CRE 360 Signal™

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.

What is CRE 360 Signal™?

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.

No long interviews.
No macro noise.
Just concise signal for investors, operators, lenders, and dealmakers who don’t have time to read—but still need to think clearly.