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Latest Newsletter
Investors Zero In on Texas’ Cooling Attached Home Market
Nearly 40% of Texas’ attached home sales went to investors last year, as market dynamics created rare yield opportunities.
AT&T Joins the Corporate Flight From Downtown Dallas
Corporate Bond Surge Crowds Out Treasuries, Raising Rate Pressure
A surge in corporate bond issuance is competing with Treasuries, putting upward pressure on rates and raising concerns about long-term debt sustainability.
The Demographic Shift Behind New York’s Tight Rental Market
GSE Cap Hike Could Be a Tailwind for Multifamily Investors
New GSE caps raise total multifamily lending capacity to $176B for 2026, marking a 20% increase in available agency financing.
CMBS Delinquency Inches Higher, But Office Shows Unexpected Resilience
Delinquencies rose slightly in December, but office properties posted their second month of improvement.

