Latest Newsletters

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

February 21, 2025

Self-Storage Rent Drops Slow Down in January

US self-storage rents fell just 1.2% YoY in January, easing from steeper drops in previous years.

February 20, 2025

US Housing Starts Slip 9.8% as Builders Pull Back

US housing starts fell 9.8% in January to 1.37M units as rising costs, high mortgage rates, and tariffs pressured builders.

February 19, 2025

CMBS Issuance Surges as Investors Bet Big on 2025

CMBS issuance soared 150% YoY to $115B in 2024, and strong demand is expected in 2025.

February 18, 2025

Small Warehouses Are in High Demand but Short Supply

Despite overall rising industrial availability, sub-100 KSF warehouses remain scarce, with just a 3.9% vacancy rate.

February 17, 2025

Rents Set to Rise as Landlords Regain Leverage

After a period of declining rents, the rental market is shifting back in favor of landlords, setting the stage for price increases nationwide.

February 14, 2025

Apartment Investors Keeps Building Despite Oversupply

Despite a nationwide oversupply, US apartment investors continue building, expecting rental demand to recover by 2026.

February 13, 2025

CRE Lending to Hit $583B in 2025 Amid Wave of Maturities

A record $957B in CRE loans will mature in 2025, but the MBA is projecting $583B in new loans.

February 12, 2025

Investors Bet Big on Senior Housing—But Will Supply Keep Up?

The senior housing market is shifting from oversupply to scarcity as baby boomers hit their 80s, fueling demand while high costs keep new construction slow and affordability uncertain.

February 11, 2025

CRE Lending Gains Momentum as Capital Flows Into the Market

Commercial real estate lending surged in Q4 2024, with CBRE’s Lending Momentum Index up 37% year-over-year, driven by abundant capital, strong fundamentals, and increased bank activity.

February 10, 2025

January Rent Growth Nears Normal but Remains Slightly Below Average

After months of seasonal declines, U.S. apartment rents ticked up in January, though growth still lagged long-term norms.

February 7, 2025

HUD Chief Targets Fannie, Freddie Privatization and Agency Overhaul

New HUD chief Scott Turner is focused on privatizing Fannie Mae and Freddie Mac, cutting costs, and exploring a rebrand.

February 6, 2025

Fed Tightens Credit Standards For Construction, Development Loans

The Fed reported tighter credit standards for construction and development loans in Q4.

February 5, 2025

A&E Real Estate Faces Foreclosure on 3,500-Unit NYC Portfolio

A&E Real Estate is fighting to keep control of a massive multifamily portfolio spanning four boroughs after defaulting on a $506M loan.

February 4, 2025

Equinox Tops Macy’s as NYC’s #1 Retail Tenant

Equinox surpassed Macy’s as Manhattan’s largest retail tenant, occupying 1.3 MSF across 31 locations.

February 3, 2025

Office-to-Resi Conversions Set Record 71K Units

The office-to-residential boom is hitting new highs, but high construction costs, zoning hurdles, and slow approvals could keep many projects stuck on the drawing board.

January 31, 2025

NMHC 2025: Multifamily Investors Play the Waiting Game

Multifamily investors are in wait-and-see mode, but long-term optimism remains strong, writes economist Jay Parsons. Here are his key takeaways from NMHC’s Annual Meeting.