π¨π Why did AJ Capital secure $303M while Barings bet $230M on SoHo?
Plus: Could Dallas-Fort Worth's university assets outperform crypto HQs?
This week's analysis of 66 deals reveal the new rules of a fractured CRE market. Rule #1: Capital is a weapon. Elite assets are getting bailed out while opportunistic private credit becomes the "new sheriff" for everyone else facing the maturity wall. From the "tax cheat codes" creating a gold rush in rural Texas to the risks building in shadow construcβ¦
Keep reading with a 7-day free trial
Subscribe to The Jude Overo Loan Brief to keep reading this post and get 7 days of free access to the full post archives.



