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Latest Newsletter
CRE Lending Up 42% as Markets Show Signs of Recovery
While still trailing pre-pandemic levels, the increase signals a continued rebound across all major asset classes, especially office, senior housing, and hotels.
May 15, 2025

Retail Hits a Wall as Store Closures, Inflation, and Tariffs Stall Recovery
Retailers vacated 6M more square feet than they filled in Q125—the weakest quarter for shopping center leasing since early 2020.
May 14, 2025

CRE Lending Surges in Q1 2025 Despite Market Uncertainty
Commercial real estate (CRE) lending saw a significant rebound in Q1 2025, with banks leading non-agency deals amid volatile market conditions.
May 13, 2025

Tariffs Cast Uncertainty Over Brokerages’ Strong Q1 Earnings
Major commercial real estate brokerages posted solid first-quarter growth, but lingering concerns over U.S. trade policies are tempering optimism for the rest of 2025.
May 12, 2025

Multifamily Rent Growth Holds Steady as Economic Signals Shift
Despite an onslaught of new supply, demand held firm, fueled by a strong labor market and unaffordable for-sale housing.
May 9, 2025

Brookfield Raises $16B for Distressed Real Estate Fund
The move signals rising investor appetite for discounted property bets, fueled by a market correction in CRE and pressure from lenders.
May 8, 2025