Regulatory
Talk of the SEC’s Proposals
SEC Proposes Amendments to Expand Responsible Retailization of Private Markets — (U.S. Securities and Exchange Commission)
Performance Interval: Statement on Proposals to Facilitate Retail Investor Access to Private Investments — (U.S. Securities and Exchange Commission)
Statement on Proposed Amendments to Adviser Performance-Based Compensation, Interval Fund Modernization, and Multiple Share Class Rules for Closed-End Funds and BDCs — (U.S. Securities and Exchange Commission)
SEC accredited investor exam could expand private-market access — (CNBC)
The U.S. just made it much easier for retail investors to access private markets — (CNBC)
SEC opens ‘responsible retailisation’ era — (Private Debt Investor)
Wall Street Regulator Moves to Expand Access to Private Funds — (Bloomberg)
Private Equity Has a Problem. Uncle Sam Says Your Wallet Can Fix It. — (The Wall Street Journal)
Other
NAIC defends regulatory model following TWG probes — (Private Debt Investor)
Most For, One Against Petition for the SEC to Increase Reg CF Funding Limit to $20 Million — (Crowdfund Insider)
NAA Insights: What Multifamily Should Watch as ROAD to Housing Takes Effect — (CRE Daily)
Macro
Macro Trends
Mega Deals Are Distorting CRE’s Comeback — (CRE Daily)
CRE Heads Into 2027 With Capital to Spend, But Not Everywhere — (CRE Daily)
Commercial Real Estate Recovery: Where the Opportunities Are — (America's Commercial Real Estate Show Podcast)
DWS's Todd Henderson on Real Estate as the AI Immunity Trade — (No Cap Podcast)
Ares Blows Past Target to Raise $4.2 Billion for Secondaries Fund — (The Promote)
US-Canada Fractured Trade Relationship Upends Supply Chains for Developers — (GlobeSt)
Construction Costs
Construction Costs Push More CRE Projects to the Sidelines — (CRE Daily)
U.S. Construction Spending Jumps 0.9% to $2.2T in August — (CRE Daily)
Rates & Lending
Rates
Lenders Warn Commercial Real Estate’s ‘Day Of Reckoning’ Is Close At Hand — (Bisnow)
10-Year Treasury Yield at 5.3% Puts CRE Lenders on Alert — (CRE Daily)
10-Year Treasury Yields and Commercial Real Estate — (Commercial Observer)
Key US Data This Week Seen Bolstering Case for October Rate Hike — (Bloomberg)
Fed’s Barr Says More Hikes Likely Needed as Growth Picks Up — (Bloomberg)
Bonds Are on the Cusp of Sending a Distress Signal on Economy — (Bloomberg)
Why Mortgage Rates Continue to Climb Higher — (Bloomberg)
As Mortgage Rates Hit 7%, the Lock-In Effect Gets Stronger — (Bloomberg)
Investors Flee Mortgage-Backed Securities As Interest Rates Eat At Returns — (Bisnow)
Lending
Dallas Fed: Banks Report Slower CRE Loan Growth — (CRE Daily)
Loan-to-Value Ratios Climb as CRE Lender Competition Heats Up — (CRE Daily)
Life Insurers Writing Riskier Loans To CRE, Setting Off Alarm Bells — (Bisnow)
Construction Costs Reshape CRE Development Financing — (CRE Daily)
Debt Stress
CMBS Delinquency Rate Rose 17 Basis Points in September 2026 — (The CRE Rundown / Trepp)
Multifamily CMBS Delinquency Rate Leads Overall Rate Higher in September — (Yield PRO)
Office CMBS Special Servicing Reaches Record High 15.7% — (CRE Daily)
Hilton and Marriott Flag Over 40% of Securitized Lodging Balance, and Hilton’s Delinquency Rate is Higher — (The CRE Rundown / Trepp)
Limited-Service Hotels Lead CMBS Lodging Stress — (CRE Daily)
What Conduit CMBS Sources and Uses Reveal About the Refinancing Recovery — (The CRE Rundown / Trepp)
Cash-Out Refinancings Reach 55.1% of Conduit CMBS Loans — (CRE Daily)
Receiverships Point to CRE Distress Before Sales Do — (CRE Daily)
The Payoff Problem: Rising Yields, $4.7B in Hard Maturities, & AI’s $4.2T Revenue Gap — (The TreppWire Podcast)
Private Credit
Why NYSNA is focusing on ‘satellite’ exposures — (Private Debt Investor)
Alaska Permanent writes down value of 46 alternatives funds — (Private Debt Investor)
Redemption pressures in US private credit reach inflection — (Private Debt Investor)
