Cover Stories
Industrial Still Sells in SoCal, But the Market is Changing
Larger, more expensive assets lose favor as buyers pursue all-cash deals
Leadership
Learn from the CRE industry's most influential leaders
CRE Leaders Take Market Uncertainty in Stride
As part of our 2025 Summer Leadership Series, Connect CRE asked commercial real estate leaders whet...Read more
Industry Leaders Maintain Positive Outlook Through 2025
It's an understatement to say that the course of 2025 hasn't run exactly as most people had anticip...Read more
Industry Leaders See Early Stages of Pricing Recovery
Prominent commercial real estate figures participating in this year's Summer Leadership Series had ...Read moreInsights
Hot Tips & Tricks to Help Grow Your Business
Business Development Tip: Develop your social strategy to drive your business
For commercial real estate companies, social media platforms are a vital element in achieving defin...Read more
Business Development Tip: Not exploring your CRM options could be a huge oversight for your company.
Adequate customer relationship management should be at the forefront of your commercial real estate...Read more
Business Development Tip: Highlight your expertise with thought leadership content
Positioning your company as a thought leader is one of the sure ways to drive business development ...Read moreEditors' Weekly News Roundup
Editors’ Weekly News Roundup December 1 – December 5
As we look toward 2026, confidence and optimism are continuing to build across U.S. markets. It’s shaping up to be a year of renewed investment, sector growth opportunity, and stronger fundamentals driving a resilient landscape. Mixed signals from the iterations of the U.S. Secured Overnight Financing Rate (SOFR)—the two-year and 10-year SOFR—were of the greatest interest...Read moreEditors’ Weekly News Roundup November 17 – November 21
U.S.Q3 investment sales reached $150.6 billion, up 23.7% from Q2 and 25.1% year over year. When activist investors target publicly traded real estate companies, the results don’t often make headlines. Now and then, though, ...Read moreEditors’ Weekly News Roundup November 10 – November 14
Net rental income grew by a median of 13.4% among same-store student housing properties between 2022 and 2024. Development was a focal point for Connect CRE readers this past week, with three of the five most-read stories touching on this subject. At the ...Read moreA Look Ahead
When the Loan Comes Due – June 1, 2026
The question of whether a commercial property loan faces default has a lot to do with secular headwinds The recent two-part Connect CRE ...Read moreComfort and Trust – May 18, 2026
Commercial real estate's rapid adoption of artificial intelligence doesn't mean the industry is fully acclimated to using it What happens when the...Read moreSplit Decisions – May 11, 2026
The extent of the recovery in office is tied not only to asset class, but also to how the tenant plans to use the space Taken in isolation, some r...Read moreIndustry Foundations
Thought leadership
Ballston Business Improvement District Appoints Danette Nguyen as CEO
The Ballston Business Improvement District (BID) announced the appointment of Danette Nguyen as CEO, effective December 5. A Ballston resident with extensive leadership and community engagement experience, Nguyen brings a personal and professional commitment to the neighborhood’s success and prosperity. “We are grateful for interim CEO Cassandra Hanley’s steady leadership during this transition time and we are thrilled to welcome Danette to the Ballston BID,”...
How to Get Into Real Estate Development & Become the One Who Makes It All Happen
On a real estate development project, the developer may not be the one doing all the work but is the one who’s ultimately responsible for making sure that all of it gets done. The scale of the project may be as small as a single-family home or as massive as Hudson Yards in New York City, yet the role of the developer is the same: planning, financing and execution. That in turn entails selecting and hiring the team that will bring the project to fruition. Beco...
