Capital is replacing ownership in commercial real estate.

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This episode was published on March 31, 2026.

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from CRE 360 Signal™ · host Omid Shahbazian

Capital—not ownership—is driving commercial real estate right now.This episode breaks down how Ares Management is moving into credit for control, why Goldman Sachs is offloading office risk through structured loans, and what rising CMBS special servicing really signals about distress.At the same time, Prologis slowing development shows even industrial is shifting from growth to discipline.The takeaway: control is no longer acquired—it’s structured.

Episode metadata supplied by the publisher feed · Published Mar 31, 2026

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