CRE Macro

News and analysis about macro trends impacting commercial real estateNews and analysis about macro trends impacting commercial real estateNews and analysis about macro trends impacting commercial real estate

Starwood

+13

Tides Lads' Judgment Day & Caisse Bails on SF Multi

May 12, 2025

•

11 min read

Tides Lads' Judgment Day & Caisse Bails on SF Multi

When PGs actually matter, PCCP's splashy Bay Area buy & tariff détente

Hiten Samtani

Politics & Policy

Greystone Loses Fannie Favor & the Other Donald

Apr 21, 2025

•

8 min read

Greystone Loses Fannie Favor & the Other Donald

CMBS' Jungian restart, Bren's one-man HOA & more agency agita

Hiten Samtani

Starwood

+19

Inside a Supertall Capstack & Meridian's Free Agency

Apr 16, 2025

•

16 min read

Inside a Supertall Capstack & Meridian's Free Agency

Koreans take RFR trophy, Fannie's fine print, 125 Greenwich flush, plus: new pod drop

Hiten Samtani

Starwood

Tariffs Body Check CMBS & Fairstead's Rumble in the Jungle

Apr 11, 2025

•

10 min read

Tariffs Body Check CMBS & Fairstead's Rumble in the Jungle

Blackstone joins Dallas Buyers Club, Paramount's etch-a-sketch, plus: industrial's splitscreen pricing

Hiten Samtani

Politics & Policy

+13

Fannie Blacklist Updates & REPE's Tariff Grim Reaper

Apr 4, 2025

•

12 min read

Fannie Blacklist Updates & REPE's Tariff Grim Reaper

Meridian dealmaker dinged, Naftali's $11K psf pricing & bad-boy carveout bombshell

Hiten Samtani, +1

CRE Macro

Tides Lads' Judgment Day & Caisse Bails on SF Multi

Greystone Loses Fannie Favor & the Other Donald

Inside a Supertall Capstack & Meridian's Free Agency

Tariffs Body Check CMBS & Fairstead's Rumble in the Jungle

Fannie Blacklist Updates & REPE's Tariff Grim Reaper

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