CRE360 Archive | Commercial Real Estate Market Intelligence

Construction Cost

+1

Tariffs Are Rewriting Every Development Pro Forma

Apr 22, 2026

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3 min read

Tariffs Are Rewriting Every Development Pro Forma

Materials costs are up 12.6% annualized. Sixty percent of developers have paused or killed projects. The basis just shifted underneath the entire pipeline.

Omid Shahbazian

Newsletters

+1

Blackstone's $2B Data Center REIT Reopens IPO Window

Apr 21, 2026

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3 min read

Blackstone's $2B Data Center REIT Reopens IPO Window

S-11 targets stabilized hyperscaler-leased product; pricing will set public-market cap-rate comps for the sector.

Omid Shahbazian

Extended Stay

+2

Apr 20, 2026

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4 min read

How Extended-Stay Became The Last Hotel Product That Still Pencils

Flat ADR, muted RevPAR, and one segment quietly pulling the industry's development pipeline toward itself.

Omid Shahbazian

Newsletters

+2

Delayed Households Are Reshaping Housing Demand

Apr 17, 2026

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6 min read

Delayed Households Are Reshaping Housing Demand

Affordability constraints are deferring formation, creating uneven demand and future volatility across U.S. housing markets

Omid Shahbazian

Office

+3

The Repricing Is Here and Rent Growth Must Carry the Load

Apr 16, 2026

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4 min read

The Repricing Is Here and Rent Growth Must Carry the Load

Cap rates drift higher, costs surge — income is now the only return that matters.

Omid Shahbazian

Flexspace

+2

Apr 14, 2026

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6 min read

Flexspace Growth Masks Structural Gaps in Underwriting Models

Optimistic lease-up assumptions and weak retention modeling are distorting real returns across the flexspace sector.

Omid Shahbazian

Rent Growth

+2

Rental Market Fractures as Supply Reshapes Competition

Apr 13, 2026

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7 min read

Rental Market Fractures as Supply Reshapes Competition

Cooling spreads nationally, but supply-constrained markets remain tight, exposing widening divergence across U.S. rental conditions.

Omid Shahbazian

Weekly Signals

+4

Capital Doesn’t Exit — It Reprices Risk- Weekly Signal

Apr 11, 2026

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10 min read

Capital Doesn’t Exit — It Reprices Risk- Weekly Signal

Refinancing, acquisitions, and distress funds reveal a CRE market splitting by capital strength and asset conviction.

Omid Shahbazian

CRE market

+3

Ceasefire Reprices Rate Expectations as Cut Probabilities Rebound

Apr 10, 2026

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3 min read

Ceasefire Reprices Rate Expectations as Cut Probabilities Rebound

Easing energy risk shifts inflation outlook, driving a rapid reset in rate expectations and forward pricing assumptions.

Omid Shahbazian

Real Estate News

+2

Apr 10, 2026

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6 min read

Inflation Drift Reprices CRE Risk

Markets are positioned for disinflation; a reversal forces immediate repricing across rates, credit, and asset values.

Omid Shahbazian

Real Estate News

+2

Infrastructure Scale Doesn’t Guarantee Returns

Apr 9, 2026

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7 min read

Infrastructure Scale Doesn’t Guarantee Returns

Larger infrastructure assets and ownership stakes show no consistent return advantage, with performance driven more by asset characteristics.

Omid Shahbazian

Real Estate News

+4

Industrial Rent Growth Turns Negative as Supply Catches Up

Apr 8, 2026

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7 min read

Industrial Rent Growth Turns Negative as Supply Catches Up

Industrial rent growth turns negative as rising supply and weaker tenant demand reshape warehouse pricing across all size segments.

Omid Shahbazian

capital market

+1

Geopolitics Reprices CRE Risk—Logistics Gains, Capital Pauses

Apr 7, 2026

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8 min read

Geopolitics Reprices CRE Risk—Logistics Gains, Capital Pauses

Escalating Iran conflict begins transmitting through fuel, supply chains, and investor behavior into U.S. real estate decisions.

Omid Shahbazian

Cryptocurrency

+2

Apr 7, 2026

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7 min read

Tokenization and Cryptocurrency Enter the CRE Capital Stack

Crypto and tokenization begin entering CRE, introducing new ownership models while facing volatility, regulatory, and liquidity constraints.

Omid Shahbazian

Newsletters

+1

Multifamily Construction Shows Early Signs of Stabilization

Apr 6, 2026

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7 min read

Multifamily Construction Shows Early Signs of Stabilization

Multifamily construction shows early stabilization as project starts rise, delays ease, and cost pressures align with inflation.

