Who Stands to Win if Interest Rates Fall in 2025?
With the Federal Reserve remaining noncommittal on when — or even if — it will adjust interest rates for the remainder of 2025, the commercial real estate (CRE) market continues to operate in a holding pattern. Transaction volumes remain well below historical norms, cap rates have stayed elevated, and both buyers and sellers are largely…
Read MoreMultifamily Market Struggles as Prices, Sales, and Rents Lose Momentum
The multifamily sector continues to face mounting challenges, with property values, transaction volumes, and rent growth all under pressure. Pricing Weakness: Data from MSCI Real Assets shows multifamily property prices declined 1.5% from March to April and are down 12.1% compared to a year ago — the sharpest annual drop since the 2008 financial crisis.…
Read MoreFed Holds Firm on Rates, But Eyes Are on September for Possible Cut
While the Federal Reserve opted to leave interest rates unchanged at 4.25%–4.5%, all attention now turns to September, where a potential policy shift could shape the rest of the year—particularly for real estate markets. Holding pattern continues: As expected, the Fed paused rate changes amid lingering economic unpredictability. Although Fed Chair Jerome Powell emphasized that…
Read MoreRent-stabilized increases fail to keep pace with costs – and small property owners are paying the price
The New York City Rent Guidelines Board (RGB) recently approved increases of 2.75% for one-year leases and 5.25% for two-year leases on the city’s rent-stabilized apartments, effective this fall. While tenants’ advocates have been quick to decry these hikes as burdensome, the reality for small multifamily property owners — many of whom are mom-and-pop landlords…
Read MoreCRE Credit Stress Builds as Office Sector Struggles Persist
The commercial real estate (CRE) market in the U.S. is under intensifying pressure as debt challenges mount, lenders pull back, and office demand remains weak. The latest: Distressed CRE debt surged to $116 billion in March — a 23% increase from the previous year and the highest level recorded since the financial crisis, according to…
Read MoreCommercial and Multifamily Mortgage Debt Hits New High in Q1 2025
Despite a cooling in lending activity, total debt tied to commercial real estate continues to climb, edging closer to the $5 trillion mark. Debt Growth Persists: According to the Mortgage Bankers Association (MBA), commercial and multifamily mortgage debt outstanding increased by $46.8 billion in the first quarter of 2025, bringing the total to a record…
Read MoreCRE Values Rising as Lending Standards Ease Despite Tariff Uncertainty
Even with ongoing economic pressures, signs are pointing to a rebound in commercial real estate values. According to Invesco’s latest analysis of the Federal Reserve’s April 2025 Senior Loan Officer Opinion Survey (SLOOS), lending conditions for commercial properties are loosening noticeably. What’s happening: The survey revealed that just 9% of banks reported tightening standards on…
Read MoreHousing Market Emerges as Top Recession Risk
RECESSION WATCH Housing Market Emerges as Top Recession Risk As earlier concerns over tariffs ease, economists and market watchers are increasingly focused on a different economic weak spot: the U.S. housing market. A growing number of analysts believe it could be the tipping point that pulls the economy into recession. Recession Watch: Signs of economic…
Read MoreCommercial Real Estate Deal Volume Hits Yearly Low in March as Investors Stay Cautious
Commercial real estate (CRE) transactions slowed significantly in March, falling to their lowest level in nearly 12 months, though some market indicators hint at early stabilization. By the Numbers: According to SitusAMC, overall deal volume dropped 3.9% in March 2025, marking the weakest month in almost a year. Most property sectors saw declines, with retail…
Read MoreCommercial Real Estate Is Changing Fast — Here’s What You Need to Know
The commercial real estate (CRE) markets have gone through some pretty significant changes over the last few years. Since early 2020, the industry has faced wave after wave of disruption — and as we move deeper into 2025, the market continues to evolve in ways that investors, developers, and lenders need to pay close attention…
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