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Latest Newsletters

Newsletters

Inflation Slows in CPI but Sticky PCE Keeps Rates Elevated

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

Omid Shahbazian

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Mar 19, 2026

Newsletters

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

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Mar 18, 2026

Newsletters

Underallocated Investors Begin Reconsidering Commercial Real Estate After Capital Markets Reset

Institutions remain below target allocations as CRE values stay well below 2022 peak.

Omid Shahbazian

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Mar 17, 2026

Newsletters

Construction Backlog Stabilizes but Work Concentrated in Large Data Center Builders

AI infrastructure drives backlog growth while smaller contractors face weaker pipelines.

Omid Shahbazian

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Mar 16, 2026

Newsletters

AI Data Centers Enter the Water Wars

Omid Shahbazian

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Mar 12, 2026

Newsletters

Office Conversions Aren’t New — But the Capital Stack Is

Omid Shahbazian

•

Mar 11, 2026

Newsletters

Core Multifamily Sentiment Improves as Investment Activity Picks Up

CRE360 Editorial Desk

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Mar 10, 2026

Newsletters

Survey Signals Possible Turning Point in Commercial Real Estate Pricing

CRE360 Editorial Desk

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Mar 9, 2026

Newsletters

Phoenix Multifamily Market Hits the Supply Crest

CRE360 Editorial Desk

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Mar 4, 2026

Newsletters

Transaction Volume Is Back — But Don’t Confuse Activity with Recovery

CRE360 Editorial Desk

•

Mar 2, 2026

Newsletters

Debt Markets Stir — But “Capital Is Back” Is the Wrong Take

CRE360 Editorial Desk

•

Feb 25, 2026

Newsletters

Life Insurers Reopen the CRE Debt Window

CRE360 Editorial Desk

•

Feb 24, 2026

Newsletters

Skip the noise. Follow the signal

Latest Newsletters

Inflation Slows in CPI but Sticky PCE Keeps Rates Elevated

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

Underallocated Investors Begin Reconsidering Commercial Real Estate After Capital Markets Reset

Construction Backlog Stabilizes but Work Concentrated in Large Data Center Builders

AI Data Centers Enter the Water Wars

Office Conversions Aren’t New — But the Capital Stack Is

Core Multifamily Sentiment Improves as Investment Activity Picks Up

Survey Signals Possible Turning Point in Commercial Real Estate Pricing

Phoenix Multifamily Market Hits the Supply Crest

Transaction Volume Is Back — But Don’t Confuse Activity with Recovery

Debt Markets Stir — But “Capital Is Back” Is the Wrong Take

Life Insurers Reopen the CRE Debt Window

CRE 360 Signal™