BAF NEWS

The November 2025 CMBS delinquency rate fell to 7.26%, signaling tentative stabilization in commercial real estate markets. While office delinquencies remain elevated, easing stress and discounted asset values are attracting institutional investors. The article explores how construction costs, local market strains, and selective buying are shaping the outlook as the November 2025 CMBS delinquency rate trends lower.

November 2025 Australian home prices rose 1.0% month-on-month, reaching a median of A$888,941, with Perth leading gains amid tight supply. The article examines how November 2025 Australian home prices reflect persistent affordability pressures, regional dynamics, and the outlook for buyers and sellers into 2026.

The November 2025 Wang Fuk Court fire, a major incident in Tai Po, Hong Kong, began on exterior scaffolding and rapidly spread across seven towers, resulting in at least 75 deaths and renewed scrutiny of fire safety codes. The article details the timeline, rescue efforts, suspected causes, and ongoing investigations, highlighting the role of bamboo scaffolding and compliance failures.

September 2025 Case-Shiller home prices rose 1.3% year over year, signaling a continued but slowing pace of U.S. home price growth. All 20 major metros saw month-over-month declines before seasonal adjustment, while the national index edged up 0.2% after adjustment. The FHFA index also showed modest annual and quarterly gains, reflecting a cooling but still positive market trend.

San Francisco's 94127 neighborhood is now among the city's priciest, with a median listing price of $2.5 million and rapid sales driven by cash offers and shrinking inventory. With only 16 active listings and up to 30% of deals happening off-market, both buyers and sellers must act quickly and strategically to succeed.

Villa Nafissa, a standout 39-acre estate in Rancho Santa Fe, sold for $28 million in one of San Diego’s priciest, fastest ultra-luxury home deals. Driven by a high-profile buyer’s decisiveness, the transaction closed in just six days—an exceptional pace for such marquee assets.