All Posts
Signals
+1
/
Dec 2, 2025
FHFA-sets-2026-multifamily-caps-88b-each
Dec 1, 2025
El Paso capacity jump reflects a tenant-driven pivot toward border-oriented warehousing and LTL integration
Strategic consolidation and operational focus shape evolving frameworks for scale in logistics asset management.
Nov 24, 2025
October’s 21% jump in U.S. industrial construction starts reveals a two-speed market as megaprojects drive headline growth, outpacing smaller developments.
EQT’s $4.2B exit and rising vacancies mark a maturing U.S. industrial cycle as supply soars, regional splits widen, and capital recalibrates risk and pricing.
Retail
+4
Nov 6, 2025
Divergence in U.S. commercial real estate transaction volumes indicates sector-specific investment opportunities.
Chicago
+3
Nov 3, 2025
E-commerce expansion steadies Midwest warehouse demand as construction revives.
Demand Growth
Oct 29, 2025
Leasing surge resets pricing power in tight nodes
Oct 27, 2025
Balanced fundamentals signal a durable floor in logistics property performance.
Global
Oct 26, 2025
Premium-priced take-private underscores private equity’s conviction that warehouse cash flows outlast public-market fatigue.
+2
Oct 22, 2025
Domestic production and data-center demand keep the industrial engine running hot.
Oct 21, 2025
Large-check capital goes granular as portfolios freeze and sector rotation reshapes U.S. CRE allocation.
Large-Cap Buyers Reprice and Re-Enter NYC Office
GIC and ADIA’s $1.1 billion refinance of Deutsche Bank Center restores confidence in trophy-grade CMBS execution.
Capital
Oct 14, 2025
Asset swap signals shift toward equity partnerships and M&A-driven growth under sustained rate pressure.
Oct 13, 2025
Lenders maintain strong appetite for large, stabilized warehouse portfolios amid a moderating but resilient industrial market.
Oct 6, 2025
Institutional landlords now control 17% of U.S. logistics assets, reshaping valuation, yield, and competition.
+17
Sep 29, 2025
Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.
Office
+6
Vacancy rises modestly, but strong demand and record permits keep Northwest Arkansas resilient against U.S. market slump.
National
Sep 26, 2025
Dallas landlord redeploys into industrial, betting on tight shallow-bay supply and sustained rent growth.
California
Sep 24, 2025
New York Life’s $130M refinancing confirms stabilized infill industrial remains highly financeable in Southern California.
Brokerage
+5
Sep 23, 2025
Biggest residential brokerage consolidation in decades
Baltimore
Stabilized, small-bay portfolio clears at ~$136/SF—mid-6% yield signals durable demand for Beltway last-mile space.
+10
Insurance premiums up 88% in 5 years, $1.4T in real estate at risk. Climate resilience moves from ESG talk to underwriting math.
Sep 22, 2025
Fortress buys four UPS assets; pricing and credit signal resilient industrial financing.
