CRE360 Morning Pulse - September 3rd, 2025

Today’s CRE360 Signal™ brief covered the state of U.S. capital markets. The lead story highlighted CBRE’s forecast that 2025 commercial real estate sales will reach $437 billion, about 10% above 2024 but still nearly 18% below pre-COVID norms. Supporting segments focused on tight but functioning credit markets, with June CMBS issuance falling to $0.9 billion, and rising cross-border capital flows, including Norway’s NBIM and Brookfield deploying billions into U.S. logistics and distressed opportunities.The CRE360 Take emphasized that while financing remains costly, stability in interest rates and modest cap-rate compression are restoring deal flow. The Outlook pointed to inflation and Fed guidance as the key drivers to watch, alongside a shift toward one-off asset trades and global JV structures.