All Posts
Office
+1
/
Dec 1, 2025
33M SF underway and stable pricing suggest developers are pacing supply to demand volatility.
Hybrid work cements itself as the dominant force in space demand.
New financial commitments may influence the trajectory of established properties in evolving urban contexts.
Nov 24, 2025
Legal sector expansion offsets office market declines; capital, credit, and trophy buildings benefit as law firms double leasing share.
Distress
+2
Nov 21, 2025
Prime office assets show early pricing stability as sector bifurcates; record CMBS delinquencies and high vacancy shape capital and underwriting discipline.
Nov 18, 2025
Auction of 2.1M sf asset signals lender caution for Midtown’s non-trophy office segment, underscoring divergent capital risk and price discovery in Manhattan.
+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.
Oct 27, 2025
Rising office loan distress is reshaping lender risk tolerance and underwriting discipline.
Oct 23, 2025
Development pipeline contracts further while vacancy remains elevated—select markets lead the adjustment.
Office vacancy declines, leasing activity rebounds—suggesting a new phase of market stabilisation.
Oct 22, 2025
Slug: Traditional lenders retreat as private debt funds reshape CRE’s capital hierarchy Dateline: October 22 2025 — CRE360 Editorial Signal
Capital
+3
Oct 21, 2025
Demand normalizes; capital insists on discipline.
Foreign inflows are recalibrating toward yield, governance, and gateway safety as capital costs reshape cross-border strategy.
Oct 20, 2025
A record 11.13 % CMBS delinquency rate signals a historic office shake-out and a prolonged refinancing crunch.
Oct 17, 2025
September’s 8.12% office delinquency rate marks a decisive turn in CRE credit stress.
New York
Oct 16, 2025
Leasing surge confirms recovery and renews confidence in NYC’s core asset class
+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.
San Francisco
Oct 10, 2025
San Francisco’s 800 Market St. sale at $344/sf signals a new pricing floor as office distress deepens.
Brokerage
+7
Oct 2, 2025
Regulators allege a secret deal eliminated competition in online multifamily ads
Microsoft’s exit leaves Bravern Commons empty, triggering default and underscoring risks of tenant concentration in office underwriting.
Trophy Manhattan offices repriced; equity-led recaps set new comps and reopen execution for patient operators.
Sep 30, 2025
As Landlords Pivot to Housing
Development
Net-leased childcare centers attract repeat buyers with yield premiums and long leases, even as borrowing costs remain high.
Conversions surge as office vacancies mount and housing incentives drive Manhattan’s largest adaptive reuse wave since 2008.
Sep 29, 2025
Trophy listing will benchmark SF office values and financing.
