Data Centers & AI
Moratoriums Are Just One of 11 Data Center Restrictions — (CRE Daily)
Blackstone’s Steve Schwarzman: Data center backlash will ‘amplify scarcity’ — (PERE)
CoreWeave’s Debt Troubles Fuel Fears of a Neocloud Reckoning — (Bisnow)
ANALYSIS: Oracle delay puts spotlight on pre-RFS risk in data center financing — (New Project Media)
AI Boom Keeps Data Center Supply Chains Stretched To The Breaking Point — (Bisnow)
Data Centers Fuel Busiest Industrial Market Since 2022 — (Bisnow)
Welcome to Data Centerville, U.S.A.: How One Asset Class Changed Loudoun County, Va. — (Commercial Observer)
ORIGINATION: US, Korea pursuing USD 22.3bn+ Texas project under development by NextEra, Related Digital — (New Project Media)
Investing in AI and Datacenters — (PitchBook)
CRE From Brookfield to Prologis Embraces AI and Its Next Phase — (GlobeSt)
Six AI Investment Opportunities Beyond Data Centers — (GlobeSt)
Greenbuild Special Report: Data Centers More Sustainable Than You Think — (Commercial Property Executive)
Coreweave’s a Zero | George Noble on Why He’s Short Neoclouds… — (Monetary Matters Podcast)
Where Alpha Goes to Die & the CoreWeave Canary — (The Promote Podcast)
Why Locate Here? — (The Real Estate Espresso Podcast)
Multifamily
Apartment Borrowing Conditions Hit Their Worst Level Since 2023 — (CRE Daily)
September’s Hike Blows a $6.8B Hole in Apartment Debt — (CRE Daily)
Blackstone’s $1.3B Multifamily Loan Hits Special Servicing After Missing Maturity — (Bisnow)
Multifamily CMBS delinquency and servicing rates rose yet again — (Multifamily Dive)
Two Sponsors Account for 89.0% of Delinquent SASB Multifamily Balance — (Trepp)
Denver Multifamily Watchlist Tops $3.8B Ahead of Delinquencies — (CRE Daily)
In Texas, 25% of Performing Floating-Rate Agency Multifamily Balance Reports Debt Service Coverage Below 1.0x — (Trepp)
The latest CMBS distress signals weak spots in the US multifamily market — (PERE)
Multifamily starts fell in September amid high construction costs — (Multifamily Dive)
Apartment Completions Climb to 82K but Stay Far Below Peak — (CRE Daily)
Lenders track drop in multifamily construction lending — (PERE)
Apartment Concessions Decline, but Discounts Remain at 15-Year Highs — (CRE Daily)
Multifamily Rents Rise 2.4% in September as Momentum Cools — (CRE Daily)
Independent Landlord On-Time Rent Hits 83.2% in October — (CRE Daily)
Manufactured Housing Rents Rise 6.2%, Outpacing Apartments — (CRE Daily)
Multifamily Recovery Slows as Apartment Sales Fall 6% — (CRE Daily)
L.A. Multifamily Sales Jump 44% — (Commercial Observer)
FIRST DRAFT LIVE: Why Sun Belt Multifamily Giant Cortland Is Moving Its Money North — (Bisnow)
Multifamily Owners Pursue Portfolio Savings While Taking a Harder Look at New Deals — (GlobeSt)
Fund Deadlines Keep Multifamily Properties Coming to Market — (GlobeSt)
How development helps Richard Richman’s tax syndication business — (Multifamily Dive)
How Standard Communities builds workforce rentals in California for under $500,000 — (Multifamily Dive)
Multifamily Value-Add, Development, and Opportunity Zone Strategy with Barrett Linburg, Savoy Companies — (The TreppWire Podcast)
Operators vs. Dealmakers, the Bid-Ask Gap & Why Affordable Housing Can’t Be Built w/ Monarch and TGM — (No Cap Podcast)
Office
National Office-Market Fundamentals Keep Stabilizing — (Commercial Real Estate Direct)
Coworking Hits 168.4M SF as Office Vacancy Holds at 17.8% — (CRE Daily)
Top-End Office Rent Growth More Than Doubles the Premium Market’s Pace — (GlobeSt)
Houston Office Vacancy Holds at 25.6% as Leasing Slumps to a Post-2009 Low — (CRE Daily)
Deal-sweeteners at an all-time high despite roaring Manhattan office leasing — (The Real Deal)