Blackstone’s Marshall sees new evolution in corporate financings — (Private Debt Investor)
Opportunistic credit is moving up the priority list — (Private Debt Investor)
A4 & the Flight to Collateral — (Thesis Driven)
Stockdale Found A Gap In The Debt Market. Then It Seized An Opportunity — (Bisnow)
Multifamily
General Market
There is No Such Thing as “Class B/C” Apartments — (Jay Parsons Newsletter)
Multifamily National Report (September 2026) — (Yardi Matrix)
Berkshire’s Bet on US Housing Grows With Lennar Buying Binge — (CRE Daily)
How United Apartment Group plans to hit 50,000 units under management — (Multifamily Dive)
Ep. 1,305: The Real Reason Multifamily Owners Are Selling (Luke McCann, NAI Global) — (Lifetime Cash Flow Through Real Estate Investing Podcast)
Chicago Beats Tertiary Markets for Small Multifamily Investors ft. Cody Ray, and John Warren — (The Best Ever CRE Show Podcast)
What’s Working with Spencer Patton — (Real Estate Espresso Podcast)
The PRIME Weekly: 3,600 rentals. That’s the whole metro. — (REI Prime)
Affordable Housing with Nathaniel Kiger — (Real Estate Espresso Podcast)
Continuum of Care Changes Put $1.8B in Rent Payments at Risk — (CRE Daily)
EP#104: Michael Novogradac | LIHTC Is Under Fire. Is It Still Needed? — (The Rent Roll Podcast)
Supply
The Apartment Pipeline Is More Concentrated Than Metro Data Suggests — (CRE Daily)
Multifamily Construction Outlook Brightens on Financing — (CRE Daily)
BTR and SFR Operators Compete With Homeownership for Renters — (CRE Daily)
Rent
Multifamily Rent Growth Broadens Across Major U.S. Metros — (CRE Daily)
Apartment Concessions Ease Across Major U.S. Markets — (CRE Daily)
National Rent Dips 0.1% in September as Vacancy Falls to 7% — (CRE Daily)
Middle-Income Renters See Sharp Rise in Payment Stress — (CRE Daily)
Chicago Rental Market Becomes Nation’s Most Competitive — (CRE Daily)
Miami Developers Walk a Tightrope Between Filling Apartments and Keeping Them Full — (Bisnow)
NYC Rent Freeze Takes Effect as Court Fight Clouds Lease Renewals — (CRE Daily)
RealPage wins pause on New York’s algorithmic rent-setting ban — (Multifamily Dive)
Sales
Multifamily Fundamentals Improve as Apartment Values Lag — (CRE Daily)
Multifamily Bid-Ask Gap Hinges on Rent Growth Outlook — (CRE Daily)
Office
AI Office Demand Rises 27% Year-Over-Year — (Connect CRE)
Los Angeles Office Market Splits Sharply by Submarket — (CRE Daily)
Half of LA Office Sales in Last 12 Months at a Loss — (Bisnow)
Long Island Office Vacancy Falls Below 12% for First Time Since Q2 2020 — (CRE Daily)
Google Relocation Leads D.C.’s Office Market in Q3 — (Commercial Observer)
Count on Me: Decoding the Federal Government’s Real Estate Portfolio (Ep. 41) — (The Weekly Take Podcast)
European Coworking Firm Enters U.S. With 32K-SF Lease in Downtown L.A.:
InfinitSpace plans to open 30 U.S. locations over the next two years — (Commercial Observer)
Industrial
Industrial Construction Pipeline Grows 32% to 447M Square Feet — (CRE Daily)
Stonelake raises $1bn for opportunistic US industrial fund — (PERE)
Oklahoma City Tops CoStar’s Big-Box Industrial Ranking Again — (CRE Daily)
Tampa, Columbus Lead U.S. Small-Bay Industrial Ranking — (CRE Daily)
Phoenix Industrial Vacancy Falls for 5th Straight Quarter — (CRE Daily)
New Jersey Industrial Market Update — (CRE Daily)
Retail
Retail Sales Jump 6% in August, Boosting CRE Property Demand — (CRE Daily)
Higher Consumer Spending Masks Pressure on Retail Demand — (CRE Daily)
Retail Foot Traffic Splits as August Sales Rise 5.3% — (CRE Daily)
2026 Retail Net Lease Sales Volume and Cap Rates — (CRE Daily)
Edens Raises $850M To Fund Retail Purchases, Developments — (Bisnow)
Data Centers
Data Center Campuses Balloon as AI Drives Land — (CRE Daily)
Lawmakers Are Canceling Data Center Tax Breaks. Developers Are Learning To Adapt — (Bisnow)
