# sources

title: naiop.org: Ten challenges facing commercial real estate in 2025
node_name: CRE Refinancing Maturity Wall
created_at: 2026-05-01 15:08:09
url:
https://www.naiop.org/research-and-publications/magazine/2024/Winter-2024-2025/business-trends/ten-challenges-facing-commercial-real-estate-in-2025/


title: workplaceinsight.net: Hybrid working is stabilising around the world office occupancy report claims
node_name: Hybrid Work Utilization Floor
created_at: 2026-05-01 15:08:09
url:
https://workplaceinsight.net/hybrid-working-is-stabilising-around-the-world-office-occupancy-report-claims/


node_name: Downtown Fiscal Tax Base Erosion
created_at: 2026-05-01 15:08:09
url:
https://mytaxdc.wordpress.com/2025/03/13/office-of-tax-and-revenue-reports-significant-decline-in-district-of-columbia-commercial-real-estate-value-in-tax-year-2026-assessment/

title:
mytaxdc.wordpress.com: Office of tax and revenue reports significant decline in district of columbia commercial real estate value in tax year 2026 assessment


node_name: Office-to-Residential Conversion Gap
created_at: 2026-05-01 15:08:09
url:
https://www.pew.org/en/research-and-analysis/articles/2026/03/24/converting-obsolete-offices-to-small-co-living-apartments-could-help-ease-us-housing-shortage

title:
pew.org: Converting obsolete offices to small co living apartments could help ease us housing shortage


title: marcusmillichap.com: Research brief november 2026 office outlook
node_name: CRE Flight-to-Quality Bifurcation
created_at: 2026-05-01 15:08:09
url:
https://www.marcusmillichap.com/research/research-brief/2025/11/research-brief-november-2026-office-outlook


node_name: AI Data Center CRE Counter-Boom
created_at: 2026-05-01 15:08:09
url:
https://www.datacenterknowledge.com/data-center-site-selection/with-all-eyes-on-ai-data-centers-are-commercial-real-estate-s-jewel-for-2026

title:
datacenterknowledge.com: With all eyes on ai data centers are commercial real estate s jewel for 2026


title: cutmytaxes.com: The deadline to appeal new york city commercial property is march 1 2026
node_name: Property Tax Appeal Avalanche
created_at: 2026-05-01 15:08:09
url:
https://www.cutmytaxes.com/the-deadline-to-appeal-new-york-city-commercial-property-is-march-1-2026/


node_name: CRE Insurance Cost Spiral
created_at: 2026-05-01 15:08:09
url:
https://www.federalreserve.gov/econres/notes/feds-notes/rising-property-insurance-costs-and-pass-through-to-rents-for-apartment-buildings-20250919.html

title:
Federal Reserve: Rising property insurance costs and pass through to rents for apartment buildings 20250919


title: minneapolisfed.org: Rising property insurance costs stress multifamily housing
node_name: CRE Insurance Cost Spiral
created_at: 2026-05-01 15:08:09
url:
https://www.minneapolisfed.org/article/2025/rising-property-insurance-costs-stress-multifamily-housing


title: therealdeal.com: What to expect in the austin office market for 2026
node_name: CRE Geographic Two-Speed Market
created_at: 2026-05-01 15:08:09
url:
https://therealdeal.com/texas/austin/2026/01/19/what-to-expect-in-the-austin-office-market-for-2026/


title: nmrk.com: Ai and the future of office quantifying workforce change and space demand through 2030
node_name: AI Office Demand Destruction Vector
created_at: 2026-05-01 15:08:09
url:
https://www.nmrk.com/insights/thought-leadership/ai-and-the-future-of-office-quantifying-workforce-change-and-space-demand-through-2030


node_name: AI Office Demand Destruction Vector
created_at: 2026-05-01 15:08:09
url:
https://news.theregistrysf.com/ai-set-to-flatten-office-job-growth-through-2030-pushing-u-s-vacancy-to-21-5-newmark-finds/

title:
news.theregistrysf.com: Ai set to flatten office job growth through 2030 pushing u s vacancy to 21 5 newmark finds


title: bisnow.com: Newmark ai adoption quick broad office recovery unlikely 133996
node_name: AI Office Demand Destruction Vector
created_at: 2026-05-01 15:08:09
url:
https://www.bisnow.com/national/news/office/newmark-ai-adoption-quick-broad-office-recovery-unlikely-133996


node_name: Life Sciences CRE Bubble Collapse
created_at: 2026-05-01 15:08:09
url:
https://bostonrealestatetimes.com/bostons-life-sciences-market-faces-unprecedented-vacancy-as-supply-outpaces-demand/

title:
bostonrealestatetimes.com: Bostons life sciences market faces unprecedented vacancy as supply outpaces demand


