Simply Commercial Real Estate

Real Estate Market Shifts: Rising Delinquencies and Strategic Investments

In today's episode, we delve into the commercial real estate sector's challenges as CMBS delinquencies hit a four-year high. We explore Brookfield's strategic $16 billion fund targeting distressed assets and Invesco's major entry into the CRE CLO market with a $1.2 billion deal. Join us for insights into these developments and their broader implications for the real estate market.Sources:https://www.credaily.com/newsletters/cmbs-delinquencies-cross-7-and-its-not-just-office-anymore/https://blockchain.news/flashnews/commercial-mortgage-backed-securities-cmbs-office-delinquency-rate-hits-10-3-in-april-2025-implications-for-crypto-and-financial-marketshttps://www.trepp.com/trepptalk/topic/cmbs-newshttps://www.threads.com/@global_markets_investor/post/DJiMbcbsLf-/cre-crisis-is-getting-worsethe-delinquency-rate-on-us-commercial-mortgage-backedhttps://www.trepp.com/trepptalkhttps://www.globest.com/2025/05/06/brookfield-eyes-distressed-assets-at-up-to-40-discount-after-raising-59b/https://www.credaily.com/newsletters/brookfield-raises-16b-for-distressed-real-estate-fund/https://eliteagent.com/brookfield-raises-16b-distressed-real-estate-2025/https://www.commercialsearch.com/news/brookfield-asset-management-brings-real-estate-fund-to-16b/https://therealdeal.com/national/2025/05/06/brookfield-raises-6b-towards-distressed-asset-fund/https://www.credaily.com/briefs/cre-clo-debut-invesco-closes-1-2b-deal/https://www.globest.com/2025/05/08/invesco-reit-strengthens-liquidity-with-12b-cre-clo/https://commercialobserver.com/2025/05/invesco-clo/https://www.perecredit.com/invesco-closes-inaugural-cre-clo-at-1-2bn/https://www.law360.com/articles/2337596/invcesco-reit-closes-first-cre-clo-fund-with-1-2b

Invesco’s $1.2B Real Estate Move & Brookfield’s $16B Fundraising Triumph

In this episode, we explore Invesco's strategic entry into the commercial real estate CLO market with a $1.2 billion deal, marking a significant milestone in the sector. We also delve into Brookfield's impressive $16 billion fundraising for distressed real estate assets, highlighting their strategic acquisitions and market outlook. Additionally, we discuss the growing trend of family offices investing in commercial real estate, driven by stability and inflation-hedging benefits. Join us for these insights and more on Simply News Radio.Sources:https://irei.com/news/incref-closes-its-first-1-2b-commercial-real-estate-clo/https://commercialobserver.com/2025/05/invesco-clo/https://www.credaily.com/briefs/cre-clo-debut-invesco-closes-1-2b-deal/https://www.crefc.org/cre/content/News/Items/Research_and_Data/CRE_Securitized_Debt_Update.aspxhttps://www.perecredit.com/invesco-closes-inaugural-cre-clo-at-1-2bn/https://www.globest.com/2025/05/06/brookfield-eyes-distressed-assets-at-up-to-40-discount-after-raising-59b/https://www.credaily.com/newsletters/brookfield-raises-16b-for-distressed-real-estate-fund/https://eliteagent.com/brookfield-raises-16b-distressed-real-estate-2025/https://www.commercialsearch.com/news/brookfield-asset-management-brings-real-estate-fund-to-16b/https://therealdeal.com/national/2025/05/06/brookfield-raises-6b-towards-distressed-asset-fund/https://thefopro.com/u-s-family-offices-look-for-real-estate-opportunities/https://www.instagram.com/p/DJdtRt2R1Eg/https://www.commercialsearch.com/news/wealth-surge-drives-family-office-growth-evolution/https://stratafolio.com/update-commercial-leases-for-better-family-office-management/https://www.instagram.com/p/DJW9KwBtJZ-/

Invesco’s $1.2B Real Estate Move, Brookfield’s Record Fundraising, and Chime’s NYC Expansion

