Fueled by a red-hot Dallas market, U.S. CRE investment surged in the first half of the year.
The Fed hit pause on rates once again, but CRE is already looking ahead to September.
Over $23B in CMBS loans have missed maturity without resolution, up from near zero in 2019.
While key permitting markets remain consistent, apartment starts are losing steam across most metros.
A strong first half for securitized and agency loans points to a bullish 2025 for commercial real estate debt markets.
Flat prices and a surge in transaction volume signal that commercial real estate is finally regaining its balance.
While most U.S. markets hit pause on industrial builds, Dallas-Fort Worth is still hitting the gas.
The on-time payment rate for independently operated rentals dipped 20 bps to 83.6%, the lowest in four months.
The seasonally adjusted annual rate (SAAR) for multifamily starts shot up 30.6% in June to 414K units
Domestic migration slipped into the negative for the first time in decades.
Leasing may be cooling, but pre-leased builds are gaining serious momentum.