title: therealdeal.com: Life sciences real estate hits a wall as funding dries up
node_name: Life Sciences CRE Bubble Collapse
created_at: 2026-05-01 15:08:09
url:
https://therealdeal.com/national/2025/10/27/life-sciences-real-estate-hits-a-wall-as-funding-dries-up/


title: hrgrapevine.com: 2025 08 05 hybrid work endures as return to office mandates fall flat
node_name: RTO Mandate Backfire Loop
created_at: 2026-05-01 15:08:09
url:
https://www.hrgrapevine.com/us/content/article/2025-08-05-hybrid-work-endures-as-return-to-office-mandates-fall-flat


node_name: CRE CLO Floating Rate Trap
created_at: 2026-05-01 15:08:09
url:
https://cred-iq.com/blog/2025/06/19/cre-clo-distress-rates-see-saws-back-above-13-while-delinquencies-and-post-maturities-rise/

title:
cred-iq.com: Cre clo distress rates see saws back above 13 while delinquencies and post maturities rise


title: jpmorgan.com: What is debt service coverage ratio dscr in real estate
node_name: DSCR Refinancing Gate
created_at: 2026-05-01 15:08:09
url:
https://www.jpmorgan.com/insights/real-estate/commercial-term-lending/what-is-debt-service-coverage-ratio-dscr-in-real-estate


title: americanbazaaronline.com: Commercial real estate crisis performance interest rate driven 471580
node_name: DSCR Refinancing Gate
created_at: 2026-05-01 15:08:09
url:
https://americanbazaaronline.com/2025/12/13/commercial-real-estate-crisis-performance-interest-rate-driven-471580/


node_name: Life Insurer Silent CRE Exposure
created_at: 2026-05-01 15:08:09
url:
https://www.reinsurancene.ws/commercial-real-estate-risks-still-emerging-especially-in-the-office-segment-moodys/

title:
reinsurancene.ws: Commercial real estate risks still emerging especially in the office segment moodys


title: therealdeal.com: Austin sublease glut sticks as major tenants offload space
node_name: Sublease Shadow Supply Overhang
created_at: 2026-05-01 15:08:09
url:
https://therealdeal.com/texas/austin/2025/09/09/austin-sublease-glut-sticks-as-major-tenants-offload-space/


title: info.siteselectiongroup.com: Why u.s. office space is shrinking for the first time in 25 years
node_name: Sublease Shadow Supply Overhang
created_at: 2026-05-01 15:08:09
url:
https://info.siteselectiongroup.com/blog/why-u.s.-office-space-is-shrinking-for-the-first-time-in-25-years


node_name: Multifamily Sun Belt Supply Shock
created_at: 2026-05-01 15:08:09
url:
https://www.mmcginvest.com/post/u-s-multi-family-market-outlook-2026-current-conditions-investment-trends-and-five-year-forecast

title:
mmcginvest.com: U s multi family market outlook 2026 current conditions investment trends and five year forecast


node_name: Extend-and-Pretend Maturity Queue
created_at: 2026-05-01 15:08:09
url:
https://cred-iq.com/blog/2025/04/17/the-extend-pretend-surge-40-billion-in-cre-loan-modifications-signals-a-shifting-market/

title:
cred-iq.com: The extend pretend surge 40 billion in cre loan modifications signals a shifting market


title: credaily.com: U s banks brace for losses with wave of cre loan modifications
node_name: Extend-and-Pretend Maturity Queue
created_at: 2026-05-01 15:08:09
url:
https://www.credaily.com/newsletters/u-s-banks-brace-for-losses-with-wave-of-cre-loan-modifications/


title: naiop.org: Banks and debt funds a powerful partnership in cre finance
node_name: Private Credit CRE Displacement
created_at: 2026-05-01 15:08:09
url:
https://www.naiop.org/research-and-publications/magazine/2025/summer-2025/finance/banks-and-debt-funds-a-powerful-partnership-in-cre-finance/


title: therealdeal.com: Falling office values make property tax deficit worse
node_name: Municipal Property Tax Fiscal Cascade
created_at: 2026-05-01 15:08:09
url:
https://therealdeal.com/san-francisco/2026/01/23/falling-office-values-make-property-tax-deficit-worse/


title: wgbh.org: Boston city council approves increased tax rates after legislative action stalls
node_name: Municipal Property Tax Fiscal Cascade
created_at: 2026-05-01 15:08:09
url:
https://www.wgbh.org/news/politics/2025-12-11/boston-city-council-approves-increased-tax-rates-after-legislative-action-stalls


title: pwc.com: Retail
node_name: Retail CRE Internal Great Divergence
created_at: 2026-05-01 15:08:09
url:
https://www.pwc.com/us/en/industries/financial-services/asset-wealth-management/real-estate/emerging-trends-in-real-estate-pwc-uli/property-type-outlook/retail.html