U.S. Office Leasing Averages 105M SF, 10M Below Pre-Pandemic — (CRE Daily)
Orange County Office Landlords Regain the Upper Hand — (GlobeSt)
Tenant Commitments Drive Office Construction as Speculative Projects Face Pressure — (GlobeSt)
Office Pipeline Shrinks to 32.2M SF as Vacancy Drops 80 bps — (CRE Daily)
MSCI: Office Liquidity Premium Far Steeper Than Industrial — (CRE Daily)
Manhattan Investment Sales Dip but Remain Ahead of 2025: Report — (Commercial Observer)
AI Was Supposed to Reduce Office Demand. So Far It Has Done the Opposite. — (Propmodo)
How Bad Would an AI Bust Be for New York’s Office Market? — (Commercial Observer)
$802 Million in Chicago Office Loans Face Tenant Rollover Before Maturity — (Trepp)
The Sovereign, the Scion, and the Suit — (The Promote)
Industrial
JLL: U.S. Industrial Leasing Hits 202.6M SF, Best Since 2022 — (CRE Daily)
Industrial New-Lease Count Returns to Historical Peak — (Connect CRE)
L.A. Industrial Vacancy Falls to 5% for First Time in 2 Years — (CRE Daily)
Rexford Sells $1.3B in SoCal Industrial Assets as Leasing Rebounds — (Commercial Observer)
SoCal Industrial Owner-Users Are Buying — (Commercial Observer)
BKM Capital Isn’t Tapping The Brakes On Its $3B Industrial Buying Spree — (Bisnow)
Prologis Development Outlook Rises to $5.75B for 2026 — (CRE Daily)
Warehouse Demand Is Heating Up. These 4 REITs Pay Investors to Own the Space — (24/7 Wall St)
Where Industrial Investors Can Still Find Opportunity ft. Stephanie Rodriguez — (The Best Ever CRE Show Podcast)
Industrial Storage with Chris Long — (The Real Estate Espresso Podcast)
Retail
Institutions Turn to JVs for Grocery-Anchored Retail — (CRE Daily)
Nuveen and PSP Bet $790M on Necessity Retail — (GlobeSt)
Grocery-Anchored Retail Premium Hinges on Store and Lease — (CRE Daily)
Retail Construction Starts Fall to Their Lowest Level in a Decade — (GlobeSt)
Hines Says Retail Recovery Is an Income and Scarcity Call — (CRE Daily)
Growing Institutional Appetite for Retail Drives Competition and Shifts Investment Strategies — (IREI)
U.S. Mall Visits Increase Across All Formats in September — (IREI)
Southern California Retail Vacancy Falls to 6.15% in Q3 — (CRE Daily)
How AI Changes Retail Metrics — (The Real Estate Espresso Podcast)
Other Asset Classes
Seniors Housing Faces $2.24Bln of Hard Maturities Through 2027 — (Commercial Real Estate Direct)
Seniors Housing Performance Data Carries More Weight Than Brand Recognition — (GlobeSt)
The Aging Boomer Landlords: 5 Senior Housing REITs and What Their Yields Are Telling You — (24/7 Wall St)
Skilled Nursing Investment Rebounds as Occupancy Growth Gets Harder — (GlobeSt)
Single-Family Rents Rise 2.0% as Chicago Leads at 4.9% — (CRE Daily)
Single-Family Permits Hit 3.5-Year Low of 845,000 Units — (CRE Daily)
Life Sciences Vacancy Near 27% for Three Biggest U.S. Hubs — (Commercial Observer)
Macro & Rates
The Fed Faces Its Most Confusing Economy Yet — (Bloomberg)
Warsh Avoids Signal on October Rate Move — (The Wall Street Journal)
Housing is flashing warning signs just as the Fed weighs more interest rate hikes — (CNBC)
Fannie Mae Raises Mortgage Rate Forecast to 7.5% for 2027 — (CRE Daily)
Mortgage rates drop for the first time in 2 months, but demand still falls further — (CNBC)
Ackman Says Fannie-Freddie Release Is Politically Critical — (Bloomberg)
September data shows housing market in a deep freeze — (CNBC)
The Immigration Crackdown Is Making It Much Harder to Build Houses — (The Wall Street Journal)
Beige Book Shows Steady CRE Leasing, Rising Rate Risk — (CRE Daily)
CBRE Warns of Repriced Deals and a Capital Markets Slowdown — (GlobeSt)
