Real Intelligence · Alpine Systems

Market Intelligence

Daily intelligence on private CRE debt — rate pain, capital flow, lender trajectories — from the Shadow Ledger.

Aug 29, 2026
Allocation Shift
A Top-3 Insurance Lender's CRE Bond Share Jumped From 5% to 29% of Its Book Between 2024 and 2025→
Aug 13, 2026
vintage cohort
The 2022 Vintage: $43.5B of Life-Company CRE Debt Written at 4.6%→
Jun 18, 2026
Rate Pain
New York Report: CRE Rate Pain & Refinance Risk→
Jun 14, 2026
Lender Trajectory
Corebridge's American General Grows CRE Book 24% While Peers Retreat→
Jun 3, 2026
Lender Trajectory
MetLife's Statutory CRE Mortgage Book Falls 14% as Peers Expand→
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