
Public Storage Crosses the Border on a $1.2B Bet
The largest US storage REIT exports its platform into Canada for the first time at scale.
Topic archive
Cross-border capital & world markets
24 published items
🟡Blackstone Trades $1.3B of UK Warehouses for REIT Stake; Eyes Big Yellow Takeover
The private-equity titan pivots from direct ownership to partnership in Britain’s industrial and storage markets.
🟡Fed’s Policy Pivot and the Crossroads for U.S. CRE
The Fed cut 25 bps to bring the federal funds range to 4.00%–4.25% - Special Institutional Issue — September 17, 2025
🟡Hot CPI Print Clouds Fed Path, But Rate Cut Still in Play
A firmer print complicates optics, yet futures still price a 25 bps move next week.
🟡Oil Rebounds on Sanctions Risk—Hotels See Margin Breather Amid Volatility
Brent’s bounce to ~$66 offsets a sharp summer slide, easing hotel utility pressure while volatility lingers.
Nomura's CRE Lending Comeback: CMBS Team Revives U.S. Strategy
Nomura revives U.S. commercial real estate lending with top Barclays CMBS team, targeting high-quality assets amid market distress and record $58.8B first-half issuance.

The largest US storage REIT exports its platform into Canada for the first time at scale.

SOHO China’s co-founder marks her U.S. development debut, signaling global capital’s cautious re-entry into New York’s luxury market.

Transaction momentum returns as pricing discipline holds.

Premium-priced take-private underscores private equity’s conviction that warehouse cash flows outlast public-market fatigue.

Foreign inflows are recalibrating toward yield, governance, and gateway safety as capital costs reshape cross-border strategy.

Degag collapse deepens Europe’s real estate credit strain, prompting tighter underwriting and exposure limits.

ISS and Glass Lewis endorse C&W’s Bermuda redomiciliation, citing governance flexibility and $3M in annual savings.

Property is the world’s largest store of wealth — quadruple global GDP and 20× the value of all gold.

State restrictions and waning foreign allocations leave U.S. property reliant on domestic syndicates.

Record deals, double-digit yields, and Golden Visa inflows keep Dubai ahead of global peers.

Illiquidity deepens as capital shuns equity, favoring debt; stranded assets face stalled sales.

15-year hyperscale lease underpins Keppel’s $555M Inzai acquisition at ~4% yield.

Swift leadership transition signals governance strength and renewed liquidity for CRE’s largest private

Foreign Capital Backs New Joliet Logistics Build. Mapletree’s 418,880-SF plan lands in a thinning 2026 pipeline, supportive for rents and debt execution.

Brent drops to ~$67, WTI ~$63 as inventories build; logistics see marginal cost relief but weak demand looms

Softer PPI and labor revisions pushed spot gold to ~$3,637/oz, just shy of a fresh high. Markets lean to a September cut as the 10-year grazes 4%.

Yen weakens after PM resignation, Nikkei rallies, gold near records. Stronger USD/JPY reshapes inbound tourism and Japanese capital flows into U.S. CRE.

Nomura revives CMBS platform with Barclays veterans, targeting trophy assets as U.S. banks retrench.

The nation’s largest apartment manager is rolling out pricing calculators, AI tools, and resident-facing transparency measures to sustain NOI in a cooling rental market.
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