Podcast

Nationwide effective asking rents fell 0.7% in the year ending October 2025, the steepest annual decline in over four years.

Delinquencies are flat, but warning signs still flash on bank balance sheets.

Commercial property is quietly becoming a hedge against overheated markets.

October data shows continued momentum in CRE pricing, thanks to falling interest rates and renewed investor confidence.

Landlords of subsidized housing in NYC warn that without $1B in city aid, rising costs and a potential rent freeze could trigger widespread defaults.

On-time payments hit 83.7% in November, up for the third month straight, but late payments continue to weigh down overall performance.