Signals

Signals are CRE 360 Headlines

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Savills Acquires Eastdil Secured for $1.11B

Investment

Mar 15, 2026

Savills Acquires Eastdil Secured for $1.11B

Global brokerage consolidates capital-markets power with major U.S. advisory acquisition.

CRE360 Editorial Desk

Distress

Mar 15, 2026

JLL markets $350M loan on 225 Bush St

Distressed San Francisco office loan tests buyer appetite for legacy office assets.

CRE360 Editorial Desk

Private Credit Faces Liquidity Test as Blue Owl Moves Loans

CMBC

Mar 15, 2026

Private Credit Faces Liquidity Test as Blue Owl Moves Loans

Asset sales highlight valuation pressure and liquidity management inside private-credit portfolios.

CRE360 Editorial Desk

Insurers deepen push into infrastructure credit

Insurance

Feb 4, 2026

Insurers deepen push into infrastructure credit

States expand targeted capital tools—Arizona toward private infrastructure financing, Wisconsin toward event-driven local demand support.

Omid Shahbazian

Arizona

Feb 4, 2026

Two state updates worth quick follow‐up

States expand targeted capital tools—Arizona toward private infrastructure financing, Wisconsin toward event-driven local demand support.

Omid Shahbazian

Northfield–Columbia Merger Signals Targeted CRE Balance-Sheet Repositioning

Hospitality

Feb 4, 2026

Northfield–Columbia Merger Signals Targeted CRE Balance-Sheet Repositioning

Merger creates scale while forcing early decisions on multifamily concentration and CRE balance-sheet risk.

Omid Shahbazian

AI Infrastructure Construction Is Lifting Hotel Occupancy

Hospitality

Feb 3, 2026

AI Infrastructure Construction Is Lifting Hotel Occupancy

Remote AI data center builds are creating short-term hotel demand spikes near construction hubs.

Omid Shahbazian

Multifamily Absorption Reversal & Construction Pullback

Signals

Feb 3, 2026

Multifamily Absorption Reversal & Construction Pullback

Demand cools after a strong run, but muted construction and shrinking pipelines prevent oversupply, creating a near-term stabilization window for multifamily assets.

Omid Shahbazian

Brookfield to Acquire Peakstone Realty in $1.2B All-Cash Deal

Transaction

Feb 3, 2026

Brookfield to Acquire Peakstone Realty in $1.2B All-Cash Deal

Private capital pays up as industrial-only portfolios replace office-heavy REIT strategies

Omid Shahbazian

ACREC 2026-FL4 Prices: Controlled Credit Re-Enters Transitional CRE

CMBC

Feb 2, 2026

ACREC 2026-FL4 Prices: Controlled Credit Re-Enters Transitional CRE

Two structured credit offerings that have just hit the market and are shaping up as key events

Omid Shahbazian

POWER, POLICY, AND PROJECT RISK CONVERGE

Signals

Feb 2, 2026

POWER, POLICY, AND PROJECT RISK CONVERGE

Why data center projects stall after securing power—and how timing, deliverability, and electrical coordination quietly kill otherwise approved developments.

Omid Shahbazian

Choice Hotels

Feb 2, 2026

Choice Hotels’ Extended-Stay Push Accelerates in 2025

Choice Hotels posts record extended-stay signings and openings, accelerating WoodSpring-led growth across U.S. markets.

Omid Shahbazian

CRE Transactions

Jan 28, 2026

Transaction Volume Finds Its Floor

Rising deal activity reflects pricing acceptance, not renewed speculation across commercial real estate sectors.

CRE360 Editorial Desk

Underwriting

Jan 28, 2026

Underwriting Outweighs Rate Speculation

Treasury yields and credit spreads matter more than Fed policy headlines in today’s deal execution.

CRE360 Editorial Desk

PACE

Jan 28, 2026

Largest C‐PACE Financing in Pennsylvania Closed

Public REIT adoption signals C-PACE’s shift from niche financing to mainstream asset-level capital.

