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⚫️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.

Capital

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

Sep 10, 2025

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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.

National

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

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.

Hospitality

⚫️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.

Development

⚫️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.

Distress

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

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.

Retail

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

Sep 10, 2025

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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.

National

⚫️Chicago Medical Office Market Defies Office Slump

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.

Chicago

⚫️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.

Capital

⚫️Gold Near Record as Cut Bets Build—Liquidity and Hedge Implications for CRE

Sep 9, 2025

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4 min read

⚫️Gold Near Record as Cut Bets Build—Liquidity and Hedge Implications for CRE

Spot gold holds just below all-time highs, reflecting rate cut expectations and macro caution. Allocators are tilting into real assets and secured credit, creating knock-on signals for CRE capital flows.

Capital

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

Sep 9, 2025

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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. Forward curves point lower, giving operators a narrow cost tailwind into Q4.

Capital

Sep 9, 2025

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5 min read

⚫️Risk-On Opens, Yen Slips on Japan Political Shock—U.S. FX Watch for Tourism & Cross-Border Capital

Yen weakens after PM resignation, Nikkei rallies, gold near records. Stronger USD/JPY reshapes inbound tourism and Japanese capital flows into U.S. CRE.

Capital

⚫️Apartment Rents Dip Nationwide as New Supply Softens Market

Sep 8, 2025

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5 min read

⚫️Apartment Rents Dip Nationwide as New Supply Softens Market

U.S. rents fell in August as deliveries peaked. Supply-heavy Sun Belt metros are contracting while supply-constrained coasts and the Midwest hold up. 09/2025. Sources: CoStar

Capital

⚫️CRE Loan Delinquencies Hit Post-Crisis High as Office and Multifamily Struggle

Sep 8, 2025

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6 min read

⚫️CRE Loan Delinquencies Hit Post-Crisis High as Office and Multifamily Struggle

CMBS delinquencies rose for the sixth straight month to 7.29% in August. Office hit a record 11.66% and multifamily climbed to a nine-year high at 6.86%, tightening credit and accelerating workouts.

Capital

⚫️CRE Prices Stabilize as All-Property Index Posts First Back-to-Back Annual Gains Since 2022

Sep 8, 2025

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5 min read

⚫️CRE Prices Stabilize as All-Property Index Posts First Back-to-Back Annual Gains Since 2022

The RCA CPPI turned positive again. Two straight YoY gains signal a floor, led by retail and industrial while office bifurcation persists

Capital

⚫️Green Street: CRE Values Tick Up 1% in August, Transaction Market “Healthy” Despite High Yields

Sep 8, 2025

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5 min read

⚫️Green Street: CRE Values Tick Up 1% in August, Transaction Market “Healthy” Despite High Yields

Incremental gains show market resilience; debt costly but available keeps transactions flowing.

Capital

⚫️Hotel Performance Flatlines as Summer Ends

Sep 8, 2025

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5 min read

⚫️Hotel Performance Flatlines as Summer Ends

Occupancy ~63% and RevPAR up just 0.2% YoY amid High Season Travel Records

Hospitality

⚫️Las Vegas Visitor Slump Triggers Tourism Jitters Despite Industry Optimism

Sep 8, 2025

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5 min read

⚫️Las Vegas Visitor Slump Triggers Tourism Jitters Despite Industry Optimism

Visitor volume fell double digits into July. Strip hotel metrics and national RevPAR point to a softer near-term runway while operators tout value and big-event tailwinds. Sept 2025. Sources below.

Hospitality

Latest Newsletters

Sep 10, 2025

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4 min read

🟡Opportunistic CRE Fund Overshoots Target Amid Distress Cycle

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

Capital

Sep 9, 2025

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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.

Capital

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

Sep 8, 2025

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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.

Development

Signals

Skip the noise. Follow the signal

⚫️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

⚫️Gold Near Record as Cut Bets Build—Liquidity and Hedge Implications for CRE

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

⚫️Risk-On Opens, Yen Slips on Japan Political Shock—U.S. FX Watch for Tourism & Cross-Border Capital

⚫️Apartment Rents Dip Nationwide as New Supply Softens Market

⚫️CRE Loan Delinquencies Hit Post-Crisis High as Office and Multifamily Struggle

⚫️CRE Prices Stabilize as All-Property Index Posts First Back-to-Back Annual Gains Since 2022

⚫️Green Street: CRE Values Tick Up 1% in August, Transaction Market “Healthy” Despite High Yields

⚫️Hotel Performance Flatlines as Summer Ends

⚫️Las Vegas Visitor Slump Triggers Tourism Jitters Despite Industry Optimism

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

CRE 360 Signal™