Where Is the Distress in Commercial Real Estate? Look to the Banks

hands pointing at a tab showing graphs

September 3. 2025 – In today’s commercial real estate market, the question isn’t whether distress exists, it’s where it’s hiding. The headlines have focused on office vacancies, retail bankruptcies (one of the most recent being mall staple Claire’s), and high interest rates. But the most significant concentration of distress is building quietly on the balance sheets of banks.

Is Foreign Investment in U.S. Real Estate Declining?

hand holding a transparent globe

August 5. 2025 – For decades, foreign investors have considered the United States a financial safe harbor, with the commercial real estate market consistently promising security, growth, and long-term value. The U.S. is the world’s largest recipient of Foreign Direct Investment. But in today’s uncertain geopolitical and economic environment, is that still the case?