Longer-form thinking on where the market goes.
19 white papers
Five years after the pandemic changed where and how people work, office real estate is still one of the most debated corners of private real estate. Meanwhile, ongoing headlines continue their focus on empty buildings and declining valuations. But a recent write-up from Meketa suggested a more nuanced reality. Some…
On July 20, President Donald Trump signed three proclamations under Section 338 of the Tariff Act of 1930. The trade proclamations are scheduled to take effect on Aug. 19, 2026, and will impose a 50% tariff on certain goods entering the United States, including cement and plywood. Matt Long is a partner at Porter…
As real estate transaction volume gradually returns, underwriting standards have tightened and return thresholds have reset. At the Texas Multifamily 2026 in-person event set for August 13 in Dallas, a panel of lending experts will provide conference attendees with insiders’ perspectives on how deals get done in…
With gas prices climbing sharply, inflation on the rise again, and economic uncertainty weighing on discretionary budgets, the first half of 2026 put consumers to the test, Placer.ai reports in a new white paper. However, the impact of more pain at the pump was not as generalized as one might think. In the new…
Even as lenders have gotten back into the market for commercial real estate debt sources, they remain choosy and stringent. At the upcoming Texas Multifamily 2026 in-person event set for August 13 in Dallas, a panel of lending experts will provide conference attendees with insiders’ perspectives on how deals are…
Issues such as Federal Reserve policies, climate-related risks, and rising insurance costs have been putting pressure on accurate commercial real estate valuations. This prompted Urban Land Magazine to ask economists: “Do you think commercial real estate values are fully reflecting today’s costs and risks?” The…
After years of uncertainty in the office sector, shrinking construction pipelines, improving leasing activity, and the ongoing preference for high-quality space are leading to a more selective market. Recent reports from Colliers, Cushman & Wakefield, Lee & Associates, JLL and Plante Moran suggest that the next…
The Federal Reserve left its benchmark interest rate unchanged at 3.50% to 3.75% on Wednesday, extending its policy pause for a fifth consecutive meeting while delivering a clear signal that the debate inside the central bank has become increasingly hawkish. Although the decision was largely anticipated, the…
Across segments, retail and dining expansions converge on a common set of priorities, Placer.ai says in a new white paper. These include identifying markets with strong demand, ensuring alignment with target audiences and leveraging local consumer behavior to drive synergy. Titled What High-Growth Brands Know About…
Artificial intelligence is helping utility companies improve customer service and better manage power grids. According to a recent JLL report, “Optimizing Beyond the Grid: How AI is Revolutionizing Utility Facilities and Workplaces,” the technology is doing a whole lot more than that. “Leveraging AI in their real…
The June Consumer Price Index offered some good news: inflation dropped to 3.5%, driven by lower oil and gas prices. However, that state of affairs is unlikely to last, especially as tensions in the Middle East are heating up again, suggesting the U.S. isn’t free from the elevated inflation cycle just yet. In a…
The conversation surrounding office real estate often gets stuck on the same-old, same-old: remote work mandates, flight-to-quality trends, and peak interest rates. But beneath those surface headlines, industry leaders are tracking shift-driving dynamics that haven’t yet hit the main stage. Connect CRE reached out…
Although Florida and Texas are touted as the strongest magnets for in-migration, South Carolina and Delaware actually set the pace last year, Placer.ai says in a new white paper. With the exodus from coastal markets seen during the pandemic having cooled, no state recorded net inflows or outflows exceeding 0.7% of…
Connect CRE’s fourth annual Leadership Series brings you an unfiltered perspective from the heavyweights driving investment, development, finance and operations. For the first time ever, these industry-shaping insights are available as an exclusive downloadable report and a digital profile series on connectcre.com.…
Executive Summary Inflation expectations have fallen sharply following last week’s benign CPI and PPI prints, yet the market continues to price a meaningful probability of an interest rate hike by the Federal Reserve — a disconnect that appears mispriced. On balance, the Fed will likely look through the near-term…
While pharmaceutical companies acquire sponsor-backed biotech companies, corporate real estate teams are becoming more responsible for preserving the value of those deals, according to a new CBRE insight. Even as acquired biotech firms tend to have smaller real estate footprints and leaner workforces, they become…
Mayor Zohran Mamdani on Thursday issued the Rental Ripoff Report, a package of 23 tenant protection recommendations. The Real Estate Board of New York (REBNY) responded with a statement from President James Whelan saying that the administration “continues to paint property owners with a broad brush, unfairly…
Executive Summary The war in Iran has scrambled traditional views of safety in fixed income, pushing investors out of long‑duration Treasuries and broad investment‑grade benchmarks and into floating‑rate, senior‑secured credit. From February 28 through early July, the Invesco Senior Loan ETF (BKLN) returned just…
Congress’ passage of the 21st Century ROAD to Housing Act, which became law this past weekend without President Trump’s signature, marks “one of the most significant federal housing reform efforts in decades, reflecting a bipartisan shift toward addressing the nation’s affordability problem,” Marcus & Millichap…