Markets are opening 2026 in “selective risk-on” mode: Asia is higher on AI and semis, volatility is calm, and this week’s data—especially Friday’s jobs report—could move rates fast. We cover mortgage and CRE rate context, the AI infrastructure deal flow behind SoftBank’s DigitalBridge move, a defense/space M&A headline, and the one workflow you should run today: a 15-minute delivery risk audit for every sponsor in your pipeline. Plus, a nod to SIMERP—the no-cost employee benefit program that can save $630 per year in taxes—as a practical retention lever for operators.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy.
CA DRE 01908507 CEO and Broker of Record,Grobecker Holland International, Inc.,CA DRE 01976696
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