⭐️ 1. Market Moves

Overview: Cyberattack on SitusAMC exposes lender data and risk, San Francisco office demand jumps 107% on AI growth, and FHFA lifts GSE caps to $176B.

​

1. SitusAMC Cyber Attack: A major cyberattack on SitusAMC exposed sensitive mortgage and bank data, forcing major lenders to assess risk across real estate loan infrastructure.

➡️ Why it matters: Third-party breaches threaten CRE lending stability and bank compliance exposure.

​

2. AI Driving Office Demand: San Francisco office demand surged 107% as AI firms drive leasing, positioning the city as the nation’s top AI-fueled office market.

➡️ Why it matters: An office comeback has been a growing discussion. San Francisco might be paving the way for a larger comeback for this product type.

​

3. $176 Billion Fannie Freddie: FHFA raised 2026 multifamily lending caps to $176B, expanding Fannie and Freddie’s capacity to buy apartment loans and support refinancing.

➡️ Why it matters: Higher caps boost multifamily liquidity ahead of heavy 2026 maturities.

📈 2. Chart to Watch

Equity Capital

Private equity and local investors are expected to lead 2026 real estate equity flows, while foreign investors remain the only declining source.

➡️ Why it matters: Domestic capital is driving CRE investment as global flows soften.

🤝 Presented By: Ready to enter 2026 with direction, confidence, and a solid plan? ​ Join Sarah Glenn, Founder of Completely, for Completely Ready for 2026 — a live, hands-on annual planning workshop that helps you reflect on the past year, set meaningful goals, and design a strategy you’ll actually stick with. Expect guided reflection, goal-setting frameworks, and practical tools you can use all year long. You’ll leave feeling focused, motivated, and prepared for your best year yet. ​ ​Virtual Annual Planning Workshop​ Early pricing is available — save $25 through 12/3 with code CompletelyReadyCRE. ​

💰 3. Capital To Know

​Boulder Equity Partners offers a consultative approach to commercial property funding, providing expert guidance, a range of loan options, and honest answers to help you secure the best financing. Boulder Equity Partners finances both long-term CRE loans and bridge loans with expert service.

• Disclaimer: Boulder also has long-term and construction loans. We will highlight their bridge program here.
• Program: Senior Bridge Debt
• Use of Proceeds: Acquisition, Refinance/Cash Out, Equity Recapture
• Product Types: Condo Inventory, Industrial, Residential, Mixed Use, Mobile Home Parks, Parking, Multifamily, Self-Storage, Hospitality, Retail, Portfolio Loans
• Loan Size: $500,000 - $100,000,000+
• LTV/LTC: Up to 75%
• Rate: 10% - 12%, on average
• Term: 1-2 Year Terms + Extensions
• Amortization: Interest Only
• Prepayment Penalty: Little or No Prepay
• Timeline: Quick fund in as little as 2-3 weeks

Need CRE financing help? Reply to:

huber.b@crediblecre.com

📘 How to Win in Commercial Real Estate​ ​ Unlock the blueprint to CRE success. Whether you're a curious newcomer, early-career professional, or lifelong learner, this book breaks down the complexity of CRE into clear, actionable insights. ​#1 New Release​ ​👉 Buy on Amazon (Kindle & Paperback)