Macro Trends & Interest Rates
As Mortgage Rates Hit 7%, the Lock-In Effect Gets Stronger — (Bloomberg)
The Hidden Opportunity for Everyday Investors in Rising Bond Yields — (Bloomberg)
The Numbers Need Context: 5%+ Treasury Yields, AI Roadblocks, and Hotel Distress — (The TreppWire Podcast)
What to Make of the September Rate Hike — (PPR Capital Management)
AI & Data Centers
AI’s $10.3T Bet Is Reshaping CRE — (CRE Daily)
Data Center Real Estate: Cap Rates, Costs, and Demand — (America’s Commercial Real Estate Show Podcast)
Data Dump: Even After $700M Deal, Data Center Development Could Soon Slow in Illinois — (The Real Deal)
Multifamily
The Correction Will Get Even More Severe | Sept. 2026 Housing Market Update — (BiggerPockets Podcast)
Apartment Landlords Face a $1.8T Debt Reckoning — (CRE Daily)
Vivmark Boosted August Sales, but Apartment Prices Fell 4.7% YOY — (Multifamily Dive)
RealPage, States Tussle Over Federal Rent Price-Fixing Settlement — (Multifamily Dive)
FBI Investigates Multifamily Syndicator Lurin Capital — (CRE Daily)
LP Deal Review: Red River Development’s 206-Home Waco BTR Project — (PassivePockets Podcast)
Office
US Office Real Estate Crisis Shifts to CMBS Investor Losses — (Bloomberg)
Office Distress Comes for Investors — (CRE Daily)
Brookfield’s $10B YES! & RXR’s OPM Masterclass — (The Promote Podcast)
The Office-to-Resi Conversion Boom Is Just Getting Started, with Joey Chilelli, Vanbarton Group — (The TreppWire Podcast)
Leading Workplaces in the Age of AI — (The Weekly Take Podcast)
Industrial
Self Storage
Three Loans Account for 98% of Self-Storage’s Estimated Refinancing Shortfall Through 2028 — (Trepp)
Student Housing
Student Housing’s Hidden Credit Risk: Low Defaults Mask $1.25 Billion in Sub-1.0x DSCR Loans — (Trepp)
Securitized Student Housing’s Refinance Test: Maturity Risk Builds in 2029 & 2030 — (Trepp)
Private Credit
NAV Loans: Follow the Leverage — (Accredited Investor Insights)
Private Credit Has an Information Problem — (Private Debt Investor)
Blackstone’s Marshall Sees New Evolution in Corporate Financings — (Private Debt Investor)
Insurers’ Borrowing From the FHLB Jumped 14% in H1, Topping $200bn — (Private Debt Investor)
Opportunistic Credit Is Moving Up the Priority List — (Private Debt Investor)
New York Forum 2026: A ‘Stable but Cautious’ Market — (Private Debt Investor)
Inside Performing Second Mortgages: Junior Liens, Private Credit, and Cash Flow, with Shawn Muneio — (PassivePockets Podcast)
SEC / Regulatory
Securities and Exchange Commission to Adjust Accredited Investor Definition at Open Meeting — (Crowdfund Insider)
Lawmakers Demand Probe Into Fraudulent 401(k) Comments — (WealthManagement.com)
LPs
RREEF Property Trust Liquidation: What Happens When the Money Stops Coming In — (Accredited Investor Insights)
50 Posts + 30 Weeks = 4 Lessons — (Net Zero is a Win)
1.06% Gets You the Loan. It Doesn’t Get You the Deal. — (REI Prime)
Why Maxing Out Your 401(k) Hurts High Income Earners Most — (Wealth Without Wall Street Podcast)
How He Replaced His W-2 Income With Real Estate — (Lifetime Cash Flow Through Real Estate Investing Podcast)
The AI Rally Has Done a Number on the Diversified Portfolio — (Bloomberg)
Shall We Repeal the Laws of Economics – Part III — (Oaktree Capital Management)
Active Fixed Income Perspectives — Monthly Pulse: September 2026 — (Vanguard)
GPs
The Hidden Problem with Crowdfunding Real Estate Deals — (The Best Ever CRE Show Podcast)
This AI Agent Analyzes Apartment Deals in Seconds — (Financial Freedom with Real Estate Investing Podcast)
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