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·Apr 11, 2026
CRE 360 Signal™
Capital & Markets
Interest Rates
Fed policy & the cost of capital
Newsletters on this beat
Interest Rates Signals
Fed Liquidity Backstop Lights Up as Year-End Funding Stress Surfaces
Year-end repo stress forces the Fed to pivot from balance-sheet runoff to active liquidity support, signaling reserve scarcity beneath steady headline rates.
CRE360 Editorial Desk·Dec 31, 2025
Fed’s Latest Rate Cut Highlights Shifting Policy Priorities
Evolving economic signals and internal dissent shape the central bank’s year-end direction.
CRE360 Editorial Desk·Dec 11, 2025
Compliance Shifts Challenge Institutional Stability
Shifting regulatory expectations drive a move toward more adaptive and resilient compliance frameworks.
CRE360 Editorial Desk·Dec 11, 2025
Fed Caution Tempers CRE Rate-Cut Optimism
Fed signals slower easing, sustaining high CRE debt costs as 2026 maturity wall nears; capital markets adjust to protracted refinancing pressure.
CRE360 Editorial Desk·Nov 21, 2025
Hotel Sale Activity Mixed in Q3 2025; Smaller Properties See Active Trading
Two-speed hotel market emerges as Phoenix’s smaller assets trade briskly, while larger hotels see muted activity and tighter lending.
CRE360 Editorial Desk·Nov 14, 2025
Luxury Hotel Pricing Edges Up Among Affluent Travelers as Broader U.S.
Luxury ADR growth contrasts with declining rates in midscale segments, reflecting a bifurcated market.
CRE360 Editorial Desk·Nov 12, 2025
Institutional Value-Weighted Indices Edge Down, Metro-Level Performance Mixed in Q3 2025
Mixed performance in multifamily markets reflects divergent institutional and local investment behaviors.
CRE360 Editorial Desk·Nov 7, 2025
Institutional Sales Edge Up, Smaller Deals Lag in Q3
Divergence in capital markets reflects risk stratification in U.S. CRE.
CRE360 Editorial Desk·Nov 7, 2025
Institutional Deal Volume Edges Up, Private Flows Mixed Across US CRE Sectors
National capital markets show a bifurcated recovery in Q3 2025.
CRE360 Editorial Desk·Nov 6, 2025
Value-Weighted Price Index Firms in Q3 2025, Equal-Weighted Lags; Metro Volumes Show Two-Speed Market
Mixed signals in capital markets highlight diverging asset performance.
CRE360 Editorial Desk·Nov 6, 2025
Fed Signals Hold; CMBS Spreads Mixed as Macro Uncertainty Persists
Federal Reserve's steady rates reflect caution amid mixed CMBS spreads and macroeconomic risks.
CRE360 Editorial Desk·Nov 6, 2025
Two-Speed Market: CRE Value Indices Show Signs of Stability in Q3 2025, Office Remains Lagging
Stability in pricing contrasts with ongoing challenges in the office sector.
CRE360 Editorial Desk·Nov 5, 2025
TF Cornerstone Refinances LIC Multifamily Tower with $347M Loan
Significant refinancing underscores continued confidence in Long Island City’s multifamily market.
CRE360 Editorial Desk·Nov 5, 2025
TPG Closes $2.1B Commercial Real Estate Credit Fund
Cautious debt capital growth amid rising interest rates
CRE360 Editorial Desk·Nov 5, 2025
Fed Cut Sparks Cautious Repricing in U.S. CRE
Lower yields steady cap rates and reopen deal flow, but underwriting stays defensive.
CRE360 Editorial Desk·Nov 3, 2025
Multifamily Lending Reawakens as Rates Fall
Easing policy and tighter spreads revive apartment financing, signaling renewed capital confidence in U.S. multifamily markets.
CRE360 Editorial Desk·Oct 30, 2025
Private Capital Rushes In Amid Fed’s Rate Relief
Non-bank lenders seize share as Fed steadies rates, reshaping CRE credit channels.
CRE360 Editorial Desk·Oct 30, 2025