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Latest Newsletter
Manhattan Office Vacancy Falls to 12.6%, Its Lowest Since Before 2020
Broad-based demand pushed Manhattan office vacancy to its lowest point since before 2020, and tenants are paying up for space.
PIMCO Warns the 10-Year Treasury Yield Could Still Climb Toward 6%
A bond-market veteran says higher yields may not be done, and borrowers should plan for it.
Houston Leads the Nation in Accidental Landlords as Listings Pile Up
Owners who can’t sell are renting instead, flooding Houston’s lease market as for-sale supply hits records.
REITs Shrug Off a 5% Treasury as Fundamentals Take Over
The old low-rate playbook is breaking, and REIT fundamentals are carrying the sector now.
CRE Price Recovery Stalls as Higher Yields Threaten Further Declines
Property prices stopped climbing in September, and a 5% 10-year leaves the weakest sectors little margin.
Manhattan Retail Availability Hits a Record Low as Banks Pile In
Bank branches are scooping up Manhattan storefronts, pushing prime retail availability to its lowest since 2017.