In this episode, we delve into Invesco's strategic $1.2 billion entry into the commercial real estate CLO market, Brookfield Asset Management's record-breaking $16 billion fund for distressed real estate, and Chime's significant office lease in Manhattan's Flatiron District. Join us as we explore the implications of these major developments in the real estate and fintech sectors.Sources:https://www.globest.com/2025/05/08/invesco-reit-strengthens-liquidity-with-12b-cre-clo/https://www.credaily.com/briefs/cre-clo-debut-invesco-closes-1-2b-deal/https://www.perecredit.com/invesco-closes-inaugural-cre-clo-at-1-2bn/https://www.crefc.org/newshttps://www.credaily.com/briefs/https://propmodo.com/brookfield-is-going-on-a-distressed-building-shopping-spree/https://www.globest.com/2025/05/06/brookfield-eyes-distressed-assets-at-up-to-40-discount-after-raising-59b/https://www.bisnow.com/national/news/capital-markets/brookfield-raises-nearly-6b-for-fund-on-track-to-be-its-largest-real-estate-strategy-raise-ever-129248https://therealdeal.com/national/2025/05/06/brookfield-raises-6b-towards-distressed-asset-fund/https://bam.brookfield.com/sites/brookfield-bam/files/BAM-IR-Master/Events/2025/BAM%20Q1%202025%20Transcript%20vF.pdfhttps://www.crowdfundinsider.com/2025/05/239401-consumer-fintech-chime-to-open-new-business-location-in-new-york-city-in-2026/https://www.chime.com/newsroom/news/chime-announces-new-office-lease-in-new-york-city/https://crenews.com/2025/05/09/chime-leases-84000-sf-at-manhattans-122-fifth-ave-office/https://crenews.com/2025/05/09/atlantic-pictures-leases-66000-sf-at-lower-manhattan-office/https://www.instagram.com/p/DJcNo3BoLCH/

Family Offices Boost Real Estate Investments Amid Rising CMBS Delinquencies

In today's episode, we explore the growing trend of family offices increasing their investments in commercial real estate, driven by the search for stable, income-generating assets. We also discuss the recovery in global office leasing and the concerning rise in CMBS delinquency rates, which have reached a four-year high. Join us as we delve into the factors influencing these developments and their potential implications for the broader economy.Sources:https://www.credaily.com/briefs/family-offices-target-commercial-real-estate-growth-in-2025/https://www.instagram.com/p/DJW9KwBtJZ-/https://www.cadwalader.com/fund-finance-friday/index.php?nid=342https://cpadvisory.com.hk/generational-wealth-meets-real-assets/https://www.commercialsearch.com/news/cres-new-money-movers/https://www.jll.com/en-us/insights/market-perspectives/globalhttps://www.savills.us/research_articles/256536/376507-0/state-of-the-u.s.-office-market---q1-2025https://cresa.com/market-research/q1-2025-occupier-outlook---officehttps://www.jll.de/en/trends-and-insights/research/global/gmphttps://allwork.space/2025/05/class-a-office-values-down-40-since-2020-yet-investors-eye-a-market-bottom/https://www.credaily.com/newsletters/cmbs-delinquencies-cross-7-and-its-not-just-office-anymore/https://mylestitle.com/red-alert-multifamily-cmbs-delinquencies-surge/https://blockchain.news/flashnews/commercial-mortgage-backed-securities-cmbs-office-delinquency-rate-hits-10-3-in-april-2025-implications-for-crypto-and-financial-marketshttps://www.trepp.com/trepptalk/topic/cmbshttps://blockchain.news/flashnews/cmbs-office-loan-delinquency-rate-hits-10-3-in-april-2025-key-risks-for-crypto-market-exposure

