NEW YORK CITY—"The industry is in the middle of a major disruption, but there are bright spots, including Bonobos' commitment to physical retail,” says Deborah Weinswig at Fung Global Retail & Technology.

LOS ANGELES—The US commercial real estate lending environment remains favorable despite the Fed's stance on raising short-term interest rates, says Brian Stoffers at CBRE Capital Markets.

DALLAS—The former vice chairman of investment banking at Morgan Stanley had joined the net lease REIT this past September.

NEW YORK CITY—The largest new delinquency rate and the largest loan resolution for the month both occurred in the office sector, Fitch Ratings said Monday.

BLOOMFIELD HILLS, MI—A week after Land and Buildings Investment Management urged Taubman Centers shareholders to vote in two new directors, the mall REIT's CEO called Land and Buildings' view “fundamentally flawed.”

NEW YORK CITY—Coach Inc. will take a few pages from its own playbook in reducing Kate Spade's distribution through department stores, as well as reducing the brand's reliance on discounting to drive sales.

IRVINE, CA and CHICAGO—The merger of two complementary portfolios will improve the tenant diversification of the combined healthcare REIT.

SANTA BARBARA, CA—The office sector edged out multifamily for investment sales during the first quarter. A Yardi Matrix report offers insights on what's behind its broadening appeal to investors, domestic and cross-border.