Category
Commercial Mortgages

Manufacturing 10% Returns in a 4% Debt Market
Manufacturing 10% Returns in a 4% Debt Market
By CRE Analyst
October 8, 2025

The REIT Bankruptcy Trifecta: Why Office Owners Face Rising Risk
The REIT Bankruptcy Trifecta: Why Office Owners Face Rising Risk
By CRE Analyst
September 30, 2025

Private Credit: Generational Opportunity or Looming Implosion?
Private Credit: Generational Opportunity or Looming Implosion?
By CRE Analyst
September 24, 2025

Debt Pressures, Dollar Doubts: CRE and the Reserve Currency Question
Debt Pressures, Dollar Doubts: CRE and the Reserve Currency Question
By CRE Analyst
September 24, 2025
Midyear CRE Update: Debt Wall, Private Credit & Multifamily Surge
Midyear CRE Update: Debt Wall, Private Credit & Multifamily Surge
By CRE Analyst
August 29, 2025

Worldwide Plaza: How a Manhattan Office Lost $1B in Value
Worldwide Plaza: How a Manhattan Office Lost $1B in Value
By CRE Analyst
August 25, 2025

Debt vs. Equity in CRE: What Allocators Are Asking in 2025
Debt vs. Equity in CRE: What Allocators Are Asking in 2025
By CRE Analyst
July 23, 2025
CRE-CLOs Didn’t Collapse—Here’s What JP Morgan Got Right
CRE-CLOs Didn’t Collapse—Here’s What JP Morgan Got Right
By CRE Analyst
July 30, 2025

CRE Risk Check: What Was Overhyped—and What’s Still Unfolding
CRE Risk Check: What Was Overhyped—and What’s Still Unfolding
By CRE Analyst
July 5, 2025

Why Core Real Estate Funds Are Still Frozen—and Why It Matters
Why Core Real Estate Funds Are Still Frozen—and Why It Matters
By CRE Analyst
June 27, 2025

Refinance or Hold? Real Estate Debt Strategy in a High-Rate Era
Refinance or Hold? Real Estate Debt Strategy in a High-Rate Era
By CRE Analyst
June 11, 2025

Inside TPG’s 12% Private Credit Play: Asset-Backed Returns Rise
Inside TPG’s 12% Private Credit Play: Asset-Backed Returns Rise
By CRE Analyst
June 2, 2025