Lending momentum accelerated sharply in Q3, climbing to its strongest level since 2018, according to CBRE’s latest Lending Momentum Index. The index jumped 112% year-over-year to 1.04, driven by a 36% increase in permanent financing volume and robust September activity—clear signs that the debt markets are gaining traction again. Improved loan terms, narrower bid-ask spreads,…

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Movements in bond yields are now the dominant force behind commercial real estate pricing—often outweighing the influence of GDP growth or inflation, especially in markets with tight cap rates. Bond yields as the main driver: Oxford Economics research shows that changes in yields exert a much stronger pull on valuations than traditional macro factors. For…

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After several quarters of aggressive tightening, banks eased up slightly in Q2 2025—but businesses and households showed little interest in taking on new debt. By the numbers: The Fed’s latest Senior Loan Officer Opinion Survey (SLOOS) shows about 10% of banks raised standards on commercial and industrial (C&I) loans, a step down from the 19%…

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When most people hear about a government shutdown, they think of closed national parks or delayed federal paychecks. But one area that’s often overlooked — and deeply affected — is SBA lending. For Westchester County small business owners relying on SBA 504 loans or other types of government-backed financing, a shutdown can bring the lending process to a standstill. What Happens…

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Client Challenge: Securing Prime Commercial Property in the Hamptons A discerning business owner in Southampton, NY, faced a classic challenge in one of New York’s most competitive real estate markets: acquiring a prime commercial property without depleting essential capital. To compete effectively in the Hamptons, the client required a strategic, long-term ownership solution. Their specific…

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CBRE’s midyear broker survey—drawing from over 200 industry professionals—suggests that cap rates may have reached their ceiling in early 2025, despite the turbulence in Treasury yields. Market metrics: The 10-year Treasury yield swung widely this year, starting at 4.79% in January, dipping to 4.01% by April, and ending midyear at 4.24%. Even with that volatility,…

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A surge in bankruptcies and corporate consolidations has pulled industrial net absorption into negative territory for the first time since the Great Recession. By the numbers: Newmark reports the sector shed 1.3M SF in Q2 2025—the first quarterly decline since 2009. For the first half of the year, net absorption totaled just 47.4M SF, down…

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Commercial real estate lending picked up speed in Q2, led by alternative lenders and banks, even as early-spring policy jitters temporarily slowed the pace. Market rebounds after brief pause: The CBRE Lending Momentum Index posted a 45% year-over-year jump to 275—well above its five-year pre-pandemic norm—despite a modest 6% pullback from Q1. The slowdown in…

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A renewed sense of optimism is rippling through commercial real estate debt markets. After two years of sluggish activity, both securitized and agency lending are showing signs of a meaningful rebound—though lenders remain highly selective. Lending Activity Accelerates Recent projections indicate a notable uptick in issuance volume across multiple debt categories: CMBS conduit deals are…

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A proposed federal policy to impose a two-year cap on rental assistance is drawing sharp criticism from housing advocates, landlords, and researchers—who warn it could destabilize affordable housing for millions of Americans. Policy Under Review The Department of Housing and Urban Development (HUD) is exploring a controversial shift that would cap participation in Section 8…

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