10Y UST5.01%+1.42%30Y MTG6.95%+2.81%SOFR3.85%VNQ$93.81+0.97%XLRE$42.59+0.14%FED FUNDS3.88%
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Connect CRE

Chandan: Watch 10-Year Treasury Yields More Than Federal Funds Rate (VIDEO)

Via Connect CRE · September 21, 2026
Compiled by Real Estate Trail Editorial · September 21, 2026

Why this matters

Commercial real estate continues to digest a multi-year reset in cost of capital. Transaction velocity is below the 2019-2021 trend but improving, cap rates have stabilized across most stabilized property types, and the bid-ask gap has narrowed materially in the past two quarters. Sponsors with permanent capital and operating platforms have an advantage in the current execution environment. The next twelve months will continue to reward underwriting discipline and operational sophistication over balance-sheet aggression.

Editorial analysis · Real Estate Trail Editorial

Excerpt from Connect CRE:
Although the Federal Reserve’s quarter-point increase in the federal funds rate certainly made headlines last week, it was hardly unexpected. Moreover, Sam Chandan, founding director of the Chen Institute for Gl…
Read the full article at Connect CRE

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