Catch up with latest CRE Signals by CRE 360
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Signals
Oct 23, 2025
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6 min read
Lower occupancy costs and resilient in-migration keep pricing power tilted to owners—insurance remains the wild card.
5 min read
Trophy trades return, reprice risk, and reset comps as institutional capital re-engages in Midtown
NYC is rewriting the office cycle: deep flight-to-quality meets real, dated rent prints.
Bargain-basement sales expose a capital reset but hint at slow healing
Distress signals jump from abstract to benchmark as 1100 Superior resets Midwest office comps.
Supply finally outruns demand as concessions widen; underwriting shifts to defense.
Low vacancy and disciplined development keep rents near records despite slower deal flow.
Oct 22, 2025
Distress migrates from offices to billion-dollar builds as financing tightens and maturities bite.
Capital remains confident in necessity retail as consumer restraint tempers holiday expectations
Slug: Traditional lenders retreat as private debt funds reshape CRE’s capital hierarchy Dateline: October 22 2025 — CRE360 Editorial Signal
Capital and confidence remain out of sync as hotel margins compress and bid–ask spreads widen
AI infrastructure crosses into institutional-grade real estate finance.
Domestic production and data-center demand keep the industrial engine running hot.
Large-check capital goes granular as portfolios freeze and sector rotation reshapes U.S. CRE allocation.
Multi-bank exposure to a $270 million loan scheme exposes structural fragility in regional lenders’ CRE portfolios.
Large-Cap Buyers Reprice and Re-Enter NYC Office
$140 B in foreign bets on Chinese real estate are unraveling, forcing fire sales and prompting a global capital retreat toward safer markets.
GIC and ADIA’s $1.1 billion refinance of Deutsche Bank Center restores confidence in trophy-grade CMBS execution.
Newsletters
Oct 24, 2025
4 min read
Florida’s repeal of its 57-year commercial lease tax reshapes the economics of occupancy and investment.
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.
Sovereign wealth capital reopens the door for trophy-grade refinancing.
Oct 21, 2025
Retail fundamentals remain steady even as values reset 15–25%. National retail vacancy held at 5.8% in Q3 2025;