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March 17, 2025
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Latest Newsletter
CRE Market Recovery Hinges on Borrower-Lender Cooperation
February saw a 30% YoY jump in CRE sales and a second consecutive month of declining CMBS loan distress, indicating that the market may be entering a stabilization phase.
April 11, 2025

Amazon Seeks Partners for $15B Warehouse Expansion Program
After years of pulling back, Amazon is once again eyeing a massive logistics buildout—and this time it’s courting capital partners to get it done.
April 10, 2025

Banks Begin Scrubbing Legacy CRE Debt
Two years after the collapses of Silicon Valley Bank and Signature Bank triggered CRE panic, regional banks are actively working through their balance sheets.
April 9, 2025

Build-to-Rent Hits Record High with 39,000 New Homes in 2024
The jump, which was nearly six times pre-pandemic annual averages, was driven by remote work, affordability challenges, and growing demand for spacious, low-maintenance living.
April 8, 2025

Tariffs Return, Threaten Retail Margins and Prices
New tariffs are rocking retailers—stocks are sliding, supply chains are shifting, and price hikes are now all but certain.
April 7, 2025

Multifamily Gains Ground in March Despite Macro Uncertainty
Advertised asking rents rose $5 nationally in March to $1,755, capping a 0.4% gain for Q1.
April 4, 2025