Westmount Realty Capital flags higher rates as key drag on US commercial real estate capital flows

Westmount Realty Capital flagged a sharp slowdown in US commercial real estate capital flows, driven by higher rates, tariff-related uncertainty, political dysfunction.
Transaction activity fell in 2023-24 as elevated Treasury yields and SOFR lifted borrowing costs; banks tightened underwriting, shifted focus to existing loans.
Institutions pulled back on allocations as returns lagged; 17% planned to cut real estate targets by 140 bps in 2025.
Secondary funds expanded in 2025 to provide liquidity, though volumes have not offset weaker primary market fundraising.
Refinancing risk remains a key overhang, with about $2.2 trillion of CRE loans maturing between 2025 and 2028.

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