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Moody’s expects US CRE credit conditions to remain broadly stable in 2026, supported by lower short-term interest rates ...
12/23/2025

Moody’s expects US CRE credit conditions to remain broadly stable in 2026, supported by lower short-term interest rates and modest economic growth.

Easier financing should help refinancing activity pick up, particularly in SASB and CRE CLO markets, with data centers and office assets continuing to drive new issuance.

However, risks remain uneven across property types.

Rising leverage, persistent office vacancies, and potential retail stress could pressure conduit performance, especially in weaker markets. While the outlook suggests stabilization rather than recovery, lenders and investors are likely to stay selective as credit conditions normalize at different speeds across sectors.

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Alphabet is making a bold energy move as AI power demand accelerates.The company is acquiring clean energy developer Int...
12/23/2025

Alphabet is making a bold energy move as AI power demand accelerates.

The company is acquiring clean energy developer Intersect Power in a $4.75B deal, marking the first time a major tech firm buys a renewable energy platform outright.

The move gives Alphabet direct control over power generation for its growing AI data center footprint, especially in energy-rich markets like Texas.

As electricity demand surges for the first time in decades, owning energy infrastructure may become a competitive edge for Big Tech.

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Multifamily transaction volume picked up late in 2025 as private investors stepped in to replace cautious institutional ...
12/22/2025

Multifamily transaction volume picked up late in 2025 as private investors stepped in to replace cautious institutional capital.

With many sellers aiming to close ahead of 2026, flexible buyers helped keep deal flow moving despite slower rent growth and moderated NOI gains.

Cap rates have remained stable, with top-tier assets still trading in the mid-4% range. Underwriting assumptions have only edged higher, reflecting disciplined optimism rather than aggressive pricing. As core funds remain selective, private capital is increasingly setting market values—reshaping who drives pricing in today’s multifamily market.

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Federal real estate had a rocky 2025.Rapid lease cancellation announcements, leadership turnover at the GSA, and shiftin...
12/22/2025

Federal real estate had a rocky 2025.

Rapid lease cancellation announcements, leadership turnover at the GSA, and shifting policy priorities created confusion across office markets, especially in D.C.

While the government did trim its footprint slightly and sold a handful of assets, most large-scale plans stalled. Real clarity may finally arrive in 2026 as agencies report space usage and consolidation decisions move forward.

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Mall investment activity is gaining momentum in 2025, even as consumer sentiment remains near historic lows.More than 38...
12/19/2025

Mall investment activity is gaining momentum in 2025, even as consumer sentiment remains near historic lows.

More than 38 US malls traded in single-asset deals through Q3, already matching all of 2024 and putting this year on pace to be one of the busiest for mall sales in decades.

Improving fundamentals are driving renewed confidence. Occupancy has climbed back to pre-pandemic levels, rent spreads are the strongest among retail asset types, and cap rates have stabilized. With limited new supply and weaker assets already sidelined, investors are increasingly focused on long-term performance rather than short-term sentiment signals.

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Rent has become the biggest reason inflation is easing and staying low.Shelter inflation is now near 3%, while real-time...
12/19/2025

Rent has become the biggest reason inflation is easing and staying low.

Shelter inflation is now near 3%, while real-time rent data shows prices flattening or falling nationwide.

A record apartment supply boom is still working through the market, and because rent feeds into CPI with a lag, its disinflationary impact could last through 2027 or longer. That gives the Fed more room to cut rates, even if other prices stay volatile.

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Oracle is making one of the biggest real estate bets in tech history.The company has committed $248B to long-term data c...
12/18/2025

Oracle is making one of the biggest real estate bets in tech history.

The company has committed $248B to long-term data center leases — up 2,200%+ in two years — to scale its AI cloud business. But with lease terms stretching 15–19 years and customer contracts closer to five, analysts warn a demand slowdown could pressure margins and balance sheets, especially as peers like Microsoft and Google stay more diversified.

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The Fed is changing its playbook, but CRE borrowers may not feel relief anytime soon.By buying short-term Treasurys and ...
12/18/2025

The Fed is changing its playbook, but CRE borrowers may not feel relief anytime soon.

By buying short-term Treasurys and continuing to unwind mortgage-backed securities, the Fed is supporting bank liquidity while keeping long-term rates high.

That means commercial real estate loans remain expensive, limiting deal flow and delaying development.

Until the MBS strategy shifts, financing pressure is likely to persist into 2026.

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Multifamily investors are back and the money is picking favorites.H1 2025 saw transactions rebound as rates eased and co...
12/17/2025

Multifamily investors are back and the money is picking favorites.

H1 2025 saw transactions rebound as rates eased and confidence stabilized. Phoenix leads, Seattle posted the biggest YoY jump, and Sun Belt and Midwest markets are back in focus 📈

Multi-Housing News reported that these metros accounted for over one third of US multifamily sales through June.

🔗 See the full top 10 at the link in bio.

After a multi-year construction surge, US industrial vacancy is expected to climb into 2026, driven largely by oversuppl...
12/17/2025

After a multi-year construction surge, US industrial vacancy is expected to climb into 2026, driven largely by oversupply in large-format buildings across a handful of fast-growing metros.

Big-box properties now account for most available space, pushing vacancy higher even as new development slows.

Smaller industrial assets are telling a different story. Small bay and infill properties continue to see tight vacancies and steady investor demand, supported by limited new supply and proximity to end users. As the market adjusts, performance is increasingly split by building size and location.

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After years of rapid growth, the South is feeling the strain of oversupply.Multifamily vacancy climbed to 9% in Q2 2025,...
12/17/2025

After years of rapid growth, the South is feeling the strain of oversupply.

Multifamily vacancy climbed to 9% in Q2 2025, with urban cores seeing the most pressure as new units outpace demand.

As rent growth slows and concessions rise, investors are rebalancing portfolios toward markets with tighter supply and more stable fundamentals, including the Midwest, suburbs, and select coastal cities.

👉 Tap the link in bio to subscribe to CRE Daily for more timely news, trends, and transactions in commercial real estate.

Capital is finally loosening in commercial real estate.The Q4’25 Burns and CRE Daily Fear and Greed Index climbed to 58,...
12/16/2025

Capital is finally loosening in commercial real estate.

The Q4’25 Burns and CRE Daily Fear and Greed Index climbed to 58, marking the strongest reading of the year and the first time investors report easier access to capital.

Retail continues to lead confidence, office has moved out of contraction, and liquidity is improving across sectors.

Is this the early sign of a broader CRE reset heading into 2026?

👉 Tap the link in bio to read the full Fear and Greed Report.

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