Landlords are handing out fewer rent breaks, but the ones that remain stay historically generous.
Sun Belt apartment distress is now reaching the biggest owners, not just the small syndicators.
The era of predictable, cheap building is gone, and the new math reshapes every pro forma.
Higher rates are quietly reopening the equity gap apartment borrowers thought they had closed.
The private equity giant is treating computing capacity as its next great asset class.
Electricity has become the make-or-break factor deciding where America's biggest projects get built.
The region's building boom is unwinding at very different speeds from Austin to Tampa.
A bond-market veteran says higher yields may not be done, and borrowers should plan for it.
The old low-rate playbook is breaking, and REIT fundamentals are carrying the sector now.
Property prices stopped climbing in September, and a 5% 10-year leaves the weakest sectors little margin.
A cooling construction wave is letting apartment demand catch up, and rents are edging higher again.
Buyers are heading back to the negotiating table as higher rates make yesterday’s CRE prices harder to justify.
