CRE CLO Credit Continues Outperforming CMBS

U.S. CRE CLO credit continues to outperform the broader CMBS market, although sluggish business plan execution remains the sector’s key credit concern, Fitch Ratings reported. The sector is on course for its most active year since 2021, supported by strong collective tailwinds, including rising demand for transitional bridge lending, expanding bank back-leverage facilities, deep private...