Episode 80: Friday Investor Outlook — Where Smart Money Is Moving
Q1 2026 CRE volume hits $66B — best start in 3 years. Multifamily commands 24% of deal flow, IOS sees $3B+ raised, senior housing at decade-high 16.2% share. But $875B in debt matures this year, private credit redemptions hit -$7.5B. Flight to quality is the only strategy working.
9 Apr 2026
Episode 79: Class B Multifamily — Limited Supply, Durable Demand
Class B is the clear winner in 2026. Occupancy outperforming Class A, TruAmerica closes $708M workforce housing fund, Fannie/Freddie exempt workforce housing from caps. Class A struggling — 16.7% offering concessions, 10.8% average discount. Target workforce housing in supply-constrained markets.
8 Apr 2026
Episode 78: Treasury at 4.25% — Green Light for Selective Deployment
10-Year Treasury eases to 4.25% — down 8 bps. CMBS spreads tightening, lenders competing again. But rate cuts fading — Fed held steady, JPMorgan forecasts no cuts in 2026. $875B in CRE loans maturing this year. Lock in financing while spreads are tight.
Host of What's Hot What's Not CRE?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
