Post-Midterms
‘Certainty Will Be The Buzzword’: Stability, Not Sea Change, For CRE Post-Midterm — (Bisnow)
Sunday Summary: Tsunami Time for Real Estate? — (Commercial Observer)
A Blue Wave Meets a Veto Pen: What the Midterms Mean for CRE — (Propmodo)
Florida Voters Approve Property Tax Cuts, Raising Questions for CRE — (Commercial Observer)
Real Estate-Backed Candidates Scored Wins in Several Key Races on Election Day — (The Real Deal)
Inside Real Estate’s Election War Chest — (The Real Deal)
Democratic Sweep Sends Treasury Yields Lower, Reshapes CRE Outlook — (CRE Daily)
Winners and Losers of Texas’ Democratic Sweep — (The Real Deal)
Power, Politics, and Property Values — (The TreppWire Podcast)
Growth Expectations Are Probably Too High | Post-Midterms Macro View, Bond Supply Issue, and QRA — (Monetary Matters Podcast)
Real Estate Was On Tuesday’s Midterm Ballot — (The Real Estate Espresso Podcast)
Opportunity Zones
Treasury Releases New Nationwide Opportunity Zone Map With 6,600 Tracts — (Bisnow)
NYC Claims Nearly Half Of State’s Opportunity Zones, Putting New Neighborhoods In Play — (Bisnow)
New Opportunity Zones May Help California Finish Projects, Not Start Them — (Bisnow)
Why This Upscale Miami District Is Designated a Distressed Opportunity Zone — (The Wall Street Journal)
Opportunity Zones — (The Real Estate Espresso Podcast)
Macro
The time is ripe for entering – or re-entering – sectors — (PERE)
Making the case for real estate: ‘We as an industry need to get our act together’ — (PERE)
MSREI’s Tim Breitenstein: Investors need ‘ammunition’ for more real estate allocation — (PERE)
Managers shift toward asset-first investment strategy — (PERE)
Property Prices Tick Lower — (Green Street)
Rates
Quick Hits | Numbers to Watch: Capital, Costs, and Cash Flow — (Colliers Quick Hits)
Hiring crushes expectations in October, firming up Fed rate hike odds — (Scotsman Guide)
PRIME Weekly: Rates eased again. What’s next for your market? — (REI Prime)
Data Centers
Data Center Industry Reckons With New Roadblocks After Electoral Wipeout — (Bisnow)
Democrats Win Congress As America’s Data Center Backlash Hits The Ballot Box — (Bisnow)
Bank Reportedly Looking To Sell $500M In Data Center Loans Following Elections — (Bisnow)
Stock Sell-Off, Bond Market Jitters Signal Financing Trouble For AI Data Centers — (Bisnow)
The Election Day Revolt That Threatens America’s AI Boom — (The Wall Street Journal)
How the Data Center Backlash Could Play Into the Hands of Big Tech — (The Wall Street Journal)
Post-Election Tech Selloff May Hit Properties Linked to AI — (Commercial Observer)
After Tuesday, the Data Center Industry Is Facing an Allocation Crisis — (Commercial Observer)
Community Benefits Agreements Can Build Trust in Data Center Development — (Commercial Observer)
What CRE Pays for Speed to Power — (Commercial Property Executive)
Realty Income eyes ‘generational thesis’ in data centers despite regulatory risk — (PERE)
Brookfield’s Flatt: It is not ‘physically possible’ to build enough data centers — (PERE)
Congressional Democrats Target Equipment Expensing Rules for Data Centers — (Propmodo)
Data center backlash grows following midterm elections — (Scotsman Guide)
Voters’ data center backlash puts cities in the spotlight, experts say — (Smart Cities Dive)
OpenAI Plans Data Center Rebrand To Make Projects Palatable To Voters — (CRE Daily)
AI Industrial Demand Faces Doubts From Goldman and Apollo — (CRE Daily)
Insurance Costs Outrank Power Limits in CRE Decisions — (CRE Daily)
Voters Say No to Data Centers, Yes to Infill, and Keep a Veto at the Edge — (Trepp)
Multifamily
Brookfield Walks Away From Luxury L.A. Tower Rather Than Refinance — (The Wall Street Journal)
Multifamily Maturities Hit $250B Through 2028 — (CRE Daily)
Multifamily Refinancing Costs Jump 41% as Loans Come Due — (GlobeSt)
Fannie, Freddie flee Mamdani’s rent-freeze train wreck — (The Real Deal)
Arbor’s Looking Glass & ARE’s Pipette Dreams — (The Promote Podcast)
HUD launches ‘express lane’ for LIHTC multifamily construction loans — (Multifamily Dive)
The Hidden Value in Affordable Housing — (The Best Ever CRE Show Podcast)
How Mid-Term Election Results Impact Apartments and SFR — (Jay Parsons Newsletter)
What the midterm results mean for multifamily — (Multifamily Dive)
What the Midterm Results Mean for Multifamily in 2027 — (Multifamily Executive)
Democrats’ Housing Ideas Take Center Stage After Election Rout — (Commercial Observer)
Multifamily Developer Sentiment Slides as Headwinds Persist — (Multifamily Executive)
Multifamily Outlook 2027: 5 Overlooked Risks Leaders Flag — (CRE Daily)
Jay Parsons: Multifamily Has Reached an Inflection Point — (Multifamily Executive)
CoStar Raises 2027 Apartment Rent Growth Forecast to 2.6% — (CRE Daily)
US Apartment Rents Inch Higher in Q3 as Supply Wave Subsides — (Connect CRE)
HUD’s Section 8 Rent Figure Fell 6%. Can You Still Raise Yours? — (REI Prime Podcast)
Rent Declines Hit Last Year’s Hottest States — (CRE Daily)
