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Dec 12, 2025
A Rate Cut That Signals Control, Not Accommodation
Dec 11, 2025
Rising transaction volume, tightening supply, and shifting tenant behavior are reshaping CRE’s trajectory as the market moves from correction into normalization.
Dec 10, 2025
A single export carve-out just shifted the trajectory of AI infrastructure, power demand, and data-center economics — and almost nobody is watching it correctly.
Dec 9, 2025
Why record vacancy and renewed investment are unfolding at the same time.
Dec 8, 2025
A year-end look at a market showing rising prices and rising distress at the same time — and what that reveals about 2026.
Dec 5, 2025
Top-line stability hides mounting stress in office, lodging, and parts of industrial as lenders shift toward asset-level scrutiny heading into 2026.
Dec 4, 2025
Institutional capital returns to San Francisco hospitality with Blackstone's four seasons acquisition
Dec 3, 2025
2026 MULTIFAMILY CAPS JUMP TO $176 BILLION
Dec 2, 2025
Two Signals reveal where CRE is actually evolving: financing structures and freight-driven footprints.
Dec 1, 2025
The 2026 Misalignment Begins: earlier rate relief and rising construction costs.
Capital
+1
Nov 29, 2025
JPMorgan has moved its expected first Fed rate cut to December 2025, shifting it forward by a month and triggering an immediate repricing across futures markets.
Nov 24, 2025
Transaction volumes have rebounded across most property sectors.
Nov 21, 2025
Two infrastructures. Two velocities. One CRE landscape behaving in opposite directions.
Nov 19, 2025
Why the same market is accelerating and breaking at the same time.
Nov 18, 2025
Delayed inflation and jobs data push investors into a defensive stance—softening yields while shrinking retail support adds new volatility to equity and CRE-linked markets.
Nov 17, 2025
Institutional capital pivots to global digital infrastructure as BlackRock and ACS’s $27B joint venture signals unprecedented scale and sector dominance.
Nov 14, 2025
Morgan Stanley and GSA finalize a landmark $1B U.S. student housing acquisition, marking renewed institutional conviction in purpose-built student accommodation.
Nov 13, 2025
Latest data signals a notable resurgence in commercial real estate loan origination, led by institutional lenders.
Nov 12, 2025
E-commerce demand drives leasing activity and growth in logistics sector.
Nov 11, 2025
Amazon’s latest land acquisition in Loudoun County highlights the intensifying competition for hyperscale data center sites.
Nov 6, 2025
Amid declining overall CRE deals, investor capital continues to target data centers and industrial assets.
Oct 31, 2025
The Fed’s latest 25-basis-point cut reignites real-estate liquidity — but Powell’s tone keeps discipline front and center.
Oct 30, 2025
The second cut in two months steadies rate expectations and loosens deal flow.
Oct 28, 2025
Regulatory Overhang for Multifamily
+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.
