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The giant pension could borrow 10% of its $318 billion portfolio value and change its long-term CRE asset allocation by a third.
Office will top its historical peak in 2025 while self-storage seems the safest bet.
Outmigration in gateway markets is slowing but still significant.
If the job market gets hotter, the Federal Reserve might decide to postpone interest rate cuts.
Generative AI has become a topic of interest to the industry. This suit has the potential to shake a lot of things up.
The amount of dry powder is double that raised during the Great Recession. The question is when investors will start to spend it.
Year-over-year rent growth stays at -1% going into 2024.
Another company suddenly shuts down. What is happening in technology for CRE?
However, levels will continue to rise, offering opportunities for well-financed investors.
This happened while CMBS delinquency rates fell slightly.