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Latest Newsletter
New York’s Insurance Spike Is Squeezing CRE Deals
Insurance is becoming one of the biggest variables in New York deal math.
Banks Boost Apartment Lending Even as Troubled Loans Increase
CRE loan growth nearly doubled in 2025, but rising nonaccruals tell a deeper story.
Small Town CRE Gains Ground as Big City Assets Slide
Investors are stepping back into the market, but they’re starting at the lower end of the price spectrum.
NYC’s $21B Bet on Sunnyside Yard Hinges on Trump
A 12,000-unit mega project over active rail lines faces steep costs, complex engineering, and a critical federal ask.
CRE Turns ‘Cheap’ Relative to Stocks for First Time in 20 Years
A rare pricing gap between real estate and stocks could mark an inflection point for investors.
Austin’s Rent Slump Is Ending—And Investors Are Betting on a Rebound
After 10 straight quarters of declines, Austin rents may be poised to rise as new apartment supply drops sharply.

