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Latest Signals Signals…

Capital

⚫️Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

Sep 10, 2025

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6 min read

⚫️Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

Cottonwood raises $1B “special situations” fund, doubling target as investors chase distress opportunities in a frozen CRE market.

Omid Shahbazian

National

⚫️Apartment Rent Growth Stalls Nationwide as New Supply Deluge Tempers Post-Pandemic Boom

Sep 10, 2025

•

6 min read

⚫️Apartment Rent Growth Stalls Nationwide as New Supply Deluge Tempers Post-Pandemic Boom

U.S. apartment rents fell again in August, as 950k new units under delivery push vacancies higher and blunt landlords’ pricing power.

Omid Shahbazian

Hospitality

Sep 10, 2025

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5 min read

⚫️Luxury Hotels Outperform as U.S. Hospitality Splits into “Haves and Have-Nots”

Luxury hotels are driving hospitality’s rebound, posting RevPAR and ADR gains while midscale and economy segments slip under cost pressures and weak demand. The market is splitting into clear winners and losers.

Omid Shahbazian

Development

⚫️Luxury Retailers Expand Footprints Despite Tariffs and Tourism Slump

Sep 10, 2025

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5 min read

⚫️Luxury Retailers Expand Footprints Despite Tariffs and Tourism Slump

High-end brands continue to secure scarce trophy retail locations, sustaining rent growth even as international tourism lags.

Omid Shahbazian

Distress

⚫️Office Landlord in Texas Defaults as Vacancy Soars and Governance Clashes Erupt

Sep 10, 2025

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5 min read

⚫️Office Landlord in Texas Defaults as Vacancy Soars and Governance Clashes Erupt

Silver Star’s default highlights U.S. office distress: 21% national vacancy, Sunbelt weakness, and lenders tightening on extensions.

Omid Shahbazian

Retail

Sep 10, 2025

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5 min read

⚫️Retail Real Estate Fundamentals Solidify with Record Occupancies and Limited Supply

Retail REITs post record 96.6% occupancy as new supply hits historic lows; landlords gain leverage with steady NOI growth and limited competition.

Omid Shahbazian

National

⚫️Starwood’s $930M Industrial Portfolio Refi Confirms Lender Appetite for Logistics

Sep 10, 2025

•

5 min read

⚫️Starwood’s $930M Industrial Portfolio Refi Confirms Lender Appetite for Logistics

Industrial financing resilience: Starwood’s $930M refinancing shows lenders’ deep appetite for logistics portfolios, even at higher rates, with below-market rents providing embedded growth.

Omid Shahbazian

Chicago

Sep 9, 2025

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5 min read

⚫️Chicago Medical Office Market Defies Office Slump

Medical office assets in Chicago post record absorption, steady rents, and renewed investor demand as general offices falter.

Omid Shahbazian

Capital

⚫️Futures Nudge Higher as Street Prices a September Cut—Liquidity Window for Q4 Refis

Sep 9, 2025

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4 min read

⚫️Futures Nudge Higher as Street Prices a September Cut—Liquidity Window for Q4 Refis

Markets now assign ~90% odds to a September Fed cut, with some banks calling 50 bps. Relief boosts refi math but doesn’t change long-run cap-rate expectations.

Omid Shahbazian

Latest Newsletters

Capital

Sep 10, 2025

•

4 min read

🟡Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

Institutional capital is lining up for rescue capital as the maturity wall crests.

Omid Shahbazian

Capital

🟡Oil Rebounds on Sanctions Risk—Hotels See Margin Breather Amid Volatility

Sep 9, 2025

•

4 min read

🟡Oil Rebounds on Sanctions Risk—Hotels See Margin Breather Amid Volatility

Brent’s bounce to ~$66 offsets a sharp summer slide, easing hotel utility pressure while volatility lingers.

Omid Shahbazian

Development

🟡U.S. Apartment Construction Pipeline Shrinks to Lowest Level Since 2015

Sep 8, 2025

•

4 min read

🟡U.S. Apartment Construction Pipeline Shrinks to Lowest Level Since 2015

A sharp pullback in development sets up a 2026–27 supply drought.

Omid Shahbazian

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Latest Signals Signals…

⚫️Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

⚫️Apartment Rent Growth Stalls Nationwide as New Supply Deluge Tempers Post-Pandemic Boom

⚫️Luxury Hotels Outperform as U.S. Hospitality Splits into “Haves and Have-Nots”

⚫️Luxury Retailers Expand Footprints Despite Tariffs and Tourism Slump

⚫️Office Landlord in Texas Defaults as Vacancy Soars and Governance Clashes Erupt

⚫️Retail Real Estate Fundamentals Solidify with Record Occupancies and Limited Supply

⚫️Starwood’s $930M Industrial Portfolio Refi Confirms Lender Appetite for Logistics

⚫️Chicago Medical Office Market Defies Office Slump

⚫️Futures Nudge Higher as Street Prices a September Cut—Liquidity Window for Q4 Refis

Latest Newsletters

🟡Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

🟡Oil Rebounds on Sanctions Risk—Hotels See Margin Breather Amid Volatility

🟡U.S. Apartment Construction Pipeline Shrinks to Lowest Level Since 2015

Subscribe to CRE360 Community, Always Free

Stay ahead with daily Signals, research-backed insights, and quick audio briefs
built for operators who want clarity, not noise.

CRE 360 Signal™

SKIP THE NOISE FOLLOW THE SIGNAL

Latest Signals Signals…

⚫️Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

⚫️Apartment Rent Growth Stalls Nationwide as New Supply Deluge Tempers Post-Pandemic Boom

⚫️Luxury Hotels Outperform as U.S. Hospitality Splits into “Haves and Have-Nots”

⚫️Luxury Retailers Expand Footprints Despite Tariffs and Tourism Slump

⚫️Office Landlord in Texas Defaults as Vacancy Soars and Governance Clashes Erupt

⚫️Retail Real Estate Fundamentals Solidify with Record Occupancies and Limited Supply

⚫️Starwood’s $930M Industrial Portfolio Refi Confirms Lender Appetite for Logistics

⚫️Chicago Medical Office Market Defies Office Slump

⚫️Futures Nudge Higher as Street Prices a September Cut—Liquidity Window for Q4 Refis

Latest Newsletters

🟡Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

🟡Oil Rebounds on Sanctions Risk—Hotels See Margin Breather Amid Volatility

🟡U.S. Apartment Construction Pipeline Shrinks to Lowest Level Since 2015

Subscribe to CRE360 Community, Always Free

Stay ahead with daily Signals, research-backed insights, and quick audio briefs built for operators who want clarity, not noise.

CRE 360 Signal™

SKIP THE
NOISE FOLLOW THE SIGNAL

Stay ahead with daily Signals, research-backed insights, and quick audio briefs
built for operators who want clarity, not noise.