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Latest Newsletter
White House Eyes $250B Privatization of Fannie and Freddie
One proposal suggests raising $20B to $30B through an IPO-like structure, with the government’s stake in the entities valued at over $250B.
March 25, 2025

Loan Extensions Hit Record $384B as Lenders Keep Kicking the Can
Nearly half of 2025’s CRE loan maturities were pushed from prior years, as extend-and-pretend remains the go-to move for lenders.
March 24, 2025

Tariffs Threaten to Stall CRE Projects, Push Costs Up 5%
CBRE warns that newly imposed tariffs on steel, aluminum, and other imports could increase construction costs by up to 5%.
March 21, 2025

US Housing Rebounds After Single-Family Construction Surge
Housing starts rose 11.2% in February to 1.5M units, driven by single-family construction.
March 20, 2025

US Housing Rebounds After Single-Family Construction Surge
Housing starts rose 11.2% in February to 1.5M units, driven by single-family construction.
March 20, 2025

Commercial & Multifamily Mortgage Debt Hits $4.79T
Multifamily mortgage debt surged in Q4 2024, according to MBA, outpacing overall CRE debt growth as government-backed lenders and life insurers took the lead.
March 19, 2025