Insights
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…

January 31, 2025
January FOMC Meeting –A Pause to the Cutting Campaign
The Federal Open Market Committee (FOMC) voted to hold rates steady in the 4.25%–4.50% range at Wednesday’s meeting, putting a pause on the Fed’s cutting campaign. The statement removed language…

January 22, 2025
Charlotte, North Carolina is a Top Build-to-Rent Market in 2025
According to a Berkadia report, Charlotte, North Carolina is gearing up for a wave of new “build-to-rent” (BTR) communities to open this year.

January 17, 2025
A New Phase in Macro Policy: Ready Position
• It’ll be slower going lower. Have we entered “The Pause?”• December Core CPI print eases from the month prior, a positive sign for markets.• Strong nonfarm payrolls and unemployment…

December 20, 2024
December FOMC Meeting – A Hawkish Cut
The FOMC concluded their final meeting of the year on Wednesday, where committee members voted 11-1 to cut rates by 25 basis points.

December 18, 2024
Berkadia’s 15th Anniversary Celebration: The Founding Voices
We are excited to spotlight “Berkadia’s Founding Voices,” a tribute to the dedicated individuals who have been with us since the very beginning. These remarkable team members have played a…

December 6, 2024
Looking Ahead – A Strong Case for Multifamily
• Absorptions projected to outpace completions in 2025• Cap rates are beginning to compress as vacancy rates fall• Stagnant rent growth set to uptick as wages continue to increase U.S.…

December 5, 2024
Signs of Investor Optimism for Seniors Housing in 2025
As we near the end of 2024, there has been a noticeable shift in optimism in U.S. commercial real estate, particularly in seniors housing where market and operational fundamentals continue…

December 4, 2024
Berkadia & NYU Stern Host Inaugural Multifamily Investment Case Competition
Berkadia and NYU Stern partnered to create the inaugural Multifamily Investment Case Competition, held from November 14-16.

November 22, 2024
Agency CMBS Spreads –Tightening into Year-End
Agency commercial mortgage-backed securities (CMBS) trading spreads are currently at multiyear tight levels.

November 21, 2024
Berkadia Medical & Life Science’s Sabrina Solomiany Joins Knight Frank Global Healthcare Business Line Meeting
Berkadia Senior Managing Director and Head of Medical & Life Sciences, Sabrina Solomiany, traveled to London for two of healthcare events.
