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  • CRE360 Morning Pulse - October 28th, 2025
    2025/10/28

    In today’s CRE360 Signal Daily Brief, state attorneys general push back on RealPage’s $142 million rent-fixing settlement, keeping regulatory pressure high on multifamily operators. Meanwhile, apartment rents turn negative for the first time in 15 years, institutional investors prepare to re-enter a thawing CRE market, and office loan delinquencies hit new highs. We break down what this means for underwriting, capital flows, and operator strategy heading into 2026.

    Tagline:
    Research-driven. AI-backed. Built for operators. Visit CRE360.ai
    for the full report.

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    4 分
  • CRE360 Morning Pulse - October 27th, 2025
    2025/10/27

    Today’s CRE360 Signal Daily Brief tracks a shifting capital landscape as banks retrench and private credit surges. We break down the 8% pullback in bank CRE lending and how debt funds are filling the gap — at 7–9% rates. Plus, Q3 deal volume jumps 16%, Plymouth Industrial REIT goes private in a $2.1 B buyout, and U.S. office vacancy finally ticks down for the first time since 2019. We close with on-the-ground insight on Dallas’s retail rent boom and what operators should do before year-end.

    Runtime: ≈3 min 50 sec

    Produced by: CRE360 Signal™ — research-driven, AI-backed, and built for operators.

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    3 分
  • CRE360 Morning Pulse - October 24th, 2025
    2025/10/24

    Florida eliminates its 57-year lease tax, reshaping CRE economics statewide. Manhattan posts a 19-year leasing high as firms double down on premium offices. Houston retail landlords hold firm with near-record rents, while investors quietly circle San Francisco’s discounted towers.

    This 3-minute brief unpacks how policy, fundamentals, and selective capital are redrawing the map for U.S. commercial real estate operators.

    Listen for:

    • What Florida’s tax repeal means for cap rates and underwriting.
    • Why NYC is now the benchmark for post-COVID office recovery.
    • How Houston’s supply discipline keeps retail stable amid macro volatility.
    • Where opportunistic capital is finding yield in San Francisco’s distress.

    CRE360 Signal™ — research-driven, AI-backed, and built for operators.

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    4 分
  • CRE360 Morning Pulse - October 23RD, 2025
    2025/10/23

    Today’s episode unpacks the asymmetrical hotel recovery and how capital is flowing elsewhere in commercial real estate.

    • Hotels: Revenues are back, but profits and deals aren’t — with RevPAR near $96, expenses climbing 6%, and transactions stuck at $15 B.
    • Industrial: Manufacturing and reshoring keep the sector in top gear as Embraer, CIP, and NorthPoint push new projects.
    • AI Infrastructure: Meta’s $27 B Blue Owl joint venture marks a new frontier where data centers meet institutional capital.

    Plus, the CRE360 Take on what operators should prioritize heading into 2026: disciplined underwriting, fixed-rate debt, and reliable power partnerships.

    CRE360 Signal™ — research-driven, AI-backed, built for operators.

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    3 分
  • CRE360 Morning Pulse - October 22nd, 2025
    2025/10/22

    Global capital is back in Manhattan — sovereign funds revive the debt market as regional banks tighten and institutional investors rotate to multifamily and logistics. CRE360 breaks down what this means for credit, capital flows, and operator strategy.

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    3 分
  • CRE360 Morning Pulse - October 20th, 2025
    2025/10/20

    🎙 CRE360 Signal Daily Brief — October 20, 2025

    EPISODE TITLE:
    Retail Holds Ground, Industrial Rebounds, and Capital Lines Up for the Maturity Wall

    PODCAST DESCRIPTION (for Beehiiv / Spotify / RSS):
    Today’s CRE360 Signal Daily Brief breaks down how retail is finding its floor as pricing resets, why industrial leasing momentum is back, and where distress investors are preparing to strike ahead of the 2026 maturity wall. Plus: a look at the renewed bid for Manhattan’s trophy office towers.

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    4 分
  • CRE360 Morning Pulse - October 17th
    2025/10/17

    The U.S. hotel market is now two different worlds. Luxury properties are posting +3% RevPAR gains and attracting global capital, while economy hotels are sliding as costs climb and travelers pull back. In this 3-minute brief, CRE360 unpacks how this K-shaped recovery is reshaping investor strategy and what it signals for the next leg of the commercial-real-estate cycle.

    Also in today’s episode:

    • The Fed’s first rate cuts since 2022 and their impact on CRE debt costs
    • Apartment rents fall for the first time since 2009 amid a supply surge
    • Industrial leasing hits record highs as logistics demand accelerates

    Runtime: ≈ 3 min 40 sec
    Tagline: Research-driven. AI-backed. Built for operators.
    🎧 Listen at [CRE360.ai/audio] or wherever you get your podcasts.

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    4 分
  • CRE360 Morning Pulse - October 16th, 2025
    2025/10/16

    Multifamily prices are finally rising again — up 1% year-over-year — as Fed rate cuts and policy tailwinds revive deal flow. CRE360 unpacks the apartment market’s turning point, the global rush for “powered land” in the AI era, and the $40 B BlackRock–Nvidia data center mega-deal reshaping capital markets. Plus, banks extend billions in troubled loans — what that means for refinancing risk heading into 2026.

    Runtime: ~3 minutes
    Theme: Turning the Corner — from defense to disciplined offense in CRE.

    Research-driven. AI-backed. Built for operators.

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    3 分