U.S. ECONOMIC MACRO COMMENTARY & INSIGHTS
Inflation’s Second Act
- April CPI print rattled the market as oil prices continue to climb
- Traders increasingly question whether the Federal Reserve will be able to ease monetary policy at all this year
- Treasury rates continue to climb, curbing Agency CMBS volumes
For a steady three years, besides a blip surrounding the Liberation Day tariff announcements, markets operated under the assumption that inflation was steadily moving back toward the Federal Reserve’s 2% target.
Historical CPi & Core CPI
2026 Multifamily Investor Sentiment Survey
In December 2025, we surveyed over 250 of our trusted clients from various companies, with most holding senior-level titles, for our second annual Multifamily Investor Sentiment Survey. Our goal is to provide a comprehensive view of current market sentiments to our clients, and we plan to share our findings in our detailed report.
2026 Multifamily
Powerhouse Poll
In Berkadia’s Annual Multifamily Powerhouse Poll, we surveyed over 200 investment sales advisors and mortgage bankers to offer their unique perspectives on the state of the commercial real estate (CRE) industry.
Beyond Insights: Markets
From occupancy to cap rates, employment to migration trends, read the latest market-driven insights.
BOMA Healthcare Conference Recap
The Graying Gold Rush: Seniors Housing Outshines Amid Uncertainty
Private Credit in CRE: Liquidity, Competition, and Evolving Opportunities in 2026
MBA CREF 2026: Five Takeaways Shaping CRE Lending & Investment
Inflation’s Second Act
For a steady three years, besides a blip surrounding the Liberation Day tariff announcements, markets operated under the assumption that inflation was steadily moving back toward the Federal Reserve’s 2% target. April’s Consumer Price Index (CPI) report was the second straight data point that challenged the narrative. Consumer prices rose 3.8% year-over-year, above consensus expectations and marking the highest inflation reading since 2023. The acceleration was predominately driven by…
Heartis Fayetteville, Atlanta, GA | Sold by Berkadia 2026
Berkadia Completes Class-A Senior Living Sale in Atlanta MSA Fayetteville, Georgia – May 15, 2026 – Berkadia, a distinguished leader in the commercial real estate sector, announced today the sale of Heartis Fayetteville, a 167-unit, Class-A luxury senior living community in the Atlanta metropolitan area. The property offers a full continuum of care, including independent…
Be Berkadia Spotlight: Alyssa Robinson
At Berkadia, our success is built upon the talent and hard work of a broad, diversely skilled team. From analysts to loan closing specialists to managing directors, each of our people brings a unique background, perspective, and expertise. Their work allows Berkadia to remain a leader in the commercial real estate industry. Today, we’re shining the spotlight on Digital Marketing Specialist, Alyssa Robinson, to learn…