CRE 360 Signal™

After two years of volatility, U.S. multifamily is entering a new phase. Cap rates have reset. Rent growth is flat. And while most investors are still waiting for yield, the data shows a different story: supply is collapsing, absorption is stabilizing, and capital is quietly re-entering the market.
In this episode, we break down three defining signals that will shape strategy in 2026–2027:
— Why Sun Belt distress is peaking, not deepening
— Which Midwest markets are quietly outperforming on NOI and occupancy
— How a record drop in new starts sets up a national undersupply by 2027
This is not a recovery story — it’s a repricing setup. If you're still modeling 2024 assumptions, you're already behind.

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.