Briefing
Today's Briefing
Wednesday, March 19
Schedule
9Brock Murray and Todd Billings / Meet with Todd Billings, President
Alloy Capital Monthly Meeting
Federico Wolk + Todd Billings / Meeting
Meeting
On-Air for Influencers: The Kickoff
RE: Private Debt Investment Willis Brothers Family
Google Fiber Appointment
SuperAGI + UsdvCapital (sync)
Todd Billings and Elements
Rate Movers
10-Year Treasury Yield
2-Year Treasury Yield
30-Year Fixed Mortgage Rate
Headlines
25Weekly Digest: CRE Capital Markets Update
RE: Casata San Marcos — Draw Request #4 Approved
USDV Capital Pipeline Report — Week of 3/17
Rate Alert: 10Y Treasury Moves Above 3.95%
New Connection Request: VP at Starwood Capital
Built Different Newsletter — Draft Ready for Review
RE: The Oaks Phase II — LOI Counter from Seller
Freddie Mac: Multifamily Originations Up 12% YoY
Market Rates
| Rate | Current | Chg | Date |
|---|---|---|---|
| SOFR | 3.68% | +0.00 | Mar 19 |
| Prime Rate | 6.75% | +0.00 | Mar 19 |
| 30Y Fixed Mortgage | 5.98% | +0.03 | Mar 19 |
| 10Y Treasury | 3.97% | +0.03 | Mar 19 |
| 2Y Treasury | 3.38% | -0.04 | Mar 19 |
| 30Y Treasury | 4.64% | +0.02 | Mar 19 |
| 10Y-2Y Spread | 0.58% | +0.07 | Mar 19 |
| High Yield Corp Bond Spread | 3.12% | -0.05 | Mar 19 |
Approvals
8LinkedIn Post: Workforce Housing Market Update
The Southeast multifamily market continues to outperform. Here's what we're seeing in our 1,600-unit pipeline across FL, TX, and GA...
LinkedIn Post: Built Different Podcast Ep. 14 Promo
New episode drops tomorrow. This week I sat down with a LIHTC developer who's built 3,000 units in rural markets nobody else would touch...
CIS: Casata San Marcos — Monthly Investor Update
Construction is 67% complete. Draw #4 approved. On track for Q3 2026 stabilization. Current projected IRR: 18.2%...
LinkedIn Post: AI in CRE Underwriting
We reduced our underwriting time from 40 hours to 4 hours using AI. Here's the exact workflow we built...
CIS: Turquoise Bay — Quarterly Report Q1 2026
Occupancy stabilized at 94.2%. NOI trending 8% above pro forma. Refinance evaluation underway for Q3...
Research
Fed holds rates steady. Multifamily starts up 4.2% MoM. Southeast absorption remains strong at 94.1%. SOFR unchanged. 10Y-2Y spread widening signals normalization.
Generated today at 6:00 AMWeek of March 17: 3 new deals evaluated, 1 LOI submitted (The Oaks Phase II). Advisory pipeline added 2 prospects. Built Different Ep. 14 recorded.
Published Monday, March 17