Longer-form thinking on where the market goes.
789 white papers
showing 181–240 of 789
The nation’s worsening housing shortage has collided with a macroeconomic environment that makes it difficult for developers to start new projects, and states across the country are looking for new ways to help advance development. A 2-year-old program...
A growing number of data centers built during the industry's early growth years are approaching a crossroads. While demand for digital infrastructure continues to surge, many facilities designed 10 to 20 years ago are struggling to keep pace with today's...
Post-bankruptcy WeWork is thriving as demand for premium, flexible office space grows, driven by corporate clients, AI firms, and faster buildouts. The post How the Office Market Finally Came to WeWork appeared first on Propmodo .
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The Fed is expected to hold rates this Wednesday, July 28th, 2026, but a hike is a real possibility after surging energy prices revived inflation concerns. Meetings can move markets even when the rate does not change. In June, the Fed held and still jolted rate expectations, producing the largest hawkish surprise…
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…
For much of the past cycle, capital for purpose-built student housing has chased a familiar list of names: the flagship public universities and the Power Four athletic conferences. The markets… The post Sean Lyons: Why Secondary and Tertiary Markets Are Winning Back Investor Attention in Student Housing appeared…
The housing market has changed greatly since the COVID-19 pandemic, along with consumer spending behaviors. During this period, housing demand surged, home prices appreciated rapidly, inflation increased, supply-chain disruptions happened, and mortgage rates moved from historic lows to elevated levels. These…
The 21st Century ROAD to Housing Act, which was enacted earlier this month, promises to greatly impact U.S. real estate when it goes into effect in January. The U.S. House of Representatives and the U.S. Senate passed the legislation — without President Donald Trump’s signature — with the intention of boosting…
San Francisco law requires landlords to negotiate The post Union-at-Home Ordinances Could Change How Landlords Handle Tenant Disputes appeared first on Propmodo .
Fortress Investment Group made its name investing when markets fell apart. Now, with the commercial real estate cycle turning, the investment giant is building a business that no longer depends on the next crisis. “We've come out of the shadows as this...
Artificial intelligence-focused computing providers called neoclouds represent the fastest-growing segment in the booming data center market. But some data center executives are skeptical about the business models underpinning this startup-dominated...
Feeling barraged by a constant stream of often-confusing economic information? Walker & Dunlop CEO Willy Walker has some simple advice: Ignore the “noise” and focus on the data. “Everyone has a [social media] feed that is filled with noise,”...
Much of the conversation around artificial intelligence and commercial real estate leasing has focused on whether AI will bring people back to the office. I think that’s the wrong question. The more important one is where AI companies are choosing to invest, hire and build because those decisions tell us far more…
For Dedeaux Properties, California’s infamously arduous development environment can be both a hurdle and a competitive advantage. CEO Brett Dedeaux spoke with Commercial Observer about why the firm sees Tejon Ranch as such a compelling alternative to Los Angeles County and the Inland Empire, as well as how the…
Cost segregation is one of the most misunderstood tax strategies in commercial real estate, but it can be a quick way to improve a self-storage asset’s cash flow. Many owners overlook this opportunity due to common myths about complexity or eligibility. With recent tax-law changes making it even more valuable,…
It’s become fashionable in New York City commercial real estate to bash the state’s 485-x program, which provides tax incentives for new residential development in certain areas of the five boroughs in exchange for including affordable housing. The criticism revolves around 485-x’s higher construction wage…
Smart buildings give organizations the flexibility to adapt spaces, technology, and workplace policies as hybrid work and workforce needs continue to evolve. The post Flexibility Has Become the Most Important Feature an Office Building Can Offer appeared first on Propmodo .
The World Cup’s excitement may be over, but one of the most fascinating sports phenomena hasn’t been visible on fields or courts. A cadre of athletes has been channeling their professional star power to develop commercial real estate projects. And some of those ventures are happening in those athletes’ hometowns.…
As the data center industry moves from consuming water to containing it, the next step is eliminating it
By Rajiv Ramakrishnan Veterans are not a one-size-fits-all population. Some are transitioning back to civilian life after active service, while others are aging in place or living with physical injuries,… The post Designing with Purpose: How Architecture Supports Veteran Communities appeared first on Multifamily &…
The hit television series “Landman” stars Billy Bob Thornton as a West Texas oil executive who mines distant plains and deep oceans for the petroleum that powers modern life. If showrunner Taylor Sheridan is looking for a sequel, he won’t have far to turn. A new breed of businessmen termed “wildcatters” is shaking…
Things are heating up for data centers. The rise of artificial intelligence calls for more powerful graphics processing units and central processing units that generate more heat than older chips. While the last generation of GPUs and CPUs could be sufficiently...
