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.
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.
Summer Street in Action: Bank Portfolio Due Diligence for a Preferred Equity Investor
July 21, 2026.
A Connecticut based investment fund was evaluating a potential preferred equity investment in a bank and needed a deeper understanding of the institution’s loan portfolio and potential impairment exposure. The fund engaged Summer Street Advisors to provide an independent analysis of a significant portion of the bank’s CRE and commercial and industrial (C&I) loan book.
Summer Street in Action: Turning a Windfall Event into a Long-Term Wealth Strategy
June 23, 2026.
A client faced a rare but high-stakes situation: a nearly $100 million windfall paired with significant potential capital gains exposure.