Loading…
.jpg)
Trepp
The Data Behind “Project Kodak”: How CMBS Office Performance is Bifurcating
Office performance is increasingly separating along asset quality, market depth, and access to capital. Commercial mortgage-backed securities (CMBS) data shows a market that is no longer moving as one, with high-quality, well-located assets continuing to attract tenants and financing while weaker buildings face…
CMBSDebt & FinancingCapital MarketsU.S. National
·Read
Radius+
This week the Radius+ team took a closer look at the Portland-Vancouver-Hillsboro, OR-WA CBSA.
Historical Supply Growth in Portland-Vancouver-Hillsboro, OR-WA CBSA: 2018: 6.3% 2019: 11.6% 2020: 6% 2021: 2.4% 2022: 1.4% 2023: 0% 2024: 1.4% 2025: 1% 2026: .04% The Portland metropolitan area saw substantial overbuilding during the 2017 to 2020 cycle, with large volumes of new supply delivered in 2019. Even so,…
Self StorageMultifamilyU.S. NationalPortland
·Read
REBusiness Online
Retail Real Estate Enters New Era of Confidence, Say JLL Survey Takers
CHICAGO — After years of uncertainty fueled by inflation, rising interest rates and changing consumer behavior, retail real estate has entered a notably different phase. According to JLL’s 2026 U.S. Retail Thematic Outlook and Investor Survey, the sector is no longer in recovery mode — it’s operating from a…
Capital MarketsRetailU.S. NationalChicago
·Read
Radius+
Why Self-Storage Teams Need Cleaner Data Before They Adopt AI
Artificial intelligence is becoming part of nearly every business conversation, and self-storage is no exception. Operators, developers, investors, lenders, and acquisition teams are all beginning to ask how AI can help them move faster, analyze more efficiently, and make stronger decisions. The opportunity is…
Self StoragePropTech & DataU.S. National
·Read
NAHB — Eye on Housing
Inflation Cooled in June as Gas Prices Eased
Inflation slowed to 3.5% in June 2026 from 4.2% in May, driven primarily by a mid-June ceasefire agreement that stabilized oil markets and reduced energy prices, with gasoline prices falling 9.7% and the shelter index posting its smallest monthly increase since January 2021. The document notes that the relief was short-lived as the ceasefire collapsed in early July, pushing oil prices up 12% and renewing inflation concerns, while core CPI excluding food and energy rose 2.6% year-over-year in June.
HomebuildersEconomyU.S. National
·Read
REBusiness Online
Two Cures for High Rent
By Jack Stone, managing director, Greysteel In the last week of June, two things happened in the American multifamily market that belong side by side: New York froze rents, and the Dallas Fed confirmed that Texas is drowning in apartments. One of those scenarios involves a market correcting itself. The other is a…
Capital MarketsMultifamilyU.S. NationalTexas
·Read
Redfin
Home Sellers Outnumber Buyers 2 to 1 in Miami, Nashville, and Much of Texas, The Nation’s Strongest Buyer’s Markets
There were almost half a million more home sellers than buyers in the U.S. in June, equal to 48.5% more. That means buyers hold the negotiating power. The number of homes listed for sale hit its highest level since 2020–but more buyers entered the market, too, which is why the seller-buyer gap didn’t change much…
HomebuildersEconomySingle-Family RentalU.S. NationalMiami
·Read
Connect CRE
Chicago Industrial Vacancy Reaches Lowest Level in Two Years
A recent report from Savills details how manufacturing investment, logistics expansion and limited new supply are tightening Chicago’s industrial fundamentals heading into the second half of 2026. Highlights of the report include that vacancy fell to 6.9%, its lowest level in seven quarters and 90 basis points…
Capital MarketsIndustrial & LogisticsU.S. NationalChicago
·Read
Connect CRE
Report: NYS Growth is Increasingly Concentrated Downstate
New York State remains one of the nation’s largest economic engines, but growth increasingly is concentrated downstate and in a few upstate urbanized employment centers, the Citizens Budget Commission (CBC) reported Monday. Outside the opportunity corridor, encompassing the New York City metro area and the Capital…
Capital MarketsEconomyU.S. NationalNew York
·Read
Connect CRE
Greater Boston Lab Market Edges into Positive Territory for Q2 2026
The Greater Boston lab market posted its first quarter of positive net absorption in nearly a year for the second quarter of 2026, representing what CBRE called “a tentative sign of stabilization amid persistent headwinds.” Total market availability edged up 10 basis points from Q1 and 60 bps from Q2 2025 to 32.8%,…
Capital MarketsLife SciencesU.S. NationalBoston
·Read
Urban Land Institute
What NASCAR's Navy Base Race Reveals About Activating Institutional Land
A first-of-its-kind partnership between NASCAR and the U.S. Navy offers a model for using operational public land for temporary events while preserving its primary mission
Capital MarketsAlternativesU.S. National
·Read
AFIRE
An Update on US Housing: The Interplay Between Market-Rate and Affordable Rents
Paul Fiorilla and Jacob Gonzalez of Yardi Matrix look at the state of US housing in mid-2026, including opportunities at the submarket level. The post An Update on US Housing: The Interplay Between Market-Rate and Affordable Rents appeared first on AFIRE . ]]>
Capital MarketsMultifamilyAffordable HousingGlobalU.S. National
·Read
NAHB — Eye on Housing
Two or More Story Home Starts Pull Back in 2025
The share of new single-family homes with two or more stories declined from 52.5% in 2024 to 51.4% in 2025 according to Census Bureau data, while single-story homes rose from 47.5% to 48.6%. Regional variations showed the Midwest and South favoring single-story construction while the Northeast and West maintained higher shares of multi-story homes, with three-or-more-story homes comprising 5.2% of new homes nationally in 2025.