Technology labs are becoming critical assets requiring specialized CRE strategies and operational expertise
Technology labs are becoming critical assets requiring specialized CRE strategies and operational expertise
A range of models that exist today can deliver benefits for landlords and tenants
How legacy evaluation lenses are understating financial risk
The real estate version of the “butterfly can flap its wings in Peking, and in Central Park you get rain instead of sunshine” goes something like this: Eli Lily introduces a GLP-1 for weight loss — the local Pizza Hut becomes a Pilates studio. At least that’s the takeaway for retailers from the barrage of […]
Not long ago, Miami sold itself as the affordable alternative to New York. Lower taxes, cheaper housing and sunshine drew a wave of businesses, investors and wealthy transplants during and after the pandemic. But now, consumer prices have climbed 36 percent since 2019, home values have surged nearly 80 percent and,…
Thinking harder about cooling, power, and server-level redundancy
CBRE Investment Management examines the strategic role of affordable housing in institutional capital allocation and portfolio construction.
CBRE Investment Management examines the intersection of artificial intelligence deployment and real estate infrastructure demands, addressing market concerns and opportunities.
Analysis of expanding liquidity dynamics in secondary real estate markets during 2025.
CBRE Investment Management explores the role of social housing as essential infrastructure and its implications for real estate investment strategy.
Analysis of how generative artificial intelligence is reshaping U.S. employment patterns and office real estate demand.
A framework for where AI-enabled labor shifts create opportunity and risk
How institutions can use campus assets to support liquidity, diversify revenue and protect credit quality
Boat/RV storage may look like a simple business—just a dirt lot packed with vehicles, right? However, when developers and investors run the numbers, many find that the math doesn't work. While this product can be highly profitable in the right location, it requires a fundamentally different approach to market…
This is a viewpoint-commentary published by Knight Frank in December 2025 examining office relocation decisions and positioning 2026 as a critical inflection point in the capital markets sector on a global basis.
As domestic investors exercise caution, international capital is pushing ahead to diversify risk and find early cycle opportunities.
What if the future of work isn’t younger but older? As life expectancy rises and birth rates fall, societies across the globe are facing a profound demographic shift: th
Dr. Lee Elliott explores how the Fear of Missing Out (FOMO) has given way to the Fear of Becoming Obsolete (FOBO).
Artificial intelligence is now a firmly established part of the corporate lexicon, but what are the trends in adoption and, more specifically, how could AI shape the CRE function?
JLL outlines four interconnected trends reshaping industrial manufacturing in 2026: evolving site selection criteria, AI-driven predictive maintenance, demand from high-growth sectors, and workforce experience priorities.
JLL analysis examines how AI's differentiated impact on labor markets through role augmentation, displacement, and job creation produces divergent outcomes across geographies and industries, with implications for real estate space demand that are mediated by supply conditions and macro context…
Prologis deploys solar energy infrastructure on warehouse rooftops to support community solar programs in California.
By RCraig09 – Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=179896547 I’ve long thought about the upward skew in the housing stock across many U.S. markets during my career. Existing housing is being torn down to make room for larger properties, driven by rising land values and the…
KKR Real Estate Credit outlines commercial real estate debt as an attractive relative-value opportunity following a 20–30% property valuation reset, driven by refinancing needs and maturity walls rather than distressed conditions.
An Industrial Outdoor Storage sector expert explains how evaluating IOS properties requires understanding tenant business operations first, given the asset class's complexity, lack of standardized data, and varied municipal regulations.
J.P. Morgan explores how multifamily investors can use commercial bridge loans as flexible short-term capital and transition pathways to agency financing.
Sustainability is a hot-button issue in many industries. In self-storage, it offers opportunities to developers and operators alike, though not without challenges. Environmental considerations must be weighed against business objectives, and the path forward isn’t always clear. In this article, we explore how the…
Public relations executives who promote buildings and transactions to investors, potential buyers and the media say artificial intelligence has rewired their jobs over the past few years — compressing workflows from weeks to days. But it has also complicated...
NEW YORK CITY — Solo agers are contributing to the heightened demand for seniors housing, says a new Berkadia white paper composed by Ezekiel Duprey, a lead research analyst at the… The post Solo Agers Are Driving, Defining Seniors Housing Demand, Says Berkadia White Paper appeared first on Seniors Housing Business .
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Community banks in the $2 billion to $6 billion asset range are assumed to carry safer retail commercial real estate (CRE) exposure than their larger peers. The reasoning: community banks more frequently lend to ‘needs-based’ retail, which is a fundamentally different credit from a super-regional mall. We tested…
Interview or commentary from DataBank's new CEO addressing artificial intelligence's impact on data center demand and strategy.
Commercial mortgage-backed securities (CMBS) delinquency rates suggest Whole Foods is a riskier retail tenant than Walmart. That's exactly the wrong conclusion. Among the top 200 CMBS tenants, Whole Foods Market carries a 22.4% delinquency rate, followed by Safeway at 9.7% and Costco at 5.5%. By comparison, Walmart…
The new risk profile of digital infrastructure and a framework for the future
New York City is relying, in part, on more than 16,000 units planned via office-to-residential conversions to ease its enduring housing crisis. So, when the country’s largest conversion, sitting in the heart of Midtown, starts to buckle, it’s not taken lightly. The startling structural emergency at MetroLoft and…
Explore how hydrogen fuel cells can provide zero-emission backup power while helping unlock new data center capacity and resilience
A strategic framework to secure power and fast-track energization
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…