CRE Journal: 7/3/2025

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Top Stories

• The National Observer: Real Estate: Lenders, borrowers face tough decisions on CRE debt

• Atlantic Union sells $2bn of CRE loans to Blackstone following Sandy Spring acquisition

• What CRE Leaders Can Learn from a ‘Positive Chaos’ Philosophy

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Retail

• Sephora taps Lyft to deliver customers to its stores

• How Trader Joe’s and Target are using manufactured scarcity to win customers

• Big 5 Sporting Goods to be acquired in $112.7 million deal

• The End Of Amazon, Walmart, Best Buy? AI-Driven Retail Unbundling

Office

• How Retailers Are Navigating Tariffs and Tight Vacancies with Resilience

• Moody's: U.S. Office Vacancy Hits Another Record High

• Office Vacancy Hits 20.6% in US as Leasing Demand Slumps

Industrial

• Electronics Manufacturer Makes Houston’s Largest Industrial Buy of 2025

• Chinese Manufacturer Doubling Sugar Land Plant Size

• Industrial Deal Drives Blackstone’s $718M Bet on Logistics Hubs

Multifamily

• Can Zoning Changes Boost Affordable Housing?

• Harry Macklowe Sells Miami Development Site At $11M Loss

• Apartment leaders speak out: June 2025

Industry Insights

• How to Stay Sharp as a CRE Pro in Shifting Markets

• The Wellbeing Toolkit for Managers and Teams

• CRE Risk Check: What Was Overhyped—and What’s Still Unfolding

Events

• 5 Commercial Real Estate Events You Should Attend in 2025/2026

Meme of the Day

Video of the Day

Quote of the Day

"Liquidity equals value. The ability to get in and out is as critical as the asset itself." - Sam Zell

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Till next time,

Daniel