Defease With Ease | Thirty Capital

Our team will be in #Chicago on April 15th and 16th, and we would love to connect with you! If you're interested in discussing defeasance, hedging, or debt advisory options, let's set up a time to chat: thirtycapital.zoom.us/zbook/luke-ful… #Networking #Defeasance #Hedging #DebtAdvisory

3️⃣ Office CMBS delinquencies are now above 12%, the highest since post-GFC levels. 2026 maturities face tighter lending standards and limited extension flexibility.

3 Key Market Takeaways This Week: 1️⃣ Growth Is Slowing, Inflation Isn't 2️⃣ Rates Stay Range-Bound 3️⃣ CRE Stress Continues to Build

2️⃣ The 10-year Treasury is hovering near 4.06% with no sustained breakout. Markets still price 2–3 cuts later in 2026, but the Fed remains in wait-and-see mode.

1️⃣ Q4 GDP came in at 1.4%, below expectations. Core PCE remains at 3.0% — still too firm for the Fed to pivot.

Curious how hedging could work for your portfolio? Send us a message 👉 defeasewitheasetc.com/contact/ #CRE #CommercialRealEstate #DebtManagement #InterestRates #Hedging

Hedging isn’t just about lender requirements. Many CRE teams use it proactively to manage risk and protect returns. In low-rate environments, extending hedges can smooth costs. In high-rate environments, reducing size and duration can lock in gains.

Get your copy here 👉go.thirtycapital.com/checklist-6-wa… #CRE #CommercialRealEstate #DebtManagement #InterestRates #MarketVolatility

Market volatility can hit fast. Are you ready? Our checklist gives CRE teams a clear guide to spotting early turbulence and taking action before it threatens portfolio performance.

If debt management is on your to-do list for 2026, let’s connect 👋 defeasewitheasetc.com/contact/ #CRE #CommercialRealEstate #DebtManagement #Defeasance

Defeasing multiple properties in a single transaction requires tight coordination across legal teams, servicers, buyers, and sellers. One client shared how we helped bring a complex defeasance to a smooth close by managing every detail and keeping the transaction on track from.

3️⃣ With mixed curve signals and elevated volatility, the setup favors hedging and downside protection — especially for floating-rate borrowers — while CRE liquidity remains selective but intact for high-quality assets.

1️⃣ Labor Market is Cooling — Not Cracking 2️⃣ Rate Cuts Back in Play, But Fed Stays Cautious 3️⃣ Risk Management > Rate Timing for CRE

2️⃣ Yields fell 6–8 bps and two Fed cuts are back on the table this year, though sticky services inflation keeps the market pricing the SOFR trough above 3%.

1️⃣ Hiring slowed sharply, job openings fell to 6.5M, and layoffs jumped to the highest January level since 2009 — pointing to gradual labor softening, not a sudden downturn.

If you’re thinking about a defeasance, let’s explore a path forward together: defeasewitheasetc.com/contact/ #CRE #CommercialRealEstate #DebtManagement #Defeasance

Not sure which securities to buy when defeasing a loan? That's where we come in. Using the requirements in your loan documents, we create and optimize a portfolio of U.S. Treasuries that matches your payment schedule and meets all restrictions.

Watch now 👉go.thirtycapital.com/live-case-stud… #CRE #CommercialRealEstate #DebtManagement #Refinance

Trying to time a refinance can be costly. In this 20-minute on-demand case study, see how one CRE owner waited for rates to drop and ended up with a higher rate, showing why proactive debt management beats trying to time the market.

Let’s connect and help you achieve critical objectives without disruption: defeasewitheasetc.com/contact/ #CRE #CommercialRealEstate #DebtManagement #Defeasance #Hedging #YieldMaintenance

Some transactions matter more than others because timing, structure, and execution all have to align. From defeasance to interest rate hedging and yield maintenance, our team completes transactions with precision and reliability.