After years of turbulence, banks with significant commercial real estate (CRE) exposure are showing signs of stability, according to a new S&P Global Ratings report.
US self-storage rents fell just 1.2% YoY in January, easing from steeper drops in previous years.
US housing starts fell 9.8% in January to 1.37M units as rising costs, high mortgage rates, and tariffs pressured builders.
CMBS issuance soared 150% YoY to $115B in 2024, and strong demand is expected in 2025.
Despite overall rising industrial availability, sub-100 KSF warehouses remain scarce, with just a 3.9% vacancy rate.
After a period of declining rents, the rental market is shifting back in favor of landlords, setting the stage for price increases nationwide.
Despite a nationwide oversupply, US apartment investors continue building, expecting rental demand to recover by 2026.
A record $957B in CRE loans will mature in 2025, but the MBA is projecting $583B in new loans.
The senior housing market is shifting from oversupply to scarcity as baby boomers hit their 80s, fueling demand while high costs keep new construction slow and affordability uncertain.
Commercial real estate lending surged in Q4 2024, with CBRE’s Lending Momentum Index up 37% year-over-year, driven by abundant capital, strong fundamentals, and increased bank activity.
After months of seasonal declines, U.S. apartment rents ticked up in January, though growth still lagged long-term norms.
New HUD chief Scott Turner is focused on privatizing Fannie Mae and Freddie Mac, cutting costs, and exploring a rebrand.