Omid Shahbazian

Self-Storage

+3

Capital Rotation Signals a Flight to Resilience Across CRE Sectors

Apr 2, 2026

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10 min read

Capital Rotation Signals a Flight to Resilience Across CRE Sectors

Capital is rotating toward resilient CRE sectors as rising rates pressure leveraged assets, exposing credit weaknesses in data centers and favoring stable income properties.

Omid Shahbazian

Newsletters

+1

Credit Markets Are Forcing CRE Price Discovery

Apr 1, 2026

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10 min read

Credit Markets Are Forcing CRE Price Discovery

Loan sales, rising credit stress, and selective transactions signal a capital-driven repricing cycle across U.S. commercial real estate.

Omid Shahbazian

Newsletters

+1

Capital Stack Control Is Rewriting CRE Ownership

Mar 31, 2026

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10 min read

Capital Stack Control Is Rewriting CRE Ownership

Credit investors gain control as distress accelerates and equity loses leverage

Omid Shahbazian

Newsletters

The Exit Door Is Open—But It’s Expensive

Mar 30, 2026

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10 min read

The Exit Door Is Open—But It’s Expensive

Banks are selling, equity is restructuring, and deals are clearing—because holding assets now costs more than exiting.

Omid Shahbazian

CRE CLO

+1

CRE Credit Tightens as New Deals Concentrate Risk

Mar 30, 2026

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3 min read

CRE Credit Tightens as New Deals Concentrate Risk

CRE CLO and CMBS issuance continues, but fewer assets carry more risk inside each structure

CRE360 Editorial Desk

Newsletters

+1

A Post-Crisis Rule Is Gone—And Distressed CRE May Move Faster Because of It

Mar 26, 2026

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8 min read

A Post-Crisis Rule Is Gone—And Distressed CRE May Move Faster Because of It

FDIC removes 2009 acquisition limits, accelerating how failed-bank assets transfer to private capital.

Omid Shahbazian

Newsletters

+1

$875B commercial maturities face 2026 refinancing test

Mar 25, 2026

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8 min read

$875B commercial maturities face 2026 refinancing test

Maturing CRE debt collides with higher rates, exposing refinancing gaps and forcing asset-level repricing.

Omid Shahbazian

Inflation

+1

Mar 19, 2026

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8 min read

Inflation Slows in CPI but Sticky PCE Keeps Rates Elevated

Cooling rents reduce CPI pressure, but core PCE delays financing relief.

Omid Shahbazian

Newsletters

+1

Gen Z Is Bringing Foot Traffic Back to U.S. Malls

Mar 18, 2026

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8 min read

Gen Z Is Bringing Foot Traffic Back to U.S. Malls

Younger shoppers prefer in-store experiences, giving select malls renewed traffic and leasing momentum.

Omid Shahbazian

ARCHIVE

Tariffs Are Rewriting Every Development Pro Forma

Blackstone's $2B Data Center REIT Reopens IPO Window

How Extended-Stay Became The Last Hotel Product That Still Pencils

Delayed Households Are Reshaping Housing Demand

The Repricing Is Here and Rent Growth Must Carry the Load

Flexspace Growth Masks Structural Gaps in Underwriting Models

Rental Market Fractures as Supply Reshapes Competition

Capital Doesn’t Exit — It Reprices Risk- Weekly Signal

Ceasefire Reprices Rate Expectations as Cut Probabilities Rebound

Inflation Drift Reprices CRE Risk

Infrastructure Scale Doesn’t Guarantee Returns

Industrial Rent Growth Turns Negative as Supply Catches Up

Geopolitics Reprices CRE Risk—Logistics Gains, Capital Pauses

Tokenization and Cryptocurrency Enter the CRE Capital Stack

Multifamily Construction Shows Early Signs of Stabilization

Capital Rotation Signals a Flight to Resilience Across CRE Sectors

Credit Markets Are Forcing CRE Price Discovery

Capital Stack Control Is Rewriting CRE Ownership

The Exit Door Is Open—But It’s Expensive

CRE Credit Tightens as New Deals Concentrate Risk

A Post-Crisis Rule Is Gone—And Distressed CRE May Move Faster Because of It

$875B commercial maturities face 2026 refinancing test

Inflation Slows in CPI but Sticky PCE Keeps Rates Elevated

Gen Z Is Bringing Foot Traffic Back to U.S. Malls

CRE 360 Signal™