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Real Estate Trail
Institutional Press Wire
Connect CRE

Let’s Do the “Mini” Twist

Via Connect CRE · August 26, 2026
Compiled by Real Estate Trail Editorial · August 26, 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:
Executive Summary The Treasury Department’s decision to double long-end bond buybacks produced the desired initial market response, but investors should not confuse a successful squeeze on crowded positions with a dur…
Read the full article at Connect CRE

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