Family Offices Bet Big on Real Estate; Vornado’s Landmark Deal with NYU

Explore the growing trend of family offices investing in commercial real estate, driven by stability and long-term wealth strategies. Discover the details of Vornado Realty Trust's $1.6 billion lease agreement with New York University, marking a significant move in Manhattan's office market. Plus, delve into the rising CMBS delinquency rates and their implications for the commercial real estate sector. Join us for these insights and more on Simply News Radio.Sources:https://www.commercialsearch.com/news/wealth-surge-drives-family-office-growth-evolution/https://www.instagram.com/p/DJW9KwBtJZ-/https://www.wealthbriefing.com/html/article.php/private-wealth-flexes-its-commercial-real-estate-muscles;-americas-shine--jllhttps://www.wealthmanagement.com/real-estate/inside-the-family-office-advantage-in-private-real-estate-what-rias-should-knowhttps://cpadvisory.com.hk/generational-wealth-meets-real-assets/https://www.globest.com/2025/05/07/nyu-secures-manhattans-largest-office-lease-since-pandemic-with-770-broadway-deal/https://therealdeal.com/new-york/2025/05/06/nyu-finalizes-massive-lease-at-vornados-770-broadway/https://www.stocktitan.net/news/VNO/vornado-completes-master-lease-with-new-york-university-for-770-30iah6ju9hmb.htmlhttps://investors.vno.com/news-releases/news-release-details/vornado-completes-master-lease-new-york-university-770-broadwayhttps://investors.vno.com/news-releases/news-release-details/vornado-announces-first-quarter-2025-financial-resultshttps://www.credaily.com/newsletters/investors-bet-on-an-office-rebound-as-deal-volume-increases/https://www.credaily.com/briefs/family-offices-target-commercial-real-estate-growth-in-2025/https://www.facilitiesdive.com/news/office-demand-hits-bumps-but-q1-finishes-up-year-over-year-vts-cbre/747029/https://www.jll.com/en-us/insights/market-perspectives/globalhttps://www.pgim.com/press-release/pgim-real-estate-records-strong-momentum-us14-billion-apac-transactions-q1-2025https://blockchain.news/flashnews/commercial-mortgage-backed-securities-cmbs-office-delinquency-rate-hits-10-3-in-april-2025-implications-for-crypto-and-financial-marketshttps://www.asianhospitality.com/cmbs-delinquency-rate-usa-hospitality-trends-2025/https://wolfstreet.com/2025/05/01/now-the-multifamily-cmbs-delinquency-rate-begins-to-spike-while-office-delinquencies-re-spike-to-financial-crisis-peak/https://www.credaily.com/newsletters/cmbs-delinquencies-cross-7-and-its-not-just-office-anymore/https://cremarketbeat.com/cmbs-delinquency-rate-surpasses-7-percent-for-first-time-in-four-years/

U.S. Apartment Boom and London’s Office Revamp: Real Estate Trends 2025

Explore the surge in U.S. apartment demand and London's office refurbishment investments. Discover how digital tools are transforming commercial real estate and the contrasting office market dynamics in Denver. Plus, insights into the robust industrial market in Dallas-Fort Worth. Join us for a deep dive into the evolving real estate landscape of 2025.Sources:https://www.resiclubanalytics.com/p/housing-market-state-inventory-update-may-2025https://www.fingerlakes1.com/2025/05/01/housing-crisis-missing-middle-housing-market-2025/https://www.credaily.com/briefs/multifamily-market-sees-strong-growth-q1-2025/https://www.capitaleconomics.com/publications/us-housing-market-outlook/us-housing-outlook-market-need-rate-relief-not-cominghttps://www.youtube.com/watch?v=X48dySa3zcshttps://www.cushmanwakefield.com/en/united-kingdom/news/2025/05/grade-a-london-office-space-facing-considerable-squeeze-beyond-2025https://www.collierscanada.com/en-ca/research/london-office-market-report-2025-q1https://www.bisnow.com/london/news/office/pipeline-logjam-means-london-grade-a-office-supply-faces-crunch-year-129245https://www.cbre.co.uk/insights/articles/despite-sub-optimal-conditions-office-investment-rebounds-in-q1https://www.cushmanwakefield.com/en/united-kingdom/insights/uk-marketbeat/regional-office-marketbeatshttps://www.globest.com/2025/05/06/single--and-multi-tenant-office-sales-decline-across-most-us-regions-as-cap-rates-rise/https://www.law360.com/pulse/mid-law/articles/2336280/moye-white-lease-default-left-shock-uncertainty-co-sayshttps://crenews.com/2025/05/02/bxp-records-1-1mln-sf-of-office-leasing-in-1q-up-25-year-over-year/https://www.snowcappedpm.com/april-may-2025-market-trendshttps://www.nmrk.com/insights/market-report/denver-market-reportshttps://www.adventuresincre.com/ai-tools-commercial-real-estate/https://veckta.com/2025/05/06/ep-87-insights-into-commercial-real-estate-technology-trends-with-jlls-lee-jackson/https://www.mba.org/conferences-and-education/event/2025/05/13/default-calendar/state-of-the-market-tech-trends-shaping-the-future-of-mortgage-lending-80268https://www.ajot.com/news/cres-first-quarter-pulse-emerging-trends-in-2025https://www.cbre.co.jp/en/insights/articles/effective-technology-and-aihttps://www.colliers.com/en/research/dallas/q1-2025-dallas-fort-worth-industrial-reporthttps://www.dallasfed.org/research/indicators/dfw/2025/dfw2504https://www.instagram.com/reel/DJKIGBLP5Et/https://www.rdecapitalgroup.com/u-s-multifamily-rent-growth-projected-to-reach-3-by-late-2025https://www.dmagazine.com/commercial-real-estate/2025/05/presidiums-john-griggs-explains-why-dfws-multifamily-market-is-at-an-inflection-point/

