Votes Are Now Underwriting Inputs
Florida’s conditional tax changes and 41 local data-center measures put property assumptions before voters on November 3.
CRE 360 Signal Editorial Desk·Nov 3, 2026
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Data Center Demand And Debt Tell Different Stories
Equinix’s October results and earlier debt-market reports cover different borrowers, instruments and dates.
CRE 360 Signal Editorial Desk·Nov 2, 2026
Landlords Are Selling Stakes To Fund Their Pipelines
Stake sales and a manager-led secondary bring partner capital into three real estate platforms.
CRE 360 Signal Editorial Desk·Oct 30, 2026
Hotel Pipeline Shrinks: Planning Is Not New Supply
Only 1,094 of 5,901 hotel projects are under construction; forecasts and brand conversions need separate treatment.
CRE 360 Signal Editorial Desk·Oct 29, 2026
Multifamily Has Two Prices: $444K Doors, 0.77x Loans
A Fremont sale at roughly $444,500 per apartment contrasts with weak coverage on 25.3% of performing Texas Agency floating-rate balance.
CRE 360 Signal Editorial Desk·Oct 28, 2026
A $90M Loan Funds A $68M Hotel Deal
Hotels sold for half their 2006 price. A Loop tower may fetch under a fifth of its 2019 cost.
CRE 360 Signal Editorial Desk·Oct 27, 2026
CBRE Agrees to Buy Onnec’s Infrastructure Services Business
An agreed £460M acquisition plus contingent payments prices forecast services earnings; Pine Tree’s portfolio appraisal is not its purchase price.
Omid Shahbazian·Oct 22, 2026
Alcoa’s Massena Deal Separates Closing Cash From Power Milestones
Expected $50M–$65M closing proceeds differ from contingent future payments; redevelopment plans still require execution.
Omid Shahbazian·Oct 21, 2026
SITE and Elme Set Distributions at Different Wind-Down Stages
Upcoming distribution dates frame two distinct wind-down stages; Elme has already completed its property sales.
Omid Shahbazian·Oct 20, 2026
Sun Belt Apartment Starts Fell Off A Cliff
Apartment starts peaked in 2022 and fell sharply afterward. Lower supply helps only if owners can finance the wait for local rent recovery.
Omid Shahbazian·Oct 15, 2026
A $2B Cash Bid Prices 21,110 Hotel Keys
TKO's $2B proposal implies about $94,700 per key, while SVC would retain debt and pay termination costs.
Omid Shahbazian·Oct 14, 2026
Announced Is Not Built: The $3.4T Factory Pipeline
About $500B of factories are under construction, while 124 proposed or announced projects represent roughly $3.4T in potential investment.
Omid Shahbazian·Oct 13, 2026
Apartments Stopped Being The Safe Trade
Prices are down 5%, CMBS delinquency is 8%, and $757B of debt matures by 2028.
Omid Shahbazian·Oct 8, 2026
The 10-Year Hit 5.34%. Refinance Math Broke.
Highest Treasury yield since 2002 lands on a $65 billion CMBS maturity wall built on cheaper rates.
Omid Shahbazian·Oct 5, 2026
Howard Hughes Wants To Own Less Real Estate
Ackman's plan to cut equity commitments up to 80% tests whether a developer can become an asset manager.
Omid Shahbazian·Oct 5, 2026
When the Town Becomes the Special Servicer
Victor, N.Y. is moving to condemn five parcels of Eastview Mall to break a CMBS workout it says is starving the asset.
Omid Shahbazian·Sep 28, 2026
The County That Stopped Approving Data Centers Automatically
Prince William cut its by-right overlay 62 percent on an 8-0 vote. Entitlement just became a political asset.
Omid Shahbazian·Sep 27, 2026
Kansas City's Largest Industrial Lease of the Year Just Filled an Underground Warehouse
Allen Distribution took 1.44M square feet inside Link Logistics' limestone-mined Space Center — flagged for confirmation.
Omid Shahbazian·Sep 22, 2026
The County Is Now the Underwriter
279 moratoriums, a 900 MW filing to beat one, a Sept 22 vote, and $2B of development credit that did not blink.
Omid Shahbazian·Sep 22, 2026
The Hike Printed, and the Extension Era Ended
A 12-0 hike to 3.75–4%, sixteen dots pointing higher, and lenders saying they would rather take the loss than extend.
Omid Shahbazian·Sep 18, 2026
Data Center Alley Just Hit Pause
Loudoun County’s 7-1-1 vote, nine moratoriums enacted within 48 hours, and the presence of “2B revolvers” pursuing the sites that had already expressed their approval.
Omid Shahbazian·Sep 17, 2026
Three Retail Prices, One Monday, Five-to-One
Open-air centers have been cleared at $415, $355, and $82 per square foot, which is the underwriting price.
Omid Shahbazian·Sep 16, 2026
The Grid Just Got A Number
One tenant published a power requirement large enough to reprice construction.
Omid Shahbazian·Sep 14, 2026
Two Towers, One Cost Regime, Opposite Outcomes
Producer prices split construction inflation in two. Adaptive reuse is where that split gets settled.
Omid Shahbazian·Sep 11, 2026
The Middle Market Got A Public Price
Two apartment REITs merged at $8.1 billion — and landed on top of a private trade.
