Collateralized Loan Obligations (CLOs) are sophisticated financial instruments that have gained prominence in the world of structured finance, including in the commercial mortgage space. While CLOs are more commonly associated with corporate leveraged loans, their application to commercial real estate (CRE) through Commercial Real Estate CLOs (CRE CLOs) has become increasingly significant. This article…
The commercial real estate (CRE) sector has faced significant challenges in recent years, with high office vacancies, shifting work patterns, and economic uncertainty dampening demand. However, a powerful catalyst is emerging: the skyrocketing demand for artificial intelligence (AI) infrastructure, particularly data centers. As AI technologies proliferate, the need for robust computing power and storage is…
The Ripple Effect of Reduced U.S. Travel Due to Tariffs on the U.S. Hotel Industry In 2025, the U.S. hotel industry faces a challenging landscape shaped by economic policies, particularly the imposition of sweeping tariffs under the Trump administration. These tariffs, targeting imports from major trading partners like China, Canada, and Mexico, have sparked…
The construction industry in 2025 faces a complex landscape shaped by economic, technological, environmental, and regulatory challenges. As global demand for infrastructure and sustainable building grows, so do the risks that could disrupt projects, inflate costs, or derail timelines. Below are the top ten risks to the construction industry in 2025, based on current trends,…
The construction industry in the United States is grappling with significant challenges as recent tariff policies introduced by the Trump administration continue to reshape the cost landscape. Announced in early April 2025, these tariffs—initially dubbed “Liberation Day” tariffs—target a wide range of imported goods, with a particular impact on construction materials such as steel, aluminum,…
In an increasingly interconnected global economy, few industries operate in isolation. While the commercial real estate (CRE) sector may seem detached from the complex geopolitics of mining and mineral exports, China’s recent moves to limit rare earth metal exports could send unexpected tremors through this seemingly distant domain. Understanding Rare Earth Metals and China’s…
As of April 9, 2025, U.S. Treasury rates have become a focal point for investors, economists, and policymakers alike, reflecting a volatile mix of economic uncertainty, trade policy shifts, and shifting market dynamics. The benchmark 10-year Treasury yield, a key indicator of borrowing costs and economic sentiment, has experienced significant fluctuations in recent days,…
Reciprocal tariffs are a key component of international trade policies, often implemented as a response to trade restrictions imposed by other nations. While these tariffs primarily affect industries directly involved in import and export, they also have significant ramifications for commercial real estate. Understanding the impact of reciprocal tariffs can help investors, property owners, and…
The Chinese real estate market is one of the largest and most significant in the world, with far-reaching effects on global economies, including that of the United States. As China’s property sector faces challenges such as debt crises, regulatory changes, and shifting investor confidence, these factors can create ripples that impact the U.S. real estate…
The Trump administration’s imposition of tariffs on a wide range of imported goods has been one of the most significant and controversial trade policies in recent U.S. history. These tariffs, primarily targeting China but also affecting allies like Canada, the European Union, and Mexico, were implemented with the goal of protecting American industries, reducing trade…
