Insights
Open Sesame? Reopening of the Strait of Hormuz Eases Oil Prices and Fed Nerves Alike
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…
February 17, 2026
A Dual Mandate Double Feature
The job of the Federal Reserve is straightforward: keep the U.S. economy on solid footing with good growth. Through the Federal Open Market Committee, the Fed sets monetary policy with…
February 11, 2026
The Graying Goldrush: Why Seniors Housing May Be the Standout CRE Sector in 2026
Demographic tailwinds, limited new supply, and rising occupancy are creating one of the most compelling risk‑adjusted return profiles in commercial real estate The U.S. seniors housing sector is entering one…
February 3, 2026
Be Berkadia Spotlight: Steven Goodwill
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…
January 30, 2026
Powell Holds Rates Steady, Trump Nominates Replacement Chair
Recent headlines surrounding the Federal Reserve have varied. On the monetary policy front, macroeconomic conditions appear solid, with tariff-driven inflation concerns largely overstated and unemployment holding steady. Away from economic…
January 20, 2026
Affordable HOMES Act Reshapes Manufactured Housing
Manufactured housing has quietly become one of the most effective tools for addressing the U.S. housing affordability gap. While much of the spotlight goes to Class A multifamily and single-family…
January 16, 2026
The State of the Union in Agency CMBS
Commercial real estate capital markets, particularly in the multifamily space, are taking the “new year, new me” mantra very seriously. Liquidity is bountiful in the space; trading spreads have tightened…
December 12, 2025
December FOMC Meeting Notes
The Federal Reserve held its final meeting of the year on Wednesday. Committee members voted 9-3 to cut the benchmark rate by 25 basis points to a 3.50%–3.75% range. The…
December 11, 2025
Medicaid Joins the Shift: States Transition to PDPM Reimbursement Models
Medicare transitions from RUG to PDPM: In 2019, Medicare replaced the Resource Utilization Group (RUG-IV) system with the Patient-Driven Payment Model (PDPM), marking a major shift in how skilled nursing…
December 10, 2025
Backed by the Best: Yalda Ghamarian Howell
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…
December 2, 2025
Choose the Best Bond Financing Strategy in an Unpredictable Market
Last month, Berkadia Senior Director Melissa Koppel joined more than 2,000 industry peers at the nation’s leading Affordable Housing conference, AHF Live. Melissa spoke on the panel, “Choose the Best…
