The Lede

Bloomberg, Feb. 9, 2017--Matt ScullyAnalysts at Deutsche Bank AG, one of the biggest underwriters of bonds tied to U.S. commercial mortgages, say now it's time to bet against the securities.

Reuters, Feb. 14, 2017--Jason Lange; David Lawder The Federal Reserve will likely need to raise interest rates at an upcoming meeting, Fed Chair Janet Yellen said Tuesday, although she flagged considerable uncertainty over economic policy under the Trump administration.

Pensions and Investments, Feb. 14, 2017--Kenneth RiggsA great deal of uncertainty still hangs over the economy, financial markets and commercial real estate as the new administration settles in at the White House. But President Donald Trump's initial actions appear to create positive tail winds for commercial real estate.

National Real Estate Investor, Feb. 14, 2017--Bendix AndersonSince the election, "uncertainty" has been a buzzword among economists. But the fundamentals of the apartment sector are relatively strong despite it all.

Scotsman Guide, Feb. 14, 2017Despite reaching dizzying new price peaks that far top those during the last bubble a decade ago, commercial real estate is not grossly overvalued today or likely headed for a collapse, market watchers told Scotsman Guide News.

National Real Estate Investor, Feb. 13, 2017--Debra JacksonThe commercial mortgage-backed securities resolution strategy that a lender will most likely accept is the one that, in its sole opinion, maximizes recovery to the bondholders.

National Mortgage News, Feb. 10, 2017--Brian CollinsA regulatory proposal to allow banks and other mortgage lenders to accept private flood insurance on residential and commercial properties does not go far enough, according to industry groups.

Dallas News, Feb. 10, 2017--Steve BrownTwo Dallas commercial real estate firms, Pierson Retail Advisors and the Vitorino Group, are joining forces. The companies have sold a total of almost $3 billion in real estate and expect to expand their sales volume with the combination.

Wall Street Journal, Feb. 12, 2017--Keiko MorrisMore tech, advertising and media firms are leaving Manhattan and moving across the river, tempted by lower office rents and shorter commutes for workers.

Forbes, Feb. 9, 2017--Ely RazinWhich company is best known for its equity, yet was among the top 10 originators of commercial real estate financing in New York City in the first nine months of 2016 and the top five in Q3?

Wall Street Journal, Feb. 9, 2017--Josh BarbanelSurge in new rental buildings seen to blame for concessions and flattening of rents.

Reuters, Feb. 9, 2017--Tom HalsSears Holding Corp. Chairman and CEO Eddie Lampert and the company's board agreed to a $40 million settlement of a shareholder lawsuit that alleged Lampert benefited from a deal to spin off 235 of the struggling chain's best stores.

National Real Estate Investor, Feb. 15, 2017--Beth Mattson-TeigIf the U.S. were to introduce substantive policy change and adopt an isolationist stance, that could potentially prompt foreign investors to hit the pause button or take a more wait-and-see approach.

Most real estate industry leaders plan to increase their U.S. investments this year and expect continued sector growth--even beyond 2017--reported KPMG LLP, New York.

The single-family rental market should likely remain healthy this year, though increased competition from new apartment deliveries could slow its improvement, said HomeUnion, Irvine, Calif.

Multifamily rent increases will likely slow down and oversupply may negatively impact some locales, but most metros will continue to enjoy positive fundamentals, said Yardi Matrix, Santa Barbara, Calif.

The commercial mortgage-backed securities delinquency rate could rise in 2017 due to a "sharp" increase in newly delinquent CMBS loans--many of which will default at or near maturity--said Morningstar Credit Ratings, Chicago.

NIMBY: Not In My Back Yard. Long the rallying cry of people opposed to landfills, Wal-Marts and other "undesirable" projects, it's now become a rallying cry of both homeowners and renters for a new proposal--housing.

Domestic investors will likely become more influential players in the U.S. lodging market as offshore capital from countries such as mainland China starts to slow, said JLL, Chicago.