U.S. GDP Growth Sees Increase After Negative Q1
Economists largely expect the U.S. to rebound in Q2 as some of the factors holding back growth early in the year—including supply-chain issues stemming from Russia’s invasion of Ukraine—subside, according to CNBC. Q1’s decline was the worst for GDP performance since the 31.2% drop seen in Q2 2020, CNBC reported. Real GDP decreased at an annual rate of 1.5% in the first quarter of 2022, according to the Commerce Department’s Bureau of Economic Analysi...LA Fires Recovery
Connect CRE's Coverage of the LA Fires Disaster
CRE Pledge for Action
California commercial real estate owners, brokers, investors and trade associations are coming together to support our community as we rebuild after the devastating fires in Los Angeles.Learn more
ULI, USC Lusk and UCLA Ziman Release Roadmap for Wildfire Recovery
The Urban Land Institute Los Angeles (ULI Los Angeles), the UCLA Ziman Center for Real Estate,...Read more
CRE Leaders Unite for March 8 Fire Relief Fundraiser
Responding to the devastating impact of the Eaton and Pacific Palisades Fires in January, The Altad...Read more
Rebuilding from January’s Wildfires Will Be Years-Long Process
With property damage from January’s Los Angeles and Ventura County wildfires estimated at upwards...Read more
UCLA Anderson Projects Losses Up to $164B from LA Wildfires
Total property and capital losses from January's catastrophic wildfires across Los Angeles County c...Read more
LA Rises Initiative Aims to Spearhead Private-Sector Support of Wildfire Recovery
LA Rises, a recovery initiative to raise private-sector funding to help rebuild after this month's ...Read more
Newsom Signs $2.5B Aid Bill for Firestorm Recovery and Rebuilding
California Gov. Gavin Newsom has signed legislation providing more than $2.5 billion in disaster re...Read more
Measuring the CRE Impact of the Los Angeles Wildfires
The Palisades and Eaton wildfires raging across Los Angeles are among the most devastating and dest...Read more
Walker Webcast: Zelman & Associates’ Ivy Zelman Discusses Affordability, Politics and Wildfires–and Their Impact on Housing
Ongoing California wildfires, freezing weather in the south, and President Donald Trump’s inaugur...Read more
Palisades, Eaton Fire Damage Estimates Between $35B and $45B: CoreLogic
Preliminary residential and commercial loss estimates for the Eaton and Palisades Fires in Los Ange...Read more
TruAmerica Multifamily Pledges Relief from LA Wildfires
As firefighters across Los Angeles County continue to battle a series of deadly wildfires that have...Read more
LA County Wildfires: A Guide to Relief Resources
With tens of thousands of acres burned, more than 10,000 structures destroyed and thousands of resi...Read moreTreasury & Rates
A weekly look at U.S. Treasury yields
Bond Market Is Sending a Warning the Fed Cannot Ignore Much Longer
Executive Summary The U.S. bond market is flashing its most sustained inflation warning since 20...Read moreHot Inflation Data Sparks Hawkish Fed Repricing Across Futures Curve
Executive Summary Hotter inflation data and a hawkish shift in rate expectations are forci...Read moreWho Blinks First: A Patient Fed or a Jittery Bond Market?
Executive Summary U.S. Treasury traders are steadily pricing in a stickier inflation probl...Read more
Why Expected Real Rates May Turn Deeply Negative
Executive Summary War‑related disruptions and a fragile peace deal with Iran are embedding a...Read moreWhen “Safe” Isn’t So Safe: How the Iran War Scrambled the Bond Market Playbook
Executive Summary The fixed-income playbook is being challenged as geopolitical tensions c...Read more
As SOFR Eases, Funds Rate Refuses to Follow
Executive Summary The effective federal funds rate (EFFR) remains pinned at 3.64...Read moreWhy Rates Volatility Feels Different This Time
Executive Summary Treasury markets are shifting from an orderly repricing to a more f...Read moreLiquidity, Not Flows, Driving Unusual Treasury Sell-Off Dynamics
Executive Summary U.S. Treasury markets are undergoing a repricing that is unusually techn...Read moreWar Shock, Yield Repricing and Central Bank Pauses That No Longer Feel Dovish
Executive Summary Central banks are in a reluctant holding pattern. The Fed, BoE...Read morePrivate Credit’s First Cracks Are Testing Risk Appetite
