August 2025 brings renewed focus on the Federal Reserve as markets await the September FOMC decision, with odds heavily favoring a rate cut and the possibility of a more aggressive move if inflation and employment data warrant.
Meanwhile, capital sources from life companies to debt funds are recalibrating pricing and leverage in response to shifting rate expectations.
Market Overview As July draws to a close, market participants have reset expectations on the path of monetary policy. With
With transaction volume still languishing nearly 70% below pre-2022 levels, since the Federal Reserve launched its aggressive rate-hike cycle, many commercial real estate investment firms find themselves in unfamiliar terrain.
Our June 2025 CRE Debt Market Update explores the shifting lending landscape as banks re-enter the market, LifeCos resume quoting, and debt funds pursue cash-flow plays. With sticky inflation, a cautious Fed, and property-type performance diverging, savvy borrowers must stay proactive. Read on for the latest rate trends, lender appetite, and market forecasts across all capital sources.
Why Economic Uncertainty Might Be the Best Thing to Happen to Small Business Lending.
In a market where unpredictability is the only constant, one thing is becoming increasingly clear: small business lending is about to have its moment.
Volatility is here, but so is capital.
The commercial real estate capital markets are navigating a volatile macro environment as tariff policy shocks ripple across the U.S. economy. Inflation expectations are being revised upward, lenders are recalibrating spreads, and equity investors are weighing risk with caution—but deals are still getting done. Liquidity remains firmly intact.
Understanding real estate asset classifications is crucial for investors seeking to build a diverse and profitable portfolio. By distinguishing between property types and property classes, investors can make informed decisions based on their risk tolerance, investment strategy, and financial goals.
John Morelli leverages his nationwide capital network to stay ahead of the ever-changing CRE debt markets. Here’s the latest insight into key trends and lending environments, helping you make informed commercial real estate financing decisions.
John Morelli leverages his nationwide capital network to stay ahead of the ever-changing CRE debt markets. Here’s the latest insight into key trends and lending environments, helping you make informed commercial real estate financing decisions.
Growing a rental property portfolio is one of the key challenges real estate investors face. While securing a single-family rental (SFR) property may be relatively straightforward, obtaining financing for additional properties can become increasingly complex as portfolios expand.
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