Episode 43: Rate Stability Unlocks Deal Flow — 10-Year Holds at 4.05%

Episode 43: Rate Stability Unlocks Deal Flow — 10-Year Holds at 4.05%

Author: Alan Pavlosky February 18, 2026 Duration: 3:20
10-Year Treasury at 4.05% — down from 4.47% a year ago. Rate stability in the 4.0-4.25% range is the sweet spot for CRE deal flow. Transaction velocity improving. Cap rate compression of 15-25 bps expected. Don't bank on Fed cuts — underwrite at current rates.

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 29: $419B in Multifamily Loans Targeting Workforce Housing [not-audio_url] [/not-audio_url]

Duration: 5:04
Daily CRE market update comparing Class A, B, and C multifamily for 2026. Class B workforce housing is the clear winner with 95.8% occupancy, while Class A faces deep concessions in oversupplied Sun Belt markets.
Episode 28: Why 4.22% Is the Magic Number for CRE Right Now [not-audio_url] [/not-audio_url]

Duration: 5:00
Daily CRE market update on the 10-Year Treasury at 4.22% — stability is unlocking deal flow, transaction volume rising 15-20%, and why predictability matters more than absolute rate levels.