CRE 360 Signal™

CRE360signal.com
  • 5.0 (3)
  • DAILY NEWS

A daily, three-minute market pulse for commercial real estate professionals who make real decisions. Powered by CRE 360 Signal™, each episode distills the most relevant developments in credit, assets, and execution into clear, asset-level implications—what changed, why it matters, and where risk or opportunity is forming. No long interviews. No macro noise. Just concise signal for investors, operators, lenders, and dealmakers who don’t have time to read—but still need to think clearly.

  1. Brookfield Walks Away from Office — and Pays to Do It

    6D AGO

    Brookfield Walks Away from Office — and Pays to Do It

    In this episode, we break down Brookfield Asset Management’s $1.2 billion all-cash acquisition of Peakstone Realty Trust — and why this deal is less about size and more about structure. Brookfield is paying a meaningful premium to take a fully de-risked, industrial-only platform private, with heavy exposure to industrial outdoor storage. That choice sends a clear signal about where institutional capital is moving — and what it’s actively avoiding. We discuss what Brookfield is really underwriting, why portfolio simplification now commands a premium, how IOS has crossed into institutional territory, and what this transaction says about the growing valuation gap between public REITs and private capital.

    3 min
  2. Capital Is Ready. Pricing Isn’t.

    FEB 4

    Capital Is Ready. Pricing Isn’t.

    A new investor intentions survey shows most CRE buyers are preparing to increase acquisitions in 2026—but deals aren’t stalling because of capital or rates. In this episode, we break down why pricing discipline, not liquidity, is the real constraint, where investors are actually willing to transact, and which asset types are clearing underwriting today. A clear, factual look at what’s moving capital in commercial real estate—and what isn’t.

    3 min
  3. Multifamily 2026: Supply Has Peaked — Are You Positioned?

    FEB 3

    Multifamily 2026: Supply Has Peaked — Are You Positioned?

    After two years of volatility, U.S. multifamily is entering a new phase. Cap rates have reset. Rent growth is flat. And while most investors are still waiting for yield, the data shows a different story: supply is collapsing, absorption is stabilizing, and capital is quietly re-entering the market. In this episode, we break down three defining signals that will shape strategy in 2026–2027:— Why Sun Belt distress is peaking, not deepening— Which Midwest markets are quietly outperforming on NOI and occupancy— How a record drop in new starts sets up a national undersupply by 2027 This is not a recovery story — it’s a repricing setup. If you're still modeling 2024 assumptions, you're already behind.

    2 min
  4. Why Data Center Projects Stall After Power Is Secured

    FEB 2

    Why Data Center Projects Stall After Power Is Secured

    Power isn’t the lesson anymore. Timing is.This episode explains why data center projects stall after power is identified — and where deliverability, sequencing, and electrical coordination actually break

    2 min
  5. Structure Over Stories

    JAN 29

    Structure Over Stories

    Most conversations about commercial real estate are stuck on the wrong question: Is capital coming back? In this episode, we break down three real-world signals from this week’s market activity that show what’s actually moving deals forward — not headlines, not forecasts, and not speculation. We look at why a record-setting C-PACE financing backed by a publicly traded REIT signals a shift in how owners are structuring buildings, what rising transaction volume really tells us about asset-level judgment, and why interest rate expectations matter far less than most people think when deals are underwritten correctly. This is not a market outlook episode.

    3 min
  6. Why CRE Debt Is Repricing — Quietly

    JAN 28

    Why CRE Debt Is Repricing — Quietly

    Commercial real estate credit isn’t recovering — it’s being repriced. In this episode, we examine how life insurers and private-credit platforms are quietly reshaping the CRE debt market as banks remain on the sidelines. Rather than a return of easy credit, today’s environment reflects a structural shift in who provides capital and how risk is underwritten. We break down why clean, stabilized assets are seeing competitive debt terms while transitional and speculative deals continue to face wide pricing, tight covenants, and limited liquidity. More importantly, we explain where risk has migrated now that central banks are no longer absorbing it — and why underwriting discipline, capital structure, and exit visibility matter more than market timing. This conversation is designed for investors, developers, and operators who want a clear, institutional view of how commercial real estate debt is actually being priced in the current cycle.

    2 min
  7. FHFA’s $225B Bond Cap Could Backfire on Operators

    JAN 27

    FHFA’s $225B Bond Cap Could Backfire on Operators

    Mortgage rates are easing—but not because fundamentals improved. In this episode, we unpack how federal housing policy is quietly reasserting control over mortgage pricing through agency balance sheets, why this isn’t a market-driven move, and where the real risk is being relocated. A clear-eyed look at rate relief, underwriting reality, and why policy-driven pricing always comes with an expiration date.

    3 min
  8. Data-center demand hasn’t slowed — but approval has.

    JAN 23

    Data-center demand hasn’t slowed — but approval has.

    In today’s CRE360 Signal, we break down why zoning boards and grid operators are no longer tolerating unlimited data-center growth, and how informal constraints are hardening into enforceable limits. From Kansas City’s zoning escalation to ERCOT’s growing interconnection backlog, the market is shifting from negotiation to governance. We explain why feasibility risk is moving upstream, which development strategies are now structurally exposed, and why access to power — not capital or tenants — is becoming the defining competitive advantage.

    3 min
See All (93)

Ratings & Reviews

5
out of 5
3 Ratings

About

A daily, three-minute market pulse for commercial real estate professionals who make real decisions. Powered by CRE 360 Signal™, each episode distills the most relevant developments in credit, assets, and execution into clear, asset-level implications—what changed, why it matters, and where risk or opportunity is forming. No long interviews. No macro noise. Just concise signal for investors, operators, lenders, and dealmakers who don’t have time to read—but still need to think clearly.

Information

  • Creator
    CRE360signal.com
  • Years Active
    2025 - 2026
  • Episodes
    93
  • Rating
    Clean
  • Copyright
    © 2025 CRE 360 Signal™. All rights reserved.
  • Show Website
    CRE 360 Signal™