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Credible CRE

Sharing knowledge on commercial and residential real estate finance

Get the best insights every Monday and Thursday. Join our 20,000+ community to get the most valuable commercial real estate financial news. "CRE in 3" provides 3 trending headlines and 3 thought-provoking sections in just a 3-minute read.

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Featured Post

📊CRE in 3: Inflation Up 0.9% + JV Governance Gaps​ + Searching For Yield​

⭐️ 1. Market Moves Overview: Inflation jumps 0.9% delaying cuts, JV governance gaps raise investor risk, and CRE investors move up risk curve as liquidity improves. 1. Inflation Up 0.9%: Inflation rose 0.9% in March, driven by an 11% energy spike, raising concerns that Fed rate cuts could be delayed. ➡️ Why it matters: Higher inflation may delay cuts and pressure CRE financing costs. 2. JV Governance Gaps: CRE joint ventures face governance gaps where passive investors bear risk without...

3 days ago • 2 min read

⭐️ 1. Market Moves Overview: Hike fears return as oil tops $110, rising yields worsen refinance math, and CRE fundraising rises 13% but higher rates cap recovery. 1. Rate Hike Potential: Markets now price a potential Fed rate hike as inflation fears rise, with oil reaching above $110 and recession risks increasing amid stagflation concerns. ➡️ Why it matters: Higher-for-longer rates further pressure CRE financing and valuations. 2. Refinance Math Deteriorates: Treasury yields are surging,...

17 days ago • 1 min read

⭐️ 1. Market Moves Overview: Weak jobs complicate Fed policy, CRE distress remains high at 11.1%, and private equity targets housing, industrial, retail, and data centers. 1. Complicated Jobs Reports: A weak February jobs report complicates Fed policy decisions as softening labor markets collide with inflation still above the 2% target. ➡️ Why it matters: Labor weakness increases probability of rate cuts ahead. 2. 11.1% Special Servicing: CRE distress remains elevated with special servicing...

about 1 month ago • 2 min read