HomebuildersEconomyU.S. National
·Read
.jpg)
Trepp
CMBS Special Servicing Rate Climbs in June 2026, Led by Large Retail, Office, & Lodging Loans
Disclaimer: This is an excerpt from Trepp's June 2026 CMBS Special Servicing Report. To access the full report, click here. The Trepp commercial mortgage-backed securities (CMBS) special servicing rate increased by 34 basis points in June to 11.20%, reversing May's decline. Across property types, special servicing…
CMBSDebt & FinancingCapital MarketsU.S. National
·Read
Capright (valuation & advisory)
Triple-Net Retail REITs with Julia Ticus – July 2026
🎙️ Triple-Net Retail REITs Continue to Demonstrate Stability: Capright’s On the Spot with Julia Ticus Triple-net lease properties remain one of the most sought-after CRE The post Triple-Net Retail REITs with Julia Ticus – July 2026 appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. National
·Read
Propmodo
This Is Not My Dad’s Leasing Funnel, But He Would Have Adopted It Immediately
Leasing automation helps property managers convert fewer leads into more signed leases by reducing friction, improving showings, and boosting efficiency. The post This Is Not My Dad’s Leasing Funnel, But He Would Have Adopted It Immediately appeared first on Propmodo . ]]>
PropTech & DataU.S. National
·Read
Propmodo
AI Is Forcing Real Estate Organizations to Rethink How They Make Decisions
The real estate industry's AI adoption is accelerating, but only firms mastering decision architecture will unlock lasting strategic value. The post AI Is Forcing Real Estate Organizations to Rethink How They Make Decisions appeared first on Propmodo . ]]>
PropTech & DataU.S. National
·Read
The Registry
Adaptive Reuse in San Francisco: Turning Vacant Offices Into Opportunity
By Michael Strong, Vice President-Project Executive, Skanska USA Across the San Francisco Bay Area, adaptive reuse has shifted from a niche idea to a practical construction solution. With high office vacancies, evolving community needs, and increasing pressure to deliver projects faster and more responsibly,…
Capital MarketsOfficeAlternativesU.S. NationalSan Francisco
·Read
REBusiness Online
Why Texas’ Market Recalibration is Creating New Opportunities for Commercial Real Estate Investors
For much of the past several years, Texas commercial real estate markets have been characterized by a disconnect between buyer expectations and seller pricing. As interest rates increased and capital became more selective, transaction activity slowed while many property owners remained reluctant to adjust…
Capital MarketsU.S. NationalTexas
·Read
Connect CRE
Net Lease Cap Rates Tick Upward in Q2 2026
Overall single-tenant net lease cap rates increased two basis points to 6.82% in the second quarter of 2026, The Boulder Group reported. Retail cap rates increased five bps to 6.60% and industrial cap rates increased 10 bps to 7.25%, while office cap rates remained unchanged at 7.90%, according to the Second…
Capital MarketsOfficeIndustrial & LogisticsU.S. National
·Read
Bisnow
Chicago's Older Apartments Are Running Out Of Room To Raise Rent
Class-C apartment operators in Chicago are buoyed by many of the tailwinds bolstering the city’s multifamily market as a whole: limited new supply, rising rent growth and recovering investor interest. But rising operating costs have squeezed margins...
