All Posts
Distress
+4
/
Nov 3, 2025
Distress-driven sales and rising vacancies force a repricing in core U.S. office markets, signaling shifts in capital and leasing behavior.
Chicago
+3
E-commerce expansion steadies Midwest warehouse demand as construction revives.
Federal Reserve
Lower yields steady cap rates and reopen deal flow, but underwriting stays defensive.
houston
Tight vacancies and disciplined supply keep Texas retail steady as shoppers slow.
Apartment Rent
National rents fall 0.8% in October as new supply surges; multifamily operators shift from growth to preservation
Hospitality
Leisure demand keeps Florida’s hospitality market near full occupancy as costs and capital tighten
National
+2
Oct 30, 2025
Corporate investment and population growth converge, positioning Texas metros as national CRE accelerators.
rental vacancy
Oct 29, 2025
Supply surge flips pricing power to renters; debt and DSCR now the fulcrum
Real Estate News
Oct 28, 2025
Institutional owners are crystallizing 30–60% losses on Manhattan towers, resetting office values and reopening deal flow.
Robust presales and private wealth equity de-risk a $500M Miami Beach ultra-luxury project before construction begins.
U.S.–Macro
A $70 million buyout secures full ownership of 3025 JFK Blvd—testing conviction in a soft lab market with 34 percent vacancy.
Florida
Oct 24, 2025
Florida’s repeal of its 57-year commercial lease tax reshapes the economics of occupancy and investment.
New York
Oct 23, 2025
Trophy trades return, reprice risk, and reset comps as institutional capital re-engages in Midtown
NYC is rewriting the office cycle: deep flight-to-quality meets real, dated rent prints.
San Francisco
Bargain-basement sales expose a capital reset but hint at slow healing
Southwest (SW)
Oct 21, 2025
Strong population inflows sustain capital and construction momentum, but hospitality and underwriting caution temper the region’s exuberance.
Office
Oct 17, 2025
September’s 8.12% office delinquency rate marks a decisive turn in CRE credit stress.
Retail
Store closures accelerate — yet the remaining footprint proves stronger
Slower borrowing costs thaw CRE capital markets
Newsletters
Oct 15, 2025
The supply wave is finally biting: rents slipped again as new deliveries outpaced demand.
Capital
Powell’s signal that quantitative tightening may end reshapes debt costs and sentiment across real estate finance
As rents post their steepest fall in 15 years, capital tightens underwriting standards and resets yield expectations.
Global
Oct 14, 2025
The private-equity titan pivots from direct ownership to partnership in Britain’s industrial and storage markets.
Banker departures and M&A contraction signal leaner underwriting conditions across capital markets and CRE.
Upgraded GDP forecasts lift CRE confidence, but sticky 3% inflation keeps borrowing costs high.
