Preview of The CRED Thread newsletter — the Apr 24 issue on debt yields, negative leverage, and CMBS market data.
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Proprietary CRE Research, News, Market Trends, and Data.

Delivered to your inbox every Friday morning. Read by lenders, brokers, funds, and analysts.

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What you'll get

Proprietary Research

Original analyses of thousands of CMBS, agency, and CRE CLO loans — not recycled news.

Lender Activity

Origination trends, market share shifts, and who's deploying capital across CMBS, agency, and balance sheet.

Sector Coverage

Office, multifamily, industrial, retail, self-storage, and data centers — all in one briefing.

A sample of what you'll get every Friday.

Walker & Dunlop Holds Top Spot as Fannie Mae Originations Hit $80B

May 02, 2026

Walker & Dunlop leads CRED iQ's 2025 Fannie Mae originator leaderboard at $8.8B, followed by CBRE and Wells Fargo. Meanwhile, February distress data shows office stress at 21.2% while industrial and self-storage remain near 2% — the resilience story continues.

  • Fannie Mae Top 10 Originators
  • Office Distress Hits 21.2%
  • Walker & Dunlop: $8.8B Lead
  • Self Storage Near-Zero Default
  • Minneapolis: 54.3% Distress
  • Multifamily 2021–22 Vintage Stress
  • Industrial Holds at 2.4%
  • Hotel Bifurcation Continues
  • SF Multifamily Refi Risk
  • Chicago Office Distress 30.9%
  • Retail Midwest Pressure
  • Top 100 CBSA Rankings
Read across the CRE industry
400
markets analyzed
52
issues a year
5-min
average read time

Frequently asked

What is The CRED Thread?

The CRED Thread is CRED iQ's free weekly email newsletter covering commercial real estate. Each issue includes proprietary CRED iQ research on CMBS debt yields, cap rates, and loan spreads; lender activity updates; and curated sector news across office, multifamily, industrial, retail, self-storage, and data centers.

Who is it for?

The CRED Thread is written for commercial real estate professionals: lenders and credit officers, brokers and originators, institutional investors and fund managers, CMBS servicers, real estate analysts, and quantitative research teams.

How often is it published?

Weekly. The CRED Thread is delivered by email on Friday mornings.

Is it really free?

Yes. The CRED Thread is completely free. Subscribers receive the full weekly newsletter with no paywall, no gated content, and no credit card required.

What data sources does it draw on?

The CRED Thread draws on CRED iQ's full coverage of the securitized CRE loan universe — including CMBS conduit, SASB/SBLL, CRE CLO, and Agency (Fannie Mae, Freddie Mac, Ginnie Mae). Typical issues analyze thousands of loans and billions in principal balance.

How do I unsubscribe?

Every issue of The CRED Thread includes a one-click unsubscribe link at the bottom. Your email address is never sold or shared.

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