All Posts
New York
+4
/
Sep 24, 2025
The Fed’s first rate cut in years is already shifting CRE liquidity expectations.
Signals
Surplus lab supply drives double-digit vacancy, forcing owners to weigh conversions, concessions, and distressed sales.
Capital
+2
First rate cut in years reduces financing drag, setting stage for renewed deal flow and selective cap-rate relief.
+3
Marathon’s Richards sees rate cuts driving buyouts, private credit, and CMBS demand.
Distress
$18B U.S. PACE experience drives new global initiative to unify property-linked retrofit financing.
California
New York Life’s $130M refinancing confirms stabilized infill industrial remains highly financeable in Southern California.
All three Manhattan casino proposals rejected; outer boroughs now favored for $11B+ gaming expansion.
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.
