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Oct 14, 2025
The private-equity titan pivots from direct ownership to partnership in Britain’s industrial and storage markets.
Asset swap signals shift toward equity partnerships and M&A-driven growth under sustained rate pressure.
Massive debt-for-equity swap offers lifeline as bondholders absorb 78% losses, reshaping global views on China’s credit risk.
Banker departures and M&A contraction signal leaner underwriting conditions across capital markets and CRE.
Upgraded GDP forecasts lift CRE confidence, but sticky 3% inflation keeps borrowing costs high.
Degag collapse deepens Europe’s real estate credit strain, prompting tighter underwriting and exposure limits.
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.
