commercial real estate

Distressed investors are viewing the U.S. commercial real estate industry as a utopia of great deals after the COVID-19 pandemic work-from-home shift caused office values to plummet last year. Private equity firms are putting this sector in their crosshairs as they set aside 64% of dry powder...

The worst may be over for commercial real estate (CRE) assets, yet a full recovery is still some distance away, according to a recent report from Goldman Sachs. The analysis, shared by analyst Caitlin Burrows on Friday, indicates that while the annual decline in CRE transaction volumes has likely...

Axos Financial, Inc. (NYSE:AX) responded to Hindenburg Research’s short report, stating the short seller made a series of misleading, incomplete and false allegations. The company said in a Tuesday SEC filing that its last earnings call provided a detailed credit update, and there have been...

“Office real estate is doomed,” so goes the most common narrative on Wall Street. Delinquency data could be telling another story; does it indicate that the market is wrong about commercial real estate? The Data: The Board of Governors of the U.S. Federal Reserve System reported data...

This was an exciting week for Bitcoin (CRYPTO: BTC) holders and hodlers as the fourth-ever halving took place on Friday. The American consumer got back to work spending ever more on goods and services. Some of that was inflation and some was more consumption. That same consumer is a bit...

Regional bank stocks, as represented by the SPDR S&P Regional Banking ETF (NYSE:KRE), have experienced a noticeable rebound after recently hitting the 200-day moving average support. This positive movement follows a series of strong earnings aQ1 2024 reports from sector players. Despite this...

It’s a hard time out there for real estate. The main impact of the Fed’s interest rate hikes is that capital is harder to come by. That has resulted in credit standards tightening and fewer transactions happening in the market (according to CBRE, commercial real estate volumes were down...

This was a big week for people who follow macroeconomic news. The Federal Reserve kept rates and the dot plot unchanged, but the press release was carefully worded to be opaque.  We’ll explain why. After more than a decade of near and even below-zero interest rates at the Bank...

The Federal Reserve’s indication of upcoming interest rate cuts injected optimism into the real estate sector, particularly benefiting stocks under pressure due to exposure to the office industry or elevated debt levels. A Shift Towards Speculation Thursday’s session suggests the rally...

Shares of major U.S. financial stocks, as represented by the Financial Select Sector SPDR Fund (NYSE:XLF), surged to record highs, in the wake of the March Federal Open Market Committee (FOMC) meeting. This rally was fueled by anticipations of stronger economic growth and a reduction in borrowing...

Blackstone Inc. (NYSE:BX) President Jon Gray believes now is a good time to invest in commercial real estate, with discounted assets and potential for growth, suggesting investors to consider looking at the asset class. Speaking with Bloomberg‘s Francine Lacqua during his attendance at the...

“There will be more bank failures.” This was the stark message from Federal Reserve chairman Jerome Powell on Thursday, addressing the exposure of regional banks to the crisis in the commercial real estate sector. Powell was speaking before the Senate Banking Committee and said the Fed...

Federal Reserve Chair Jerome Powell reiterated Wednesday he would like to have more confidence on inflation moving back sustainably toward the Fed’s 2% target before unleashing the policy easing down the road. During a Q&A session with the House Financial Services Committee, Powell...

Bank of America has downgraded six players in the Commercial Real Estate (CRE) mortgage REIT sector, citing interest rate headwinds and weakening fundamentals that spell a “rocky road ahead” for the industry. Eric Dray, CFA, a research analyst at Bank of America, conveyed in a note to...

New York Community Bancorp (NYSE:NYCB) finds itself in the eye of the storm once again. On Thursday, the bank publicly acknowledged a “material weakness” in its internal controls concerning loan review processes. This admission was accompanied by a major leadership change at the top,...