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Latest Newsletter
Vornado’s FFO Climbs as Manhattan Office Leasing Hits a Landlord’s Market
Vornado’s quarter reads like a Manhattan office market tightening back toward landlords, with rents and occupancy climbing.
Democratic Sweep Sends Treasury Yields Lower, Reshapes CRE Outlook
Falling Treasury yields could give CRE a boost, while potential tariff relief and tougher data center regulations reshape the development outlook.
Cousins Buys Into the Land Under Morgan Stanley’s Uptown Dallas Tower
Atlanta’s Cousins buys the ground under Morgan Stanley’s future Uptown tower as banks pile into the district.
Fed Survey Shows Banks Pulling Back on Commercial Property Loans
Lenders are quietly closing the window on easy commercial real estate credit.
Wells Fargo Tops NYC Lender Rankings as the Top 20 Write $36B in Loans
New York’s biggest lenders wrote far larger checks this year, though the number of loans barely moved.
Apartment Openings Fall 27% in 2026 as New York Metro Bucks the Slowdown
Deliveries are retreating across the Sun Belt while New York’s pipeline finally reaches completion.

