In a market still defined by caution, Q1 2025 delivered a quiet but important signal to multifamily investors: the fundamentals are stabilizing—and in some key markets, they’re starting to accelerate.Absorption Outpaces Deliveries for the First Time Since 2021Over...
There’s an old saying in real estate: markets move on confidence. If that’s the case, May just rang the alarm bells.According to the University of Michigan’s preliminary numbers, U.S. consumer sentiment has dropped to 50.8—the second-lowest reading on record. To put...
May 12, 2025If you’re a developer or investor managing leverage, watching inflation, or planning your next raise—yesterday brought news that could ripple across every balance sheet in the real estate world.In under 24 hours, the U.S. moved toward de-escalating its...
It’s hard to overstate how volatile this year has been for capital markets—and for those of us navigating development, dealmaking, or capital raising in commercial real estate, the last thing we needed was another curveball. Yet, just days ago, we got one: a sweeping...
The Week in Review – May 2025Before the headlines turned to Vatican smoke signals and Bitcoin’s victory lap, a new U.S.–UK “trade deal” made its debut from the Oval. I use that term loosely. Call it a framework, call it a handshake, but don’t call it clarity.The big...
There was a time when Wall Street’s biggest risk factor was something tangible—oil prices, war, a Lehman moment. But this week, the markets got spooked not by a natural disaster or geopolitical conflict, but by something far more elusive: a passing comment about...
