U.S. ECONOMIC MACRO COMMENTARY & INSIGHTS
Open Sesame? Reopening of the Strait of Hormuz Eases Oil Prices and Fed Nerves Alike
- Iran announced the Strait of Hormuz is fully reopened to commercial traffic, triggering a sharp decline in oil and natural gas prices
- While energy markets are easing, the prior supply shock has already filtered into inflation data and will remain relevant for the Fed
- Last week’s CPI print and softer consumer spending data reinforced a stagflation-lite backdrop heading into the next FOMC meeting
Markets received long-awaited relief Friday morning after Iran announced that the Strait of Hormuz was “completely open” for commercial vessels—a development that immediately unwound some of the largest geopolitical risk premium embedded in global energy markets. The move marks an important de-escalation after nearly seven weeks of extraordinary volatility.
Historical CIP & 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.
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
The Graying Goldrush: Why Seniors Housing May Be the Standout CRE Sector in 2026
South Pointe Apartments, Miami, FL | Refinanced by Berkadia 2026
Berkadia Arranges $21.5M Refinancing For 170-unit South Dade Apartment Community Miami, Florida – April 23, 2026 – Berkadia, a distinguished leader in the commercial real estate sector, announces that it secured a $21.58 million loan on behalf of Rental Asset Management (RAM) to refinance South Pointe Apartments, a 170-unit apartment community located in the West…
Heartis Venice, Venice, FL | Sold & Financed by Berkadia 2026
Berkadia Announces Sale & Financing of Class-A Senior Living in Florida Venice, Florida – April 22, 2026 – Berkadia, a distinguished leader in the commercial real estate sector, announced today the sale and financing of Heartis Venice, a 182-unit, Class-A independent living, assisted living, and memory care community in Venice, Florida. Built in 2021, the community is located along Florida’s southwest coast, approximately 20 miles south of Sarasota. Senior Managing Directors Ross Sanders, Dave…
Backed by the Best: Michael Spero
At Berkadia, we redefine commercial real estate by offering long-term investments through our mortgage bankers and investment sales advisors. Our producers are industry experts with diverse backgrounds and exceptional market knowledge. When you choose Berkadia, you’re choosing a long-term relationship that goes further than the transaction; you are being Backed by the Best. Today, we’re shining the spotlight on Michael Spero, Senior…