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Latest Newsletter
Bank CRE Reserves Are Falling — But the Timing Could Not Be Worse
Just as lenders were starting to breathe easier on commercial real estate, the macro environment decided to make things interesting again.
Apartment Construction Has Literally Disappeared in 16 Major Markets
In 16 major U.S. apartment markets, there isn’t a single unit under construction — and in some of them, that’s starting to look less like a problem and more like an opportunity.
Texas BTR Is Tightening While the Rest of the Country Softens
While the national build-to-rent market works through its supply hangover, Texas is running a different playbook entirely.
Amazon is Back — and It’s Shopping for Warehouses Again
Amazon spent two years subletting warehouses and canceling deals — now it’s back with a bigger budget and a wishlist for properties.
RXR’s $1.1B Bet Signals Turning Point for NYC Offices
A $1.1B Manhattan deal is doing more than making headlines, it’s resetting the office market.
Sun Life Goes All-In on Asset Management and U.S. Apartments
A $350M apartment acquisition and two billion-dollar buyouts underscore Sun Life’s aggressive growth pivot.

