here

Podcast: Commercial Real Estate Investment Conference Podcast (CREIC) · Commercial Real Estate Investment Conference

Opublikowano: 2026-09-12

The maturity wall in Dallas-Fort Worth multifamily is hitting hard in 2026. 173 DFW properties have debt maturing this year. Owners who refinanced or bought at 3-4% rates are now facing 7-8% refi rates. The cash flow math breaks for many. Over $2 billion in multifamily debt matures in the second half of 2026 alone. Lenders are getting selective about which assets they'll finance. Some owners are selling at 15-20% discounts to 2022 valuations. Some are doing recaps. Some are trying to extend, but the window is closing fast. This is the real test: which operators have the staying power? Th...