In 2023, the U.S. hotel industry thrived, led by Dallas with 193 new hotels. Meanwhile, MSCI data showed financial challenges in commercial real estate.
Property insurance rates have increased by 26% on average since last year.
Plus: The SEC is scrutinizing the CRE loan exposure of smaller banks and forcing some of them to enhance their disclosures.
In 2023, U.S. commercial real estate transactions fell by over 50%, but discount-seekers were disappointed as prices remained high.
Plus: Office landlords resort to good, old-fashioned financial engineering to inflate property values.
Plus: RXR and Ares Management join forces on new NYC office fund.
Blackstone has finalized a deal to acquire Tricon Residential for a substantial sum of $3.5 billion
Despite the doom and gloom, opportunities for risk-tolerant investors are emerging.
Resilient consumer spending helped propel the US economy in recent weeks.
More than $2.2 trillion in debt is maturing before 2028. Expect a flurry of debt restructurings and strategic negotiations.
Plus: Burger King eats up its biggest franchisee in a $1B acquisition.
Integra's Cycle Monitor uncovers a complex scenario despite the multifamily sector's past dominance
