A daily 3-minute market pulse for commercial real estate investors, operators, and dealmakers. Powered by CRE360 Signal™, each episode delivers sharp insights, key data points, and operator-level takes—faster than you can finish your coffee. If you don’t have time to read, listen here.
…
continue reading
Omid Shahbazian Podcasts
Good morning — the Fed’s latest rate cut pushed the ten-year Treasury below four percent, reopening the debt window and boosting deal flow. Multifamily financing is back, vacancies are steady, and returns are turning positive. In New York, office sales are surging as capital returns.The thirty-year mortgage rate sits at six-point-one-seven percent …
…
continue reading
The Fed just reopened the CRE debt window — and capital is moving again. In today’s episode, we break down the second rate cut in two months, the 10-year Treasury’s drop below 4%, and what it means for deal flow, spreads, and underwriting discipline. We also dig into: Why U.S. multifamily rents just turned negative for the first time since 2020. Ho…
…
continue reading
In today’s CRE360 Signal Daily Brief, state attorneys general push back on RealPage’s $142 million rent-fixing settlement, keeping regulatory pressure high on multifamily operators. Meanwhile, apartment rents turn negative for the first time in 15 years, institutional investors prepare to re-enter a thawing CRE market, and office loan delinquencies…
…
continue reading
Today’s CRE360 Signal Daily Brief tracks a shifting capital landscape as banks retrench and private credit surges. We break down the 8% pullback in bank CRE lending and how debt funds are filling the gap — at 7–9% rates. Plus, Q3 deal volume jumps 16%, Plymouth Industrial REIT goes private in a $2.1 B buyout, and U.S. office vacancy finally ticks d…
…
continue reading
Florida eliminates its 57-year lease tax, reshaping CRE economics statewide. Manhattan posts a 19-year leasing high as firms double down on premium offices. Houston retail landlords hold firm with near-record rents, while investors quietly circle San Francisco’s discounted towers. This 3-minute brief unpacks how policy, fundamentals, and selective …
…
continue reading
Today’s episode unpacks the asymmetrical hotel recovery and how capital is flowing elsewhere in commercial real estate. Hotels: Revenues are back, but profits and deals aren’t — with RevPAR near $96, expenses climbing 6%, and transactions stuck at $15 B. Industrial: Manufacturing and reshoring keep the sector in top gear as Embraer, CIP, and NorthP…
…
continue reading
Global capital is back in Manhattan — sovereign funds revive the debt market as regional banks tighten and institutional investors rotate to multifamily and logistics. CRE360 breaks down what this means for credit, capital flows, and operator strategy.By Omid Shahbazian Powered by CRE360.ai
…
continue reading
Today’s CRE360 Signal Daily Brief unpacks the mixed tone emerging across America’s growth corridor. Phoenix’s build-to-rent boom rolls on — more than 10,000 units under construction — even as Las Vegas tourism dips 8% year-on-year. Texas remains steady with 94% apartment occupancy, while Florida’s retail and housing markets run red-hot amid record …
…
continue reading
🎙 CRE360 Signal Daily Brief — October 20, 2025 EPISODE TITLE: Retail Holds Ground, Industrial Rebounds, and Capital Lines Up for the Maturity Wall PODCAST DESCRIPTION (for Beehiiv / Spotify / RSS): Today’s CRE360 Signal Daily Brief breaks down how retail is finding its floor as pricing resets, why industrial leasing momentum is back, and where dist…
…
continue reading
The U.S. hotel market is now two different worlds. Luxury properties are posting +3% RevPAR gains and attracting global capital, while economy hotels are sliding as costs climb and travelers pull back. In this 3-minute brief, CRE360 unpacks how this K-shaped recovery is reshaping investor strategy and what it signals for the next leg of the commerc…
…
continue reading
Multifamily prices are finally rising again — up 1% year-over-year — as Fed rate cuts and policy tailwinds revive deal flow. CRE360 unpacks the apartment market’s turning point, the global rush for “powered land” in the AI era, and the $40 B BlackRock–Nvidia data center mega-deal reshaping capital markets. Plus, banks extend billions in troubled lo…
…
continue reading
Multifamily rents post their steepest September drop since 2009 as new supply overwhelms demand. Office CMBS delinquencies climb past 8%, rent-stabilized New York portfolios face foreclosure pressure, and only top-tier towers are finding refi lifelines. Plus, the Fed hints at ending QT, nudging yields lower and reopening the CRE debt window — slowl…
…
continue reading
In today’s CRE360 Signal Daily Brief — • Blackstone trades $1.3 B in UK warehouses for a REIT stake and eyes a Big Yellow takeover. • Julius Baer takes fresh real-estate losses amid Europe’s credit crunch. • Goldman’s banker exodus reveals the high-rate deal drought. • U.S. growth surprises to the upside — but inflation stays sticky. • China’s Coun…
