Interest Rates
The Fed Hikes Rates, Extending CRE’s Higher-for-Longer Era — (CRE Daily)
US Mortgage Rates Rise for Fourth Straight Week, Approaching 7% — (Bloomberg)
10-Year Treasury Yield Climbs to Highest Level Since 2007, Testing Whether CRE Can Live With 5% — (CNBC, via Bisnow First Draft)
Nobody’s Coming to Save Mortgage Rates: BofA Sees Mortgages Stuck in the 6.5%–7% Range — (The Mortgage Scoop)
Lending & Mortgages
Freddie Mac Announces $474 Million Non-Performing Loan Sale — (Barchart)
Return to Lender: Week of Sept. 17, 2026 — (Connect CRE)
CMBS Special Servicing Rate Climbs in August 2026, Led by Several Large Maturity Defaults — (Trepp)
Opportunity Zones
Developers Compete for Opportunity Zone 2.0 Designations — (CRE Daily)
Qualified Opportunity Zones 2.0: Tax Deferral and Active-to-Passive Investing ft. Alicia Miller — (The PassivePockets Podcast)
Private Credit
Infra and RE Debt Fundraising Struggle in H1 2026 — (Private Debt Investor)
Hines and Rialto Capital Close $1.1B US Office Credit Fund — (CRE Daily)
Brightshore Capital Launches $250M Real Estate Debt Platform — (CRE Daily)
A Lender Is a Business: Why We DD the Team, Not Just the Loans — (PropertyLlama / Chris Lopez)
A Deep Dive Into How Debt Funds Are Structured: Kevin Amolsch on Credit Boxes and Leverage — (PassivePockets)
Multifamily
New Residential Construction, August 2026 — U.S. Census Bureau
Multifamily Pullback Drags U.S. Housing Starts Near Pandemic-Era Lows — (CRE Daily)
Multifamily Starts Plummeted Nearly 16% in August — (Multifamily Dive)
DFW Multifamily Distress Creates Opening for Investors as Development Slows — (Bisnow)
Airbnb Commits $250 Million to Below-Market Gap Financing for Stalled Multifamily Projects — (WSJ)
Multifamily Lenders Look Beyond the Sun Belt to Indianapolis, Kansas City and Omaha — (GlobeSt)
HUD Wants to Make It Easier to Bring Private Capital Into Public Housing — (Bisnow)
JBG Smith and Mid-America Apartment Communities Settle RealPage Rent-Fixing Allegations for Millions — (CoStar via CRE Daily)
Built to Rent
BTR Construction Fell in Q2 — (Bisnow)
BTR Pipeline in the South Is 3 Times Larger Than the Next Closest Region — (Bisnow)
BTR Activity Remained Elevated Amid Policy Uncertainty — (Bisnow)
NexMetro Launches Fund for Income-Producing Avilla Build-to-Rent Neighborhoods — (Bisnow)
Assisted Care
Retail
NYC Lawmakers Consider Mandating Retail Lease Extensions — (Bisnow via CRE Daily)
Malls Were Left for Dead. Now They Are the Top Performer in Commercial Real Estate — (WSJ)
Starbucks Spending $1B to Turn Cafés Into Community Lounges — (Bisnow)
Office
Office Recovery Looks Different Beneath the Headline — (Altus Group)
NYC’s Flatiron Building Welcomes Buyers After Office-to-Residential Conversion — (Bloomberg)
D.C.-Area SCIF Office Inventory Surges 430% in Five Years on Defense Demand — (CRE Daily)
At Least Nine Defense Companies Have Opened or Announced South Florida Offices — (Bisnow via CRE Daily)
Industrial
The Industrial Hard Maturity Mirage: $40.86 Billion Has Extension Capacity Beyond 2028 — (Trepp)
Amazon & FedEx Lead Industrial CMBS Exposure as FedEx Faces Greater Lease Rollover Risk — (Trepp)
$12.73B of Industrial CMBS Faces Lease Rollover Risk — (CRE Daily)
Ares and PSP Investments Establish Joint Venture to Invest Up to $2.4 Billion in U.S. Logistics Real Estate — (BusinessWire, via The Promote)
Amazon Reportedly Planning to Expand Same-Day Industrial Fulfillment Network From 85 to 1,000+ Locations by 2031 — (Bisnow via CRE Daily)
How Prologis Conquered the World — (Bisnow)
Data Centers
Data Center Real Estate: Cap Rates, Costs, and Demand ft. Ermengarde Jabir (Moody’s) — (America’s Commercial Real Estate Show Podcast)
Data Center Demand Has Made IOS an Institutional Capital Playground [Institutional] — (Bisnow)
Self-Storage
U.S. REITs Outperform Stocks as Fundamentals Strengthen — (CRE Daily)
They Raised Millions and Quit Their Jobs! — (Cash Flow Connections Podcast)
Can ICE Impact Your Construction Project? — (The Real Estate Espresso Podcast)
Middle Housing with Jared Jones — (The Real Estate Espresso Podcast)
After the Fires with Bronson Hill — (The Real Estate Espresso Podcast)
Beyond the Property Management Report ft. Darshit Shah — (The Real Estate Investor Podcast, Break of Day Capital)
Do It Again: Real Estate’s Return to Old-School Value Creation ft. Ken Rosen — (The Weekly Take Podcast, CBRE)
The State of Multifamily: Why We’re Buying Now — (Invest Like a Billionaire Podcast)
Key Performance Metrics Every Operator Must Track — (Global Investors: Investing in U.S. Real Estate Podcast)
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