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60,000 Households at Risk as Pandemic-Era Housing Aid Runs Out
Sunbelt Under Pressure as Multifamily Deliveries Peak
Blackstone’s Real Estate Returns Sag Amid Trade War Headwinds
Prologis Cools Its Forecast as Tariff Tensions Shake Warehouse Market
The Newsletter

06 Jul

Good morning. Welcome back to CRE Daily!

RISING STAR

60,000 Households at Risk as Pandemic-Era Housing Aid Runs Out

Tens of thousands of Americans could lose their homes as a critical pandemic-era housing assistance program runs out of money.

THE TAKEAWAY

Sunbelt Under Pressure as Multifamily Deliveries Peak

Sunbelt areas are seeing elevated vacancies and downward pressure on rents, while slower-growth, high-barrier markets remain more stable.

THE TAKEAWAY

Blackstone’s Real Estate Returns Sag Amid Trade War Headwinds

Despite record capital inflows, Blackstone’s real estate profits faltered in Q1, as geopolitical tensions and investor caution dragged on deal activity.

THE TAKEAWAY

Prologis Cools Its Forecast as Tariff Tensions Shake Warehouse Market

The company continues to show restraint in speculative building, reflecting caution in a sector facing oversupply pressure.

THE TAKEAWAY

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