📊 Topic

CMBS hotel loans

3 stories · First covered Mar 8, 2026 · Latest Jun 23
Related: Select-Service Hotels 2 Federal Reserve 2 Revenue Management 1 Private equity 1 Hotel Refinancing 1 Brand Conversion Requirements 1 Property Improvement Plans (PIP) 1 Special Servicing 1 Deferred maintenance 1 Select-service hotel development 1 Hotel refinancing crisis 1 Construction loan rates 1
CMBS hotel loans Coverage
A 25-Basis-Point Hike on a $50M Floating-Rate Loan Costs $125K. That's 1,400 Room Nights You Don't Have.
REITs Primary
Jun 23

A 25-Basis-Point Hike on a $50M Floating-Rate Loan Costs $125K. That's 1,400 Room Nights You Don't Have.

Nine Fed officials now project a rate hike by year-end, reversing the trajectory every refinancing timeline was built on. If you're carrying floating-rate hotel debt and still waiting for the window to open on fixed-rate conversion, the window just got smaller.

JC
Jordan Chen 2 min read · Jun 23
$48B in Hotel Loan Maturities Is About to Sort Owners Into Winners and Casualties
Transactions Primary
Mar 16

$48B in Hotel Loan Maturities Is About to Sort Owners Into Winners and Casualties

The extend-and-pretend era is ending. Owners who borrowed at 3.5% in 2021 are about to refinance at 7%, and the math on that gap is brutal.

JC
Jordan Chen 3 min read · Mar 16
The Fed Just Handed Well-Capitalized Buyers a $48 Billion Shopping List
Development Primary
Mar 8

The Fed Just Handed Well-Capitalized Buyers a $48 Billion Shopping List

The federal funds rate stays at 3.50%-3.75% through March, with cuts now pushed to late 2026 at the earliest. For hotel owners sitting on maturing CMBS debt, the math just got brutal.

JC
Jordan Chen 2 min read · Mar 8