News•Mar 2, 2026
Why Good Real Estate Deals Are Failing in 2026
Passive real‑estate investors are seeing deal stress not because properties are weak but because debt structures have unraveled. Between 2019 and 2022 most syndications relied on short‑term, floating‑rate or bridge loans assuming low rates and easy refinancing. As rates jumped from 3% to 7%, those assumptions failed, leaving operators with maturing loans and insufficient cash flow. Deals that used fixed‑rate, long‑term financing or conservative leverage are weathering the storm better than high‑return, high‑leverage projects.