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Florida
+2
/
Oct 24, 2025
Florida’s repeal of its 57-year commercial lease tax reshapes the economics of occupancy and investment.
Office
+1
Oct 23, 2025
Development pipeline contracts further while vacancy remains elevated—select markets lead the adjustment.
Office vacancy declines, leasing activity rebounds—suggesting a new phase of market stabilisation.
Miami
+3
Lower occupancy costs and resilient in-migration keep pricing power tilted to owners—insurance remains the wild card.
New York
NYC is rewriting the office cycle: deep flight-to-quality meets real, dated rent prints.
San Francisco
Bargain-basement sales expose a capital reset but hint at slow healing
Real Estate Finance
Distress signals jump from abstract to benchmark as 1100 Superior resets Midwest office comps.
Newsletters
Oct 22, 2025
U.S. lodging revenues have healed, but capital markets remain frozen. Higher costs and cautious buyers are fragmenting the hotel rebound into clear winners and laggards.
Imaginary Worlds
Distress migrates from offices to billion-dollar builds as financing tightens and maturities bite.
HotelIndustry
Capital and confidence remain out of sync as hotel margins compress and bid–ask spreads widen
AI Investments
AI infrastructure crosses into institutional-grade real estate finance.
Signals
Domestic production and data-center demand keep the industrial engine running hot.
