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Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency ...
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Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Friday, September 26th — PCE Reality Check. While others react to headlines, you get the recalibration playbook that turns inflation persistence into strategic advantage.What you'll get:- PCE data breakdown: Core inflation 2.99% YoY, still 99 basis points above Fed target…
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Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize.What you’ll get:- Market pulse: 10Y UST ~4.15%; CRE finan…
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Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate …
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Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around …
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Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates st…
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Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real es…
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GLED016 - Post-FOMC Follow-Through — Global Capital Deployment & Currency-Driven Opportunities
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Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …
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GLED015 - Post-FOMC Global Positioning - Central Bank Divergence & Cross-Border Capital Acceleration
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Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…
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Tuesday morning FOMC decision day analysis for global institutional real estate capital positioning ahead of central bank divergence opportunities. **Global Central Bank Divergence:** Federal Reserve 93% probability 25bp cut to 4.00%-4.25% while ECB holds at 4.50% and BOJ maintains ultra-low rates. Currency-driven acquisition windows emerging for i…
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GLED013 - Week Ahead FOMC Positioning - Rate Cut Certainty, Maturity Wall, Global Capital Flows
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Monday morning week-ahead positioning for institutional real estate capital ahead of the most consequential FOMC meeting of 2025. **Fed Watch:** 96% probability of 0.25% cut at September 16-17 FOMC. Federal funds rate positioned to move from 4.25%-4.50% to 4.00%-4.25%. 10-year Treasury at 4.082% with new issues at 4.250%. Commercial mortgage rates …
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- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization c…
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Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 …
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Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …
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Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …
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Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…
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Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…
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Thursday morning, September 4th, and while your competition focuses on domestic Fed chatter, we're delivering the global intelligence that positions institutional real estate capital across borders and currencies. **Global Central Bank Divergence:** - Fed cutting to 4.25%-4.5% while ECB holds at 2.00% deposit rate after eight cuts since 2024 - Gold…
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Wednesday morning, and while your competition operates on Monday's stale data, we're delivering the mid-week intelligence that positions institutional real estate capital for today's advantage.**Wednesday Market Pulse:**- SOFR steady at 4.34% with September average forecast 4.339%- September 16-17 FOMC meeting approaching with 87% probability of 25…
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Tuesday morning, and while your competition is still digesting yesterday's news, we're delivering the intelligence that positions institutional real estate capital for today's advantage. **Tuesday Market Pulse:** - Treasury at 4.25% (slight decrease from previous session) - 2-Year at 3.64% - SOFR steady at 4.34% - Fed funds maintained at 4.25%-4.5%…
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Monday morning, and while your competition is still catching up on weekend news, we're delivering the week ahead intelligence that positions institutional real estate capital for five days of advantage.**Week Ahead Markets:**- Fed meeting September 17th with 95% probability of 25bp cut- Treasury at 4.23% (down 15bp this month)- SOFR at 4.34% overni…
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Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.**The Week That Moved CRE Markets:**- Treasury moved from 4.73% to 4.68% this week- SOFR down 3 basis points to 4.55%- Impact on $100M+ permanent loans and construction fin…
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Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline.**Key Intelligence:**- Treasury and SOFR movements impacting $100M+ permanent loa…
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