In today’s CRE360 Signal Daily Brief —
 • Blackstone trades $1.3 B in UK warehouses for a REIT stake and eyes a Big Yellow takeover.
 • Julius Baer takes fresh real-estate losses amid Europe’s credit crunch.
 • Goldman’s banker exodus reveals the high-rate deal drought.
 • U.S. growth surprises to the upside — but inflation stays sticky.
 • China’s Country Garden restructures $14 B in debt, and PropTech firm Realmo launches an AI tool for CRE search. 

🎧 CRE360 Signal Daily Brief — October 13, 2025
The Fed finally blinks — rate cuts begin, but stress across commercial real estate keeps rising. In today’s 3-minute brief:

• The Fed’s first rate cut since 2024 sets policy at 4.00–4.25%, signaling a turn in the cycle.
• Office delinquencies spike to 8.1% as credit remains tight.
• Property values stabilize, but still sit 15–20% below 2022 peaks.
• Multifamily rents flatten as nearly 475K new units flood the market.

🛠 The CRE360 Take: rate relief is a tailwind, not a rescue — leverage discipline and early debt execution are key.

Listen now for data-driven insight on how lenders, investors, and developers should position for Q4.

 Friday, October 10, 2025 — The Federal Reserve’s new disclosure rule could make commercial real estate risk harder to see just as loan modifications surge past $27 billion. We break down what “extend-and-hide” means for lenders, borrowers, and investors. Plus: San Francisco offices trade at 60% discounts, Crow Holdings secures a $1.8 billion retail recap, and CRE360’s take on how to navigate the next wave of maturities.
 Listen now — research-driven, AI-backed, built for operators.

 U.S. commercial property values are finally stabilizing. Green Street’s index turns positive for the first time in two years, even as a federal shutdown stalls projects and freezes $2.1 B in Chicago transit funding. D.C.’s housing market wobbles under job cuts, and the Fed holds its line amid a booming AI economy.
 In this 3-minute brief, we unpack the day’s key data and what it means for investors, lenders, and developers positioning for 2026. 

Private data shows U.S. hiring has cooled sharply — Carlyle’s real-time index estimates just +17,000 new jobs in September, far below expectations, fueling talk of a Federal Reserve pause. We break down what this means for rates, underwriting, and market sentiment.

Plus: Manhattan office leasing surges to its strongest pace in two decades, while multifamily rent growth stalls as new supply floods the Sunbelt.

🛠 CRE360 Take: Defend cash flow, extend maturities, and stick to quality assets — NYC trophy office, power-secure data centers, and resilient multifamily.

Stay ahead of the market in 80 seconds — research-driven, AI-backed, and built for operators.

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Florida’s rental markets just hit a demand shock.
As immigration protections expire, submarkets like Doral are seeing tenants vanish — with vacancy hitting a 10-year high and rents collapsing. Meanwhile, institutional capital is reentering New York City hospitality, and the capital divide in CRE is deepening fast.

In today’s episode:
 • Immigration policy reshapes Florida’s rental fundamentals
 • Magna’s $490M Manhattan hotel sale marks a turning point for hospitality
 • CRE’s capital bifurcation widens — top-tier assets attract capital, others struggle
 • Plus: CRE360’s Take and forward-looking market outlook

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 Federal gridlock is chilling one of America’s most resilient housing markets. In today’s brief: D.C. listings surge 55% amid the government shutdown, institutions tighten their grip on industrial real estate, global property values surpass $393 trillion, Cushman & Wakefield heads offshore, and Zillow faces a regulatory storm. The CRE360 Signal breaks down what it means for liquidity, valuations, and the next phase of capital flows across commercial real estate. 

Today’s lead story: Foreign buyers retreat from U.S. real estate. Thirty states now restrict foreign ownership, driving investment volumes to their lowest level since 2011. Liquidity in trophy assets is thinning fast, with domestic syndicates and private credit stepping in to fill the gap.

We also cover:

• Global CRE shifts toward AI-driven data centers and ESG-compliant assets.
• Dubai’s record property boom, with yields hitting 10–12%.
• India’s housing market stability, supported by the RBI’s rate pause.
• U.S. luxury housing softening, sales hitting decade lows.

🛠 CRE360 Take: Capital is rebalancing. Domestic strategies must tighten, underwriting timelines should extend, and global comparisons — especially Dubai — can no longer be ignored.

🔭 What’s Next: Expect more state-level bans in 2025, continued capital shifts toward AI infrastructure, and a possible Fed reset in 2026 that could re-open global flows.

Stay ahead with the CRE360 Signal™ — Research-driven. AI-backed. Built for operators.

In today’s CRE360 Signal Daily Brief:

• The FTC and five states sue Zillow and Redfin over a $100M rental listings deal regulators say stifled competition.
• IKEA acquires a $213M SoHo flagship, blending retail with office in a bold urban bet.
• Fermi REIT raises $682M in a blockbuster IPO to fund an AI data center megacampus.
   Plus, insights on RXR’s $3.5B Manhattan office war chest, Bellevue’s $304M loan default, and what these moves mean for investors.

In today’s CRE360 Signal Daily Brief for Friday, September 26, 2025:

• Trophy property values tick higher for the second straight month, signaling early recovery at the top end of the market.
• Tariffs push construction costs up nearly 5%, delaying new projects.
• The hospitality workforce surges beyond pre-COVID levels — but at a 35% higher wage bill.
• U.S. hotels see RevPAR dip as occupancy softens, especially in major markets.

🛠 Plus, our CRE360 Take: what investors, lenders, and developers should focus on as pricing bifurcates, construction costs escalate, and hospitality margins tighten.

🔭 Outlook: Fed signals, trade policy, and holiday travel will define the next quarter.

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