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Insights
Research built on ARC's own database of closed commercial sales, mostly in the Southeast. Every illustration shows its inputs so you can run your own numbers.
Market outlook · October 6, 2026
Median cap rates from 2,475 ARC sales, 2023 to 2026, against the 10-year Treasury. The spread is down to about 200 bps. Base case for 2027: up 35 bps. Value, LTV, and DSCR effects on a $10 million property and a maturing 2021 loan.
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Collateral Observations · Q3 2026
Freddie Mac multifamily delinquency rose to 0.64% while Fannie Mae fell to 0.57%. The rate move is the larger event: on a retail illustration, the financing gap widened $288,916 in eighteen days.
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Reviewer qualifications, timing, scope, documentation, and escalation, point by point.
Cap rates, CRE debt, and collateral risk from ARC's own sales data. Four emails a year.
