All Posts
Capital
+3
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Dec 2, 2025
realty-income-citycenter-preferred-equity
+1
Nov 29, 2025
JPMorgan has moved its expected first Fed rate cut to December 2025, shifting it forward by a month and triggering an immediate repricing across futures markets.
+2
Nov 18, 2025
2026 U.S. CRE loan maturities spark uneven distress across asset classes, with office and retail risks testing lender resilience.
Nov 17, 2025
Retail retreat from equity dips shifts market resilience to institutional ETF flows, signaling new volatility risks for capital markets.
Modest yield decline signals two-speed bond market as investors hedge on delayed economic data, influencing CRE capital costs.
Oct 30, 2025
Trophy assets lure global capital while weaker offices face a slow, disciplined recovery.
Second rate cut in two months trims borrowing costs and reignites liquidity across U.S. CRE.
A 54% YoY sales jump and $1.1 B trophy trades mark a pivotal re-pricing phase in NYC’s CRE recovery.
Demand Growth
+4
Population-fueled demand and selective capital discipline keep Florida’s CRE cycle in expansion mode.
Oct 29, 2025
Lower yields reduce friction in CRE financing; buyers re-engage while lenders keep covenants tight.
Oct 21, 2025
$140 B in foreign bets on Chinese real estate are unraveling, forcing fire sales and prompting a global capital retreat toward safer markets.
Demand normalizes; capital insists on discipline.
Foreign inflows are recalibrating toward yield, governance, and gateway safety as capital costs reshape cross-border strategy.
Oct 15, 2025
Powell’s signal that quantitative tightening may end reshapes debt costs and sentiment across real estate finance
Oct 14, 2025
Asset swap signals shift toward equity partnerships and M&A-driven growth under sustained rate pressure.
Banker departures and M&A contraction signal leaner underwriting conditions across capital markets and CRE.
Degag collapse deepens Europe’s real estate credit strain, prompting tighter underwriting and exposure limits.
+5
Oct 13, 2025
The Fed cut rates 25 bps to a 4.00–4.25% target range — the first reduction since 2024 — with futures implying another cut at the Oct 28–29 meeting.
Green Street’s CPPI edges up, confirming pricing equilibrium and renewed deal flow in U.S. commercial real estate.
Lower policy rates ease borrowing costs, but CRE loan distress and tight credit temper optimism.
Lenders maintain strong appetite for large, stabilized warehouse portfolios amid a moderating but resilient industrial market.
Yields stabilize near 6.8% as investors reengage across net lease sectors.
A $180M Manhattan loan default pushed office CMBS delinquencies above 8%, reshaping lender risk across the Northeast.
Oct 10, 2025
Regulators ease reporting rules just as loan stress intensifies.
New disclosure rule lets modified CRE loans disappear from public view after 12 months, masking true debt stress.
