All Posts
Capital
+5
/
Sep 19, 2025
The homebuilder cashes out of rentals, while Kennedy Wilson scales into U.S. apartments
California
+2
Portfolio transfer highlights capital rotation into multifamily as developers retreat and long-term operators expand.
National
Corporate balance sheets, not debt markets, are fueling the Midwest’s emergence as a hyperscale AI infrastructure hub.
+4
PJM capacity costs jump 6× as hyperscale projects flood Pennsylvania, raising financing risk for CRE linked to power-intensive users.
Investment
Public-private deal unlocks stadium plus 6,000 homes; muni bonds fund infrastructure, private equity funds venue.
+3
Toll exits rentals, Kennedy Wilson gains $5B pipeline — a late-cycle bet on multifamily resilience.
Maple Plaza trades at ~$700/sf, defying office downturn with flight-to-quality pricing.
Sep 18, 2025
Higher-for-longer Fed stance keeps deals on ice, with borrowers and lenders waiting for clarity.
The Fed cut 25 bps to bring the federal funds range to 4.00%–4.25% - Special Institutional Issue — September 17, 2025
