CRE360 Pulse

CRE360.ai

5.0 (3)
INVESTING

A daily 3-minute market pulse for commercial real estate investors, operators, and dealmakers. Powered by CRE360 Signal™, each episode delivers sharp insights, key data points, and operator-level takes—faster than you can finish your coffee. If you don’t have time to read, listen here.

17H AGO

CRE360 Morning Pulse - September 12th, 2025

“Inflation surprised to the upside in August, but markets still expect a Fed rate cut next week. We break down the numbers and what they mean for capital costs. Also in focus: mortgage rates drop to an eleven-month low, oil prices ease on weak demand, New York Community Bank pulls back from CRE loans, and gold trades near record highs. Plus, the CRE360 Take on how operators should position ahead of the FOMC. All in today’s 3-minute briefing from CRE360 Signal™

3 min
1D AGO

CRE360 Morning Pulse - September 11th, 2025

Douglas Emmett secures over $1B to refinance coastal multifamily, signaling renewed credit windows ahead of the Fed’s September meeting. Cottonwood raises a $1B war chest for distressed plays, while AJ Capital locks $304M for Graduate Hotels. CRE360 Signal breaks down what these moves mean for operators facing the 2026 maturity wall.

3 min
2D AGO

CRE360 Morning Pulse - September 10th, 2025

Cottonwood closes a $1B opportunistic fund to target the looming CRE maturity wall, while Starwood secures a $930M CMBS refinance for its industrial portfolio. Apartment rents stall under heavy new supply, luxury hotels stay resilient, and economy segments lag. CRE360 Signal explains where distress capital is flowing, which assets still secure financing, and why capital stack discipline matters more than pricing.

3 min
3D AGO

CRE360 Morning Pulse - September 9th, 2025

Oil prices rebound to the mid-sixties, giving hotels short-term utility relief heading into Q4. Markets price a near-certain September Fed cut, creating a refinancing window, while Chicago’s medical office market outperforms with low vacancy and tightening cap rates. CRE360 Signal unpacks how energy swings, monetary policy, and sector fundamentals are shaping today’s deal math.

3 min
4D AGO

CRE360 Morning Pulse - September 8th, 2025

U.S. apartment construction has fallen to its lowest level in a decade, setting up a supply drought by 2026–27. CRE prices are stabilizing for the first time since 2022, while lifestyle office districts are outperforming with premium rents and faster lease-ups. We break down what this pivot means for investors, developers, and operators positioning for the next cycle.

3 min
SEP 5

CRE360 Morning Pulse - September 5th, 2025

Nomura re-enters U.S. commercial real estate lending after nearly three decades, hiring Barclays’ top CMBS team to fill the gap left by retreating banks. We break down what this means for borrowers with trophy assets, the near-$1B Marco Island resort sale testing luxury hospitality cap rates, and why CMBS distress still isn’t translating into forced sales. Plus, the CRE360 Take on how selective capital is reshaping deal flow.

2 min
SEP 4

CRE360 Morning Pulse - September 4th, 2025

All eyes are on the Federal Reserve. Governor Chris Waller said he supports a September rate cut, with the pace dependent on incoming data. Markets are already pricing in a near-certain move. Futures imply a ninety-two percent chance of a twenty-five basis-point cut at the September seventeenth meeting. The current policy range sits at four and a quarter to four and a half percent. Waller favors a gradual path down. For real estate, the implications are direct. Rate relief lowers debt service, extends buyer underwriting, and accelerates a lending thaw that was already visible in the second quarter. According to the Mortgage Bankers Association, originations jumped sixty-six percent year over year and forty-eight percent quarter over quarter. In short, easier money could reopen the financing pipeline.

4 min
SEP 2

CRE360 Morning Pulse - September 3rd, 2025

Today’s CRE360 Signal™ brief covered the state of U.S. capital markets. The lead story highlighted CBRE’s forecast that 2025 commercial real estate sales will reach $437 billion, about 10% above 2024 but still nearly 18% below pre-COVID norms. Supporting segments focused on tight but functioning credit markets, with June CMBS issuance falling to $0.9 billion, and rising cross-border capital flows, including Norway’s NBIM and Brookfield deploying billions into U.S. logistics and distressed opportunities. The CRE360 Take emphasized that while financing remains costly, stability in interest rates and modest cap-rate compression are restoring deal flow. The Outlook pointed to inflation and Fed guidance as the key drivers to watch, alongside a shift toward one-off asset trades and global JV structures.

3 min
AUG 31

CRE360 Morning Pulse - September 2nd

Latest in commercial real estate.

3 min

9 Episodes

5

out of 5

3 Ratings

A daily 3-minute market pulse for commercial real estate investors, operators, and dealmakers. Powered by CRE360 Signal™, each episode delivers sharp insights, key data points, and operator-level takes—faster than you can finish your coffee. If you don’t have time to read, listen here.

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CRE360.ai
Years Active

2K
Episodes

9
Rating

Clean
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CRE360 Pulse