The Real Signal #155 - New Wave of Capital Formation

Plus: Class C Multifamily Rent Growth And HVAC Shipments Tumble 30%

Oct 18, 2025

∙ Paid

New Wave Of Capital Formation In U.S. CRE

“After weathering one of the most dramatic interest rate hiking cycles in history, the CRE markets are showing clear signs of a turning point.

…In a promising sign of recovery, CRE debt markets have rapidly reengaged, with new loan origination volume up more than 30% year-over-year (YOY) in the first half of 2025.…

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