…
continue reading
🎧 CRE360 Signal Daily Brief — October 13, 2025 The Fed finally blinks — rate cuts begin, but stress across commercial real estate keeps rising. In today’s 3-minute brief: The Fed’s first rate cut since 2024 sets policy at 4.00–4.25%, signaling a turn in the cycle. Office delinquencies spike to 8.1% as credit remains tight. Property values stabilize…
…
continue reading
Friday, October 10, 2025 — The Federal Reserve’s new disclosure rule could make commercial real estate risk harder to see just as loan modifications surge past $27 billion. We break down what “extend-and-hide” means for lenders, borrowers, and investors. Plus: San Francisco offices trade at 60% discounts, Crow Holdings secures a $1.8 billion retail…
…
continue reading
U.S. commercial property values are finally stabilizing. Green Street’s index turns positive for the first time in two years, even as a federal shutdown stalls projects and freezes $2.1 B in Chicago transit funding. D.C.’s housing market wobbles under job cuts, and the Fed holds its line amid a booming AI economy. In this 3-minute brief, we unpack …
…
continue reading
Private data shows U.S. hiring has cooled sharply — Carlyle’s real-time index estimates just +17,000 new jobs in September, far below expectations, fueling talk of a Federal Reserve pause. We break down what this means for rates, underwriting, and market sentiment. Plus: Manhattan office leasing surges to its strongest pace in two decades, while mu…
…
continue reading
By Omid Shahbazian Powered by CRE360.ai
…
continue reading
By CRE360.ai
…
continue reading
Today’s lead story: Foreign buyers retreat from U.S. real estate. Thirty states now restrict foreign ownership, driving investment volumes to their lowest level since 2011. Liquidity in trophy assets is thinning fast, with domestic syndicates and private credit stepping in to fill the gap. We also cover: Global CRE shifts toward AI-driven data cent…
…
continue reading
In today’s CRE360 Signal Daily Brief: The FTC and five states sue Zillow and Redfin over a $100M rental listings deal regulators say stifled competition. IKEA acquires a $213M SoHo flagship, blending retail with office in a bold urban bet. Fermi REIT raises $682M in a blockbuster IPO to fund an AI data center megacampus. Plus, insights on RXR’s $3.…
…
continue reading
In today’s CRE360 Signal Daily Brief for Friday, September 26, 2025: Trophy property values tick higher for the second straight month, signaling early recovery at the top end of the market. Tariffs push construction costs up nearly 5%, delaying new projects. The hospitality workforce surges beyond pre-COVID levels — but at a 35% higher wage bill. U…
…
continue reading
Episode Title: NYC Conversions Surge, Retail Resilient, and CRE Deal Flow Steady Description: In today’s CRE360 Signal Daily Brief: NYC’s conversion wave hits a 17-year high, with 4.1M sq. ft. of Manhattan offices pivoting to housing. Dallas retail stays liquid as a 183K sq. ft. center trades in a 1031 exchange. Georgia daycare deal highlights inve…
…
continue reading
In today’s CRE360 Signal™ Daily Brief, we break down the seismic shifts reshaping U.S. commercial real estate. National office vacancy surged to an all-time high of 20.7% in Q2 2025, with San Francisco, New York, and Charlotte among the hardest-hit markets. We connect the dots between record vacancies, a looming $290 billion debt wall, and rising d…
…
continue reading
In today’s CRE360 Signal Daily Brief — Friday, September 26, 2025 — we cover the Fed’s rate cut and what it means for commercial real estate finance. CMBS issuance is back, with spreads tightening and coupons dropping to 6.5%, reopening refinancing windows. We also break down Milestone Group’s $1.1B multifamily fund targeting Sun Belt apartments, S…
…
continue reading
In today’s CRE360 Signal Daily Brief, we break down the $230 million acquisition of the InterContinental Times Square by Highgate and Gencom — one of Manhattan’s biggest hotel trades since the pandemic. We’ll also cover Columbia Sussex’s massive renovation play in Daytona Beach, JPMorgan’s $417 million construction loan for a Four Seasons resort in…
…
continue reading
The Fed’s first rate cut in years is already reshaping commercial real estate. In today’s CRE360 Signal Daily Brief, we break down how lower rates are colliding with a record $957 billion in 2025 loan maturities, what it means for cap rates, and why multifamily and industrial are positioned to rebound first. We also cover: New York Life’s $130M ref…
…
continue reading
Compass’s $10B mega-merger with Anywhere Real Estate headlines today’s Brief, reshaping the brokerage landscape as U.S. home sales languish at 30-year lows. We also cover the launch of a national Climate Risk Playbook as insurance costs surge, a Baltimore last-mile industrial sale that shows resilience in logistics, and San Antonio’s bold office-to…
…
continue reading
