Your source for daily news covering CRE transactions and trends. Stay informed on national, regional and property sector news that matters to your business.
By Paul Bubny | December 05, 2025As 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.Harry Klaff, principal and U.S. president, Avison Young
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 more
By Paul Bubny | November 21, 2025U.S.Q3 investment sales reached $150.6 billion, up 23.7% from Q2 and 25.1% year over year. Source: Altus Group Limited
When activist investors target publicly traded real estate companies, the results don’t often make headlines. Now and then, though, ...Read more
By Paul Bubny | November 14, 2025Net rental income grew by a median of 13.4% among same-store student housing properties between 2022 and 2024. Source: National Multifamily Housing Council
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 more
By Paul Bubny | November 07, 2025The October rate cut signals to investors a greater sense of conviction in the Fed’s direction and will help fuel decision-making that has been long postponed.Marion Jones, Executive Managing Director, U.S. Capital Markets at Avison Young
The rise of artificial intelligence isn’t translating into real estate demand only in the data center sector. It’s also ...Read more
By Paul Bubny | October 31, 2025Commercial property pricing in Q3 2025 increased 2.6% from a year ago and 2.2% from Q2 Source: MSCI Real Assets
All eyes were on the Federal Reserve and its decision-making this past week. Therefore, it stands to reason that the Fed’s actions would be the bas...Read more
By Paul Bubny | October 24, 2025Continued decent GDP growth and high federal government financing needs do not warrant reduced long-term interest rates, which we expect will keep mortgage rates high and multifamily turnover at its current lower level.Yardi Matrix, Multifamily Rent Forecast Update
California was the place to be for making commercial real estate news this past week, as far as Connect CRE readers were concerned. All five of the w...Read more
By Paul Bubny | October 17, 2025Today’s market presents an attractive opportunity to invest in commercial real estate debt.Adam Piekarski, Derby Lane Partners
Amid the current shutdown of the federal government, at least one important piece of business for commercial real estate has been advanced. The House...Read more
By Paul Bubny | October 10, 2025Average seniors housing occupancies are expected to exceed 90% by the end of 2026.The National Investment Center for Seniors Housing & Care
Local retail real estate transactions, housing, digital infrastructure and M&A activity among lenders comprised the...Read more
By Paul Bubny | October 03, 2025The global value of real estate reached $393.3 trillion at the start of 2025. Savills
Regional news spanning four different property types comprised the five most-read Connect CRE stories for the past week. Amo...Read more
By Paul Bubny | September 05, 2025506,353 new apartments are projected for delivery by year-end 2025, well above the 10-year average RentCafe
Often keeping a lower profile compared to other gateway U.S. markets, the Boston metro area was the setting of the most-read story on Connect CR...Read more
By Paul Bubny | August 22, 2025We can talk about shortages until we’re blue in the face, but the real impediments to providing affordable housing start with land costs and regulatory pressures.Ivy Zelman on the August 20 Walker Webcast
The Sunbelt has been a hotbed of commercial real estate activity in recent years, and therefore it makes sense that the most widely re...Read more
By Paul Bubny | August 15, 2025Commercial real estate executives are increasingly optimistic that the next 12 months will bring continued improvement. That said, certain property types continue to face headwinds, and capital access remains uneven across markets and sectors. Even so, the prevailing sentiment is that stability is returning and opportunities are emerging.Jeffrey DeBoer, President and CEO, Real Estate Roundtable
The leaders of the National Multifamily Housing Council and the Mortgage Bankers Association welcomed the news that the Federal Housing Finance ...Read more
By Paul Bubny | August 08, 2025Despite a first half that didn’t quite play out as expected with growing uncertainty around interest rates and tariffs, our survey shows that the CRE market is gearing up for a more active second half.Dianne Crocker, research director, LightBox
For commercial real estate, the recent legislative and regulatory news has been positive. Connect CRE has reported on the introduction of the ROAD to...Read more
By Paul Bubny | August 01, 2025Challenges remain, but the market is regaining its footing.Lisa Pendergast, president and CEO of the Commercial Real Estate Finance Council
The past week’s most-read story may have been the first of its kind, and certainly among the saddest ever reported in commercial real estate: a pro...Read more
By Paul Bubny | July 25, 2025We believe the current environment represents one of the most compelling backdrops for multifamily credit in over a decade, fueled by a persistent housing supply-demand imbalance, a wall of loan maturities following historic interest rate hikes and a fundamental shift in capital treatment across global banks.Daniel Jacobs, Managing Partner, ACRE
Although the hospitality sector has recovered strongly from the pandemic five years ago, it isn’t immune to the lingering effects on travel and ope...Read more
By Paul Bubny | July 18, 2025Looking ahead, we’re excited to be investing in what we believe is one of the most compelling market environments of the past decade.Tony Crooks, managing director and senior portfolio manager, AEW Partners Funds, following the close of a $1.77-billion opportunistic fund
Illustrating the principle that one retailer’s misfortune may be another retailer’s expansion opportunity, CVS has opened the first of dozens of ...Read more
By Paul Bubny | July 11, 2025Structural shifts in the real estate sector are creating new opportunities for private capital.Scott Kapnick, CEO of BlackRock’s HPS Investment Partners
Depending on the vantage point, there’s an upside to retail bankruptcies, namely the opportunity for well-capitalized retailers to expand their sto...Read more
By Paul Bubny | June 27, 2025What will likely shape the economy in the second half of the year is whether consumers remain sufficiently confident to keep spending.John Chang, senior vice president, Marcus & Millichap, quoted in the latest edition of Weekender
Although both retail and lodging have been gathering momentum post-pandemic, multifamily and industrial have remained the two most sought-after comme...Read more
By Paul Bubny | June 20, 2025Total commercial/multifamily mortgage debt outstanding reached $4.81 trillion at the end Q1 2025. Mortgage Bankers Association
Although the once-ubiquitous department store brand is no more, it can’t be denied that Sears had a knack for location—which explains the track r...Read more
By Paul Bubny | June 06, 2025This net reduction – albeit slight – of office space across major markets likely will contribute to lowering the vacancy rate in the quarters ahead, which would benefit building owners.Mike Watts, CBRE Americas president of investor leasing
A time-honored maxim of real estate development is that “retail follows rooftops.” Yet the mixed-use project that drew the highest readership on ...Read more
