⚡ CRE Leaders Must Drill Into Vacancy and Rent Momentum

Submarket-Level Forecasts Reveal Where Absorption and Pricing Trends are Improving

Author

Anne Morgan
August 28, 2025

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Hello, Commercial Real Estate Pros! 🏢

In this issue we highlight how CRE’s comeback depends on execution at the detail level. Lenders are cautiously re-entering the market, industrial properties are leading demand, and only the best-structured deals are attracting serious capital.

📰 Upcoming in this issue

  • 📈 CRE’s Comeback Is All About the Details

  • 🏠 Fall Housing Outlook: Will Buyers Return?

  • 🎯 Bench Buyers, Not Just Chasing Deals

📈 CRE’s Comeback Is All About the Details

A midyear industry read says recovery spreads unevenly by asset and market. The most successful investors sweat fundamentals and operating detail.

Key Takeaways:

  • 🧩 Execution Over Macro: Recovery depends on property-level execution, realistic underwriting, and granular demand signals, not broad averages.

  • 🏢 Tenant-Ready Wins: Move-in-ready spaces, amenity upgrades, and operating transparency attract flight-to-quality tenants faster.

  • 💵 Capital Stack Matters: Lender relationships, creative financing, and capex plans unlock deals as rates, insurance, and TI costs pressure returns.

  • 📍 Market Micro-Variations: Neighborhood, vintage, and use-case differences drive outcomes, requiring bespoke plans instead of playbooks.

🏠 Fall Housing Outlook: Will Buyers Return?

Analyst John Walkup says there is no single narrative, luxury stays steady while sub-luxury buyers tread water. A small rate dip toward 6 to 6.5 percent could spark activity.

Key Takeaways:

  • 💎 Luxury Buys In Cash: Luxury deals proceed in cash, with thresholds near $4 million in Manhattan and $2 million in Brooklyn, insulating prices.

  • 📉 Rates As Catalyst: A slight decline toward 6 to 6.5 percent invites more buyers back, improving momentum for brokers and lenders.

  • 🏠 Inventory Bump Ahead: Fall typically brings a deluge of listings, success depends on whether demand rises alongside new inventory.

  • 🗞️ Headlines Slow Decisions: Pessimistic news increases uncertainty, keeping buyers on the sidelines even as the broader economy appears stable.

🎯 Bench Buyers, Not Just Chasing Deals

Just got licensed? Don’t chase random listings. Build a list of real buyers, learn their criteria, and bring them deals they’ll love. This video shows how to dominate your market in 30 days.

Key Takeaways:

  • 📊 Find the Buyers: Use CoStar or Reonomy to target active multifamily, industrial, and retail buyers from the past two years.

  • 📞 Call Like Crazy: Talk to 50 buyers a day. Lock in 10–30 solid contacts who know what they want.

  • 📋 Get Clear Criteria: Know their preferred locations, cap rates, and building specs so you can match deals fast.

  • 📡 Pitch Daily: Bring one opportunity a day to your bench. Stay top-of-mind and close more deals.

Why It Matters

For CRE leaders, recovery is not broad-based. Success will go to those who align quality assets with disciplined financing and stay focused on precision in every transaction.

Anne Morgan
Editor-in-Chief
Commercial Real Estate Weekly

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