National Inflation Averages Hide Local CRE Opportunities, Marcus & Millichap Says
Why this matters
Capital markets activity continues to be defined by the rotation from bank balance sheets to non-bank lenders. Private credit funds have raised record dry powder; banks have tightened CRE underwriting standards for the sixth consecutive quarter. The result is a market where well-sponsored deals clear, and marginal credit pays a meaningful spread to do so. For LPs, the allocation conversation has shifted decisively toward real estate debt, with equity allocations being deployed more selectively into operator-led platforms.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
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Higher-than-expected September inflation has been driving the CRE narrative of increased cost of capital, along with rising operating and construction expenses. The consumer price index rose 3.7% year-over-year in Sep…
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