RealPage Antitrust Case Ends With Nearly $360M In Settlements For Renters — (Bisnow)
ZOM Living Entity Files For Bankruptcy To Fund Fight To Overturn $323M Judgment — (Bisnow)
Office
Commercial Real Estate Distress Heading for Moment of Truth — (Commercial Observer)
Puget Sound’s Office, Industrial Markets Holding Strong — (Connect CRE)
Dallas Office Market on Rise — (Connect CRE)
Manhattan Office Leasing Is Partying Like It’s 2000. Will It Last? — (The Real Deal)
Law Firm Tenants Anchor 99 Office Buildings With $35.4B CMBS — (CRE Daily)
JLL: AI Office Leasing Carries Limited Bubble Risk — (CRE Daily)
Industrial
New Jersey Is On The Verge Of Becoming An Industrial Landlord’s Market — (Bisnow)
Americold Swings to Profit as Cold-Storage Demand Steadies — (The Wall Street Journal)
Industrial’s Demand Caught Up. Now Comes the Hard Part. — (Propmodo)
Industrial hiring is reshaping commercial real estate demand — (Scotsman Guide)
Brookfield and CPP Close LXP Buyout in $5.2B Take-Private — (CRE Daily)
Retail
Simon Property Group Reports Record Occupancy in Q3, Raises Full-Year Outlook — (Commercial Observer)
For Mall Giant Macerich, More Turnaround in Q3 — (Commercial Observer)
First Washington Realty CEO on Building a $9B Retail Empire — (No Cap Podcast)
Credit & Lending
Higher Rates, Economic Uncertainty Push Banks To Tighten CRE Lending Standards — (Bisnow)
CMBS Delinquency Rate Dips to 7.87% as Retail Jumps 63 bps — (CRE Daily)
Starwood Launches Residential Land JV Targeting $1B In Annual Originations — (Bisnow)
Blackstone Cuts BXSL Dividend: What It Means for BCRED — (Accredited Investor Insights)
Following the Private Credit Loan Books — (Monetary Matters Podcast)
Democrats’ midterm sweep could slow private credit’s 401(k) push — (Alternative Credit Investor)
Debt-cost fears may be overblown — (PERE)
Blue Owl Capital nearing first close of credit secondaries fund — (Private Debt Investor)
How much will senior debt’s share of private credit shrink by 2030? — (Private Debt Investor)
CalSTRS pushes for flexible investment process amid private credit growth — (Private Debt Investor)
Why the fundraising picture is increasingly complex — (PEI Private Credit)
Prime Finance Buys $760Mln Loan Portfolio from Blackstone — (Commercial Real Estate Direct)
Non-Traded REITs, BDCs & DSTs
Blackstone’s BCRED Buys Back $2.1B in Q3 as Requests Hold Near 10% — (AltsWire)
KBS REIT III Gets Short Reprieve On $455M In Office Loans — (Bisnow)
BlackRock’s HLEND Prorates Q3 Tender for Third Straight Quarter, Pays $603M — (AltsWire)
Nontraded BDC Net Outflows Reach $4.1B in Q3 as Fundraising Falls to Lowest Level Since 2020 — (AltsWire)
BREIT Sells $7B of Non-Core Assets, Shifts Capital to QTS Data Centers — (AltsWire)
DST Sales Reach Nearly $8.4B Through October, Up 26% From 2025 — (AltsWire)
SmartStop’s Strategic Storage Trust VI Closes SSGT III Merger, Topping $1B in Assets — (AltsWire)
Clearlake Taps Pathway Team for First Wealth-Channel Interval Fund — (AltsWire)
SEC / Regulatory
SEC Raises ‘Small Entity’ Thresholds for Funds and Advisers for First Time Since 1998 — (AltsWire)
Advisors Weigh in on SEC Proposal to Rescind ‘Pay-to-Play’ Rules — (WealthManagement.com)
LPs
Want to Try Alternative Investments? Here’s an Easy Way to Start — (The Wall Street Journal)
Distribution Frequency: The Shortcut That Tells You Everything About an Investment — (The Mailbox Money Show Podcast)
The Real Estate Investments Built to Survive a Down Market — (Wealth Without Wall Street Podcast)
The Investor Lens: What Institutional Capital Is Looking For Right Now — (CRE Daily)
Net Lease Playbook: Institutional Capital & Sale-Leasebacks — (The TreppWire Podcast)
The Rent vs. Buy Gap — (Global Investors Podcast)
Quitting Fox News for Real Estate — (Global Investors Podcast)
Why Investors Are Buying Bonds Again (And Should You?) — (Invest Like a Billionaire Podcast)
From Single Family Rentals to MULTIPLE Real Estate Empires — (Lifetime Cash Flow Through Real Estate Investing Podcast)
He Built an 11,000 Unit Empire... Here’s His Next Move — (Lifetime Cash Flow Through Real Estate Investing Podcast)
Preparing For 2027 Inflection in Global Liquidity | Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets — (Monetary Matters Podcast)
Mark Higgins: Why Every Bubble Feels Different — (The Blunt Dollar Podcast)
Is Avoiding Taxes Costing You Money? — (The Long View Podcast)
Why the Operator Is the Investment — (The Next Level Income Show Podcast)
Breaking Down Our Investment Portfolios — (The Rational Reminder Podcast)
Beyond Hospitality – How Experiential Real Estate Increases Revenue — (The Real Estate Guys Radio Podcast)
GPs
The Broker-Dealer Line When Raising Capital — (The Best Ever CRE Show Podcast)
How To Raise $6M In 45 Days And Closed A $14M Deal — (Cash Flow Connections Podcast)
How Do You Turn a Vacant Building Into 108 Apartments? — (The Wealth Clock Podcast)
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