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Inflation

Mar 19, 2026

Inflation Slows in CPI but Sticky PCE Keeps Rates Elevated

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

Omid Shahbazian

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

Newsletters

Mar 18, 2026

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

Underallocated Investors Begin Reconsidering Commercial Real Estate After Capital Markets Reset

Newsletters

Mar 17, 2026

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

Construction Backlog Stabilizes but Work Concentrated in Large Data Center Builders

Newsletters

Mar 16, 2026

Construction Backlog Stabilizes but Work Concentrated in Large Data Center Builders

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

Omid Shahbazian

Newsletters

Mar 12, 2026

AI Data Centers Enter the Water Wars

Utah’s transparency law signals a new regulatory phase for digital infrastructure.

Omid Shahbazian

Office Conversion

Mar 11, 2026

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

Why Washington D.C.’s latest office-to-residential pipeline signals a structural shift in urban redevelopment

Omid Shahbazian

Core Multifamily Sentiment Improves as Investment Activity Picks Up

Newsletters

Mar 10, 2026

Core Multifamily Sentiment Improves as Investment Activity Picks Up

Survey shows improving acquisition sentiment while cap rates, IRR targets and rent assumptions remain largely unchanged.

CRE360 Editorial Desk

Survey Signals Possible Turning Point in Commercial Real Estate Pricing

Cap Rate

Mar 9, 2026

Survey Signals Possible Turning Point in Commercial Real Estate Pricing

Wide cap rate dispersion persists, but CBRE survey suggests stabilization emerging as investors anticipate declining cap rates and renewed transaction activity.

CRE360 Editorial Desk

Phoenix Multifamily Market Hits the Supply Crest

Newsletters

Mar 4, 2026

Phoenix Multifamily Market Hits the Supply Crest

Record deliveries push vacancy higher as Phoenix apartments absorb demand but struggle to keep pace with new supply.

CRE360 Editorial Desk

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

Newsletters

Mar 2, 2026

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

Capital is re-entering the market, but pricing discipline—not momentum—is driving today’s transactions.

CRE360 Editorial Desk

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

Newsletters

Feb 25, 2026

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

Two major CRE CLO issuances show liquidity movement, not a full capital revival.

CRE360 Editorial Desk

Life Insurers Reopen the CRE Debt Window

Debt Markets

Feb 24, 2026

Life Insurers Reopen the CRE Debt Window

Institutional capital is returning selectively—spreads are normalizing, but only assets with durable cash flow are clearing.

CRE360 Editorial Desk

The Week Commercial Real Estate Stepped Out of Denial

Newsletters

Feb 23, 2026

The Week Commercial Real Estate Stepped Out of Denial

Capital tightened, maturities hit, and refinancing assumptions broke.

CRE360 Editorial Desk

Brokerage

Feb 18, 2026

AI Fears Trigger Sharp Sell-Off in Global Brokerage Stocks

Investors question the long-term durability of advisory-driven real estate models as AI disruption fears ripple from tech into property services.

CRE360 Editorial Desk

Insurance

Feb 17, 2026

Insurance Is Now a Gatekeeper in Commercial Real Estate

In 2026, coverage terms and deductibles are influencing leverage, liquidity, and which deals survive credit scrutiny.

CRE360 Editorial Desk

Distress

Feb 16, 2026

Distress Is Forcing Reinvention — And Policy Is Finally Catching Up

Mall distress turns into adaptive reuse playbook

CRE360 Editorial Desk

Brookfield Takes Peakstone Private in $1.2B Industrial Bet

Newsletters

Feb 5, 2026

Brookfield Takes Peakstone Private in $1.2B Industrial Bet

Private capital pays up for a simplified, industrial-only platform as IOS moves into the core allocation.

CRE360 Editorial Desk

Investor Intentions Point to Higher CRE Deal Activity in 2026

CBRE

Feb 4, 2026

Investor Intentions Point to Higher CRE Deal Activity in 2026

Investor Buying Intent Rises for 2026. Survey shows capital is ready, but pricing discipline continues to limit deal volume.

CRE360 Editorial Desk

Multifamily 2026: 3 Market Signals Too Big to Ignore

Newsletters

Feb 3, 2026

Multifamily 2026: 3 Market Signals Too Big to Ignore

2026 is not a year of breakout returns — it’s a year of positioning. Multifamily is coming off a historic supply shock, and the next 18 months will separate defensive assets from opportunistic winners.

CRE360 Editorial Desk

Newsletters

Feb 2, 2026

Debt Is Moving, Risk Is Crystallizing

Institutional insurers and long‐duration capital are actively acquiring CRE debt, especially well‐underwritten or diversified portfolios.

CRE360 Editorial Desk

Inside the Asset: Three Signals Shaping How CRE Deals Are Clearing

Newsletters

Jan 29, 2026

Inside the Asset: Three Signals Shaping How CRE Deals Are Clearing

Insurers and private-credit lenders are reshaping CRE finance, tightening spreads on clean deals while leaving riskier assets structurally expensive.

CRE360 Editorial Desk

Private credit and insurers deepen CRE lending

Newsletters

Jan 28, 2026

Private credit and insurers deepen CRE lending

Insurers and private-credit lenders are reshaping CRE finance, tightening spreads on clean deals while leaving riskier assets structurally expensive.

CRE360 Editorial Desk

Mortgage Pricing Leaves the Market, Returns to Policy

Newsletters

Jan 27, 2026

Mortgage Pricing Leaves the Market, Returns to Policy

FHFA’s $225B agency bond expansion compresses rates while relocating risk

CRE360 Editorial Desk

The Constraint We’ve Been Flagging Is Now Being Enforced

Newsletters

Jan 23, 2026

The Constraint We’ve Been Flagging Is Now Being Enforced

Zoning and grid operators are formalizing limits on data-center growth

CRE360 Editorial Desk

Private Credit and Insurer Capital Surge to Meet CRE Demand

Newsletters

Jan 22, 2026

Private Credit and Insurer Capital Surge to Meet CRE Demand

Beyond the "dry powder" narrative: Real-world liquidity and insurance capacity are finally aligning to unlock CRE deployment.

CRE360 Editorial Desk

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

The Week Commercial Real Estate Stepped Out of Denial

AI Fears Trigger Sharp Sell-Off in Global Brokerage Stocks

Insurance Is Now a Gatekeeper in Commercial Real Estate

Distress Is Forcing Reinvention — And Policy Is Finally Catching Up

Brookfield Takes Peakstone Private in $1.2B Industrial Bet

Investor Intentions Point to Higher CRE Deal Activity in 2026

Multifamily 2026: 3 Market Signals Too Big to Ignore

Debt Is Moving, Risk Is Crystallizing

Inside the Asset: Three Signals Shaping How CRE Deals Are Clearing

Private credit and insurers deepen CRE lending

Mortgage Pricing Leaves the Market, Returns to Policy

The Constraint We’ve Been Flagging Is Now Being Enforced

Private Credit and Insurer Capital Surge to Meet CRE Demand

CRE 360 Signal™