Omid Shahbazian·Sep 10, 2026
The Best Bid For Empty Office Came From Retail
Burlington paid for a building that is 4% leased.
Omid Shahbazian·Sep 9, 2026
Four Known Bases, Three Hundred Forty-Two Points Apart
The same week priced one asset at -62% and another at +280%.
Omid Shahbazian·Sep 8, 2026
The Same Buyer Paid Two Prices For One Asset Class
American Healthcare REIT’s $1.268 billion, 21-day streak reveals a massive 53.6% per-unit valuation gap.
Omid Shahbazian·Sep 7, 2026
Texas Is Clearing Apartments at Two Prices
One courthouse, one closing table, forty-eight hours apart.
Omid Shahbazian·Sep 4, 2026
The Same Loan Five Percent More Expensive
Canyon lent BCT $393,000 a door in March. In August it took $415,000.
Omid Shahbazian·Sep 3, 2026
The Court Set the Price Because Nobody Else Would
Philadelphia's largest office complex cleared at $39.77 a foot — and both bidders tried to leave.
Omid Shahbazian·Sep 2, 2026
The 2021 Basis Is the Loss
A stabilized Sun Belt community sold for $21M less than it fetched five years ago.
Omid Shahbazian·Aug 31, 2026
Capital Just Paid A Record For The Hardest Job In Real Estate
Seniors housing is the most operationally intense asset class. Money is bidding it up anyway.
Omid Shahbazian·Aug 25, 2026
A 96-Year-Old Statute Just Repriced Your Cement
Fifty percent lands Saturday on Canadian building materials. USMCA does not exempt you.
Omid Shahbazian·Aug 24, 2026
The Guarantor Who Will Never Occupy the Building
Nvidia agreed to backstop up to $105 billion of an Ohio campus it will not own.
Omid Shahbazian·Aug 20, 2026
The Biggest Landlord in America Starts Today
Two healthy apartment REITs merged. Neither one had to.
Omid Shahbazian·Aug 19, 2026
Industrial's Free Money Ran Out
The premium on new leases halved in a year. That was the engine.
Omid Shahbazian·Aug 18, 2026
The Buildings Are Full. The Rents Just Turned Negative.
Apartment occupancy is holding at its five-year average, and effective rents crossed zero for the first time since COVID.
Omid Shahbazian·Aug 17, 2026
Capital Bets on Getting Old
A public REIT pays 873 million dollars for senior housing and funds it with stock, a demographics-first income stream clearing an institutional hurdle rate.
Omid Shahbazian·Aug 17, 2026
The Lease Term Was the Headline
A 78 million dollar Seattle-area drug plant came with 21 years of rent attached.
Omid Shahbazian·Aug 17, 2026
The Priciest Bet in CRE This Week Was a Hotel
Ryman pays a record 1.38 billion dollars for two Orlando resorts, and funds it with equity.
Omid Shahbazian·Aug 14, 2026
The Office Bid Comes Back, Priced on Rent, Not Ruin
Two office towers just traded on the same thesis: buy the leases, roll them to market, not buy the discount.
Omid Shahbazian·Aug 13, 2026
The Beds Fill as the Boomers Turn Eighty
Senior housing occupancy nears a 20-year high, and owners are selling into the strength.
Omid Shahbazian·Aug 13, 2026
The Hotel Trade Reopened at a Lower Number
Volume is up year over year while price per key resets, so capital is back and it is cheaper.
Omid Shahbazian·Aug 11, 2026
The Tariff Shield Expired. The Cost Floor Didn't.
A temporary tariff cap lapsed on July 24, and every H2 2026 groundbreaking now clears a higher, harder number.
Omid Shahbazian·Aug 10, 2026
The Office Glut Is Becoming the Housing Pipeline
Conversions hit a record 90,300 units as Chicago breaks ground on another.
Omid Shahbazian·Aug 10, 2026
The Capital Market Did Not Freeze. It Sorted.
A $1.63B apartment trade, a 74%-levered warehouse deal, and a record office delinquency all printed in 48 hours. That is the sort.
Omid Shahbazian·Aug 7, 2026
The Grid Became the Deal
A $20 billion AI campus was sited by the megawatt, and paid for with a county's tax base.
Omid Shahbazian·Aug 6, 2026
The Safest Bet in CRE Is Getting Older
Capital is rotating into healthcare real estate because demographics already wrote the demand.
Omid Shahbazian·Aug 5, 2026
The Apartment Pipeline Is Emptying
Starts just hit a 15-year low, and 2027's supply cliff is now on the record.
Omid Shahbazian·Aug 3, 2026
Latest Signals
Florida Amendment 3 Would Lower The Non-School Assessment Cap If Approved
The November 3 vote would change non-school property-tax rules; modeled apartment tax increases depend on replacement millage.
Read SignalTPG And ACORE Expand Opportunistic Real Estate Capital
CRE360 Editorial Desk · Nov 2, 2026
Data Center Risk Reaches 41 Local Measures On November 3
CRE360 Editorial Desk · Nov 2, 2026
Simon To Buy Seattle's University Village After 30-Plus Years Of One Owner
CRE360 Editorial Desk · Nov 2, 2026
California Prop 45 Would Set New Project-Review Deadlines
CRE360 Editorial Desk · Nov 1, 2026