Executive Summary Investors nursing losses from private credit’s “mini crise...Read moreBond Market Revisits Familiar Wartime Playbook with Very Different Oil Backdrop
Executive Summary Investors have seen this movie before: rising geopolitical ten...Read moreTraders Shorting Long Treasuries Even as Inflation Forecasts Ease
The bond market’s message is becoming harder to dismiss. While many economists continue to projec...Read moreWhy the U.S. 10-Year Yield Keeps Snapping Back to “Neutral”
Executive Summary The 10-year U.S. Treasury yield has spent most of the past three years o...Read moreU.S. Treasuries Still “Safe” But No Longer Truly Risk-Free
Executive Summary With Treasury yield spreads compressed versus German Bunds and U.K. Gilt...Read moreMarkets May Need to Confront a 3% Inflation Reality
Executive Summary U.S. inflation has hovered near 3% for more than two years, suggesting t...Read moreWarsh Nomination Signals Potential Regime Shift, New Curve Playbook
Executive Summary: Kevin Warsh’s nomination to succeed Jerome Powell as the next Fe...Read moreTrump’s $200B MBS Push Sets Up Volatility, Not Lasting Affordability
President Trump’s directive for Fannie Mae and Freddie Mac to buy $200 billion of ...Read moreJapan’s Bond Shock Is a Quiet Headwind for Lower U.S. Rates
Japanese Government Bond (JGB) yields have surged to multi‑decade highs as the Bank of Japan (BOJ...Read moreDuration Divergence: Bond Markets Signal Disbelief in the Fed’s Inflation Narrative
While the Federal Reserve maintains direct control over the front end of the yield curve,...Read moreFloating Rates, Firm Reserves: How the Fed Is Quietly Resetting the Front End
After two years of aggressive tightening and volatile funding conditions, the Federal Reserve appea...Read moreRate Volatility Looks Mismatched to the Fed and Macro Risks Ahead
U.S. interest rate volatility is sitting near multi‑year lows even as policy and macro risks accu...Read moreBond Return Forecasting Enters New Era of Complexity
Developing forward-looking return expectations for bonds has traditionally been one of the more str...Read moreBond Market’s “Soft Landing” Trade Looks Stretched as Long-End Yields Defy Inflation Math
The U.S. Secured Overnight Financing Rate (SOFR) curve is sending conflicting messages about the pa...Read moreAI’s Capital Crunch Hits the Bond Market
Equity markets may be soaring amid AI optimism, but the bond market is flashing early warning signs...Read moreIs the Bond Market Ignoring America’s Debt Time Bomb?
The U.S. government’s mounting debt burden is no longer up for debate — it’s the trajectory t...Read moreFed to Halt Balance Sheet Shrinkage as Market Liquidity Tightens
The Federal Reserve announced at its meeting last week that it will halt the runoff of its balance ...Read moreU.S. Long-End Yields Diverge as Market Bets on Easing Supply Pressure
A key narrative that has shaped the U.S. fixed income markets over the past week centers on th...Read moreHYG’s Alarming Break: A Silent Storm Brewing in Credit Markets
The U.S. credit market just flashed a warning that many equity investors are still ignoring. The iS...Read moreA Recession Could Turn Treasury Bulls into Bears as Fiscal Risk, Inflation Expectations Loom
A recession typically spells relief for bond investors—yields fall as inflation cools and central...Read moreTreasury’s Short-Term Debt Strategy Raises New Liquidity and Cost Risks
There has been a growing reliance on short-term bills to finance record levels of issuance by the U...Read moreCorporate Bonds Outpace Broader Fixed Income as Curve Dynamics Favor Credit
In a year marked by volatility across global fixed-income markets, corporate bonds have emerged as ...Read moreFront End Anchored, Long End Holds Swing Vote
Until or unless we get a meaningful inflation hiccup, the front end should remain tightly tethered ...Read moreYields Likely to Dip Further Before Rising Again as Inflation Risks Reassert
Following weeks of weak labor market data, the Federal Reserve is likely to deliver a widely expect...Read moreGlobal Long-End Yields Surge as Fiscal Risks Drive Structural Repricing