Capital MarketsMultifamilyU.S. NationalChicago
·Read
Bisnow
JLL Finds 'Remarkable Change' In Greater Boston's Lab Demand
The life sciences real estate sector in Greater Boston still has a deep hole to dig out of, with millions of square feet of lab buildings sitting vacant, but a new report shines a positive light on the future of the market’s demand.
Capital MarketsLife SciencesU.S. NationalBoston
·Read
Bisnow
They May Prefer Texas, But Data Center Developers Aren't Giving Up On California
Texas has surpassed California as the top data center market in the western half of the U.S., and the gap between the two states is only getting wider. But while California may be a more challenging place to develop digital infrastructure, there is...
Capital MarketsData CentersU.S. NationalTexas
·Read
Bisnow
Why CRE's Fed Rate Cut Obsession Might Be Backward
CRE has spent years focusing on Federal Reserve rate cuts as the key to unlocking the market. But recent research from Newmark argues that the framing gets causality backward — Fed decisions to lower rates typically coincide with deteriorating labor...
Capital MarketsEconomyU.S. National
·Read
Bisnow
62 Real Estate Insiders On A Year That Took A Turn, And What They're Doing About It
The document presents responses from 62 commercial real estate executives across more than 30 markets regarding their investment activity at mid-2026, following a year marked by geopolitical turmoil, elevated interest rates, and a 33% decline in CRE sales in April year-over-year. The executives' responses reveal a split market: some are actively moving forward on selective deals despite unfavorable conditions, while others remain on the sidelines awaiting rate cuts or improved market clarity, with deal activity heavily concentrated in industrial, multifamily, affordable housing, and office repositioning sectors.
Capital MarketsU.S. National
·Read
Montagu Evans
Unlocking regeneration viability: the master-developer approach
Viability challenges continue to bedevil planning and development across the... Read more The post Unlocking regeneration viability: the master-developer approach appeared first on Montagu Evans . ]]>
Capital MarketsAlternativesUnited KingdomEurope
·Read
McKinsey & Company
How AI is reshaping value creation in residential real estate
McKinsey’s Alex Wolkomir discusses how housing leaders can win with AI by improving customer experiences, redesigning workflows, and building trust between parties in the ecosystem.
EconomyMultifamilyHomebuildersGlobalU.S. National
·Read
Oxford Economics
Data Centre Boom Exacerbates Construction Labor Shortages in US
The US data centre construction boom is reshaping the industry, driving record investment while creating regional capacity constraints, rising construction costs, and growing labour shortages. As spending surpasses traditional office construction, developers and contractors face increasing challenges in securing…
EconomyOfficeData CentersGlobalU.S. National
·Read
Urban Land Institute
The Private Credit Headlines Don’t Tell the Whole Story in Multifamily
Corporate financing troubles have dominated the conversation, but multifamily continues to benefit from active competition among real estate lenders.
Capital MarketsMultifamilyDebt & FinancingU.S. National
·Read
Colliers
Midyear 2026 Healthcare Outlook: Five Forces Reshaping Healthcare Real Estate
As we reach the midpoint of 2026, healthcare real estate continues to sit at the intersection of shifting care models, financial pressure, and accelerating operational change. The direction of travel is no longer in question, as care becomes more distributed and technology-enabled. What is still evolving is how…
Capital MarketsHealthcareU.S. National
·Read
CRED iQ
Bank Multifamily Loan Delinquencies Rise to 1.47% in Q1 2026: CRED iQ Analysis of Bank Data
Bank multifamily loan delinquencies at FDIC-insured institutions rose to 1.47% in Q1 2026, up 5 basis points from 1.42% at year-end 2025, with delinquent balances reaching $9.78 billion despite continued portfolio expansion to $665.3 billion. The analysis finds that seriously delinquent loans (90+ days past due or nonaccrual) increased to 1.07%, while the net charge-off rate remained low at 0.11% annualized, suggesting banks are resolving troubled credit through extensions and workouts rather than write-downs.
CMBSDebt & FinancingMultifamilyU.S. National
·Read
NAHB — Eye on Housing
2025 New Single-Family Starts by Census Division
According to NAHB analysis of the 2025 Survey of Construction, new single-family housing starts nationwide totaled 939,182 units, representing a 6.9% decline compared to 2024, with the South Atlantic division leading at 308,189 starts followed by West South Central at 171,247 starts. Only three of nine Census divisions posted year-over-year growth—East South Central rising 13.7%, East North Central up 8.0%, and Middle Atlantic up 4.0%—while the remaining six divisions declined, with New England experiencing the steepest drop at 26.3%.
