Episode 78: Treasury at 4.25% — Green Light for Selective Deployment

Episode 78: Treasury at 4.25% — Green Light for Selective Deployment

Author: Alan Pavlosky April 8, 2026 Duration: 4:04
10-Year Treasury eases to 4.25% — down 8 bps. CMBS spreads tightening, lenders competing again. But rate cuts fading — Fed held steady, JPMorgan forecasts no cuts in 2026. $875B in CRE loans maturing this year. Lock in financing while spreads are tight.

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.