title: realassets.ipe.com: 10045717
node_name: ODCE Pension Fund Gate Trap
created_at: 2026-05-01 15:08:09
url:
https://realassets.ipe.com/news/us-open-ended-property-funds-gating-distributions-and-redemptions-say-investors/10045717.article


title: accordantinvestments.com: Private real estate benchmark q3 2025 nfi odce index market outlook
node_name: ODCE Pension Fund Gate Trap
created_at: 2026-05-01 15:08:09
url:
https://www.accordantinvestments.com/blog/private-real-estate-benchmark-q3-2025-nfi-odce-index-market-outlook


title: pew.org: Big cities face deficits should states worry
node_name: Municipal CRE Fiscal Doom Spiral
created_at: 2026-05-01 15:08:09
url:
https://www.pew.org/en/research-and-analysis/articles/2025/08/05/big-cities-face-deficits-should-states-worry


title: governing.com: Big cities are running deficits can states help them balance the books
node_name: Municipal CRE Fiscal Doom Spiral
created_at: 2026-05-01 15:08:09
url:
https://www.governing.com/urban/big-cities-are-running-deficits-can-states-help-them-balance-the-books


title: realassets.ipe.com: 10066479
node_name: ODCE Core Fund Institutional Trap
created_at: 2026-05-01 15:08:09
url:
https://realassets.ipe.com/real-estate/core-real-estate-is-the-party-over-for-us-odce-funds/10066479.article


title: credaily.com: Loan extensions hit record 384b as lenders keep kicking the can
node_name: Extend-and-Pretend Collapse 2025-2026
created_at: 2026-05-01 15:08:09
url:
https://www.credaily.com/newsletters/loan-extensions-hit-record-384b-as-lenders-keep-kicking-the-can/


title: credaily.com: Loan modifications surge as banks hit extend and pretend limits
node_name: Extend-and-Pretend Collapse 2025-2026
created_at: 2026-05-01 15:08:09
url:
https://www.credaily.com/newsletters/national/issue/loan-modifications-surge-as-banks-hit-extend-and-pretend-limits/


title: theguarantors.com: Sun belt oversupply strategy navigate new deliveries
node_name: Sunbelt Multifamily Oversupply Trap
created_at: 2026-05-01 15:08:09
url:
https://www.theguarantors.com/blog/owners-and-operators/sun-belt-oversupply-strategy-navigate-new-deliveries


node_name: CRE Price Discovery Freeze
created_at: 2026-05-01 15:08:09
url:
https://www.costar.com/article/1418675037/rxr-targets-distressed-loans-cmbs-stress-said-to-intensify-in-2026-bank-taps-cmbs-market-for-first-time

title:
costar.com: Rxr targets distressed loans cmbs stress said to intensify in 2026 bank taps cmbs market for first time


title: multihousingnews.com: A closer look at the multifamily maturity wall and refinancing crisis
node_name: Multifamily Sun Belt Oversupply Trap
created_at: 2026-05-01 15:08:09
url:
https://www.multihousingnews.com/a-closer-look-at-the-multifamily-maturity-wall-and-refinancing-crisis/


node_name: Multifamily Sun Belt Oversupply Trap
created_at: 2026-05-01 15:08:09
url:
https://www.sterlingassetgroup.com/insights/q2-2025-real-estate-outlook-multifamily-capital-markets-amp-evolving-opportunities

title:
sterlingassetgroup.com: Q2 2025 real estate outlook multifamily capital markets amp evolving opportunities


node_name: Opportunistic CRE Distressed Capital
created_at: 2026-05-01 15:08:09
url:
https://www.sterlingassetgroup.com/insights/from-caution-to-capitalization-how-private-credit-and-debt-funds-are-shaping-cre-in-2025

title:
sterlingassetgroup.com: From caution to capitalization how private credit and debt funds are shaping cre in 2025


title: bisnow.com: Brookfield takes big losses struggling office buildings plans billions in sales 131531
node_name: Opportunistic CRE Distressed Capital
created_at: 2026-05-01 15:08:09
url:
https://www.bisnow.com/national/news/office/brookfield-takes-big-losses-struggling-office-buildings-plans-billions-in-sales-131531


title: pionline.com: Blackstones breit and other real estate funds curb investor redemptions
node_name: ODCE Fund Redemption Queue Crisis
created_at: 2026-05-01 15:08:09
url:
https://www.pionline.com/real-estate/blackstones-breit-and-other-real-estate-funds-curb-investor-redemptions/


title: costar.com: What to watch in 2026 gradual recovery on tap for us multifamily market
node_name: Sun Belt Multifamily Supply Shock
created_at: 2026-05-01 15:08:09
url:
https://www.costar.com/article/871425367/what-to-watch-in-2026-gradual-recovery-on-tap-for-us-multifamily-market


