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Latest Newsletter
2025 Rental Market Recap: Demand Soars, Availability Shrinks Across Major Metros
RCI scores climbed across major metros as renters stayed put and supply lagged behind demand.
Class A Rents Climb Higher Even as Occupancy Trails Lower-Tier Apartments
Nationwide effective asking rents fell 0.7% in the year ending October 2025, the steepest annual decline in over four years.
Banks Tiptoe Back Into CRE Lending Even As Old Troubles Stick Around
Delinquencies are flat, but warning signs still flash on bank balance sheets.
Commercial Real Estate: Out of Favor, but Maybe Not for Long
Commercial property is quietly becoming a hedge against overheated markets.
U.S. CRE Prices Tick Up Again, Signaling Continued Market Recovery
October data shows continued momentum in CRE pricing, thanks to falling interest rates and renewed investor confidence.
NYC Landlords Warn of Affordable Housing Defaults Without $1B Lifeline
Landlords of subsidized housing in NYC warn that without $1B in city aid, rising costs and a potential rent freeze could trigger widespread defaults.

