All Posts
CMBC
+2
/
Jan 19, 2026
A growing preference among some lenders to reduce exposure through loan sales, reflecting balance-sheet discipline and refinancing constraints.
capital market
+1
Jan 13, 2026
Cloud and AI tools target forecasting accuracy and grid reliability
Jan 8, 2026
Dissenting Fed voice argues policy remains overly restrictive as inflation cools.
Jan 6, 2026
Tightening spreads point to improving risk appetite before deal volume responds
Newsletters
Jan 5, 2026
Rates are easing, sentiment is improving — but 2026 will be decided by refinancing discipline, not optimism.
Stock Market
Dec 29, 2025
Tariffs, outages, and tight inventories push copper into uncharted territory
Retail
Activist stake intensifies scrutiny as Target restructures leadership and capital priorities.
Dec 15, 2025
Transaction activity is returning unevenly as capital concentrates in assets with clearstructural demand.
Rising distress reflects maturity risk and tighter credit conditions more than widespreaddeterioration in property cash flows.
Commercial Real Estate
Labor cooling, cautious policy easing, and stabilizing sentiment point to normalizationrather than downturn.
Dec 11, 2025
Easing borrowing costs collide with persistent lender caution, keeping project starts in check.
Shifting monetary signals push investors and developers to rethink borrowing and deal strategies.
Housing
Dec 8, 2025
Changing rate incentives and rising retention trends highlight evolving engagement patterns across the mortgage landscape.
Institutional Capital Rises as Investors Bet on Long-Term Growth
Dec 4, 2025
A potential first-of-its-kind SRT could reveal whether investors are willing to absorb the rising credit concentration behind AI and data-center builds.
Top-line rates look steady, but office, lodging, and even industrial are showing deeper cracks that change the risk profile for 2026.
Dec 2, 2025
FHFA-sets-2026-multifamily-caps-88b-each
Dec 1, 2025
Surging originations and billion-dollar fundraising signal a structural shift in financing demand.