title: cnbc.com: 5 days in office is the least popular way to work bosses require it anyway
node_name: RTO Mandate Compliance Gap
created_at: 2026-05-01 15:08:09
url:
https://www.cnbc.com/2026/02/02/5-days-in-office-is-the-least-popular-way-to-work-bosses-require-it-anyway.html


title: Brookings: A community guide to office to residential conversion part 1 economics
node_name: Office-to-Residential Conversion Feasibility Trap
created_at: 2026-05-01 15:08:09
url:
https://www.brookings.edu/articles/a-community-guide-to-office-to-residential-conversion-part-1-economics/


title: cushmanwakefield.com: Office to residential conversions surge to record levels in new york city
node_name: Office-to-Residential Conversion Feasibility Trap
created_at: 2026-05-01 15:08:09
url:
https://www.cushmanwakefield.com/en/united-states/news/2025/10/office-to-residential-conversions-surge-to-record-levels-in-new-york-city


title: comptroller.nyc.gov: Office to residential conversions in nyc economics and fiscal estimates
node_name: Office-to-Residential Conversion Feasibility Trap
created_at: 2026-05-01 15:08:09
url:
https://comptroller.nyc.gov/reports/office-to-residential-conversions-in-nyc-economics-and-fiscal-estimates/


node_name: RTO Mandate Compliance Illusion
created_at: 2026-05-01 15:08:09
url:
https://knowledge-leader.colliers.com/sheena-gohil/return-to-office-2025-a-shift-in-balance-between-mandates-flexibility-and-evolving-workplace-needs/

title:
knowledge-leader.colliers.com: Return to office 2025 a shift in balance between mandates flexibility and evolving workplace needs


title: bisnow.com: Cre opportunity funding slows with little returns 126859
node_name: Distressed CRE Capital Deployment Paradox
created_at: 2026-05-01 15:08:09
url:
https://www.bisnow.com/national/news/capital-markets/cre-opportunity-funding-slows-with-little-returns-126859


title: jaburgwilk.com: What happens to the other tenants when the anchor tenant leaves the mall 2
node_name: Mall Anchor Co-Tenancy Cascade
created_at: 2026-05-01 15:08:09
url:
https://www.jaburgwilk.com/news-publications/what-happens-to-the-other-tenants-when-the-anchor-tenant-leaves-the-mall-2


title: cushmanwakefield.com: The impact of tariffs on cre construction costs
node_name: Tariff Construction Cost Closure
created_at: 2026-05-01 15:08:09
url:
https://www.cushmanwakefield.com/en/united-states/insights/the-impact-of-tariffs-on-cre-construction-costs


node_name: Tariff Construction Cost Closure
created_at: 2026-05-01 15:08:09
url:
https://www.agc.org/news/2025/09/10/construction-material-costs-continue-accelerate-august-amid-extreme-price-hikes-steel-aluminum-and

title:
agc.org: Construction material costs continue accelerate august amid extreme price hikes steel aluminum and


title: enr.com: 62734 1q 2026 cost report tariffs contributed to price hikes for many materials in 2025
node_name: Tariff Construction Cost Closure
created_at: 2026-05-01 15:08:09
url:
https://www.enr.com/articles/62734-1q-2026-cost-report-tariffs-contributed-to-price-hikes-for-many-materials-in-2025


node_name: Cap Rate Double Whammy Equity Wipeout
created_at: 2026-05-01 15:08:09
url:
https://tradenetlease.com/cap-rates-in-commercial-real-estate-what-q3-2025-data-means-for-your-investment-strategy/

title:
tradenetlease.com: Cap rates in commercial real estate what q3 2025 data means for your investment strategy


title: businesswire.com: KBRA Releases Research %E2%80%93 Workout Fees Lurking in CMBS Waterfalls
node_name: CMBS Special Servicer Fee Extraction Loop
created_at: 2026-05-01 15:08:09
url:
https://www.businesswire.com/news/home/20230505005301/en/KBRA-Releases-Research-%E2%80%93-Workout-Fees-Lurking-in-CMBS-Waterfalls


node_name: CMBS Special Servicer Fee Extraction Loop
created_at: 2026-05-01 15:08:09
url:
https://brightoncapitaladvisors.com/why-special-servicers-are-reluctant-to-offer-discounted-payoffs-on-a-cmbs-loan-in-distress/

title:
brightoncapitaladvisors.com: Why special servicers are reluctant to offer discounted payoffs on a cmbs loan in distress


node_name: Sublease-to-Direct Vacancy Conversion Wave
created_at: 2026-05-01 15:08:09
url:
https://www.malakaisparks.com/the-sublease-tsunami-how-to-navigate-shadow-office-inventory-during-corporate-contractions/

title:
malakaisparks.com: The sublease tsunami how to navigate shadow office inventory during corporate contractions


