“Syndicator firms that went big on multifamily during the pandemic are now barely afloat” Move-in fees have sunk 28.2% YoY even as @realtordotcom reports August saw 37th straight YoY rent decline. Apartment values fell ~3.5% MoM & are >20% below their 2022 peak @newsgreenstreet

🎯 "He needs to be a little bit more forthright and articulate about how exactly raising interest rates after 3 years is going to help the average working man and woman in this country" says @DiMartinoBooth The central issue raised here is how the Fed expects the benefits of tighter policy to reach households while higher borrowing costs are already being felt.

I'm back @KOAColorado for Ross Kaminsky w/ @KOAJeana, fresh off a @Broncos home win! 🏈 ☑️ Full coverage & analysis of Broncos-Jaguars ☑️ Fed Expert Danielle @DiMartinoBooth talks Fed moves, interest rates, bonds & more Listen LIVE 6-9a MT 🎧 📻 850 AM | 94.1 FM | KOAColorado 📲 Text the Show at 56690 🔗 Weblink in comments 👇

Why let facts disturb a perfectly choreographed narrative inhaled by uniformed masses drinking @tiktok_us Kool-aid? Fact: US Treasuries can be bought by those draped in drag, especially when said buying is funneled through dark off-shore entities #TradeTheNarrativeOwnTheTrurh#

Office special servicing rose 32 basis points to 16.90%. Retail also climbed 32 basis points to 13.60%, while lodging added 11 basis points to reach 8.74%. Mixed-use jumped 154 basis points to 13.47% because of the Los Angeles portfolio @TreppWire

August @TreppWire show large maturity defaults pushed CMBS SS rate higher post July’s decline…increased 33 bps to 11.4% to Feb 2013 high. New transfers hit $3.2B across 32 whole loans, ~2x July total. Loans cured/returned to master servicing/paid off=$500M across 14 whole loans.

New Episode 🎧 Every time I talk to @DiMartinoBooth I come away thinking the gap between the ‘official’ story and what's actually happening in the economy is wider than people realize. We sat down right after the Fed hiked rates for the first time since 2023 to discuss what’s next. TIMESTAMPS: 00:00 Trailer 00:40 Rate increase reaction 1:17 What's happening to businesses 2:56 Another hike in 2026? 4:14 Nothing stops this debt train 5:57 Is AI driving growth? 7:48 How should investors position?

.@DiMartinoBooth discusses the Fed's rate decision, its Summary of Economic Projections (SEP) and Chair Kevin Warsh's commentary. Looking ahead, she explains why upcoming economic data will be increasingly important. She also shares her thoughts on the AI trade, urging investors to be "careful" and maintain a diversified portfolio. For more:

Credit Stress Is Here And The Only Place Left To Hide Is Precious Metals | Danielle DiMartino Booth Fed rate hike September 2026. Kevin Warsh raised rates and won't call conditions restrictive. Danielle DiMartino Booth on what that lands on. >> Full Interview at Kitco News: The @federalreserve raised its benchmark rate a quarter point to 3.75% to 4% on September 16, unanimously, with 12 of 18 officials projecting at least one more increase this year. Chair Kevin Warsh called it removing "a dose of accommodation" rather than tightening, and said he'd be hard pressed to describe financial conditions as restrictive. Danielle DiMartino Booth, founder of QI Research and a former advisor at the Federal Reserve Bank of Dallas, argues the opposite. She says US small business bankruptcies are up 64% year over year through August, that more than 200 companies have closed every month for five months running, and that 57% of Americans who took cash out refinancing in Q2 accepted a higher mortgage rate to do it. On the data behind the decision, she says the seasonal adjustments at the Bureau of Labor Statistics are "clearly broken" and the official numbers are "at best misleading." On where that leaves investors, she says that whenever there is stress in credit markets, the only place you can hide with any certainty is precious metals. Recorded September 16, 2026 Follow Jeremy Szafron on X: @JeremySzafron Follow Danielle DiMartino Booth on X: @DiMartinoBooth 00:00 The Fed Just Hiked for the First Time in Three Years 01:26 Why Warsh Calling It "a Dose of Accommodation" Spooked Markets 03:03 Would the Fed Really Hike Again Days Before the Election 05:07 The Retail Sales Number That Isn't What It Looks Like 07:31 The Warning Shot Aimed at the Treasury 09:18 Small Business Bankruptcies Are Up 64% 11:00 The Fed and Main Street Are Looking at Two Different Economies 12:00 How a Margin Squeeze Becomes a Layoff 12:45 What This Hike Costs a Household This Week 16:15 The Only Place She Says You Can Hide With Any Certainty 17:37 Why She Says the Jobs Data Is Broken 19:07 What Breaks First if the Fed Got This Wrong

I will be speaking at the 52nd Annual NOIC — Register now to have a seat at the table! October 28-31 —  #NOICconference# #NewOrleansInvestmentConference# #federalreserve# #dimartinobooth# #economy#