GLOBAL REAL ESTATE DAILY

We’re sunsetting GLOBAL REAL ESTATE DAILY. For your daily, institutional-grade brief, subscribe here: Energy Markets Daily – RSS – Apple – Spotify Fund of Funds Daily – RSS – Apple – Spotify This archive stays live for SEO and reference. For capital introductions and inquiries: dailydominance9@gmail.com . Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. This episode m...

Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Friday, September 26th — PCE Reality Check. While others react to headlines, you get the recalibration playbook that turns inflation persistence into strategic advantage. What you'll get: - PCE data breakdown: Core inflation 2.99% YoY, still 99 basis points above Fed target—"higher for longer" just got more credible. -...

Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize. What you’ll get: - Market pulse: 10Y UST ~4.15%; CRE financing thawing, not sprinting. - What an SNB hold...

Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate adjustments on September 24, 2025. Fed maintaining...

Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around 6.2%-6.4% following Fed cuts. Commercial real esta...

Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates starting around 5.01% with agency multifamily loans...

Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real estate investment volume projected to rise 15% in 20...

Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial mortgage rates positioned for continued compressio...

Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully active for international capital with cross-borde...

Tuesday morning FOMC decision day analysis for global institutional real estate capital positioning ahead of central bank divergence opportunities. **Global Central Bank Divergence:** Federal Reserve 93% probability 25bp cut to 4.00%-4.25% while ECB holds at 4.50% and BOJ maintains ultra-low rates. Currency-driven acquisition windows emerging for international capital with USD positioning creating...

Monday morning week-ahead positioning for institutional real estate capital ahead of the most consequential FOMC meeting of 2025. **Fed Watch:** 96% probability of 0.25% cut at September 16-17 FOMC. Federal funds rate positioned to move from 4.25%-4.50% to 4.00%-4.25%. 10-year Treasury at 4.082% with new issues at 4.250%. Commercial mortgage rates starting at 5.08% positioned for compression. **CM...

- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization continues. Industrial ~5.0%; Multifamily Class A ~4...

Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 economists in Reuters poll) - Second consecutive p...

Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - Wait-and-see approach with potential cuts possibly...

Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 meeting expected hold at 2.0% deposit rate with on...

Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payrolls, 4.3% unemployment) - ECB September 11 meeting...

Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts since 2024 - BOJ continuing gradual tightening at 0...

Thursday morning, September 4th, and while your competition focuses on domestic Fed chatter, we're delivering the global intelligence that positions institutional real estate capital across borders and currencies. **Global Central Bank Divergence:** - Fed cutting to 4.25%-4.5% while ECB holds at 2.00% deposit rate after eight cuts since 2024 - Goldman Sachs attributes divergence to Euro area stagn...

Wednesday morning, and while your competition operates on Monday's stale data, we're delivering the mid-week intelligence that positions institutional real estate capital for today's advantage. **Wednesday Market Pulse:** - SOFR steady at 4.34% with September average forecast 4.339% - September 16-17 FOMC meeting approaching with 87% probability of 25bp cut - Treasury 10-Year at 4.28%, but 30-Year...

Tuesday morning, and while your competition is still digesting yesterday's news, we're delivering the intelligence that positions institutional real estate capital for today's advantage. **Tuesday Market Pulse:** - Treasury at 4.25% (slight decrease from previous session) - 2-Year at 3.64% - SOFR steady at 4.34% - Fed funds maintained at 4.25%-4.5% range with September meeting in focus **CMBS Inte...

Monday morning, and while your competition is still catching up on weekend news, we're delivering the week ahead intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Markets:** - Fed meeting September 17th with 95% probability of 25bp cut - Treasury at 4.23% (down 15bp this month) - SOFR at 4.34% overnight rate - Federal funds currently 4.25%-4.5%...

Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage. **The Week That Moved CRE Markets:** - Treasury moved from 4.73% to 4.68% this week - SOFR down 3 basis points to 4.55% - Impact on $100M+ permanent loans and construction financing - Green Street multifamily index up 0.4...

Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline. **Key Intelligence:** - Treasury and SOFR movements impacting $100M+ permanent loans - Real Capital Analytics: $2.8B in major tran...