⭐️ 1. Market Moves

Overview: Fed cuts boost CRE optimism with cap rates easing, office recovery hinges on Class A demand, and new-home sales surge 20% on lower rates.

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1. Fresh Appetite: Fed cuts are boosting CRE optimism, with lower debt costs fueling capital inflows, tighter spreads, and early signs of sector-by-sector cap rate compression.

➡️ Why it matters: Falling rates may revive CRE deal flow and repricing opportunities.

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2. Flight to Quality: National office vacancy sits at 18.7%, with leasing driven by Class A assets while construction stays muted and regional market gaps widen.

➡️ Why it matters: Flight-to-quality shapes leasing, but excess vacancy hinders broader office recovery.

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3. Homes Sales Surge: US new-home sales surged 20.5% in August, reaching 800,000 annualized pace, fueled by lower mortgage rates and builder incentives.

➡️ Why it matters: Sales rebound trims inventory, but sustained momentum depends on rates, jobs.

📈 2. Chart to Watch

Job growth slowed sharply: 2M jobs added in 2024 vs. just 598K through August 2025, signaling a cooling labor market.

➡️ Why it matters: Weaker hiring raises recession risks and pressures Fed toward additional rate cuts.

💰 3. Capital To Know

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​Basis Investment Group, a direct and full-service lender and equity investor, originates diversified CRE loans and investments across the capital stack of stabilized, transitional and development assets nationwide. Basis is a Minority and Woman-Owned Business.

• Program: Preferred Equity / Mezzanine Debt
• Use of Proceeds: Acquisitions, Refinancing, Repositioning, Workout, Recapitalization
• Product Types: Multifamily, Retail, Office, Industrial, Hospitality, and Self-Storage
• Loan Size: $5,000,000 - $150,000,000
• LTV/LTC: Up To 85% Leverage
• Debt Yield: Tailored To Each Transaction
• Rate: Fixed or SOFR-based Floating Rate Loans (Current / Accrual Features Where Necessary)
• Term: 3- to 10-Year Terms
• Amortization: Negotiable, Interest-Only Available
• Recourse: Non-Recourse (except for certain standard carve-outs)
• Geography: Primary and Secondary Markets Throughout The U.S.
• Notes: Can Provide Joint Venture Preferred Equity Behind GSE Mortgages

Have a CRE deal that needs financing? Email us:

huber.b@crediblecre.com

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