Why it matters
One of the most-cited practitioner-written debt-market commentary series. Mixes macro (rates, spreads, Fed posture) with CRE-debt-specific observations (lender appetite, credit availability, loan structure trends). Pair with Newmark and CBRE debt commentary for a multi-broker read.
How CRE teams consume it
Free email subscribe; quarterly + ad hoc cadence.
Caveats & limitations
Editorial commentary — directional, not structured data.
Use cases
- Lender posture color
- Macro + CRE bridging
- Quarterly market updates