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Latest Newsletter
Fed Holds Rates Steady, But September Cut Still on the Table
The Fed hit pause on rates once again, but CRE is already looking ahead to September.
August 1, 2025

CMBS Maturities Hit $23B Wall—But It’s No Longer Just ‘Extend and Pretend’
Over $23B in CMBS loans have missed maturity without resolution, up from near zero in 2019.
July 31, 2025

Top Multifamily Markets See Shifting Momentum
While key permitting markets remain consistent, apartment starts are losing steam across most metros.
July 30, 2025

CRE Lending Set to Surge Past 2024 Levels
A strong first half for securitized and agency loans points to a bullish 2025 for commercial real estate debt markets.
July 29, 2025

CRE Prices Hold Steady in Q2 as Market Finds Its Balance
Flat prices and a surge in transaction volume signal that commercial real estate is finally regaining its balance.
July 28, 2025

DFW Defies Industrial Slowdown With Spec Strategy Shift
While most U.S. markets hit pause on industrial builds, Dallas-Fort Worth is still hitting the gas.
July 25, 2025