title: businesswire.com: CoStar Projects Steady U.S. Office Vacancy Through 2026
node_name: Sublease-to-Direct Vacancy Conversion Wave
created_at: 2026-05-01 15:08:09
url:
https://www.businesswire.com/news/home/20260429718421/en/CoStar-Projects-Steady-U.S.-Office-Vacancy-Through-2026


title: bisnow.com: Calstrs real estate portfolio write down 118601
node_name: Pension Fund CRE Mark-to-Market Loss Cascade
created_at: 2026-05-01 15:08:09
url:
https://www.bisnow.com/los-angeles/news/commercial-real-estate/calstrs-real-estate-portfolio-write-down-118601


title: cnbc.com: Private credit defaults loan quality debt risk systemic ai disruption
node_name: Private Credit CRE Redemption Gate Crisis
created_at: 2026-05-01 15:08:09
url:
https://www.cnbc.com/2026/03/25/private-credit-defaults-loan-quality-debt-risk-systemic-ai-disruption.html


title: alternativecreditinvestor.com: Blue owl gates retail private credit fund amid redemption pressure
node_name: Private Credit CRE Redemption Gate Crisis
created_at: 2026-05-01 15:08:09
url:
https://alternativecreditinvestor.com/2026/02/19/blue-owl-gates-retail-private-credit-fund-amid-redemption-pressure/


title: fairobserver.com: Private credit in 2026 between silent expansion and hidden fragility
node_name: Private Credit CRE Redemption Gate Crisis
created_at: 2026-05-01 15:08:09
url:
https://www.fairobserver.com/economics/private-credit-in-2026-between-silent-expansion-and-hidden-fragility/


title: cushmanwakefield.com: Industrial market shows renewed momentum heading into 2026
node_name: Industrial/Logistics CRE Healing Counter-Narrative
created_at: 2026-05-01 15:08:09
url:
https://www.cushmanwakefield.com/en/united-states/news/2026/01/industrial-market-shows-renewed-momentum-heading-into-2026


title: bpreal.estate: The Great Retail Exodus What 2025 s Store Closures Mean for Real Estate
node_name: Retail Open-Air vs Enclosed Mall Structural Bifurcation
created_at: 2026-05-01 15:08:09
url:
https://www.bpreal.estate/blog/The-Great-Retail-Exodus--What-2025-s-Store-Closures-Mean-for-Real-Estate


title: nationalmortgagenews.com: New details on rush of home loan bank borrowings at three failed banks
node_name: FHLB Shadow Liquidity Architecture
created_at: 2026-05-01 15:08:09
url:
https://www.nationalmortgagenews.com/news/new-details-on-rush-of-home-loan-bank-borrowings-at-three-failed-banks


title: minneapolisfed.org: Monetary tightening commercial real estate distress and us bank fragility 0924
node_name: NBER CRE Bank Insolvency Mathematics
created_at: 2026-05-01 15:08:09
url:
https://www.minneapolisfed.org/-/media/assets/events/2024/macroeconomic-policy-perspectives-banking-regulation-and-macroeconomic-outputs/monetary-tightening-commercial-real-estate-distress-and-us-bank-fragility-0924.pdf


title: kbs.com: U s industrial commercial real estate in 2025 tariffs supply chains and new dynamics
node_name: Industrial CRE Bifurcation Paradox
created_at: 2026-05-01 15:08:09
url:
https://kbs.com/insights/u-s-industrial-commercial-real-estate-in-2025-tariffs-supply-chains-and-new-dynamics/


title: reinsurancene.ws: North america life insurance sector outlook remains neutral for 2026 fitch
node_name: Life Insurer CRE Silent Systemic Vector
created_at: 2026-05-01 15:08:09
url:
https://www.reinsurancene.ws/north-america-life-insurance-sector-outlook-remains-neutral-for-2026-fitch/


title: realassets.ipe.com: 10132090
node_name: Pension Fund CRE Loss Public Finance Spiral
created_at: 2026-05-01 15:08:09
url:
https://realassets.ipe.com/news/calstrss-real-estate-portfolio-underperforms-benchmark-with-3-return/10132090.article


title: realassets.ipe.com: 10058545
node_name: Pension Fund CRE Loss Public Finance Spiral
created_at: 2026-05-01 15:08:09
url:
https://realassets.ipe.com/news/calstrs-transfers-odce-holdings-to-core-real-estate-fund-corrected/10058545.article


node_name: SF-Chicago Muni CRE Property Tax Doom Loop
created_at: 2026-05-01 15:08:09
url:
https://chicago.suntimes.com/city-hall/2025/12/11/chicago-bond-rating-downgrade-brandon-johnson-budget-stalemate-city-council-analysis

title:
chicago.suntimes.com: Chicago bond rating downgrade brandon johnson budget stalemate city council analysis


