All Posts
interest rates
+3
/
Oct 30, 2025
Non-bank lenders seize share as Fed steadies rates, reshaping CRE credit channels.
Retail
Stabilized fundamentals and capital discipline are redefining the retail property cycle.
Newsletters
+2
Oct 27, 2025
U.S. banks are trimming CRE exposure, leaving private credit to fill the void. Debt is available — but at a price.
Global
Oct 26, 2025
Premium-priced take-private underscores private equity’s conviction that warehouse cash flows outlast public-market fatigue.
Miami
Oct 23, 2025
Lower occupancy costs and resilient in-migration keep pricing power tilted to owners—insurance remains the wild card.
Real Estate Finance
Distress signals jump from abstract to benchmark as 1100 Superior resets Midwest office comps.
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
Banker departures and M&A contraction signal leaner underwriting conditions across capital markets and CRE.
Oct 7, 2025
CRE transaction volumes up 10% in 2025 as rates plateau, drawing capital back to multifamily, industrial, and debt-backed dealmaking.
Oct 6, 2025
Federal gridlock injects uncertainty into one of the nation’s most government-dependent metros.
Institutional landlords now control 17% of U.S. logistics assets, reshaping valuation, yield, and competition.
Oct 3, 2025
Regulators allege a secret deal eliminated competition in online multifamily ads
State restrictions and waning foreign allocations leave U.S. property reliant on domestic syndicates.
Investors pivot from secondary retail toward AI, ESG-compliant assets as capital reallocates globally.
+17
Sep 29, 2025
Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.
+5
Sep 26, 2025
Fed Rate Cut Sparks CMBS Revival
Sep 25, 2025
Hotels as Iconic InterContinental Sells for $2
Sep 24, 2025
Marathon’s Richards sees rate cuts driving buyouts, private credit, and CMBS demand.
Office
Sep 22, 2025
The Federal Reserve delivered a long‐awaited 25‐basis‐point rate cut in mid‐September, lowering the Fed funds range to roughly 4.0–4.25
First major public-to-private office deal signals patient capital returning to NYC and SF trophy towers.
Swift leadership transition signals governance strength and renewed liquidity for CRE’s largest private
Manufactured Housing
Big-check capital targets manufactured housing for durable yields and low capex.
Sep 19, 2025
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.
+7
Sep 16, 2025
markets price 75 bps of easing by year-end
