Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.
**The Week That Moved CRE Markets:**
- Treasury moved from 4.73% to 4.68% this week
- SOFR down 3 basis points to 4.55%
- Impact on $100M+ permanent loans and construction financing
- Green Street multifamily index up 0.4% for the week
- Industrial cap rates holding steady at 5.85%
**Real Estate Weekend Files:**
Essential reading for institutional players:
- Real Capital Analytics Q3 report: $2.1B in major transactions
- Mortgage Bankers Association construction lending survey
- Fed's latest Beige Book commentary on commercial real estate credit conditions
**Deal Flow Wrap:**
Major transactions that closed this week:
- $240M Dallas industrial portfolio at 5.2% cap rate
- $180M Southeast multifamily acquisition by institutional buyer
- $320M office-to-residential conversion in major metro market
**Monday's Real Estate Advantage:**
Next week catalysts to watch:
- Tuesday: Existing home sales data (multifamily correlation)
- Wednesday: Fed minutes (rate policy impact on CRE)
- Thursday: New construction permits (development pipeline intelligence)
**Weekend Positioning:**
Strategic intelligence for institutional players: Life insurance companies increasing multifamily allocations, regional banks tightening construction lending standards, and emerging opportunities in secondary markets as institutional capital shifts.
Because in this business, weekend preparation isn't optional - it's profit.
