Why CRE’s Capital Comeback Starts Quietly

 The Fed’s third consecutive rate cut just landed — and it’s quietly unlocking commercial real estate capital markets. In today’s episode, we break down why liquidity is returning, who’s actually deploying, and which sectors are seeing real movement. From CMBS revival to disciplined refinancings and the return of bank lending, this isn’t optimism — it’s mechanics. If you’re waiting for the headlines to catch up, you’re already behind.