CRE 360 Signal™

Good morning —  highlights a sharp rebound in commercial real estate lending, with Newmark reporting an 11% quarter-over-quarter rise in Q3 2025 originations, led by institutional and life company lenders. Loan-to-value ratios increased and spreads tightened, signaling stronger risk appetite. Nationally, lending volumes stabilized but showed regional divergence—Sunbelt markets surged while the Midwest lagged. CMBS issuance climbed 8% year-over-year, reflecting revived capital market confidence. SoftBank’s profit jump, driven by AI-linked investments, underscores how global tech capital is influencing CRE finance. CRE360 advises cautious optimism: secure favorable terms now, but maintain underwriting discipline amid shifting market dynamics.

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.