Longer-form thinking on where the market goes.
789 white papers
showing 61–120 of 789
By Garrett Byrd Storage Authority Franchise Buy versus build gets treated like a personality quiz. Are you patient. Do you like risk. None of it decides anything. Three things do: how much cash you can lock up for three years, how long you can go without a distribution, and whether your spread survives being half…
CRE firms have now moved through three technology cycles that each asked the same question at the wrong altitude: business intelligence in the 2000s, RPA in the 2010s, and generative AI now. Each time, the industry asks what the license costs. Two decades of watching these cycles play out says the license was never…
The multifamily industry is facing a number of headwinds such as high operating costs, increased vacancy and stagnant rent growth. Property managers are leveraging artificial intelligence (AI) and focusing on recruitment and retention of workers as solutions. There’s also a strong emphasis on resident satisfaction,…
By Taylor Williams On some level, they knew this was coming, right? They just thought it would be over by now. Indeed, the expression, “survive till ’25” has proven insufficient as a barometer for when the multi-year slowdown in multifamily rent growth and valuations — inevitable consequences of the record-high…
Analysis of how upcoming student housing loan maturities may influence market dynamics and refinancing conditions rather than triggering widespread distress.
Analysis of potential policy impacts from the 21st Century ROAD to Housing Act on U.S. housing supply dynamics.
Initial findings on electric grid reliability and its implications for commercial real estate development and investment.
Research examining how commercial real estate operators are assessing and managing physical climate hazards and property losses in response to escalating environmental risks.
CREDA Research Foundation report examining best practices in sustainable data center development through interviews with industry owners, operators, investors, developers, and designers.
NAIOP research examines generative AI applications across industrial real estate operations, including financial analysis, market research, and customer service.
A NAIOP Research Foundation study exploring challenges and opportunities in succession planning for commercial real estate firms, drawing on advisory experience from Wipfli.
Research examining how development and construction of office, industrial, warehouse, and retail properties drive economic growth across U.S. states and regions.
NAIOP Research Foundation study examining best practices in reverse logistics supply chain design and implications for facility location and design.
Research examining the economic growth generated by development and construction of office, industrial, warehouse, and retail commercial real estate across U.S. states and regions.
NAIOP Research Foundation–commissioned study offering design recommendations to improve occupant well-being in distribution centers, based on secondary research, site observations, and occupant interviews.
Research examining how commercial real estate firms apply advanced data analytics to site selection, design, and valuation decisions.
Research examining the redevelopment potential of contaminated industrial sites and brownfield properties as viable targets for sustainable real estate projects.
Analysis of whether private market secondaries are creating efficient liquidity solutions or delaying actual exits for investors.
Analysis of positive one-year returns in Core and Core-plus real estate funds and implications for strategy selection amid broader asset class recovery narrative.
Analysis of listed real assets' historical risk-adjusted returns and current market positioning relative to other asset classes.
What Cap Rate Should You Expect on a 1031 Replacement Property? By Randy Blankstein, President, The Boulder Group It is the first question nearly every exchange buyer asks, and the one the market answers least clearly. An investor sells an apartment building, a piece of land, or a family-held retail parcel, and…
Jose Tur owns two rent-stabilized rental buildings in Manhattan’s Washington Heights with a total of 45 units. The properties have been in his family for over 30 years, and the mortgages are fully paid off. But Tur tells Commercial Observer that despite this, while he’s reluctant to give an exact number, “more than…
Two hyperscale data center proposals in Florida made waves in county commission meetings and state politics, sending local governments into a moratorium frenzy and residents into skirmishes over the future of their communities. The developers behind those projects are equally splashy. A commercial rock-mining…
The Metropolitan Transportation Authority (MTA) and Mayor Zohran Mamdani are considering high tech options to transfer heat out of subway stations and into the buildings above, in what would likely be a complicated and pricey infrastructure project. Still, city officials and the MTA believe it could be worth it to…
This is a monster-sized post because the largest real estate brokerage company in the world is gaslighting us about private listings. It will be interesting to see if the inquiries by the House Judiciary Committee and Senator Warren will mean anything. Compass is launching its “Fall Marketing Playbook,” which…
Barings analyzes U.S. real estate market fundamentals in the second quarter, examining how resilient demand and constrained supply dynamics offset economic headwinds and demographic challenges.
Commercial real estate marketing executives report that AI tools have accelerated production workflows while creating challenges in tracking and interpreting traffic analytics.
An analysis of JDL's strategic vision for healthcare integration within the Foundry Park mixed-use development project in Chicago.
Fannie Mae and Freddie Mac are now requiring lenders to pay even closer attention to a condo building’s finances. This shouldn’t really be a shock for anyone who’s been paying attention to the condo market, especially in Florida. Effective last Monday, Fannie Mae retired its limited review process, and Freddie Mac…
ULI’s new Moving Cities Forward report examines how sustainable transportation, parking, transit access, and land use increasingly shape real estate value and development strategy.
Climate risk data is now vital for CRE as ESG investing wanes, driving demand for predictive models to assess risks and inform decisions.
