Latest Newsletters

Read the latest CRE Daily newsletter and explore past issues to catch up on any you may have missed.

October 9, 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 8, 2025

Multifamily Market Momentum Falters as Rent Growth Stalls in Q3

Multifamily rents saw rare Q3 declines as new supply flooded the market and leasing momentum softened across key metros.

October 7, 2025

The Gap Between CRE’s Winners and Losers Is the Widest in 40 Years

Higher interest rates and tight supply are redrawing the CRE landscape, with clear winners and losers emerging.

October 6, 2025

Prologis Powers Into AI Era With $8B Data Center Expansion

The company is converting warehouse space to support AI and power infrastructure.

October 3, 2025

CRE Braces for Fallout From Federal Shutdown

Shutdown could stall federal leasing activity and delay billions in CRE investment.

October 2, 2025

Buy or Build? Hines Challenges Conventional Real Estate Cycle Wisdom

The “buy early, build late” mantra doesn’t hold up to the data. Hines research tells a different story.

October 1, 2025

CRE Fundraising on Pace for $129B in 2025

Private funds have already raised $85B this year and are on pace to top $129B by December.

September 30, 2025

Institutional Capital Moves In on Industrial Outdoor Storage

Industrial rents cool, but outdoor storage steals the spotlight with surging demand and big-ticket deals.

September 29, 2025

CRE Prices Post Best Annual Gain Since 2022

Commercial real estate is getting back in growth mode—August delivered the sector’s strongest annual price gains since late 2022.

September 26, 2025

Tenants Take on Private Equity Giant With Nationwide Union Push

More than 1,000 renters across Capital Realty’s portfolio are unionizing to demand repairs, pest control, and stronger protections.

September 25, 2025

Bond Yields Are Driving the Wildest Swings in CRE Values

Bond yields are now the top driver of CRE value swings—hitting some sectors harder than others.

September 24, 2025

Office Market Holds Steady, But Vacancy Still a Drag

Flight-to-quality continues to drive demand, even as overall vacancy remains elevated.

September 23, 2025

Private and Public Real Estate Funds Show Diverging Sector Allocations

New data shows how listed REITs and private funds are taking different sector bets.

September 22, 2025

Multifamily Demand Hits 25-Year High as New Construction Plummets

Surging demand met a shrinking pipeline in Q2 2025, creating one of the strongest quarters for multifamily absorption in decades.

September 19, 2025

D.C. Council Passes Controversial Rental Act Aimed at Overhauling Housing Market

D.C.’s Rental Act brings the biggest changes to tenant-landlord law in decades.

September 18, 2025

Fed Cuts Rates as CRE Awaits Real Impact

The Fed’s first rate cut in 2025 offers relief, but CRE impact may take time to materialize.

September 17, 2025

Wall Street’s Newest A.I. Play: Parking Lots

Wall Street’s biggest players are snapping up parking lots—because A.I. data centers can’t be built without them.

September 16, 2025

Q325 Burns + CRE Daily Fear and Greed Index

The index signals cautious optimism this quarter, though muted deal flow shows the math still doesn’t pencil.

September 15, 2025

Brookfield Eyes $10B Bet on Manufactured Housing Giant Yes! Communities

A potential mega-deal could make Brookfield a dominant force in America’s affordable housing market.

September 12, 2025

Loan Standards Stabilize, But Credit Demand Slips in Q2

Banks are easing up on aggressive tightening, but businesses and borrowers aren’t rushing to take on new debt.

September 11, 2025

The New Magic Number for NYC Developers is 99

NYC developers are shrinking projects to avoid costly wage rules under the new 485-x tax program.

September 10, 2025

Falling Lumber Costs Could Spell Trouble for the Broader Economy

Lumber prices have dropped 24% since early August, hitting their lowest level in a year.

September 9, 2025

CRE Financing Stalled as Rate Cuts Remain Elusive

Investors are still sitting out as policy shifts, election politics, and market volatility keep deal flow muted.

September 8, 2025

Office and Retail Rebound Buoy CRE Credit Ratings—For Now

Despite a sluggish economy, credit ratings in commercial real estate remain surprisingly resilient—thanks in part to a rebound in office and retail leasing.

September 5, 2025

Beige Book Shows Economy in Pause, CRE Still Searching for Momentum

The U.S. economy cooled this summer, as businesses and consumers across most regions pulled back amid rising prices, labor shifts, and growing uncertainty.