All Posts
Development
+2
/
Dec 2, 2025
FHFA-sets-2026-multifamily-caps-88b-each
+3
Oct 1, 2025
Steel, aluminum, and copper tariffs lift construction budgets +4.6%, delaying starts and straining project feasibility.
Sep 30, 2025
August saw steady $100M+ deals and active mid-market trades, signaling disciplined but ongoing liquidity in U.S. CRE.
+4
Net-leased childcare centers attract repeat buyers with yield premiums and long leases, even as borrowing costs remain high.
Capital
+5
Sustainability shifts from compliance cost to income driver, shaping underwriting, financing, and exit values.
Sep 29, 2025
As Debt Funds and CMBS Fill the Void, Spreads Stabilize
+17
Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.
Sep 25, 2025
Hotels as Iconic InterContinental Sells for $2
New York
Sep 24, 2025
The Fed’s first rate cut in years is already shifting CRE liquidity expectations.
All three Manhattan casino proposals rejected; outer boroughs now favored for $11B+ gaming expansion.
+10
Sep 23, 2025
Insurance premiums up 88% in 5 years, $1.4T in real estate at risk. Climate resilience moves from ESG talk to underwriting math.
Sep 21, 2025
Easing cycle begins; refinancing window cracks open but spreads and underwriting remain tight for CRE.
+7
Sep 18, 2025
Brookfield’s $400 million revamp fills 660 Fifth, highlighting NYC's flight-to-quality in office leasing.
Persistent high rates stall transaction volume, hindering CRE financing.
Sep 16, 2025
markets price 75 bps of easing by year-end
Fed rate-cut expectations boost stock and bond markets, creating favorable CRE financing conditions.
Sep 10, 2025
High-end brands continue to secure scarce trophy retail locations, sustaining rent growth even as international tourism lags.
Sep 8, 2025
A sharp pullback in development sets up a 2026–27 supply drought.
The under-construction pipeline has fallen ~60% from the 2023 peak to ~543k units, setting up a 2026–27 supply drought after 2025’s final wave of deliveries. Date: 09/2025. Source: RealPage Market Analytics (Q2 2025).
+6
Sep 5, 2025
Nomura revives CMBS platform with Barclays veterans, targeting trophy assets as U.S. banks retrench.
Sep 3, 2025
Selective lending continues for top-tier multifamily and industrial assets as bank hapoalim and starwood provide $720M in strategic NYC refinancing amid challenging CRE market.
+14
Q2 originations jumped as banks, debt funds, insurers, and agencies re-entered the market; rate clarity and price resets are rebuilding pipelines.
Sep 2, 2025
Fundraising slowed in 2024, but capital is ready to deploy in 2025–26, with opportunistic strategies circling repriced assets and recapitalizations.
SB 15, SB 840, and HB 24 reshape zoning, conversions, and neighbor protests; most provisions take effect September 1, 2025.
Single-asset blockbuster deals pushed securitized debt to a 15-year high, even as office defaults climbed to records. September 2, 2025 — Trepp; Bisnow; Bloomberg; Colliers — CRE360 Signal Staff
