Lunada Rose Partners

The commercial real estate landscape is shifting, and Morningstar DBRS’s latest 2025 Credit Outlook offers a mix of caution and opportunity. With potential interest rate cuts on the horizon, financing conditions may ease, but challenges remain. CRE-backed securities — especially in office and retail — face ongoing pressure, while multifamily continues to show resilience. At the same time, private credit and nonbank lenders are stepping up, reshaping how deals get done as traditional banks pull back. For real estate investors, the key to 2025 will be balancing optimism about rate cuts with a clear strategy for navigating economic uncertainty.

Adam Nourafchan shared his real estate journey with Authority Magazine, highlighting his path from family business roots to investments in the Sun Belt. He underscores the value of adaptability, long-term thinking, and ethical leadership in building an impactful portfolio.

In a real estate environment defined by high interest rates and a gap between buyer and seller expectations, patience isn’t just a virtue — it’s a strategy. At Lunada Rose Partners, we believe that patient capital is the key to unlocking long-term value, and we’re investing selectively in opportunities that truly align with our approach. By staying disciplined and waiting for the right opportunities, we’re positioning ourselves to deploy capital at the right time when the fundamentals support sustainable growth. This year, we anticipate a turning point in H2, where market conditions will shift and lead to greater alignment between buyers and sellers.

How will demographics, construction trends, and capital flow shape the future of commercial real estate? This insightful piece highlights three key trends expected to drive the industry over the next five years. At Lunada Rose, we’re committed to navigating these dynamics with a thoughtful, long-term approach to investment.

CBRE’s latest Investor Intentions Survey reveals a brighter outlook for CRE in 2025, with multifamily and Sun Belt markets leading the way. Adam Nourafchan shares his perspective on investor sentiment with Commercial Property Executive, highlighting the shift toward medium-risk strategies, where investors focus on creating value through capital improvements instead of relying on market forces.

As the first weeks of 2025 unfold, we reflect on a successful year of strategic growth and impactful investments. Last year, Lunada Rose made significant strides in expanding our presence across the Sun Belt with two standout acquisitions: a 40,000-square-foot warehouse in Pooler, Georgia, and a 185,413-square-foot industrial property in Houston, Texas. Looking ahead, our vision remains clear: to continue our patient, thoughtful approach to real estate investment, focusing on creating enduring value that thrives through market cycles. We look forward to seizing new opportunities and building on our legacy in the year ahead!

Encouraging news for CRE: Investor optimism is growing as interest rate cuts are expected through 2025, according to Colliers via GlobeSt. This outlook is driving renewed activity in multifamily and industrial sectors, especially in high-growth markets like Florida and Texas. Read the full article here: https://lnkd.in/dYSw_jMW

Commercial Property Executive recently released a special report on the state of industrial real estate, offering insights into what lies ahead for 2025. Due to cooling market conditions, developers are prioritizing high-quality, port-oriented, and strategically located assets. However, optimism remains strong, as trends like nearshoring, reshoring, and increased manufacturing demand are driving new opportunities, especially in secondary markets. https://lnkd.in/d5AZZaPR

Managing Partner?Adam Nourafchan?recently joined?Brett Howroyd for the ActOne Podcast discussing his career in real estate,?helpful advice for those starting out,?and how technology is impacting the sector.?

Commercial real estate is showing signs of recovery, with Colliers reporting steady or rising sales volumes in Q3 across most asset classes. Office and multifamily sectors saw significant gains, with office transactions jumping 13% year-over-year, especially in central business districts. Multifamily remained the top performer, up 9% and maintaining robust investor interest in key markets. Industrial sales stayed level but experienced price growth, while hospitality saw a shift, with full-service hotel sales rising 53% despite limited-service volume declines. These trends mark the first consecutive quarterly volume gains since 2022, signaling renewed activity across CRE. https://lnkd.in/giWqcTeR