By Randy Blankstein, President, The Boulder Group Over nearly three decades advising net lease investors, I’ve watched the buyer pool move through several eras: the syndicator boom, the rise of the net lease REITs, the 1031 exchange wave, the institutional push into the space. The most consequential shift underway…
Image Capital markets are also open and well-functioning for the REIT market, managers say.
Texas energy officials address concerns over rising costs due to rapid data center development. The post New Grid Rules on Texas Data Center Growth appeared first on Texas Real Estate Research Center .
The evolution toward compact, high-performance workplaces reflects one of several ways organizations are redefining value in a changing landscape. While not every company will reduce its footprint, those that do are finding new opportunities to align space more closely with purpose. By embracing flexibility,…
State-level economic resilience is increasingly shaping corporate location decisions, the direction of capital flows, and long-term CRE performance. CNBC’s latest rankings highlight where growth, liquidity, and housing dynamics are most likely to support sustained institutional demand and where structural risks…
When equity for ground-up development disappeared in 2022, Opportunity Zone capital didn’t. Four years later that dynamic is largely the same. But Congress has now rewritten the Opportunity Zone (OZ) program, and New York has just over 60 days to decide where the next decade of OZ capital can go. The reason…
Following SCOTUS' ruling allowing the termination of temporary protected status, senior care staffing shortages are set to intensify as demand rises.
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Disclaimer: This is an excerpt from Trepp's "Freezing the Rent: How Expenses Impact the Multifamily Investor" paper. Click here to access it . Rent control debates usually focus on tenants, affordability, and housing policy. Investors and lenders, however, tend to focus somewhere else entirely: net operating income…
AI is reshaping commercial real estate, but poor data, integration hurdles, and a costly verification tax still limit trust and efficiency. The post AI Could Eventually Make the Real Estate Industry’s Systems of Record Obsolete appeared first on Propmodo .
Second-quarter earnings calls from banks with meaningful multifamily concentrations showed significant divergence in performance and pipelines. The ten banks differed not only from one another but, with two exceptions, also from recent super-regional commentary, where lenders reported stronger pipelines and…
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…
A strategy built on customer research, targeted capital improvements, and curated leasing demonstrates how established retail centers can remain competitive.
Data center growth is outstripping the regulations designed to control it. Lawmakers are fighting
For years, success in self-storage was often measured through growth. More facilities. More markets. More acquisitions. More square footage. More development activity. That mindset made sense during a period when demand was expanding, capital was widely available, rental rates were rising, and population movement…
How prefabricated modular data centers drive speed, efficiency, and decarbonization
By Jonathan Aldaco, partner at Bell Nunnally LLP For decades, multifamily developers across Texas have faced a frustrating reality: after investing significant time and capital in projects, multifamily developments can spend months — or even years — sidelined in layers of procedural red tape before construction…
There is little doubt at this point that widespread adoption of AI, when used wisely, can lead a company to greater growth and profitability. But the difference between the companies enjoying massive gains from this and those that are not is shocking, and comes down to one factor: full buy-in. A 2026 study by…
Corporate guidance for capital expenditures keeps getting ratcheted higher and involves massive sums, largely focused on AI infrastructure.
Discover Mavik Capital's strategies and opportunities amidst market volatility and $875B in CRE loan maturities this year.
Scot Bommarito and William Maher of RCLCO Fund Advisors identify some emergent green shoots in the office sector. The post Green Shoots Spotted in the Office Sector appeared first on AFIRE .
At EastPoint, community participation extended beyond public meetings to include governance and financial stake in the project’s success.
I’ve spilled a lot of digital ink on the topic of monopolistic behavior I’ve observed in the housing market as of late, so I thought I’d look back to the peak Rockefeller era of bad behavior. John D. Rockefeller Sr. was the architect of Standard Oil’s dominance, the person who built the monopoly machine we’re still…
Even as some of the biggest commercial real estate companies shoulder the challenges and massive costs of developing proprietary artificial intelligence-powered tools, this shift marks not so much an inflection point for proptech as a sign that the commercial real estate industry has never embraced technology more…
In the thick of more than 15 lawsuits involving him and his companies, including a foreclosure over his most high-profile condo project at the moment, developer Michael Stern says that he’s pretty “unflappable.” Two years ago, the developer of Brooklyn Tower, the tallest building in the borough, gave up the…
The first thing you notice is the dust. It hangs over the rolling hills of a former horse farm outside Carlisle, Pennsylvania, as construction crews move mounds of dirt and drill through bedrock. Home to a stretch of the Appalachian Trail, Cumberland County still looks much as it has for generations, with farms and…
Image Pierzak also reviews valuation divergences, M&A trends, sector performance, and more.
Image Data center REITs own and manage highly specialized facilities that house the critical IT infrastructure that powers today’s economy.
Image CEO John Kite says the REIT has spent the past two years reshaping its portfolio.
Image The REIT’s focus on U.S. Postal Service properties continues to offer a compelling combination of stability and growth, according to CEO Andrew Spodek.