Understanding CMBS Loans

When it comes to financing large commercial real estate assets, institutional players often look beyond conventional bank loans and government-backed programs. One of the most widely used forms of capital for stabilized, income-producing assets is the CMBS loan—short for Commercial Mortgage-Backed Securities. These loans provide non-recourse, fixed-rate financing with generous proceeds and long terms, making them a powerful tool for many real estate investors and sponsors.

What Is a CMBS Loan?

A CMBS loan is a commercial mortgage that is bundled with other loans, securitized into bonds, and sold to investors in the capital markets. Also known as conduit loans, these loans are originated by lenders but do not remain on their balance sheet. Instead, they are packaged into a trust (REMIC) and split into tranches with different levels of risk and return.

CMBS loans are commonly used to finance office buildings, retail centers, industrial properties, hotels, and multifamily assets—as long as the property is stabilized and generating predictable cash flow.

Key Features of CMBS Loans

Loan Size:

  • Typically $2 million to $100+ million

  • Best suited for mid- to large-sized assets

Loan Term:

  • Usually 5, 7, or 10 years

  • Often structured with interest-only periods or full interest-only payments

Amortization:

  • After any interest-only period, the loan may amortize on a 25- or 30-year schedule

Interest Rates:

  • Fixed rates tied to U.S. Treasury yields plus a spread

  • Generally lower than traditional bank loans due to securitization

Loan-to-Value (LTV):

  • Up to 75% LTV for strong assets

  • Lower for assets in secondary/tertiary markets

Debt Service Coverage Ratio (DSCR):

  • Typically 1.25x or higher

Non-Recourse:

  • No personal guarantee for the borrower

  • Carve-outs apply (e.g., for fraud, misrepresentation—“bad boy carve-outs”)

Pros and Cons

Advantages:

  • Non-recourse structure protects borrower’s personal assets

  • Fixed-rate financing provides predictability

  • Ideal for long-term hold strategies or portfolio recapitalizations

Disadvantages:

  • Rigid structure—very little room to renegotiate terms

  • Difficult or costly to prepay due to defeasance

  • Limited operational flexibility (e.g., leasing covenants, reserve requirements)

  • Special servicing risk—can become adversarial in distress situations

  • Not suitable for value-add or transitional assets

Previous
Previous

Preferred Equity

Next
Next

What is Mezzanine Debt?