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Nonperforming CRE loans fell at every major bank that reported this week. The question now is whether it lasts.
For three consecutive years, the best rental market in America has been in the Upper Midwest.
The White House puts the housing shortage at 10 million units. That's nearly 3x what Freddie Mac estimated.
Landlords are being sued more than ever, and the insurance market is making them pay for it twice.
After years of bid-ask paralysis, distressed office trades are moving again, and the discounts are doing the ugly work of establishing a new floor.
Nationally, apartment competition cooled slightly to start 2026. In a growing list of cities, it's moving the other direction fast.
Nobody is building new retail right now — and the landlords who already own it are starting to realize that might be the best thing that's happened to them in years.
Commercial property values ticked up in March, but a war-driven Treasury surge is keeping the recovery on a very short leash.
Leasing is surging to post-pandemic highs while vacancy just hit a record — and both things are true at the same time.
Just as lenders were starting to breathe easier on commercial real estate, the macro environment decided to make things interesting again.
In 16 major U.S. apartment markets, there isn't a single unit under construction — and in some of them, that's starting to look less like a problem and more like an opportunity.
Amazon spent two years subletting warehouses and canceling deals — now it's back with a bigger budget and a wishlist for properties.
