Mark’s Power Play: The Hike Landed. Now the Wall Arrives.
October 27, 2026.
Last month, I observed that liquidity was returning to the market, but conviction remained constrained. The Fed’s next move was still an open question. It no longer is.
What the Midterm Elections Mean for Commercial Real Estate
October 6, 2026.
With the 2026 midterm elections approaching, there will be plenty of attention on which party controls Congress. For commercial real estate investors, lenders and owners, however, the more important question is what the election could actually change.
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.