Kevin W. Fagan

Applied research for institutional commercial real estate.

Kevin W. Fagan

About Kevin W. Fagan

Bridging Data & Reality

As the Head of CRE Economic Analysis at Moody's Analytics, Kevin Fagan serves as a premier thought leader and strategic architect within the commercial real estate sector. He bridges the gap between complex data and actionable market intelligence by producing high-level research on capital markets. His work is at the vanguard of the industry, pioneering the integration of physical climate and transition risks into CRE underwriting and forecasting models to address emerging regulatory and environmental challenges.

Beyond pure analytics, Kevin engages a global audience through quarterly briefings and frequent media appearances in both trade and mainstream outlets. His influence extends into product strategy and academic partnerships, notably spearheading a foundational collaboration with MIT's CRE climate laboratory. By identifying acquisition targets in emerging sectors like single-family rentals and sustainable design analytics, he plays a critical role in expanding the firm's competitive footprint and developing the next generation of CRE financial solutions.

In the Press

Moody's Talks - Inside Economics

March 31, 2026

The Sages of CRE, Kevin Fagan & Tom LaSalvia

Kevin Fagan takes stock of where the current CRE markets stand

CNBC

December 9, 2025

Commercial real estate deal volume drops for the first time in nearly two years

Kevin Fagan on CNBC discussing CRE capital market growth

Marketplace

October 6, 2025

Regional banks under scrutiny: What makes them different?

Kevin Fagan on Marketplace: Why regional banks matter so much in CRE

The Financial Times

April 29, 2025

Can the office make a comeback?

Kevin Fagan shares his bullish views on office

The New York Times

April 28, 2025

Apartments for Rent in a Former Office, but You Have to Live in Midtown

Kevin Fagan provides data on NYC office conversions

Commercial Observer

December 18, 2024

Fed's Third Straight Rate Cut Has CRE Anticipating More Activity in 2025

Kevin Fagan on which property sector stands to benefit most from rate cuts

Fortune

November 15, 2024

Despite the return-to-office push, loan delinquencies surpassed 10% for the first time in more than a decade

Kevin Fagan on loan delinquencies for office

Fortune

July 2, 2024

Office vacancies set a new all-time high, 'breaking the 20% barrier for the first time in history'

Kevin Fagan hints at brighter times ahead

Fortune

June 13, 2024

Commercial real estate bargain hunters are snagging offices for 'extreme' discounts up to 70%

Kevin Fagan shares commentary on office discounts

Fortune

April 4, 2024

Office vacancies set new all-time high, blowing past recession-era rates

Kevin Fagan with past comments on office vacancies

Commercial Observer

March 18, 2024

Commercial Real Estate's Systemic Threat: Separating Fact From Fiction

Kevin Fagan interview on banking and CRE exposure

Fortune

February 7, 2024

Janet Yellen is 'concerned' and sees a 'lot of stress' ahead for commercial real estate

Kevin Fagan discusses vulnerability in CRE property performance

Fortune

February 6, 2024

Fed chair Jerome Powell says commercial real estate's impact on banking has just begun

Kevin Fagan comments on current CRE exposure

Fortune

January 31, 2024

'The office market has an existential crisis right now': Billionaire Barry Sternlicht joins chorus warning of $1 trillion correction

Kevin Fagan comments on current CRE exposure

Fortune

December 30, 2023

What's next for commercial real estate after the $500 billion wipeout of 2023?

Kevin Fagan provides some cautious optimism for CRE markets

Financial Times

November 8, 2023

Overdue commercial property loans hit 10-year high at US banks

Kevin Fagan offers insights into loan delinquencies

CNBC

October 31, 2023

Climate change is driving insurance rates up, forcing developers to add weather-proofing

Kevin Fagan discusses a recent report about CRE insurance rates

The Wall Street Journal

September 26, 2023

Commercial Real Estate's Next Big Headache: Spiraling Insurance Costs

Kevin Fagan discusses a recent report on CRE insurance rates

Yahoo! Finance

August 7, 2023

Bank Funding For Commercial Real Estate Continues To Be A Hard Ask, But Creative Investors Remain Undaunted

Kevin Fagan discusses a recent report on CRE loans

Get In Touch

Let's Connect

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