CBRE to Data Center Strivers: Backstop or Bust — (The Promote)
Expect more data centre finance deals, but also headwinds — (Private Debt Investor)
Bain: Data Center Spree’s Payoff Hinges On $4.2T In AI Revenue That Doesn’t Exist Yet — (Bisnow)
Nvidia Looks To Insurers To Shoulder Losses For Riskier AI Data Center Tenants — (Bisnow)
Student Housing
Student Housing Preleasing Hits 93% as Rent Growth Slows — (CRE Daily)
Student Housing Developers Getting More Selective on Where to Build — (Bisnow)
Senior Housing & Medical Care
Senior housing occupancy nears record high as majority of markets surpass 90% — (IREI)
BGO acquires 11-property ambulatory surgery center portfolio across nine U.S. markets — (IREI)
NHP Eyes $1.1B Exit From MOB Sector — (CRE Daily)
Self-Storage
SmartStop Plans $140M Self-Storage Expansion — (CRE Daily)
Hospitality
Hotel Rates Reach Record Numbers, Signaling Broad Industry Recovery — (CRE Daily)
The Hotel Industry’s Hot Summer Cooled Down in August — (CRE Daily)
Hilton: 2027 Is the Year of Giving Up on Travel Perfection — (CRE Daily)
LPs
Investing
The Seven Virtues of Great Investors: How to Master the Markets by Mastering Yourself — (Jason Zweig; pre-order, January 2027 release)
Exponential Wealth: Centuries of Stock and Bond Returns — (CFA Institute, Morningstar)
How to Budget for Deferred Maintenance Properly — (Global Investors: Investing in U.S. Real Estate Podcast)
Ep. 1,304: She Went From Zero Deals to Self Storage + Multifamily + Industrial — (Lifetime Cash Flow Through Real Estate Investing Podcast)
Should You Borrow Money to Invest (#335) — (Passive Income MD Podcast)
Veteran passive investor, Jeremy Roll, shares the false assumptions many investors make, including those he made himself. — (Net Zero is a Win)
Copying the 1% won’t make you the 1%. — (Net Zero is a Win)
Why Entrepreneurs Making $1M+ Still Have No Passive Income — (Wealth Without Wall Street Podcast)
Stop Chatting With AI. Start Delegating to It. — (Vyzer Weekly Podcast)
Sold Homes for Others, Now Owns Nearly 1,000 Apartment Units — (The Wealth Clock Podcast)
Live Your BEST Life Now: The Truth About Financial Success — (The Mailbox Money Show Podcast)
The Millionaire Trap: Why Chasing More Money Won’t Make You Happy — (The Mailbox Money Show Podcast)
Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust — (The Long View Podcast)
Jai Jacob: From Jazz Guitar to Wall Street’s Front Lines — (The Blunt Dollar Podcast)
How Direct Index Supercharges the Financial Advisor — (Talking Wealth Podcast)
He Built a $300M+ Company. Here’s How He Thinks About His Own Wealth — (Invest Like a Billionaire Podcast)
What Happens to Your Wealth If You Disappear Tomorrow? — (Financial Freedom with Real Estate Investing Podcast)
What Happens When AI Underwrites a $10M+ Real Estate Deal? — (Financial Freedom with Real Estate Investing Podcast)
LP Roundtable: Self-Lending Funds, Capital Calls, Securitization, and Fund Risk — (PassivePockets Podcast)
REITs & Semi-Liquid Vehicles
Nonlisted REIT sector holds steady as performance gap with listed peers widens — (Real Assets Adviser)
The 10.84% Yield REIT ETF That Pays Monthly Like a Rental Property, Without the Tenants — (24/7 Wall St)
Taxes
Nathan Sosa - Year End Tax Strategies (Ep. 274) — (Real Estate Investor Podcast)
The Tax Mistake That Can Trap Your Real Estate Losses - E1207 — (Cash Flow Connections - Real Estate Podcast)
Property Tax Out of Bounds — (Real Estate Espresso Podcast)
Products & Services
Invest Clearly Pro launched to facilitate investor interactions. — (Invest Clearly)
GPs
‘You have to pay your people’: Fund cost scrutiny squeezes managers — (PERE)
Keep Calm and [No] Carry On — (The Promote Podcast)
Unlock Your Full Potential in Commercial Real Estate (FastTrack training program) — (CRE Analyst)
Raise Capital Legally with Kim Lisa Taylor — (Next Level Income Show)
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