Episode Title: NYC Conversions Surge, Retail Resilient, and CRE Deal Flow Steady
Description:
In today’s CRE360 Signal Daily Brief:

• NYC’s conversion wave hits a 17-year high, with 4.1M sq. ft. of Manhattan offices pivoting to housing.
• Dallas retail stays liquid as a 183K sq. ft. center trades in a 1031 exchange.
• Georgia daycare deal highlights investor appetite for net-lease early education at 6–7% cap rates.
• U.S. deal flow holds steady with 865 August transactions and 47 trophy sales.
• Sustainability premiums drive rent growth, with green-certified buildings earning 7–12% more globally.

🎙️ Plus, the CRE360 Take: bifurcation defines today’s market — stable income assets are commanding premiums, while obsolete offices require heavy repositioning.

Research-driven. AI-backed. Built for operators.

In today’s CRE360 Signal™ Daily Brief, we break down the seismic shifts reshaping U.S. commercial real estate. National office vacancy surged to an all-time high of 20.7% in Q2 2025, with San Francisco, New York, and Charlotte among the hardest-hit markets. We connect the dots between record vacancies, a looming $290 billion debt wall, and rising distress across landlords and lenders.

But it’s not all bad news: CBRE reports a 45% rebound in lending activity, with debt funds and CMBS stepping back into the market. Plus, San Francisco’s 101 California sale and early signs of cap rate stabilization point to selective optimism in prime assets.

🔑 In this episode:

• Record-high office vacancy and what it signals for valuations.
• CRE debt markets thawing, with spreads stabilizing.
• A billion-dollar San Francisco trophy sale testing investor appetite.
• Regional resilience stories showing where fundamentals remain strong.
• CRE360 Take: why underwriting discipline and capital rotation matter most now.

Research-driven. AI-backed. Built for operators.

In today’s CRE360 Signal Daily Brief — Friday, September 26, 2025 — we cover the Fed’s rate cut and what it means for commercial real estate finance. CMBS issuance is back, with spreads tightening and coupons dropping to 6.5%, reopening refinancing windows. We also break down Milestone Group’s $1.1B multifamily fund targeting Sun Belt apartments, Starbucks’ $1B restructuring with store closures, and distress in NYC’s rent-stabilized housing sector.

🛠 CRE360 Take: Capital is flowing again, but discipline is still the rule. Smart operators will seize today’s debt window without forgetting the underwriting guardrails.

🔭 Outlook: Watch for further Fed cuts, more multifamily fundraising, and office rescue funds setting the floor for values.

Research-driven. AI-backed. Built for operators.

In today’s CRE360 Signal Daily Brief, we break down the $230 million acquisition of the InterContinental Times Square by Highgate and Gencom — one of Manhattan’s biggest hotel trades since the pandemic. We’ll also cover Columbia Sussex’s massive renovation play in Daytona Beach, JPMorgan’s $417 million construction loan for a Four Seasons resort in Telluride, and the latest Las Vegas and national hotel performance data.

Our practitioner take: quality clears first — core urban and luxury resort deals are moving, while secondary markets still demand discounts, reserves, and tighter covenants.

Stay ahead of the market with research-driven, AI-backed insights — built for operators.

The Fed’s first rate cut in years is already reshaping commercial real estate. In today’s CRE360 Signal Daily Brief, we break down how lower rates are colliding with a record $957 billion in 2025 loan maturities, what it means for cap rates, and why multifamily and industrial are positioned to rebound first.

We also cover:

• New York Life’s $130M refinance of a Southern California industrial portfolio.
• How lenders are handling the maturity wall with extend-and-pretend tactics.
• Signs that CRE pricing is stabilizing after a year of declines.

🛠 Plus: The CRE360 Take — why speed, structure, and dry powder will define the winners in this cycle.

Listen now for a 3-minute breakdown of the signals shaping today’s CRE market.

Compass’s $10B mega-merger with Anywhere Real Estate headlines today’s Brief, reshaping the brokerage landscape as U.S. home sales languish at 30-year lows. We also cover the launch of a national Climate Risk Playbook as insurance costs surge, a Baltimore last-mile industrial sale that shows resilience in logistics, and San Antonio’s bold office-to-tech campus conversion.

From consolidation and resilience to adaptive reuse, today’s signals reveal how capital is redefining survival and opportunity in commercial real estate.

 In this episode of the CRE360 Signal Daily Brief (Sept. 22, 2025), we unpack the Federal Reserve’s first rate cut of the year and why it offers only modest relief for commercial real estate. We also explore Blackstone’s swift leadership transition at its $100 B BREIT fund, UPS’s $368 M sale‑leaseback deal with Fortress, and a looming $2.05 T maturity wall of CRE loans. Tune in for a quick, three‑minute rundown plus our Chart of the Day comparing fed funds and 10‑year Treasury yields—essential listening for investors, lenders and developers who need actionable insights, fast. 

In today’s CRE360 Signal Daily Brief, we break down Toll Brothers’ $347 million exit from multifamily and Kennedy Wilson’s big bet on U.S. apartments. We also cover Kilroy Realty’s $205 million purchase of a Beverly Hills trophy office campus and the widening gap between office and industrial vacancy rates. The theme across today’s stories: capital is flowing selectively — into housing platforms and prime submarkets — while riskier assets face pressure.

🎧 Tune in for a 3-minute rundown with key numbers, sector takeaways, and what operators should watch next.

 Commercial real estate financing remains frozen as the Fed holds rates higher for longer, leaving transaction volumes down nearly 20% year-over-year. In New York, Brookfield’s $400M overhaul of 666 Fifth proves the “flight-to-quality” is alive and well, while the U.S. industrial market cools with vacancy climbing back to 7.1%. In today’s CRE360 Signal Daily Brief, we break down what these shifts mean for operators, lenders, and investors — and why discipline and liquidity matter most right now. 

 Today’s CRE360 Signal Daily Brief covers how the self-storage sector is holding steady in 2025, with occupancy near 90% and values only modestly off peak. We also look at the collapse of San Francisco’s flagship mall — down 84% in value — and a high-leverage industrial deal in Phoenix that signals investor confidence. Resilient cash flow, urban retail distress, and industrial strength — here’s what operators and investors need to know.