All Posts
Newsletters
+1
/
Sep 11, 2025
Rising liquidity for scaled coastal multifamily signals improving credit windows ahead of the Fed meeting.
Capital
+4
Over $1B multi-asset refinance across Southern California & Hawaii
Private credit finances a ~280k SF condo across Franklin–Fulton–Broadway after a 2025 basis reset, signaling lender appetite for core-Manhattan scale.
Owners consolidate and upsize debt on twin luxury towers, locking long-term financing well before maturities hit..
+8
Sep 10, 2025
Institutional capital is lining up for rescue capital as the maturity wall crests.
+3
Cottonwood raises $1B “special situations” fund, doubling target as investors chase distress opportunities in a frozen CRE market.
National
+2
U.S. apartment rents fell again in August, as 950k new units under delivery push vacancies higher and blunt landlords’ pricing power.
Hospitality
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.
Development
High-end brands continue to secure scarce trophy retail locations, sustaining rent growth even as international tourism lags.
