⭐️ 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, worsening refinance math and pushing CRE borrowing costs higher as markets rethink Fed cuts and price in prolonged higher rates.

➡️ Why it matters: Higher yields pressure valuations, refinancing, and deal feasibility.

3. Fundraising Up: Private CRE fundraising rose 13% in 2025, led by opportunistic and debt strategies, but higher rates continue to cap recovery and limit upside.

➡️ Why it matters: Capital returning, but elevated rates still constrain market growth.

📈 2. Chart to Watch

Bid intensity is stabilizing across CRE sectors, with narrowing bid-ask spreads and more competitive bidding as capital returns and investor sentiment improves.

➡️ Why it matters: Improving liquidity signals early recovery in transaction markets.

💰 3. Capital To Know

​Urban Standard Capital is a real estate lender, developer, and investment firm focused on financing, acquiring, and developing properties, emphasizing transparent deal execution, flexible structuring, and fast closings with committed capital.

• Core Plus Debt: $3,000,000 - $300,000,000 | 65% LTC / 75% LTV
• Value Add Debt: $5,000,000 - $300,000,000 | 75% LTC / 75% LTV
• Mezzanine: $2,000,000 - $30,000,000 | Up to 85% LTC / 80% LTV
• Preferred Equity: $2,000,000 - $30,000,000 | Up to 75% LTV
• Product Types: Single Family, Multifamily, Mixed-Use, Retail, Office, Land & Condominium
• Loan Size: $3,000,000 - $30,000,000
• Rate: SOFR + 400–750 bps
• Term: 6-36 months
• Fees: 1.5 - 2.0%+
• Geography: Primary Gateway & Secondary Markets Nationwide

No fluff. Just fundamentals. ​Available Here →​

Pocket-sized CRE glossary. ​Available Here →​

315 essential terms to know. ​Available Here →​