{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"CRE 360 Signal™","title":"CRE360 Morning Pulse - October 23RD, 2025","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/4642db80\"></iframe>","width":"100%","height":180,"duration":203,"description":"Today’s episode unpacks the asymmetrical hotel recovery and how capital is flowing elsewhere in commercial real estate.Hotels: Revenues are back, but profits and deals aren’t — with RevPAR near $96, expenses climbing 6%, and transactions stuck at $15 B.Industrial: Manufacturing and reshoring keep the sector in top gear as Embraer, CIP, and NorthPoint push new projects.AI Infrastructure: Meta’s $27 B Blue Owl joint venture marks a new frontier where data centers meet institutional capital.Plus, the CRE360 Take on what operators should prioritize heading into 2026: disciplined underwriting, fixed-rate debt, and reliable power partnerships.CRE360 Signal™ — research-driven, AI-backed, built for operators.","thumbnail_url":"https://img.transistorcdn.com/Gp9aKks1akyffRH-phq075dczwHSemY1VwcauB2X6Lg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80NzBm/MDFhNjQ4ZGE1MzU4/M2ViOTkwMTUzZTM3/ZTdkYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}