Monday morning, and while your competition is still catching up on weekend news, we're delivering the week ahead intelligence that positions institutional real estate capital for five days of advantage.
**Week Ahead Markets:**
- Fed meeting September 17th with 95% probability of 25bp cut
- Treasury at 4.23% (down 15bp this month)
- SOFR at 4.34% overnight rate
- Federal funds currently 4.25%-4.5% range with rate cut momentum building
**Monday Morning Intelligence:**
- CRE investment activity projected 10% increase in 2025
- Commercial sales surged 16% in H1 2025
- Institutional sentiment: 71% holding tight but 70% planning increased purchases (CBRE survey)
- CMBS maturity wall: $150.9B maturing in 2025, $63.6B needs refinancing
**This Week's Deal Flow:**
Recent major transactions:
- Harbor Group $740M multifamily
- Related Fund $116M Delray Beach acquisition
- FPA Multifamily $97M Boston complex
- Nuveen $88M Chicago apartments
- CMBS issuance projected $120-138B for 2025 (strongest since 2007)
**Five-Day Advantage:**
- Multifamily: institutional allocations increasing, rent growth rebounding
- Industrial: North Texas tech boom driving demand, continued strong interest
- Office: challenges persist but high-quality assets seeing repricing opportunities
- Data centers and specialty assets blurring lines with infrastructure
**What Your Competition Will Miss:**
- Rate cut positioning ahead of September 17th Fed meeting
- Refinancing opportunities from maturity wall
- Institutional dry powder deployment ($177B at Blackstone alone)
- Value-add and core-plus strategies favored by two-thirds of investors
The intelligence that drives your week while others react to yesterday. Because in institutional real estate, Monday morning preparation separates the players from the pack.
