Bisnow Reports

U.S. foreign policy these days is a sea of uncertainty — CRE investors’ least favorite thing. From whipsaw tariffs to taxes seen as “revenge” against international players who don’t fall in line with Trump administration goals, money managers are increasingly tentative to put their money on American soil.This week, Trepp Senior Research Manager Tom Taylor discussed why it makes sense that some global investors are pulling back from the U.S., why it doesn’t worry him too much and who is still investing and in what.Register on Bisnow.com to join our next conversation live on Friday, July 11, or check back here for the conversation after it airs. 

The Federal Reserve decided yet again to hold interest rates steady at the June FOMC meeting. But CRE sees a turning point. This week, Avison Young CEO Mark Rose said the decision was irrelevant anyway. The CRE recovery isn’t coming soon, he said. It’s here now.Register on Bisnow.com to join next Friday's conversation live, or check back here for the conversation after it airs. 

Trump’s One Big Beautiful Bill is being negotiated in the Senate, and how it gets hammered out could have major implications for commercial real estate. The breadth of possible impacts are huge, from the return of bonus depreciation, which could finally make the math work on deals, to qualified business income deductions allowing CRE to write off more debt and a possible ban on state regulations on AI, which could kill local rules on rent-setting software and change the data center map.On this episode, EisnerAmper partner Ryan Sievers broke down what CRE needs to have its eye on to maximize profit and get deals moving in a new tax environment.Register on Bisnow.com to join next Friday's conversation live, or check back here for the conversation after it airs. 

With the 10-year Treasury hovering near 5% and Trump’s $3T tax plan rattling the bond market, capital costs are surging — and CRE is feeling the heat. On this episode, Peachtree Group CEO Greg Friedman dove into how the rising 10-year Treasury is impacting deals, the challenge of supporting exit caps in a rapidly shifting environment, how extend and pretend is hurting deals and why he’s still doing development deals even though he expects CRE to underperform for a while.Register on Bisnow.com to join next Friday's conversation live, or check back here for the conversation after it airs. 

Between economic whiplash, shifting policies and market volatility that changes by the hour, you need industry insights that cut through the noise. That's exactly why we're launching First Draft Live, a new weekly series that breaks down what's happening, why it matters and what you need to know to do better business. Join us live on Bisnow.com every Friday at 12:30 PM ET / 9:30AM PT for conversations with the industry's sharpest minds discussing the week's most critical stories, or catch the replay right afterwards — here on your podcast app of choice.

Exploring the rise of diversity in commercial real estate leadership, the challenges faced by DEI programs, political backlash affecting progress, and the optimism of young leaders in the industry despite obstacles

Jim Simmons, Executive at Asland Capital, discusses the importance of mixed-use developments, raising money from diverse sources, and getting affordable housing built. The podcast also explores the ongoing demand for affordable housing, the intersection of economics and doing good, the financing of deals with a focus on equity from people of color, diversifying investment opportunities, and the debate on underrepresentation of women and people of color in leadership positions.

John Kim, BMO Capital Markets senior analyst covering U.S. REITs, speaks about the third quarter earnings season. Read more: Vornado Pulling Out Of New York City Casino SweepstakesDespite Outperforming Sector, SL Green Stock Being Heavily ShortedSL Green's Sluggish Leasing Sends Stock Tumbling As REIT Readies For Turnaround

Distress in real estate is prevalent in industry chatter – and in the headlines, but when it comes to sales, it is still not much of a factor. bIn fact, less than 2% of sales are distressed asset sales in the U.S., according to Jim Costello who is the chief economist at investment research firm MSCI’s Real Assets team. Read more: CRE Loan Distress Hits 10-Year High As Office Debt Crisis AcceleratesREPORT: Regional Banks See Big Jump In Nonperforming CRE Loans, Related LossesVolume Of Distressed Asset Sales On Mute As Owners Battle A New Type Of CrisisLuck And Guts Might Not Be Enough To Ride This Real Estate Cycle

JLL's CTO Yao Morin on JLL's generative artificial intelligence model, JLL GPT,  and how she thinks AI can improve the lives of brokers and help them do their job. She also discusses the widespread angst about AI, its dangers and the concerns that it will push people out of employment.Read more: ‘There’s A Degree Of Wonder’: Why New AI Tools May Finally Be The Tech That Shakes Up Real Estate