Artwork
iconShare
 
Manage episode 513866827 series 3687645
Content provided by Omid Shahbazian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Omid Shahbazian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Multifamily rents post their steepest September drop since 2009 as new supply overwhelms demand. Office CMBS delinquencies climb past 8%, rent-stabilized New York portfolios face foreclosure pressure, and only top-tier towers are finding refi lifelines. Plus, the Fed hints at ending QT, nudging yields lower and reopening the CRE debt window — slowly.

🎧 In this 3-minute brief:

  • Apartment rents fall 0.3% month-over-month — sharpest in 15+ years.
  • Office CMBS delinquency jumps to 8.1%.
  • $165M Queens rent-stabilized loan heads to foreclosure.
  • Two Manhattan trophies lock in $1.9B of new financing.
  • Powell signals “QT end in view” — 10Y Treasury near 4.0%.

CRE360 Signal™ — Research-driven. AI-backed. Built for operators.

  continue reading

34 episodes