Rising CMBS Delinquencies and Major HUD Budget Cuts: A Deep Dive

Explore the latest challenges in the commercial real estate market as CMBS loan delinquencies hit a five-year high. Delve into the Trump administration's proposal for a 44% cut to HUD funding and its potential impact on housing policy. Plus, learn about the Durst Organization's significant $250 million financing deal in Midtown Manhattan, highlighting lender confidence in prime office properties. Join us for an in-depth analysis of these pressing issues and their implications for the future.Sources:https://www.credaily.com/newsletters/cmbs-delinquencies-cross-7-and-its-not-just-office-anymore/https://bostonrealestatetimes.com/kbras-april-cmbs-trend-watch-highlights-slowdown-in-issuance-amid-tariff-concerns/https://www.trepp.com/trepptalkhttps://cred-iq.com/blog/2025/05/02/the-hottest-u-s-multifamily-markets-in-2025/https://www.crefc.org/newshttps://www.govexec.com/management/2025/05/biggest-takeaways-trumps-cut-filled-fy26-budget/405037/https://www.housingwire.com/articles/donald-trump-federal-budget-request-33-billion-hud-cuts/https://www.housingwire.com/articles/white-house-proposes-elimination-of-section-8-housing-vouchers/https://www.realtor.com/news/trends/donald-trump-budget-cuts-federal-housing-assistance/https://www.theblaze.com/news/trump-proposes-drastic-cuts-to-dysfunctional-section-8-housing-programhttps://www.govexec.com/management/2025/05/biggest-takeaways-trumps-cut-filled-fy26-budget/405037/https://news.bgov.com/bloomberg-government-news/trump-proposes-deep-cuts-to-several-housing-assistance-programshttps://www.housingwire.com/articles/donald-trump-federal-budget-request-33-billion-hud-cuts/https://www.housingwire.com/articles/white-house-proposes-elimination-of-section-8-housing-vouchers/https://www.bisnow.com/national/news/affordable-housing/trump-proposes-33b-in-budget-cuts-for-housing-129230https://crenews.com/2025/05/02/durst-lines-up-250mln-loan-against-manhattans-1155-ave-of-the-americas/https://crenews.com/2025/05/05/scale-lends-166mln-for-construction-of-brooklyn-n-y-apartments/https://www.durst.org/about/newshttps://pubs.acs.org/doi/full/10.1021/acscatal.5c01964https://www.ethics.state.tx.us/data/search/lobby/2025/2025LobbyGroupByLobbyist.pdf

Detroit’s Real Estate Woes and Boston’s Office Boom

Explore the contrasting trends in the U.S. real estate market as Detroit faces a slowdown in industrial demand due to trade uncertainties, while Boston Properties reports a surge in office leasing activity. Plus, learn about the sale of Cleveland's Celebrezze Federal Building and its potential impact on the city's downtown landscape. Join us for these stories and more on Simply News Radio.Sources:https://simply-cre.podbean.com/e/office-leasing-booms-while-detroit-s-industrial-market-faces-trade-tensions/https://www.credaily.com/sectors/industrial/https://www.crainsdetroit.com/automotive/stellantis-reports-q1-sales-slump-and-suspends-2025-guidancehttps://www.credaily.com/briefs/?_market=nationalhttps://www.constructiondive.com/topic/economy/https://www.bisnow.com/national/news/office/bxp-says-office-leasing-rebound-poised-to-continue-despite-uncertainty-129173https://commercialobserver.com/2025/04/bxp-earnings-q1/https://www.tipranks.com/news/company-announcements/boston-properties-earnings-call-strong-leasing-amid-challengeshttps://simply-cre.podbean.com/e/office-leasing-booms-while-detroit-s-industrial-market-faces-trade-tensions/https://www.insidermonkey.com/blog/boston-properties-inc-nysebxp-q1-2025-earnings-call-transcript-1522552/https://neo-trans.blog/2025/05/01/gsa-confirms-celebrezze-federal-building-to-be-sold/https://www.gsa.gov/about-us/newsroom/news-releases/gsa-announces-accelerated-disposition-of-celebrezze-federal-building-05012025https://www.wkyc.com/article/news/local/cleveland/trump-administration-confirms-plans-sell-celebrezze-federal-building-downtown-cleveland/95-119cffc1-3274-4f69-811d-1a2328e06731https://www.crainscleveland.com/politics-policy/feds-put-downtown-clevelands-celebrezze-building-salehttps://shontelbrown.house.gov/media/press-releases/congresswoman-brown-statement-trump-administration-placing-celebrezze-federal