node_name: Tokenized Distressed CRE DeFi Contagion Risk
created_at: 2026-05-01 15:08:09
url:
https://medium.com/@ancilartech/the-institutional-wave-of-2026-how-real-world-assets-are-about-to-redefine-defi-a9e4989f5dd4

title:
medium.com: The institutional wave of 2026 how real world assets are about to redefine defi a9e4989f5dd4


title: pestakeholder.org: Private equity behind 70 of large u s bankruptcies in the first quarter of 2025
node_name: PE Debt-Loading Retail Destruction Pipeline
created_at: 2026-05-01 15:08:09
url:
https://pestakeholder.org/news/private-equity-behind-70-of-large-u-s-bankruptcies-in-the-first-quarter-of-2025/


node_name: India Office Market Structural Counter-Boom
created_at: 2026-05-01 15:08:09
url:
https://therealtytoday.com/news/market-insights/bengaluru-and-ncr-led-india-office-market-to-record-614-mn-sq-ft-absorption-in-2025-cushman-wakefield/

title:
therealtytoday.com: Bengaluru and ncr led india office market to record 614 mn sq ft absorption in 2025 cushman wakefield


title: rprealtyplus.com: Indias office market 2025 record absorption driven by bengaluru delhi ncr 124013
node_name: India Office Market Structural Counter-Boom
created_at: 2026-05-01 15:08:09
url:
https://www.rprealtyplus.com/news-views/indias-office-market-2025-record-absorption-driven-by-bengaluru-delhi-ncr-124013.html


title: deloitte.com: Tokenized real estate
node_name: Tokenized CRE Price Discovery Wedge
created_at: 2026-05-01 15:08:09
url:
https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-predictions/2025/tokenized-real-estate.html


node_name: Tokenized CRE Price Discovery Wedge
created_at: 2026-05-01 15:08:09
url:
https://realtytimes.com/new-headlines/the-digitization-of-global-capital-how-tokenized-assets-are-redefining-liquidity-in-2026

title:
realtytimes.com: The digitization of global capital how tokenized assets are redefining liquidity in 2026


title: bdo.com: Trends in tokenization reimagining real world assets
node_name: Tokenized CRE Price Discovery Wedge
created_at: 2026-05-01 15:08:09
url:
https://www.bdo.com/insights/industries/fintech/trends-in-tokenization-reimagining-real-world-assets


title: deloitte.com: Impact of climate change on commercial real estate insurance costs
node_name: Climate Insurance CRE Stranded Asset Loop
created_at: 2026-05-01 15:08:09
url:
https://www.deloitte.com/us/en/insights/industry/financial-services/impact-of-climate-change-on-commercial-real-estate-insurance-costs.html


node_name: Climate Insurance CRE Stranded Asset Loop
created_at: 2026-05-01 15:08:09
url:
https://cleantechnica.com/2025/03/08/the-great-american-insurance-retreat-climate-change-uninsurable-homes-the-future-of-real-estate/

title:
cleantechnica.com: The great american insurance retreat climate change uninsurable homes the future of real estate


title: americanprogress.org: Managing the climate change fueled property insurance crisis
node_name: Climate Insurance CRE Stranded Asset Loop
created_at: 2026-05-01 15:08:09
url:
https://www.americanprogress.org/article/managing-the-climate-change-fueled-property-insurance-crisis/


title: pwc.com: Office
node_name: CBD vs Suburban Office Bifurcation
created_at: 2026-05-01 15:08:09
url:
https://www.pwc.com/us/en/industries/financial-services/asset-wealth-management/real-estate/emerging-trends-in-real-estate-pwc-uli/property-type-outlook/office.html


title: datacenters.com: From office parks to cloud parks the new wave of data center conversions
node_name: Office-to-Data Center Conversion Arbitrage
created_at: 2026-05-01 15:08:09
url:
https://www.datacenters.com/news/from-office-parks-to-cloud-parks-the-new-wave-of-data-center-conversions


title: naiop.org: Is your office property a candidate for a data center conversion
node_name: Office-to-Data Center Conversion Arbitrage
created_at: 2026-05-01 15:08:09
url:
https://www.naiop.org/research-and-publications/magazine/2025/winter-2025-2026/development-ownership/is-your-office-property-a-candidate-for-a-data-center-conversion/


title: datacenterknowledge.com: Considerations for converting buildings into modern data centers
node_name: Office-to-Data Center Conversion Arbitrage
created_at: 2026-05-01 15:08:09
url:
https://www.datacenterknowledge.com/supercomputers/considerations-for-converting-buildings-into-modern-data-centers


title: therealdeal.com: Private capital dominates 2025 commercial real estate investment
node_name: PE Distressed CRE Accumulation Cycle
created_at: 2026-05-01 15:08:09
url:
https://therealdeal.com/data/national/2026/private-capital-dominates-2025-commercial-real-estate-investment/


