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U.S. banks saw a sharp uptick in high-volatility commercial real estate (HVCRE) loans in Q2 2024, with a 20% increase following a four-year low in Q1.

San Francisco could extend rent control to 40% of its renters if voters approve Proposition 33 this November.

The luxury retail market in the U.S. reached $75 billion in 2023, driven by post-pandemic growth, though inflation is cooling demand.

Madison Realty Capital just closed a $2.04B real estate debt fund (the largest in the US YTD). The fund will focus on opportunistic residential, hotels, industrial, and retail properties in major metro areas.

The U.S. commercial mortgage market hit $4.7 trillion in Q2 2024, with delinquencies increasing across several key investor groups.

The gap between the Fed funds rate and the 2-year Treasury yield suggests a recession could be on the horizon.