EPISODE · Oct 23, 2025 · 3 MIN
CRE360 Morning Pulse - October 23RD, 2025
from CRE 360 Signal™ · host Omid Shahbazian Powered by CRE360.ai
Today’s episode unpacks the asymmetrical hotel recovery and how capital is flowing elsewhere in commercial real estate.Hotels: Revenues are back, but profits and deals aren’t — with RevPAR near $96, expenses climbing 6%, and transactions stuck at $15 B.Industrial: Manufacturing and reshoring keep the sector in top gear as Embraer, CIP, and NorthPoint push new projects.AI Infrastructure: Meta’s $27 B Blue Owl joint venture marks a new frontier where data centers meet institutional capital.Plus, the CRE360 Take on what operators should prioritize heading into 2026: disciplined underwriting, fixed-rate debt, and reliable power partnerships.CRE360 Signal™ — research-driven, AI-backed, built for operators.
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CRE360 Morning Pulse - October 23RD, 2025
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