Maturity Wall Shrinks to $875B but Higher Rates Raise Stakes — (CRE Daily)
CRE Mortgage Debt Hits Record $5.1T After $42.9B Q2 Gain — (CRE Daily)
Mark Zandi Prefers CRE Over All Other Asset Types in Market — (GlobeSt)
The ‘2nd Wave’ of the Commercial Real Estate Crash Is Close — (On The Market Podcast)
Commercial Real Estate Recovery: Where Are We in the Cycle? | Mike Acton, AEW — (America’s Commercial Real Estate Show Podcast)
Lending / SEC / Regulatory
Trump’s executive order targets mortgage insurance, refinance costs. What it means for borrowers — (CNBC)
FHA Opens Multifamily Financing to Build-to-Rent Communities — (GlobeSt)
SEC Announces Fiscal Year 2027 Examination Priorities — (U.S. Securities and Exchange Commission)
SEC 2027 Exam Priorities Put Private Credit, BDCs, Interval Funds in Focus — (AltsWire)
SEC Examiners’ 2027 Focus Includes Firms’ Protections Against AI Phishing, Deepfakes — (WealthManagement.com)
Treasury Introduces Rule Blocking Big Investors From Bulk-Buying Homes — (Bisnow)
179D Tax Break Loss Brings Little CRE Fallout So Far — (CRE Daily)
Here Are the Opportunity Zone Tax Changes Investors Must Know — (Commercial Observer)
Baltimore sues RentCafe, Yardi, Pennrose Management Co. over alleged junk fees — (Multifamily Dive)
Judge denies Yardi’s ask for summary judgement in rent price-fixing case — (Multifamily Dive)
Yardi Picks Up the Rent Pricing Fight Where RealPage Left Off — (Propmodo)
Rent Payment Platforms Face Legal Challenge Over Undisclosed Transaction Fees — (Propmodo)
Housing policies on the ballot: What 4 states are asking voters to decide this year — (Multifamily Dive)
GP News
Two Sigma Halts Real Estate Fundraising and Cuts Senior Staff — (CRE Daily)
Tyler Henritze’s Town Lane Exceeds Target with $1.9-Billion Fundraise — (Connect CRE)
Investors claim Mike Kohan double-pledged $200M in equity to TASE bonds — (The Real Deal)
HIC Land names co-CEO, expands multifamily focus — (Multifamily Dive)
Associa Development Group Sets Sights on Dallas-Fort Worth — (Multifamily Executive)
Broe Real Estate Group Enters Southern California Market — (Multifamily Executive)
LPs
Inside Blackstone’s First DST: What 1031 Investors Actually Bought — (Accredited Investor Insights)
PIK Check, Part 2: Inside the Loans — (Accredited Investor Insights)
Groundfloor: what the extra year buys — (CrowdfundedWealth)
What to Ask Before You Invest in Real Estate and Alternatives — (Passive Income MD Podcast)
The ‘2nd Wave’ of the Commercial Real Estate Crash Is Close — (On The Market Podcast)
Clay Grubb | Inside the World of Non-Traded REITs — (The Rent Roll Podcast)
How to Invest Like an Endowment (With a $4 Billion CIO) — (Invest Like a Billionaire Podcast)
Sponsor Trust, Fixed Debt, and the Shift to Passive Investing | Jonathan Greene — (PassivePockets Podcast)
Balancing Your Portfolio for Liquidity and Stability — (The Real Estate Guys Podcast)
20 Years of Real Estate Lessons with Dustin Heiner — (Global Investors: Investing in U.S. Real Estate Podcast)
Richard Stott: Why Great Investors Say ‘No’ More Than They Say ‘Yes’ — (The Blunt Dollar Podcast)
Why Class A Deals May Be Safer — (Best Ever CRE Show Podcast)
GPs
How to Find Your First Multifamily Deal Without Going Solo — (Lifetime Cash Flow Through Real Estate Investing Podcast)
Why Your Brain Is Killing Your Capital Raises (And How to Fix It) - With Dr. Noah St. John — (Financial Freedom with Real Estate Investing Podcast)
Nobody Joins a Lifestyle Business — (Best Ever CRE Show Podcast)
AMA - Hiring A Great Project Manager — (The Real Estate Espresso Podcast)
AI Workflows with Brandon Cobb — (The Real Estate Espresso Podcast)
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