All Posts
Global
+2
/
Oct 28, 2025
SOHO China’s co-founder marks her U.S. development debut, signaling global capital’s cautious re-entry into New York’s luxury market.
+3
Oct 26, 2025
Transaction momentum returns as pricing discipline holds.
Premium-priced take-private underscores private equity’s conviction that warehouse cash flows outlast public-market fatigue.
Capital
+4
Oct 21, 2025
Foreign inflows are recalibrating toward yield, governance, and gateway safety as capital costs reshape cross-border strategy.
Oct 14, 2025
The private-equity titan pivots from direct ownership to partnership in Britain’s industrial and storage markets.
Degag collapse deepens Europe’s real estate credit strain, prompting tighter underwriting and exposure limits.
Brokerage
Oct 6, 2025
ISS and Glass Lewis endorse C&W’s Bermuda redomiciliation, citing governance flexibility and $3M in annual savings.
Property is the world’s largest store of wealth — quadruple global GDP and 20× the value of all gold.
Oct 3, 2025
State restrictions and waning foreign allocations leave U.S. property reliant on domestic syndicates.
Record deals, double-digit yields, and Golden Visa inflows keep Dubai ahead of global peers.
Sep 29, 2025
Illiquidity deepens as capital shuns equity, favoring debt; stranded assets face stalled sales.
+5
15-year hyperscale lease underpins Keppel’s $555M Inzai acquisition at ~4% yield.
Sep 22, 2025
Swift leadership transition signals governance strength and renewed liquidity for CRE’s largest private
Sep 18, 2025
The Fed cut 25 bps to bring the federal funds range to 4.00%–4.25% - Special Institutional Issue — September 17, 2025
Sep 15, 2025
Foreign Capital Backs New Joliet Logistics Build. Mapletree’s 418,880-SF plan lands in a thinning 2026 pipeline, supportive for rents and debt execution.
Sep 12, 2025
Brent drops to ~$67, WTI ~$63 as inventories build; logistics see marginal cost relief but weak demand looms
+9
A firmer print complicates optics, yet futures still price a 25 bps move next week.
Softer PPI and labor revisions pushed spot gold to ~$3,637/oz, just shy of a fresh high. Markets lean to a September cut as the 10-year grazes 4%.
Sep 9, 2025
Brent’s bounce to ~$66 offsets a sharp summer slide, easing hotel utility pressure while volatility lingers.
Yen weakens after PM resignation, Nikkei rallies, gold near records. Stronger USD/JPY reshapes inbound tourism and Japanese capital flows into U.S. CRE.
Sep 5, 2025
A top Barclays CMBS team jump-starts Nomura’s platform as banks retrench.
Distress
The nation’s largest apartment manager is rolling out pricing calculators, AI tools, and resident-facing transparency measures to sustain NOI in a cooling rental market.
Nomura revives CMBS platform with Barclays veterans, targeting trophy assets as U.S. banks retrench.
