CRE 360 Signal™

The largest power market in the U.S. just sent a clear warning signal.
PJM’s latest capacity auction cleared at the maximum price allowed by regulators—and still failed to secure enough power to meet future reliability targets. This isn’t about volatility or speculation. It’s about structural strain inside the grid.
In this episode, we break down what actually happened, why rising demand—especially from data centers—is colliding with slow supply growth, and what this means for electricity costs, reliability, and future generation development.
This is a market signal, not a headline.

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.