CRE360 Morning Pulse - October 24th, 2025
Oct 24, 2025•4 min•Ep. 40
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Episode description
Florida eliminates its 57-year lease tax, reshaping CRE economics statewide. Manhattan posts a 19-year leasing high as firms double down on premium offices. Houston retail landlords hold firm with near-record rents, while investors quietly circle San Francisco’s discounted towers.
This 3-minute brief unpacks how policy, fundamentals, and selective capital are redrawing the map for U.S. commercial real estate operators.
Listen for:
- What Florida’s tax repeal means for cap rates and underwriting.
- Why NYC is now the benchmark for post-COVID office recovery.
- How Houston’s supply discipline keeps retail stable amid macro volatility.
- Where opportunistic capital is finding yield in San Francisco’s distress.
CRE360 Signal™ — research-driven, AI-backed, and built for operators.
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