Deal volume is down 37% YoY, but data centers and retail are holding strong while office and multifamily slide. The 39-day federal shutdown is freezing $3.2B in HUD loans, and $58B in CRE debt comes due this quarter — a real test for refinancing risk.

In 60 seconds:

• Winners: Data centers + retail
• Losers: Office + multifamily
• Key watchpoints: loan maturities, Fed tone, and shutdown fallout

📊 Research-driven. AI-backed. Built for operators.
 🔗 CRE360.ai

Good morning — the Fed’s latest rate cut pushed the ten-year Treasury below four percent, reopening the debt window and boosting deal flow. Multifamily financing is back, vacancies are steady, and returns are turning positive. In New York, office sales are surging as capital returns.The thirty-year mortgage rate sits at six-point-one-seven percent — the lowest since 2024. Now’s the time to lock rates, stay disciplined, and move before spreads tighten. Research-driven. AI-backed. Built for operators .Visit CRE360.ai for the full report.

The Fed just reopened the CRE debt window — and capital is moving again. In today’s episode, we break down the second rate cut in two months, the 10-year Treasury’s drop below 4%, and what it means for deal flow, spreads, and underwriting discipline.

We also dig into:

• Why U.S. multifamily rents just turned negative for the first time since 2020.
• How industrial leasing surged 20% in Q3 to its highest level in a year.
• And why mortgage rates at a 13-month low could ripple through CRE financing.

Plus, the CRE360 Take — where operators should act now to lock rates, re-underwrite, and manage occupancy through the cycle.

🎧 Listen for data-driven insight, operator clarity, and a 3-minute edge on the market — only from CRE360 Signal™.

In today’s CRE360 Signal Daily Brief, state attorneys general push back on RealPage’s $142 million rent-fixing settlement, keeping regulatory pressure high on multifamily operators. Meanwhile, apartment rents turn negative for the first time in 15 years, institutional investors prepare to re-enter a thawing CRE market, and office loan delinquencies hit new highs. We break down what this means for underwriting, capital flows, and operator strategy heading into 2026.

Tagline:
Research-driven. AI-backed. Built for operators. Visit CRE360.ai
for the full report.

Today’s CRE360 Signal Daily Brief tracks a shifting capital landscape as banks retrench and private credit surges. We break down the 8% pullback in bank CRE lending and how debt funds are filling the gap — at 7–9% rates. Plus, Q3 deal volume jumps 16%, Plymouth Industrial REIT goes private in a $2.1 B buyout, and U.S. office vacancy finally ticks down for the first time since 2019. We close with on-the-ground insight on Dallas’s retail rent boom and what operators should do before year-end.

Runtime: ≈3 min 50 sec

Produced by: CRE360 Signal™ — research-driven, AI-backed, and built for operators.

Florida eliminates its 57-year lease tax, reshaping CRE economics statewide. Manhattan posts a 19-year leasing high as firms double down on premium offices. Houston retail landlords hold firm with near-record rents, while investors quietly circle San Francisco’s discounted towers.

This 3-minute brief unpacks how policy, fundamentals, and selective capital are redrawing the map for U.S. commercial real estate operators.

Listen for:

• What Florida’s tax repeal means for cap rates and underwriting.
• Why NYC is now the benchmark for post-COVID office recovery.
• How Houston’s supply discipline keeps retail stable amid macro volatility.
• Where opportunistic capital is finding yield in San Francisco’s distress.

CRE360 Signal™ — research-driven, AI-backed, and built for operators.

Today’s episode unpacks the asymmetrical hotel recovery and how capital is flowing elsewhere in commercial real estate.

• Hotels: Revenues are back, but profits and deals aren’t — with RevPAR near $96, expenses climbing 6%, and transactions stuck at $15 B.
• Industrial: Manufacturing and reshoring keep the sector in top gear as Embraer, CIP, and NorthPoint push new projects.
• AI Infrastructure: Meta’s $27 B Blue Owl joint venture marks a new frontier where data centers meet institutional capital.

Plus, the CRE360 Take on what operators should prioritize heading into 2026: disciplined underwriting, fixed-rate debt, and reliable power partnerships.

CRE360 Signal™ — research-driven, AI-backed, built for operators.

 Global capital is back in Manhattan — sovereign funds revive the debt market as regional banks tighten and institutional investors rotate to multifamily and logistics. CRE360 breaks down what this means for credit, capital flows, and operator strategy. 

Today’s CRE360 Signal Daily Brief unpacks the mixed tone emerging across America’s growth corridor.
 Phoenix’s build-to-rent boom rolls on — more than 10,000 units under construction — even as Las Vegas tourism dips 8% year-on-year. Texas remains steady with 94% apartment occupancy, while Florida’s retail and housing markets run red-hot amid record tourism. In the Midwest, 6% industrial vacancies and 3% rent growth highlight quiet resilience.

Host [Name] breaks down what these cross-currents mean for operators and lenders — and why 2025 is shaping up as a test of underwriting discipline, not exuberance.

🎙 The CRE360 Signal Daily Brief — research-driven, AI-backed, and built for operators.

🎙 CRE360 Signal Daily Brief — October 20, 2025

EPISODE TITLE:
Retail Holds Ground, Industrial Rebounds, and Capital Lines Up for the Maturity Wall

PODCAST DESCRIPTION (for Beehiiv / Spotify / RSS):
Today’s CRE360 Signal Daily Brief breaks down how retail is finding its floor as pricing resets, why industrial leasing momentum is back, and where distress investors are preparing to strike ahead of the 2026 maturity wall. Plus: a look at the renewed bid for Manhattan’s trophy office towers.