The Financialyst

Sharp analysis, data-driven insights, and expert commentary to navigate the complexities of CRE finance.

New Issue Note: BMO 2026-C14 Portfolio Concentrations Balanced by Conservative Structuring

2026-02-06

As the second conduit deal of 2026, BMO 2026-C14 is a $631.6 million transaction that features a more concentrated portfolio offset by more conservative deal structuring.

New Issue Note: BBCMS 2026-5C40 Portfolio Diversity and Stronger Credit

2026-01-22

As the first conduit deal of 2026, BBCMS 2026-5C40 is an $834.4 million transaction that marks a notable departure from recent issuance patterns.

From "Silver Tsunami" to "Silver Squeeze": Why Senior Housing Is More Complex Than It Looks

2025-11-11

Blackstone's loss in senior housing investment underscores the operational complexities of this asset class. Financialyst AI's asset-level data reveals hidden risks.

Walmart's Bold Move: From Tenant to Real Estate Developer

2025-10-27

Exploring Walmart's strategic shift into real estate ownership and development, as seen in recent acquisitions like the Monroeville Mall.

Beyond the Façade: Uncovering the Financial Distress of an Empire State Neighbor

2025-10-18

A deep dive into how One West 34th Street went from a solid investment to a distressed asset, revealing critical lessons for commercial real estate investors.