Alternative lenders fill a growing CRE lending void
As CRE deal volume shows signs of thawing, alternative lenders sit in an excellent position to capture attractive income opportunities.
As CRE supply pressures ease, is optimism ahead?
New commercial real estate deliveries are set to plunge in 2025 and beyond, setting the stage for a improved sentiment in the near term.
CRE investors see an improved market, but prices to lag
Sentiment has improved across the CRE market, as this week’s chart shows. But investors feel better about broad market conditions than asset prices.
Private CRE debt offers a hefty yield premium to cash
This week’s chart looks at private CRE debt’s notable yield premium to cash, even as cash yields are elevated.
Rising home prices support multifamily market
Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.
Despite headlines, CRE fundamentals mostly healthy
Despite the significant headline risk, CRE fundamentals continue to be quite stable. This week’s chart looks at vacancy rates across property types.
