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Retail Hits a Wall as Store Closures, Inflation, and Tariffs Stall Recovery
CRE Lending Surges in Q1 2025 Despite Market Uncertainty
Tariffs Cast Uncertainty Over Brokerages’ Strong Q1 Earnings
Multifamily Rent Growth Holds Steady as Economic Signals Shift
The Newsletter

06 Jul

Good morning. Welcome back to CRE Daily!

RISING STAR

Retail Hits a Wall as Store Closures, Inflation, and Tariffs Stall Recovery

Retailers vacated 6M more square feet than they filled in Q125—the weakest quarter for shopping center leasing since early 2020.

THE TAKEAWAY

CRE Lending Surges in Q1 2025 Despite Market Uncertainty

Commercial real estate (CRE) lending saw a significant rebound in Q1 2025, with banks leading non-agency deals amid volatile market conditions.

THE TAKEAWAY

Tariffs Cast Uncertainty Over Brokerages’ Strong Q1 Earnings

Major commercial real estate brokerages posted solid first-quarter growth, but lingering concerns over U.S. trade policies are tempering optimism for the rest of 2025.

THE TAKEAWAY

Multifamily Rent Growth Holds Steady as Economic Signals Shift

Despite an onslaught of new supply, demand held firm, fueled by a strong labor market and unaffordable for-sale housing.

THE TAKEAWAY

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