In today’s CRE360 Signal Daily Brief — Friday, September 26, 2025 — we cover the Fed’s rate cut and what it means for commercial real estate finance. CMBS issuance is back, with spreads tightening and coupons dropping to 6.5%, reopening refinancing windows. We also break down Milestone Group’s $1.1B multifamily fund targeting Sun Belt apartments, Starbucks’ $1B restructuring with store closures, and distress in NYC’s rent-stabilized housing sector.
🛠 CRE360 Take: Capital is flowing again, but discipline is still the rule. Smart operators will seize today’s debt window without forgetting the underwriting guardrails.
🔭 Outlook: Watch for further Fed cuts, more multifamily fundraising, and office rescue funds setting the floor for values.
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A daily, three-minute market pulse for commercial real estate professionals who make real decisions.
Powered by CRE 360 Signal™, each episode distills the most relevant developments in credit, assets, and execution into clear, asset-level implications—what changed, why it matters, and where risk or opportunity is forming.
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Just concise signal for investors, operators, lenders, and dealmakers who don’t have time to read—but still need to think clearly.