All Posts
CBRE
+2
/
Jan 20, 2026
CBRE Investment Management just hit a major institutional milestone in how capital moves through real estate markets — and it signals where big‐ticket liquidity may be flowing next.
interest rates
+3
Oct 30, 2025
Non-bank lenders seize share as Fed steadies rates, reshaping CRE credit channels.
Retail
Stabilized fundamentals and capital discipline are redefining the retail property cycle.
Newsletters
Oct 27, 2025
U.S. banks are trimming CRE exposure, leaving private credit to fill the void. Debt is available — but at a price.
Global
Oct 26, 2025
Premium-priced take-private underscores private equity’s conviction that warehouse cash flows outlast public-market fatigue.
Miami
Oct 23, 2025
Lower occupancy costs and resilient in-migration keep pricing power tilted to owners—insurance remains the wild card.
Real Estate Finance
Distress signals jump from abstract to benchmark as 1100 Superior resets Midwest office comps.
Capital
+4
Oct 21, 2025
Foreign inflows are recalibrating toward yield, governance, and gateway safety as capital costs reshape cross-border strategy.
Oct 14, 2025
Banker departures and M&A contraction signal leaner underwriting conditions across capital markets and CRE.
Oct 7, 2025
CRE transaction volumes up 10% in 2025 as rates plateau, drawing capital back to multifamily, industrial, and debt-backed dealmaking.
Oct 6, 2025
Federal gridlock injects uncertainty into one of the nation’s most government-dependent metros.
Institutional landlords now control 17% of U.S. logistics assets, reshaping valuation, yield, and competition.
Oct 3, 2025
Regulators allege a secret deal eliminated competition in online multifamily ads
State restrictions and waning foreign allocations leave U.S. property reliant on domestic syndicates.
Investors pivot from secondary retail toward AI, ESG-compliant assets as capital reallocates globally.
+17
Sep 29, 2025
Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.
+5
Sep 26, 2025
Fed Rate Cut Sparks CMBS Revival
Sep 25, 2025
Hotels as Iconic InterContinental Sells for $2
Sep 24, 2025
Marathon’s Richards sees rate cuts driving buyouts, private credit, and CMBS demand.
Office
Sep 22, 2025
The Federal Reserve delivered a long‐awaited 25‐basis‐point rate cut in mid‐September, lowering the Fed funds range to roughly 4.0–4.25
First major public-to-private office deal signals patient capital returning to NYC and SF trophy towers.
Swift leadership transition signals governance strength and renewed liquidity for CRE’s largest private
Manufactured Housing
Big-check capital targets manufactured housing for durable yields and low capex.
Sep 19, 2025
PJM capacity costs jump 6× as hyperscale projects flood Pennsylvania, raising financing risk for CRE linked to power-intensive users.
Investment
Public-private deal unlocks stadium plus 6,000 homes; muni bonds fund infrastructure, private equity funds venue.
