Insights
Short, sourced reads on the forces shaping US real estate: rates, cap rates, supply, and deal selection. Every figure is drawn from named banks and analysts, dated and linked. No forecasts of our own dressed up as fact.
All notes
The complete archive, newest first.
Published Sep 8, 2026
Renting a starter home costs less than buying one in all 50 of the largest U.S. metros. What that means for private multifamily and build-to-rent investors.
Read the note →Published Sep 8, 2026
The base case among rate forecasters is a hold, not a hike, but the scenario is worth mapping anyway.
Read the note →Published Sep 12, 2026
The 30-year fixed rate touched 7.07% on September 10, 2026, the first time this year. What actually changes for buyers, sellers, home prices, and rents, and what does not.
Read the note →Texas, Florida, Tennessee, Georgia, and Ohio versus New York, California, Illinois, Washington, and New Jersey. How tax policy, regulation, insurance costs, and migration are actually showing up in ten of the country's most closely watched real estate markets, in the numbers, not the rhetoric.
Read the note →Published Sep 2, 2026
Inflation has moved into a different setting than the one many portfolios were built for. Why tangible property still anchors a portfolio when the old assumptions stop holding.
Read the note →Published Sep 2, 2026
Large asset managers publish weekly macro commentary to summarize what shifted in rates, credit, and growth. How to read those signals for real estate entry points.
Read the note →Published Sep 1, 2026
At the halfway mark of 2026, US apartment rent growth has turned positive again after a soft patch, though the pace remains restrained.
Read the note →Published Sep 1, 2026
Heading into the September 2026 Federal Open Market Committee meeting, the policy backdrop is defined by the decision the Committee took in late July, and what it means for cap rates.
Read the note →Published Sep 1, 2026
A rent roll is the single most revealing document a passive investor can request about an apartment property, and yet it is often skimmed rather than read.
Read the note →Published Aug 15, 2026
New York City is the most liquid and most heavily regulated apartment market in the United States, and in 2026 it is clearly split in two.
Read the note →Published Aug 13, 2026
Something structural is happening in how Americans hold wealth.
Read the note →Published Aug 13, 2026
Twice a year, CBRE asks its professionals to price the market.
Read the note →Published Aug 13, 2026
In August 2026, Almanac Realty Investors, the private real estate arm of Neuberger Berman, committed 250 million dollars of growth capital to AmCap Ventures, a vertically integrated real estate.
Read the note →Published Aug 10, 2026
Large investors evaluate opportunities through a consistent lens, risk first, fundamentals over stories, management quality, and durability. What individual investors can borrow from how the biggest players think.
Read the note →Published Aug 10, 2026
The risks that sink investments are usually the ones that were never on the page. How to surface hidden assumptions, blind spots, and the failure modes that do not show up in a pro forma.
Read the note →Published Aug 10, 2026
Real estate performance comes from a few identifiable sources. A clear breakdown of cash flow, operational improvement, market growth, and appreciation, and which ones you can control.
Read the note →Published Aug 10, 2026
Waiting for the perfect opportunity feels safe, but inaction carries its own cost. How to weigh the risk of acting against the quieter risk of standing still.
Read the note →Published Aug 10, 2026
An attractive property is not automatically a good investment. How disciplined investors separate a good price from a good outcome, and why the two are not the same.
Read the note →Published Aug 8, 2026
U.S. active listings sit near a post pandemic high yet still below 2019, and the national average hides a sharp split. Where inventory is abundant, where it is scarce, and what it means for rental and multifamily investors. Dated figures from Realtor.com, Redfin, Zillow, NAR, Fannie Mae, ICE, Cotality, and the Census Bureau.
Read the note →Published Aug 5, 2026
United States commercial real estate prices rose again in mid 2026 as deal volume grew for a third straight quarter and cap rates steadied. Here is what the latest MSCI, CBRE and Federal Reserve data say about whether the market has reached a turning point, and what it means for investors.
Read the note →Published Aug 5, 2026
Multifamily lending is easing in 2026 as banks loosen standards, spreads tighten, and agency caps rise. Learn what looser credit means for acquisitions, refinancing, leverage, and risk.
Read the note →Published Aug 5, 2026
CBRE's August 2026 Midyear Review sees U.S. commercial real estate stay resilient, with investment up 16 percent to about 605 billion dollars, record industrial leasing, and income leading returns as cap rate compression waits for 2027.
Read the note →Published Aug 5, 2026
US GDP slowed to 1.5 percent in Q2 2026 while apartment demand and rents accelerated. We explain the disconnect through household formation, affordability, supply, and migration, plus the risks and what it means for real estate investors.
Read the note →Published Aug 5, 2026
Commercial real estate lending turned more competitive in 2026 as CBRE data shows loan volume up 11 percent and spreads tightening. Here is how cheaper, more abundant debt is reshaping deal selection, floating versus fixed choices, underwriting discipline, and downside protection for investors.
Read the note →Published Aug 1, 2026
What a 3.50 to 3.75 percent range and a hawkish split mean for financing and cap rates.
Read the note →Published Aug 1, 2026
The new 10 and 12.5 percent duties, and the Yale estimate of 1.7 percent added to prices.
Read the note →Published Aug 1, 2026
Brent near 90, forecasts from 70 to 110, and what a spike would do to inflation and spending.
Read the note →Published Aug 1, 2026
Multifamily, single family, and retail, with dated CBRE and Yardi figures.
Read the note →Published Aug 1, 2026
Rates, tariffs, and oil tied together, and what they mean for passive real estate.
Read the note →Published Aug 2, 2026
How much CRE debt comes due in 2026, and where the refinancing pressure really sits.
Read the note →Published Aug 2, 2026
The two biggest tax tools in US real estate, with 100 percent bonus depreciation in 2026.
Read the guide →Published Aug 2, 2026
6.4 percent vacancy, resilient demand, and the slowest inventory growth in a decade.
Read the note →Published Aug 2, 2026
What premiums of 1,400 to 2,500 dollars per unit do to apartment NOI and returns.
Read the note →Published Aug 2, 2026
Who qualifies and how the SEC's 2025 guidance changed verification.
Read the guide →Published Aug 4, 2026
The grocery anchored playbook, the type of center we invest in, and how to judge one.
Read the guide →A real estate syndication is a group investment: how the sponsor, the capital, and the returns fit together.
Read the note →When you invest passively, you are not really buying a building, you are backing an operator. What to check before you wire money.
Read the note →Net operating income, cap rate, IRR: what each metric actually hides, and how to read them like an underwriter.
Read the note →The two most important numbers for a real estate investor right now are pulling in different directions, and that tension is the whole story.
Read the note →Washington DC is a high supply market that is just past the softest part of its cycle.
Read the note →