Mark’s Power Play: Capital Is Back at the Table. Conviction Still Has to Earn Its Seat.
September 29, 2026.
For much of the last two years, commercial real estate capital markets were defined by scarcity. That dynamic has shifted. Banks are again competing for stabilized deals, life companies are expanding allocations, and transaction volume reached $233.6 billion in the first half of 2026, up nearly 15% year-over-year.
Summer Street in Action: Understanding the Drivers Behind a Significant Office Repricing
September 15, 2026.
A lender originated a loan five years ago on a large Class A office building in a Mid-Atlantic market. At the time, the property was valued at approximately $250 per square foot.
As the Corporate Map Shifts, What Comes Next for Commercial Real Estate?
September 1, 2026.
The corporate headquarters map is shifting.
With companies leaving New York City and California, Texas and cities like Nashville, Charlotte and Miami have emerged as the biggest beneficiaries. Private equity firm Apollo Global Management, which manages nearly a trillion dollars in its portfolio, plans to move away from New York and open a second HQ in either Texas or South Florida.
Summer Street in Action: Boots on the Ground During a Bank Turnaround
August 18, 2026.
A Connecticut based investment fund was Following years of challenges dating back to the Global Financial Crisis, a regional bank was working to rebuild its credit platform under its fourth management team. As part of its turnaround, the bank needed a clearer, more current understanding of the commercial real estate collateral supporting its loan portfolio.
How Retail Found Relevance Again
August 4, 2026. The commercial real estate market continues to navigate structural changes driven by hybrid work, higher interest rates, and evolving tenant preferences. Now another variable deserves investors’ attention: transportation costs.