Episode 3: Interest Rate Watch — 10-Year Treasury Outlook

Episode 3: Interest Rate Watch — 10-Year Treasury Outlook

Author: Alan Pavlosky December 24, 2025 Duration: 3:34
The 10-year Treasury is stabilizing in the mid-4% range — but higher-for-longer financing costs and elevated refi risk are the new normal for CRE.

Ever feel like commercial real estate moves at a dizzying speed, with trends shifting beneath your feet? What's Hot What's Not CRE cuts through the noise, offering a grounded, conversational take on the market's constant ebb and flow. This isn't about dry reports or jargon-filled predictions. Instead, each episode feels like a candid discussion with insiders who aren't afraid to name names and call out the fleeting fads. You'll hear straightforward analysis on which asset classes are gaining serious traction and which are cooling off, digging into the 'why' behind the numbers. The focus stays on practical intelligence for professionals and investors who need to make informed decisions, covering everything from shifting office demand to the logistics of industrial space. Tune into this podcast for a regular dose of clarity, where complex market dynamics are broken down into digestible insights you can actually use. It’s a direct line to understanding the forces shaping neighborhoods, cities, and portfolios right now.
Author: Language: English Episodes: 80

What's Hot What's Not CRE
Podcast Episodes
Episode 80: Friday Investor Outlook — Where Smart Money Is Moving [not-audio_url] [/not-audio_url]

Duration: 4:29
Q1 2026 CRE volume hits $66B — best start in 3 years. Multifamily commands 24% of deal flow, IOS sees $3B+ raised, senior housing at decade-high 16.2% share. But $875B in debt matures this year, private credit redemption…
Episode 79: Class B Multifamily — Limited Supply, Durable Demand [not-audio_url] [/not-audio_url]

Duration: 4:11
Class B is the clear winner in 2026. Occupancy outperforming Class A, TruAmerica closes $708M workforce housing fund, Fannie/Freddie exempt workforce housing from caps. Class A struggling — 16.7% offering concessions, 10…
Episode 76: Occupancy Recovering — 89.4% and Climbing [not-audio_url] [/not-audio_url]

Duration: 4:47
Conventional apartment occupancy reached 89.4% — nearly a two-point YoY increase. Completions dropping 24% in 2026. Northeast and Midwest outperforming with tight vacancy. San Francisco leading at 5.9% rent growth. The s…
Episode 74: Institutional Capital Rotating to Class B — Here's Why [not-audio_url] [/not-audio_url]

Duration: 3:37
Class B workforce housing is the strongest multifamily play in 2026. Institutional capital rotating in at 15-20% discounts. Class A vacancy at 8.1% with flat rent growth. Only 323K new units coming — slowest supply in a…