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Feb 2, 2026
Institutional insurers and long‐duration capital are actively acquiring CRE debt, especially well‐underwritten or diversified portfolios.
Jan 29, 2026
Insurers and private-credit lenders are reshaping CRE finance, tightening spreads on clean deals while leaving riskier assets structurally expensive.
Jan 28, 2026
Jan 27, 2026
FHFA’s $225B agency bond expansion compresses rates while relocating risk
Jan 23, 2026
Zoning and grid operators are formalizing limits on data-center growth
Jan 22, 2026
Beyond the "dry powder" narrative: Real-world liquidity and insurance capacity are finally aligning to unlock CRE deployment.
Jan 21, 2026
CRE didn’t crash or recover — it stalled. Hospitality cleared early, while other sectors delayed price discovery and stored risk.
Jan 20, 2026
CMBC
+2
Jan 19, 2026
A growing preference among some lenders to reduce exposure through loan sales, reflecting balance-sheet discipline and refinancing constraints.
Jan 13, 2026
A massive private credit raise underscores banks’ retreat and cements non-bank lenders as CRE’s primary capital source.
Jan 8, 2026
Institutional investors favor duration, structure, and cash-flow certainty over growth amid persistent rate uncertainty.
Jan 7, 2026
Shorter leases, selective industrial softness, and defensive operations signal a market prioritizing flexibility over expansion.
Jan 5, 2026
Agency lending capacity rises as federal housing priorities remain firmly anchored.
+1
Rates are easing, sentiment is improving — but 2026 will be decided by refinancing discipline, not optimism.
Dec 31, 2025
Capital Re-Engagement Is Selective — Not Broad — as 2025 Closes
Hospitality
Dec 30, 2025
Overview of Hospitality & Extended Stay performance in 2025 and what to expect in 2026
Dec 29, 2025
Overview of industrial performance in 2025 and what to expect in 2026
Dec 24, 2025
Overview of retail performance in 2025 and what to expect in 2026
Dec 23, 2025
Overview of Data Centers performance in 2025 and what to expect in 2026
Dec 22, 2025
Overview of Multifamily performance in 2025 and what to expect in 2026
Dec 19, 2025
Record clearing price coincides with a 6,600-MW shortfall, signaling tighter reliability and higher power costs ahead.
Dec 18, 2025
Corporate acquirers drove Q3 hospitality M&A as assets tied to repeat demand and operating scale gained favor.
Dec 16, 2025
Foreign investors re-engage U.S. real estate as rate cuts lower hedging costs, improve yields, and stabilize currency-adjusted returns heading into 2026.
Dec 15, 2025
Fed cuts revive CRE liquidity, but only disciplined operators will capitalize as capital flows cautiously back into the market.
Dec 12, 2025
A Rate Cut That Signals Control, Not Accommodation
