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Latest Newsletter
Multifamily Cap Rates Reveal Deep Divide Across U.S. Markets
$41B in trades, 929 deals, and a clear divide in cap rate expectations.
October 16, 2025

Manhattan Office Market Hits 19-Year Leasing High
Financial firms are expanding, tech is doubling down, and $100/SF leases are becoming the norm in NYC.
October 15, 2025

California Wants More Apartments Near Transit. L.A. Isn’t Onboard.
SB79 could spark new multifamily projects across California if local politics don’t stall it first.
October 14, 2025

Cap Rates Hold Firm as Net Lease Market Finds Its Balance
A modest Fed rate cut hasn’t yet moved pricing, but investors remain active across asset types.
October 13, 2025

Single-Asset Sales Surge as Investors Favor Logistics, Retail, and Multifamily
Deals over $100M are surging in logistics, retail, and multifamily, while office and portfolio sales remain stuck in neutral.
October 10, 2025

U.S. Banks Brace for Losses With Wave of CRE Loan Modifications
CRE loan modifications jumped 66% as lenders brace for refinancing challenges.
October 9, 2025