This is not 2008 all over again but I am sure many are thinking that way.
The 10-year Treasury just hit its highest level since 2007 but it's not inflation!
Inflation is pretty steady at 2.35%. ITS COMPETITION FOR CAPITAL being driven by AI spending.
For those of us pricing real estate, that matters. If rates are high because capital is scarce rather than because of inflation, dont count on a quick reversal in borrowing costs or cap rates.
What do you think?
connectcre.com/stories/treas…
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Why are today's real estate markets challenging?
The Fed's 25bp hike got the headlines. For private retail investors, watch the 10-yr near 5%. It drives borrowing costs and cap rates. When Treasuries pay ~5% with full liquidity, a net lease deal has to earn its spread. Underwrite to the 10-yr, not the Fed. #CRE
bit.ly/4yqwbga
QSR value meals losing steam. What are you all seeing?
#qsr #restaurants
globest.com/2026/08/18/fast-…
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Steig's most recent report is fresh off the presses. The 2 takeaways for the midwest and the 2ndary and tertiary markets is the slight cooling in inflation and the strong small business optimism number. These markets are full of opportunities.
lnkd.in/gvbeVPXk
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I just got to ask if anyone else has had a terrible experience with Xfinity trying to close an account for a deceased parent? It is unbelievable that I am trying to close out the account, pay the final bill and I am getting the run around. Xfinity
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To good not to share
Best video i have seen in a long while.🥺❤️
Readers added context they thought people might want to know
This video is AI-generated and does not show real footage of dogs choosing owners. Similar viral AI videos have inspired actual adoption events, such as one at Animal Protectors of Allegheny Valley in Pennsylvania.
boatos.org/english/video-…
goodgoodgood.co/articles/dogs-…
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Super cool chart from @YahooFinance showing state by state rates for mortgage rates
#cre #retwit #mortgagerates
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Game Stop closes 17 IL stores.
#cre #retwit #Retail
Here is the full list of 17 stores closing in Illinois:
Addison, 1074 N. Rohlwing Road, closing Jan. 14
Alton, 317 Homer Adams Parkway, closed Jan. 7
Chicago, 2336 W. Cermack St., closing Jan. 14
Chicago, 1751 W. Howard St., closing Jan. 14
Cicero, 3017 S. Cicero Ave., closing Jan. 14
Dekalb, 2564 Sycamore Road, closed Jan. 7
Geneva, 1492 N. Randall Road, closed Jan. 7
Hodgkins, Quarry Outlot, 9404 Joliet Road, closed Jan. 7
Homewood, IL - Park Place Plaza, 17925 Halsted St., closed Jan. 7
Joliet, 2410 W. Jefferson St., closed Jan. 7
McHenry, McHenry Towne Center West, 2445 N. Richmond Road, closed Jan. 7
New Lenox, New Lenox Retail Center, 2344 E. Lincoln Highway, closing Jan. 14
Orland Park, Lakeview Plaza, 15864 S. La Grange Road
Round Lake Beach, Mallard Creek S.C., 716 E. Rollins Road, closing Jan. 14
Shorewood/ Joliet, Joliet Commons, 1530 Route 59, closing Jan. 14
South Elgin, South Elgin Commons, 478 Randall Road, closed Jan. 7
Tinley Park, Tinley Park Plaza, 16205 Harlem Ave.
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Are you seeing this as well. Small box space outperforming big box space. #cre Cretwit #realestateadvice
costar.com/article/569852557…
WIth many restaurants and retailers experiencing slower sales, @DutchBros had its 5th straight quarter of sales growth.
#Retail #Coffee #cre #retwit
nrn.com/quick-service/dutch-…
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Long term mortgage rates dip to 6.17%. 1 year ago they stood at 6.72%
#MortgageRates #economy #FederalReserve #cre #retwit
finance.yahoo.com/news/avera…
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Fed cuts rate 25 basis points. 2 dissenting opinions - one wanting a more aggressive cut and the second wanting to hold the line.
#InterestRates #ratecut #cre #realestate #retwit
finance.yahoo.com/news/feder…
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Mortgage rates are starting to tick down but slowly.
#mortgage #ce #retwit
finance.yahoo.com/personal-f…
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Retail sales and foot traffic UP. Will it continue?
#RetailNews #RetailJobs #cre #retwit
view.usa.colliers.com/?qs=70…
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Debt readily available but borrowers choosing shorter maturities expecting better rates in the future.
#debt #InterestRates #RealEstate #investing #cre #retwit
view.usa.colliers.com/?qs=ee…
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thought this month was not postive, the best performing asset class is retail!
#Retail #retailinvestors #realestateinvestment #cre #retwit
view.usa.colliers.com/?qs=39…
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First Half Review 2025
The first half of 2025 saw the STNL retail sector navigate economic uncertainty, tariff pressures, high construction costs, and tighter capital conditions, yet demand for well-located, high-quality assets remained strong, widening the gap between Class A and B/C properties. New construction stayed limited as developers focused on repositioning existing sites, while sales volume rose to $5.7 billion (up 9.6% from late 2024), median cap rates dipped to 6.8%, and median price per square foot climbed to $309.
Larger deal sizes alongside smaller footprints signaled a long-term shift toward more liquid formats aligned with omnichannel strategies, and with cap rates stabilizing, investors are prioritizing credit quality, lease duration, and inflation-resilient structures. Although transaction volumes remain muted, a narrowing bid-ask spread points to improving liquidity and a disciplined, steady outlook for the remainder of the year.
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