CRE360 Editorial Desk

RMBS

Jan 28, 2026

Lone Star non-prime RMBS tightens spreads

AAA non-prime RMBS prices tighter, signaling strong demand across senior securitized credit.

CRE360 Editorial Desk

CMBC

Jan 28, 2026

Amerant Shifts CRE Loans to Market

Regional bank moves construction and land exposure off balance sheet through whole-loan sales.

CRE360 Editorial Desk

Signals

Jan 28, 2026

First Commonwealth Signals Active Commercial Credit Management in Q4 Earnings

First Commonwealth’s latest earnings reveal proactive commercial loan repositioning, disciplined credit oversight, and steady profitability amid evolving regional banking conditions.

CRE360 Editorial Desk

Eagle Financial reports SBA sale slowdown

SBA Loans

Jan 27, 2026

Eagle Financial reports SBA sale slowdown

The latest quarterly release from Eagle Financial Services shows meaningful pressure on the loan gain‐on‐sale line, not just a reporting footnote.

CRE360 Editorial Desk

Ellington’s $118.5M equity raise reloads liquidity

private capital

Jan 27, 2026

Ellington’s $118.5M equity raise reloads liquidity

Ellington just triggered a fresh capital move that reshapes the mortgage‐credit stack and ripples into whole‐loan demand and REIT financing dynamics.

CRE360 Editorial Desk

ISO‐NE updates forecast capacity margins

Energy

Jan 27, 2026

ISO‐NE updates forecast capacity margins

ISO‐New England just published a new capacity outlook that tightens the near‐term reliability picture across parts of the grid

CRE360 Editorial Desk

Mid‐week regional earnings with CRE exposure

Year-End Report

Jan 26, 2026

Mid‐week regional earnings with CRE exposure

A new diversified credit platform reflects growing institutional appetite for structured private lending amid tighter bank balance sheets.

CRE360 Editorial Desk

Eldridge and Carlyle launch $1.5B credit fund

CMBC

Jan 26, 2026

Eldridge and Carlyle launch $1.5B credit fund

A new diversified credit platform reflects growing institutional appetite for structured private lending amid tighter bank balance sheets.

CRE360 Editorial Desk

Arizona ACC upholds TEP data‐center contract

Signals

Jan 26, 2026

Arizona ACC upholds TEP data‐center contract

Regulators reject rehearing requests, backing negotiated utility contract for large data-center load with safeguards against ratepayer risk.

CRE360 Editorial Desk

Palisades Center heads to public auction

Retail

Jan 26, 2026

Palisades Center heads to public auction

Court-ordered foreclosure auction tests pricing for one of the nation’s largest distressed regional malls.

CRE360 Editorial Desk

Signals

Savills Acquires Eastdil Secured for $1.11B

JLL markets $350M loan on 225 Bush St

Private Credit Faces Liquidity Test as Blue Owl Moves Loans

Insurers deepen push into infrastructure credit

Two state updates worth quick follow‐up

Northfield–Columbia Merger Signals Targeted CRE Balance-Sheet Repositioning

AI Infrastructure Construction Is Lifting Hotel Occupancy

Multifamily Absorption Reversal & Construction Pullback

Brookfield to Acquire Peakstone Realty in $1.2B All-Cash Deal

ACREC 2026-FL4 Prices: Controlled Credit Re-Enters Transitional CRE

POWER, POLICY, AND PROJECT RISK CONVERGE

Choice Hotels’ Extended-Stay Push Accelerates in 2025

Transaction Volume Finds Its Floor

Underwriting Outweighs Rate Speculation

Largest C‐PACE Financing in Pennsylvania Closed

Lone Star non-prime RMBS tightens spreads

Amerant Shifts CRE Loans to Market

First Commonwealth Signals Active Commercial Credit Management in Q4 Earnings

Eagle Financial reports SBA sale slowdown

Ellington’s $118.5M equity raise reloads liquidity

ISO‐NE updates forecast capacity margins

Mid‐week regional earnings with CRE exposure

Eldridge and Carlyle launch $1.5B credit fund

Arizona ACC upholds TEP data‐center contract

Palisades Center heads to public auction

CRE 360 Signal™