HomebuildersEconomySingle-Family RentalU.S. National
·Read
CompStak
2026 Biannual Industrial Market Overview: Part Three
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part Three appeared first on CompStak . ]]>
OfficeIndustrial & LogisticsU.S. National
·Read
CompStak
2026 Biannual Industrial Market Overview: Part Four
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part Four appeared first on CompStak . ]]>
OfficeIndustrial & LogisticsU.S. National
·Read
CompStak
2026 Biannual Industrial Market Overview: Part One
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part One appeared first on CompStak . ]]>
OfficeIndustrial & LogisticsU.S. National
·Read
CompStak
2026 Biannual Industrial Market Overview: Part Two
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part Two appeared first on CompStak . ]]>
OfficeIndustrial & LogisticsU.S. National
·Read
Redfin
OpenAI, Anthropic Employees Could Buy Nearly One-Third of All Homes in San Francisco With IPO Earnings
A new Redfin analysis takes a look at how much Bay Area real estate OpenAI and Anthropic employees could hypothetically purchase with their IPO earnings, in the wake of two massively valuable AI companies filing confidentially to go public. OpenAI employees could buy 20% of all homes in San Francisco, or 15% of all…
HomebuildersEconomySingle-Family RentalU.S. NationalSan Francisco
·Read
NAHB — Eye on Housing
Existing Home Sales Slowed in June
Existing home sales fell 2.4% to a seasonally adjusted annual rate of 4.09 million units in June 2026, pulled back by record-high home prices and elevated mortgage rates around 6.5%, though year-over-year sales were up 2.8%. The median existing home price reached an all-time high of $440,600 (up 1.8% annually), inventory stood at 4.6 months' supply, and first-time buyer share was 33% of transactions.
HomebuildersEconomySingle-Family RentalU.S. National
·Read
.jpg)
Trepp
Self-Storage CMBS Snapshot: Clean Payment Performance, But Watchlist Signals Are Building
Self-storage commercial mortgage-backed securities (CMBS) remains one of the cleaner credit stories in commercial real estate, but the sector is sending a more nuanced signal than the headline delinquency rate suggests. While delinquency remains just 0.05%, nearly 30% of the outstanding balance is now on the…
CMBSDebt & FinancingCapital MarketsU.S. National
·Read
Urban Land Institute
Emerging Trends in Real Estate Asia Pacific 2025
Urban Land Institute's annual analysis of real estate market dynamics, investment opportunities, and emerging issues across the Asia-Pacific region.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
·Read
Urban Land Institute
Emerging Trends in Real Estate Europe 2025
ULI's annual analysis of European real estate market dynamics, investment drivers, and outlook for the coming year across sectors and geographies.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
·Read
Urban Land Institute
Emerging Trends in Real Estate United States and Canada 2025
The 46th edition of ULI's annual report examines shifting market dynamics, preferred investment locations, and sector opportunities shaping real estate across North America.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
·Read
Urban Land Institute
Emerging Trends in Real Estate Europe 2024
Urban Land Institute's annual assessment of real estate market dynamics, investment priorities, and emerging trends across European markets.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
·Read
Urban Land Institute
Emerging Trends in Real Estate: Asia Pacific 2021
Urban Land Institute's annual analysis of real estate market dynamics, investment trends, and outlook across Asia-Pacific regions.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalCanada
Read
Urban Land Institute
Emerging Trends in Real Estate Global Outlook 2022
Urban Land Institute's annual global real estate outlook covering cross-sector trends, market conditions, and investment perspectives across major regions and asset classes.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
Read
Urban Land Institute
Emerging Trends in Real Estate Global Outlook 2023
Urban Land Institute's annual global real estate outlook examining emerging trends, market drivers, and investment opportunities across property sectors and geographies.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
Read
Urban Land Institute
Emerging Trends in Real Estate Global Outlook 2024
Urban Land Institute's comprehensive global real estate outlook examining market trends, property sectors, and investment drivers across major geographies.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
Read
Urban Land Institute
Emerging Trends in Real Estate: Asia Pacific 2022
Urban Land Institute's annual analysis of real estate market dynamics, investment drivers, and sector opportunities across the Asia-Pacific region.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalCanada
Read
Urban Land Institute
Emerging Trends in Real Estate: Europe 2022
Urban Land Institute's biennial analysis of European real estate market trends, opportunities, and challenges across sectors and geographies.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
Read
Urban Land Institute
Emerging Trends in Real Estate Asia Pacific 2023
Urban Land Institute's annual analysis of real estate market dynamics, opportunities, and challenges across the Asia-Pacific region.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalCanada
Read