All Posts
industry
+2
/
Dec 10, 2025
Evolving demand patterns and limited new supply are pushing institutions to reset assumptions across key property sectors.
Signals
+1
Dec 5, 2025
FTC and Colorado force the nation’s largest property manager to disclose full lease pricing upfront — signaling a broader crackdown on opaque fee structures in multifamily.
Dec 4, 2025
Guidance cuts, uneven rent growth, and shifting tenant patterns raise new questions about where multifamily performance goes from here.
A sharp slowdown in permits, absorption, and lease-ups hints at a market entering recalibration—and a supply gap forming for 2026.
Dec 2, 2025
Financial resources act as a catalyst for shaping organizational direction in specialized real estate sectors.
Nov 24, 2025
Rental ‘junk fee’ reforms force underwriting shifts and transparency upgrades across U.S. multifamily sector as operators adapt to patchwork rules.
Surging insurance premiums, flat rents, and regulatory friction upend cash flows and asset sustainability for New York City’s legacy affordable housing.
Nov 19, 2025
Life insurers back select large multifamily loans as capital clusters around stabilized assets, signaling a two-speed Florida market.
Apartment Rent
+3
Nov 3, 2025
National rents fall 0.8% in October as new supply surges; multifamily operators shift from growth to preservation
Newsletters
Oct 28, 2025
Regulatory Overhang for Multifamily
Rent Growth
Oct 27, 2025
Four attorneys general move to block a $141 million rent-fixing settlement, signaling broader regulatory risk for multifamily underwriting.
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.
Oct 15, 2025
The supply wave is finally biting: rents slipped again as new deliveries outpaced demand.
Distress
A major Queens portfolio default exposes the structural fragility of New York’s regulated multifamily credit.
National
As rents post their steepest fall in 15 years, capital tightens underwriting standards and resets yield expectations.
Capital
+5
Oct 13, 2025
The Fed cut rates 25 bps to a 4.00–4.25% target range — the first reduction since 2024 — with futures implying another cut at the Oct 28–29 meeting.
Multifamily rents stall as 475k new units hit the market, driving concessions and soft occupancy.
Oct 8, 2025
Exploding construction costs force Miami developers to reprice projects, rethink feasibility, and cap leverage.
Record-pace leasing and falling vacancies mark a decisive Class A recovery in Manhattan office demand.
Oct 7, 2025
Doral’s vacancy rate surges as immigration policy shifts send Venezuelan renters home.
Florida
Venezuelan outflows trigger vacancies in Doral, accelerating Florida’s broader multifamily rent plateau.
2024’s record deliveries pushed vacancies to ~12%, but with new supply plunging 50%, Texas multifamily is stabilizing fast.
Brokerage
+7
Oct 2, 2025
Regulators allege a secret deal eliminated competition in online multifamily ads
