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Vornado’s FFO Climbs as Manhattan Office Leasing Hits a Landlord’s Market
Democratic Sweep Sends Treasury Yields Lower, Reshapes CRE Outlook
Cousins Buys Into the Land Under Morgan Stanley’s Uptown Dallas Tower
Fed Survey Shows Banks Pulling Back on Commercial Property Loans
The Newsletter

06 Jul

Good morning. Welcome back to CRE Daily!

RISING STAR

Vornado’s FFO Climbs as Manhattan Office Leasing Hits a Landlord’s Market
Vornado’s FFO Climbs as Manhattan Office Leasing Hits a Landlord’s Market

Vornado’s quarter reads like a Manhattan office market tightening back toward landlords, with rents and occupancy climbing.

THE TAKEAWAY

Democratic Sweep Sends Treasury Yields Lower, Reshapes CRE Outlook
Democratic Sweep Sends Treasury Yields Lower, Reshapes CRE Outlook

Falling Treasury yields could give CRE a boost, while potential tariff relief and tougher data center regulations reshape the development outlook.

THE TAKEAWAY

Cousins Buys Into the Land Under Morgan Stanley’s Uptown Dallas Tower
Cousins Buys Into the Land Under Morgan Stanley’s Uptown Dallas Tower

Atlanta’s Cousins buys the ground under Morgan Stanley’s future Uptown tower as banks pile into the district.

THE TAKEAWAY

Fed Survey Shows Banks Pulling Back on Commercial Property Loans
Fed Survey Shows Banks Pulling Back on Commercial Property Loans

Lenders are quietly closing the window on easy commercial real estate credit.

THE TAKEAWAY

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