Office Leasing Booms While Detroit’s Industrial Market Faces Trade Tensions

In today's episode, we explore the surge in office leasing activity, with Boston Properties leading the charge by signing over 1.1 million square feet in the first quarter of 2025. Despite strong leasing, the commercial real estate market faces mixed financial results. Meanwhile, Detroit's industrial sector struggles with a significant slowdown due to trade war concerns, impacting leasing and investment activities. Join us as we delve into these developments and their implications for the real estate market.Sources:https://www.businesswire.com/news/home/20250429728828/en/BXP-Announces-First-Quarter-2025-Resultshttps://investors.bxp.comhttps://www.bisnow.com/national/news/office/bxp-says-office-leasing-rebound-poised-to-continue-despite-uncertainty-129173https://www.gurufocus.com/news/2818721/bxp-inc-bxp-q1-2025-earnings-call-highlights-strong-leasing-activity-and-strategic-developments-amid-market-challengeshttps://commercialobserver.com/2025/04/bxp-earnings-q1/https://www.cbre.com/insights/figures/q1-2025-us-office-figureshttps://www.prweb.com/releases/trepp-and-commercial-real-estate-direct-highlight-potential-turning-point-for-office-sector-in-q1-2025-quarterly-data-review-302441374.htmlhttps://www.commercialsearch.com/blog/march-office-market-stats-report/https://kidder.com/trend-articles/cres-first-quarter-pulse-emerging-trends-in-2025/https://www.businesswire.com/news/home/20250501213001/en/Omega-Reports-First-Quarter-2025-Results-and-Recent-Developmentshttps://www.globest.com/2025/05/01/leasing-in-detroits-industrial-sector-plummets-over-trade-war-fears/https://www.globest.com/amp/2025/05/01/leasing-in-detroits-industrial-sector-plummets-over-trade-war-fears/?kw=Leasing+in+Detroit%27s+Industrial+Sector+Plummets+Over+Trade+War+Fears&et=editorial&bu=REM&cn=20250503&src=EMC-Email&pt=Retailhttps://www.commercialedge.com/blog/national-industrial-report/https://www.credaily.com/briefs/?_sectors=industrialhttps://www.costar.com/article/530072347/top-industrial-leases-recognized-for-detroit

Commercial Real Estate Faces Delinquencies, Rochester Shows Resilience

In today's episode, we explore the rise in commercial real estate delinquencies, reaching post-pandemic highs, and the potential systemic issues this may indicate. We also delve into the resilience of Rochester, New York's commercial real estate market, which remains robust despite national challenges. Additionally, we discuss the office property market's signs of recovery in 2025, with increased sales and transaction volumes. Join us for these insights and more on Simply News Radio.Sources:https://www.trepp.com/trepptalk/cmbs-delinquency-rate-climbs-again-in-april-2025https://www.trepp.com/trepptalk/topic/cmbs-delinquencieshttps://www.trepp.com/trepptalk/topic/cmbshttps://www.trepp.comhttps://www.multihousingnews.com/2025-cmbs-delinquency-rates/https://mecktimes.com/news/2025/04/30/home-sale-profit-margins-dip-in-q1-2025/https://rbj.net/2025/05/01/lenders-are-bullish-on-rochesters-commercial-real-estate-market-outlook/https://rbj.net/tag/cre-market-trends/https://rochesterbiz.com/news-insights/https://rochesterbiz.comhttps://www.businesswire.com/news/home/20250429716545/en/Office-Demand-Began-the-Year-With-an-Uneven-Picture-Amid-Growing-Labor-Market-and-Economic-Uncertaintyhttps://www.credaily.com/newsletters/investors-bet-on-an-office-rebound-as-deal-volume-increases/https://wolfcre.com/office-leasing-is-slowing-down-due-to-economic-uncertainty/https://www.barings.com/en-ch/institutional/perspectives/viewpoints/u-s-real-estate-tariffs-test-the-recovery-realestate-vwpthttps://www.multifamilydive.com/news/apartment-sales-msci-cap-rates/746504/