Global bond markets are now confronting a structural repricing of fiscal risk, with the long end of...Read morePolitical Risk Premium Fuels Treasury Curve Steepening
The attempted firing of Federal Reserve Governor Lisa Cook by President Trump has injected a new la...Read moreNOB Spread Steepening Signals Structural Reset in Long-End Rates
The widening of the NOB spread—the relative steepening of the 30-year yield over the 10-year yiel...Read moreFront-End Inflation Pricing at Odds with Rate-Cut Bets Signals Tactical Breakeven Opportunity
Market-implied signals for U.S. inflation and interest rates are now diverging to a degree rarely s...Read moreBond Market Bets on Fed Pivot as Treasury Yields Slip Across Curve
U.S. Treasury yields have fallen sharply across the curve, with the 2-year to 10-year maturities se...Read moreExpansion of Treasury Buyback Program Prompts Debate Over YCC Implications
The U.S. Treasury’s July 2025 quarterly refunding announcement maintained the status quo on coupo...Read moreNavigating a Bond Market at a Crossroads
The current bond market presents a delicate balancing act between opportunity and risk. Despite a l...Read morePowell Departure Scenario: Curve Steepens, Inflation Expectations Rise, and Volatility Spikes
If Federal Reserve Chair Jay Powell were to step down or be removed—particularly under politicall...Read moreCredit Markets Face Growing Liquidity Pressures Despite Resilient Spreads
Credit markets have demonstrated impressive resilience in recent years, repeatedly rebounding from ...Read moreForeign Demand for U.S. Treasuries Shows Early Signs of Strain
The April Treasury International Capital (TIC) data warrant close monitoring, as foreign demand for...Read moreFed Proposal to Ease eSLR Could Be Tailwind for Treasury Market Liquidity
The Federal Reserve’s decision last week to advance a long-anticipated proposal to ease the enhan...Read moreFed Chair Powell Signals Patience as Fed Officials Float July Cuts
It’s been exactly one week since Fed Chair Jay Powell reiterated the Federal Reserve’s wait-and...Read moreLimited Downside for Yields Without Deeper Fed Cuts
Since President Trump’s surprise overhaul of U.S. trade policy in April, speculation about the ec...Read moreAfter 40-Year Downtrend, Bond Yields May Be Set for a Multi-Decade Climb
Interest rate cycles often span decades, not just years, aligning with the broader economic trends ...Read moreTreasury Market Whipsaws as Long-End Yields Tell the Tale
U.S. Treasury yields have been whipsawed over the past two weeks, particularly at the long end of t...Read moreBond Vigilantes Awaken as U.S. Fiscal Woes Roil Treasury Market
The market has spoken—and it’s not impressed. The so-called “Big, Beautiful Bill” may be su...Read moreTraversing the Fixed Income Maze: Treasuries, Credit, and Sovereigns
The fixed income landscape in 2025 is turbulent, driven by volatile U.S. Treasury yields, shifting ...Read moreU.S. Treasury Market Dynamics and De-Dollarization Risks
The Federal Open Market Committee’s (FOMC) recent meeting has sparked renewed speculation about t...Read moreThe Fed Is Behind the Curve
In 2025, the U.S. economy is navigating a critical policy mismatch. The federal funds target range,...Read moreA Curve Steepener to Hedge Economic, Tariff Uncertainty
The U.S. Treasury market in 2025 is navigating a delicate balance, with tariff-induced volatility, ...Read moreAre US Treasuries Fading as the World’s Safest Asset?
For decades, U.S. Treasuries have been viewed as the ultimate “safe” asset in global markets, b...Read moreA Look at the Bond Market Through Convexity and Carry
The bond market, though often overshadowed by the stock market’s flashy headlines, is a far more ...Read moreUS Treasuries Shaken by Rising Tariff Fears, Basis Trade Unraveling
The new U.S. tariff regime has upended market expectations and introduced meaningful new variables ...Read moreUnderstanding the Current Bond Market Turmoil
The bond market, particularly investment-grade (IG) bonds, is experiencing significant disruption a...Read moreCREative Connections Podcast
Beacon Economics’ Christopher Thornberg on Challenges Facing California CRE (VIDEO)
“There’s a permanent gap between what people think is happening in the economy and what is...Read more