In this episode of the CRE360 Signal Daily Brief (Sept. 22, 2025), we unpack the Federal Reserve’s first rate cut of the year and why it offers only modest relief for commercial real estate. We also explore Blackstone’s swift leadership transition at its $100 B BREIT fund, UPS’s $368 M sale‑leaseback deal with Fortress, and a looming $2.05 T maturi…
…
continue reading
In today’s CRE360 Signal Daily Brief, we break down Toll Brothers’ $347 million exit from multifamily and Kennedy Wilson’s big bet on U.S. apartments. We also cover Kilroy Realty’s $205 million purchase of a Beverly Hills trophy office campus and the widening gap between office and industrial vacancy rates. The theme across today’s stories: capital…
…
continue reading
Commercial real estate financing remains frozen as the Fed holds rates higher for longer, leaving transaction volumes down nearly 20% year-over-year. In New York, Brookfield’s $400M overhaul of 666 Fifth proves the “flight-to-quality” is alive and well, while the U.S. industrial market cools with vacancy climbing back to 7.1%. In today’s CRE360 Sig…
…
continue reading
Today’s CRE360 Signal Daily Brief covers how the self-storage sector is holding steady in 2025, with occupancy near 90% and values only modestly off peak. We also look at the collapse of San Francisco’s flagship mall — down 84% in value — and a high-leverage industrial deal in Phoenix that signals investor confidence. Resilient cash flow, urban ret…
…
continue reading
The Federal Reserve is expected to reduce its policy rate by 0.25% at the upcoming FOMC meeting, setting a path for additional cuts by year-end. With a high probability of a lowered target range of 4.00–4.25%, capital markets are adjusting.By Omid Shahbazian Powered by CRE360.ai
…
continue reading
Chicago just printed one of its biggest multifamily trades since rates rose, foreign capital is doubling down on Midwest logistics, and selective tech leasing is keeping Manhattan’s trophy towers afloat. Meanwhile, luxury hotels continue to outperform even as broader RevPAR stalls, and Sunbelt multifamily just landed $1.1B in fresh equity. In today…
…
continue reading
“Inflation surprised to the upside in August, but markets still expect a Fed rate cut next week. We break down the numbers and what they mean for capital costs. Also in focus: mortgage rates drop to an eleven-month low, oil prices ease on weak demand, New York Community Bank pulls back from CRE loans, and gold trades near record highs. Plus, the CR…
…
continue reading
Douglas Emmett secures over $1B to refinance coastal multifamily, signaling renewed credit windows ahead of the Fed’s September meeting. Cottonwood raises a $1B war chest for distressed plays, while AJ Capital locks $304M for Graduate Hotels. CRE360 Signal breaks down what these moves mean for operators facing the 2026 maturity wall.…
…
continue reading
Cottonwood closes a $1B opportunistic fund to target the looming CRE maturity wall, while Starwood secures a $930M CMBS refinance for its industrial portfolio. Apartment rents stall under heavy new supply, luxury hotels stay resilient, and economy segments lag. CRE360 Signal explains where distress capital is flowing, which assets still secure fina…
…
continue reading
Oil prices rebound to the mid-sixties, giving hotels short-term utility relief heading into Q4. Markets price a near-certain September Fed cut, creating a refinancing window, while Chicago’s medical office market outperforms with low vacancy and tightening cap rates. CRE360 Signal unpacks how energy swings, monetary policy, and sector fundamentals …
…
continue reading
U.S. apartment construction has fallen to its lowest level in a decade, setting up a supply drought by 2026–27. CRE prices are stabilizing for the first time since 2022, while lifestyle office districts are outperforming with premium rents and faster lease-ups. We break down what this pivot means for investors, developers, and operators positioning…
…
continue reading
Nomura re-enters U.S. commercial real estate lending after nearly three decades, hiring Barclays’ top CMBS team to fill the gap left by retreating banks. We break down what this means for borrowers with trophy assets, the near-$1B Marco Island resort sale testing luxury hospitality cap rates, and why CMBS distress still isn’t translating into force…
…
continue reading
All eyes are on the Federal Reserve. Governor Chris Waller said he supports a September rate cut, with the pace dependent on incoming data. Markets are already pricing in a near-certain move. Futures imply a ninety-two percent chance of a twenty-five basis-point cut at the September seventeenth meeting. The current policy range sits at four and a q…
…
continue reading
Today’s CRE360 Signal™ brief covered the state of U.S. capital markets. The lead story highlighted CBRE’s forecast that 2025 commercial real estate sales will reach $437 billion, about 10% above 2024 but still nearly 18% below pre-COVID norms. Supporting segments focused on tight but functioning credit markets, with June CMBS issuance falling to $0…
…
continue reading
Latest in commercial real estate.By Omid Shahbazian Powered by CRE360.ai
…
continue reading