node_name: PE Distressed CRE Accumulation Cycle
created_at: 2026-05-01 15:08:09
url:
https://www.realcapanalytics.com/blog/the-2026-maturity-wall-a-quantitative-framework-for-identifying-distressed-acquisition-targets

title:
realcapanalytics.com: The 2026 maturity wall a quantitative framework for identifying distressed acquisition targets


node_name: Extend-and-Pretend Banking Capital Erosion
created_at: 2026-05-01 15:08:09
url:
https://wallstreetonparade.com/2024/10/new-york-fed-report-27-percent-of-bank-capital-is-extend-and-pretend-commercial-real-estate-loans/

title:
wallstreetonparade.com: New york fed report 27 percent of bank capital is extend and pretend commercial real estate loans


title: governing.com: Wework went bankrupt but flexible office space remains a growing force
node_name: WeWork Flash Vacancy Mechanism
created_at: 2026-05-01 15:08:09
url:
https://www.governing.com/infrastructure/wework-went-bankrupt-but-flexible-office-space-remains-a-growing-force


node_name: Sun Belt Multifamily Oversupply Crash
created_at: 2026-05-01 15:08:09
url:
https://www.bisnow.com/national/news/multifamily/worst-of-the-storm-sun-belt-oversupply-looms-over-heavily-invested-multifamily-developers-125396

title:
bisnow.com: Worst of the storm sun belt oversupply looms over heavily invested multifamily developers 125396


title: costargroup.com: Apartmentscom releases multifamily rent growth report december 2025
node_name: Sun Belt Multifamily Oversupply Crash
created_at: 2026-05-01 15:08:09
url:
https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-december-2025


title: kelownarealestate.com: Real estate downturn hits canadian pension funds losses mount
node_name: Foreign Institutional CRE Capital Retreat
created_at: 2026-05-01 15:08:09
url:
https://www.kelownarealestate.com/blog-posts/real-estate-downturn-hits-canadian-pension-funds-losses-mount/


title: crenews.com: 133mln cmbs loan against denver area office matures remains outstanding
node_name: CMBS Special Servicer Capitulation 2026
created_at: 2026-05-01 15:08:09
url:
https://crenews.com/2026/03/16/133mln-cmbs-loan-against-denver-area-office-matures-remains-outstanding/


title: nmrk.com: The seven key influences guiding occupiers 2026 office leasing decisions
node_name: AI Office Employment Demand Destruction
created_at: 2026-05-01 15:08:09
url:
https://www.nmrk.com/perspectives/the-seven-key-influences-guiding-occupiers-2026-office-leasing-decisions


title: refire-online.com: Conversion illusion why empty offices wont fill germanys housing gap
node_name: Office-to-Residential Conversion Reality Gap
created_at: 2026-05-01 15:08:09
url:
https://www.refire-online.com/markets/conversion-illusion-why-empty-offices-wont-fill-germanys-housing-gap/


title: propmodo.com: Evaluating the economics and capital stack of office to residential conversions
node_name: Office-to-Residential Conversion Reality Gap
created_at: 2026-05-01 15:08:09
url:
https://propmodo.com/evaluating-the-economics-and-capital-stack-of-office-to-residential-conversions/


title: datacenterrealestate.com: How malls and big box stores are becoming data center real estate
node_name: Zombie Mall Data Center Adaptive Reuse
created_at: 2026-05-01 15:08:09
url:
https://www.datacenterrealestate.com/news/how-malls-and-big-box-stores-are-becoming-data-center-real-estate


node_name: CRE Tokenization Liquidity Illusion
created_at: 2026-05-01 15:08:09
url:
https://blog.tokenizer.estate/commercial-real-estate-tokenization-2026-offices-warehouses-and-data-centers-go-on-chain/

title:
blog.tokenizer.estate: Commercial real estate tokenization 2026 offices warehouses and data centers go on chain


node_name: CRE Tokenization Liquidity Illusion
created_at: 2026-05-01 15:08:09
url:
https://morethandigital.info/en/tokenization-of-real-world-assets-rwa-takes-off-why-2026-marks-the-breakout-phase-for-digital-assets-like-real-estate/

title:
morethandigital.info: Tokenization of real world assets rwa takes off why 2026 marks the breakout phase for digital assets like real estate


title: fhfa.gov: 2025 multifamily loan purchase caps for fannie mae and freddie mac
node_name: GSE Multifamily Government Backstop
created_at: 2026-05-01 15:08:09
url:
https://www.fhfa.gov/news/fact-sheet/2025-multifamily-loan-purchase-caps-for-fannie-mae-and-freddie-mac


title: jpmorgan.com: Fhfa agency multifamily loan caps update
node_name: GSE Multifamily Government Backstop
created_at: 2026-05-01 15:08:09
url:
https://www.jpmorgan.com/insights/real-estate/agency-lending/fhfa-agency-multifamily-loan-caps-update


