B+E Research and Insights
B+E Weekly Newsletter May 14 – May 20, 2024 MARKET SIGNS OF INCREASED CRE LENDING ACTIVITY EMERGE DESPITE SLOWDOWN | Globe St. While the commercial real estate lending market experienced a slowdown in the first quarter, it was primarily influenced by market conditions in the third and fourth quarters of 2023. We are seeing an […]
B+E Q2 2024 Net Lease Cap Rate Report A few key highlights from the report: Cap rates have risen again in Q2 2024, with average caps increasing by 12 bps QOQ to 6.27%.Retail cap rates have risen by an average of 12 bps, with some sectors such as casual dining and dollar stores increasing by 21 […]
B+E Q1 2024 Net Lease Cap Rate Report A few key highlights from the report: The STNL market began 2024 with another increase in supply.Of the 2,014 properties listed since Q3 2023, 27% were listed in 2024. This means 1,479, or 73% of new listings, have remained on-market since 2023.The most significant increase in cap rates […]
B+E Weekly NewsletterApril 9 – April 15, 2024MARKETCMBS DEBT ISSUANCE SHOOTS UP TO START 2024 | BisnowFirst-quarter CMBS issuance was the highest since the second quarter of 2022 when $20.6B in deals were priced. It was up 39% from the fourth quarter, with nearly $18B of CMBS debt issued spread across 23 conduit and single-borrower […]
B+E Weekly NewsletterApril 2 – April 8, 2024MARKETMarkets Wonder If There Will Be Only Two Rate Cuts This YearThe Fed always brings up the dual mandates of controlling prices via inflation and supporting full employment. However, there is an apparent shadow third mandate: don’t spook the markets.Investors are now forecasting about 65 basis points of rate reductions […]
B+E Weekly Newsletter March 26 – April 1, 2024 MARKET WHO’S LENDING FOR WHAT Overall, the breakdown by lender type in 2023 was close to that of 2022 except for a significant increase in government agency funding from 19% to 26%. But that shift was closer to the 2015 to 2019 average of 23%. Also, […]
B+E Weekly NewsletterMarch 19 – March 25, 2024MARKETFEDERAL RESERVE STILL FORESEES 3 RATE CUTS THIS YEAR DESPITE BUMP IN INFLATIONChair Jerome Powell said the surprising pickup in inflation in January and February hadn’t fundamentally changed the Fed’s picture of the economy: The central bank still expects inflation to continue to cool, though more gradually than […]
B+E Weekly Newsletter March 12 – March 18, 2024 MARKET NET LEASE COULD GET RELIEF UNDER TAX BILL The House has passed the Tax Relief for American Families and Workers Act of 2024 bill. The bill would restore 100% bonus depreciation retroactively for investments made since the end of 2022 and maintain 100% bonus depreciation […]
B+E Weekly Newsletter March 5 – March 11, 2024 MARKET INTEREST RATE ‘LIKELY AT ITS PEAK’ BUT DON’T EXPECT CUTS NOW | GlobeSt.com It’s good news, with a touch of uncertain caution, in Federal Reserve Chair Jerome Powell’s delivery of the central bank’s semiannual monetary policy report to Congress on Wednesday. The economic outlook is […]










