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Monday, October 5, 2026The Morning Brief →Sign in
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Bisnow

In PWD coverage since September 17, 2026 · 16+ stories
PWD coverage
debt

Insurance lenders' CRE loan-to-value rises fastest as data-center exposure deepens

MSCI puts carriers at 62.7% loan-to-value in the first half of 2026, below the 65.9% market average but up 2.5 points, the largest increase of any lender group.
sectors · Oct 4Nearly a dozen states pause or roll back data center tax incentives
the_wrap · Oct 2PCCP and life insurers close refinancings as the 10-year Treasury hits 5.3%
sectors · Oct 1Gas station buyers hold firm as war in Iran lifts fuel prices
debt · Oct 1The 10-year hits 5.3%, highest since 2002, and CRE lenders expect values to fall
debt · Sep 30Nvidia pitches insurers on backing neocloud GPU loans as lenders balk
the_wrap · Sep 30Bert Crouch to succeed Jess Lipsey as CEO of Apollo's $123 billion nontraded REIT
sectors · Sep 29Bain report sizes the $4.2 trillion AI revenue gap behind data center capex
Deals & PE · Sep 29National Healthcare Properties to exit medical office with $531M portfolio sale
capital · Sep 27Georgia-Pacific abandons Atlanta conversion as diesel and materials costs break budgets
sectors · Sep 27What PJM's data center curtailment plan means for project pro formas
sectors · Sep 23Retail's store-opening boom is a landlord's trade now
Deals & PE · Sep 22Atlanta's $450M office test is a credit trade
Deals & PE · Sep 21Boston proposes $31.5M in tax deferrals to start four stalled projects
sectors · Sep 18Data center power bill stalls; the states already had the rule
capital · Sep 17Blackstone's BPP secondary would price what the quarterly gate cannot
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