title: sterlingassetgroup.com: 2026 us commercial real estate outlook navigating recovery and repricing
node_name: CRE Bid-Ask Paralysis
created_at: 2026-05-01 15:08:09
url:
https://www.sterlingassetgroup.com/insights/2026-us-commercial-real-estate-outlook-navigating-recovery-and-repricing


title: cbcworldwide.com: 2026 cre outlook stabilization selectivity and the return of capital
node_name: CRE Bid-Ask Paralysis
created_at: 2026-05-01 15:08:09
url:
https://www.cbcworldwide.com/blog/2026-cre-outlook-stabilization-selectivity-and-the-return-of-capital


title: commercialsearch.com: Life science sector faces excess vacancy after construction boom
node_name: Life Science Lab Space Bust
created_at: 2026-05-01 15:08:09
url:
https://www.commercialsearch.com/news/life-science-sector-faces-excess-vacancy-after-construction-boom/


title: bisnow.com: Empty lab buildings brand new seeking new uses repositioned 131294
node_name: Life Science Lab Space Bust
created_at: 2026-05-01 15:08:09
url:
https://www.bisnow.com/national/news/life-sciences/empty-lab-buildings-brand-new-seeking-new-uses-repositioned-131294


title: forvismazars.us: Navigating distressed properties in commercial real estate
node_name: Distressed CRE Capital Deployment Gridlock
created_at: 2026-05-01 15:08:09
url:
https://www.forvismazars.us/forsights/2026/03/navigating-distressed-properties-in-commercial-real-estate


node_name: Extend-and-Pretend to Forced Price Discovery
created_at: 2026-05-01 15:08:09
url:
https://knowledge-leader.colliers.com/steig_seaward/quick-hits-the-end-of-extend-and-pretend-a-new-phase-of-price-discovery/

title:
knowledge-leader.colliers.com: Quick hits the end of extend and pretend a new phase of price discovery


title: credaily.com: Cmbs maturities hit 23b wall but its no longer just extend and pretend
node_name: Extend-and-Pretend to Forced Price Discovery
created_at: 2026-05-01 15:08:09
url:
https://www.credaily.com/newsletters/national/issue/cmbs-maturities-hit-23b-wall-but-its-no-longer-just-extend-and-pretend/


node_name: RTO Mandate-Occupancy Decoupling
created_at: 2026-05-01 15:08:09
url:
https://wolfstreet.com/2026/04/22/rto-languishes-despite-efforts-to-force-it-to-happen-only-minuscule-reduction-in-wfh-since-early-2023/

title:
wolfstreet.com: Rto languishes despite efforts to force it to happen only minuscule reduction in wfh since early 2023


title: wolfstreet.com: Rto has stalled theres been hardly any reduction in wfh since early 2023
node_name: RTO Mandate-Occupancy Decoupling
created_at: 2026-05-01 15:08:09
url:
https://wolfstreet.com/2025/09/10/rto-has-stalled-theres-been-hardly-any-reduction-in-wfh-since-early-2023/


node_name: Distressed CRE Opportunity Capital Counterforce
created_at: 2026-05-01 15:08:09
url:
https://www.c2rcapital.com/insights/special-situations-financing-how-non-performing-notes-distressed-assets-create-opportunity/

title:
c2rcapital.com: Special situations financing how non performing notes distressed assets create opportunity


title: mmcginvest.com: 2025 u s industrial real estate outlook e commerce boom and logistics expansion
node_name: Industrial CRE Structural Immunity
created_at: 2026-05-01 15:08:09
url:
https://www.mmcginvest.com/post/2025-u-s-industrial-real-estate-outlook-e-commerce-boom-and-logistics-expansion/


title: ecb.europa.eu: Ecb.mpbu202411 01~98f5aa8d45.en
node_name: CRE Grand Unified Doom Loop Synthesis
created_at: 2026-05-01 15:08:09
url:
https://www.ecb.europa.eu/press/financial-stability-publications/macroprudential-bulletin/html/ecb.mpbu202411_01~98f5aa8d45.en.html


title: fsb.org: Fsb examines vulnerabilities in non bank commercial real estate cre investors
node_name: CRE Grand Unified Doom Loop Synthesis
created_at: 2026-05-01 15:08:09
url:
https://www.fsb.org/2025/06/fsb-examines-vulnerabilities-in-non-bank-commercial-real-estate-cre-investors/


title: kansascityfed.org: Banks commercial real estate risks are uneven
node_name: CRE Grand Unified Doom Loop Synthesis
created_at: 2026-05-01 15:08:09
url:
https://www.kansascityfed.org/research/economic-bulletin/banks-commercial-real-estate-risks-are-uneven/


