Inflation

Federal Reserve holds rates steady as inflation fears rise 

Fed chair Jerome Powell’s term ends in mid-May as his expected successor, Kevin Warsh, awaits Senate confirmation.

LaSalle report cautions on prospects for higher rates as US-Iran conflict extends 

The Chicago-based manager notes a spike in oil prices could have a knock-on effect on the commercial real estate debt and equity markets.

Crow’s Roberts forecasts steady decline for 10-year Treasury yield

Mark Roberts, head of research at Dallas-based Crow Holdings, believes the Federal Reserve will cut rates two or three more times this year.

‘New phase’ of monetary policy means rising emphasis on asset management 

Commentary from Jerome Powell signals the growing need for asset management as a primary way of generating returns.

Borrower profile: RREAF navigates impact of rising insurance costs 

The firm incorporates the potential for natural disasters, like flooding or hailstorms, into its investment calculus as it seeks to invest.

US Federal Reserve outlook: Private credit lenders drop expectations for near-term rate relief

Ahead of the Federal Reserve’s June 11 meeting, hopes for rate cuts have plummeted from as many as three to potentially none.

Five commercial real estate debt trends to watch

Cyclical and secular changes will lead to new uses for old strategies, innovation and adaptation.

Trimont’s Tatro: Real estate faces more challenges than ever before

Investors should avoid a ‘wait-and-see’ approach to the unfolding financial turmoil, says Kevin Tatro, Trimont’s managing director of special servicing

2022 review: A prelude to a new cycle

A rapid rise in interest rates marked the end of more than 10 years of historically low rates – and put new wheels in motion.

Bank failures expose risks ‘more significant than managers thought’

SVB and Signature, along with troubled bank First Republic, had been major sources of financing for many real estate managers.