Longer-form thinking on where the market goes.
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For people who live in, own or manage affordable housing, energy efficiency can offer significant benefits beyond energy savings. Research from the U.S. Dept. of Energy (DOE) shows that owners… The post Five Benefits Of Energy Upgrades in Affordable Housing appeared first on Multifamily & Affordable Housing…
RealPage’s acquisition of Cherre strengthens its AI-driven real estate platform, uniting fragmented data and reinforcing its focus on governance and trust. The post What RealPage’s Acquisition of Cherre Reveals About Its Strategy After the Antitrust Settlement appeared first on Propmodo .
By Matt Valley At least half of all seniors housing operating companies don’t make a nickel off the management of their buildings, says Jerry Frumm, vice chairman of Senior Lifestyle,… The post Pay Seniors Housing Operators What They’re Worth, Industry Executive Urges Owners, Investors appeared first on Seniors…
The city's overhaul of permitting, plan review, and long-range planning offers practical lessons for municipalities seeking to speed housing and commercial development.
A decade after a favor for a friend in the crane business pulled Alterra Property Group into the fragmented world of truck yards and equipment lots, industrial outdoor storage has become one of commercial real estate’s most aggressively capitalized sectors — and the executives closest to it say the valuation gap…
As AI reshapes industries, real estate faces mounting pressure to invest in innovation, bridge its R&D gap, and build true technological capability. The post Real Estate Companies Need to Rethink How They Spend on Technology in the AI Era appeared first on Propmodo .
Cleveland’s Midline project pioneers a new district-scale model to transform vacant industrial brownfields into hubs for advanced manufacturing and good jobs.
In June 2026, gasoline prices plunged 9.7% month-to-month while core CPI fell 0.02% and all-items CPI dropped 0.42%, with year-over-year core CPI at 2.59% and all-items CPI at 3.53%, driven by energy declines and temporary softness in services and goods categories. The article argues these favorable month-to-month readings represent temporary outliers unlikely to persist and notes the headline inflation data does not provide political support for a Federal Reserve rate hike at the July 2026 FOMC meeting.
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…
Ben Brown, co-president and head of real estate in the Americas for Brookfield, discusses the company's aggressive acquisition and disposition activity, noting that Brookfield has executed approximately $9 billion in credit originations, $21.5 billion in equity dispositions, and $32.3 billion in acquisitions over the past 18 months while raising $13.2 billion in new capital. Brown highlights Brookfield's strategic focus on logistics and housing investments, including major acquisitions like Peakstone, and emphasizes that despite high financing costs making new office development difficult to underwrite, strong fundamentals in sectors like luxury hospitality and rental housing continue to create investment opportunities as public market valuations lag underlying real estate recovery.
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…
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…
The new sweeping federal housing law is poised to fundamentally change the flow of institutional investment in the residential sector, potentially resulting in a rebound of construction of build-to-rent properties. The 21st Century Road to Housing Act...
Fed Governor Christopher Waller stated that the Federal Reserve should consider tightening monetary policy in the near term if core inflation data from the Consumer Price Index (Tuesday) and Producer Price Index (Wednesday) show continued elevated readings, citing concerns about repeating the 2021 mistake of waiting too long to hike rates. Core PCE inflation reached 3.4% and core services PCE reached 3.7% as of the article date, both well above the Fed's 2% target, while Treasury yields rose significantly with the 1-year yield climbing 6 basis points to 4.12%.
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…
🎙️ 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 .
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 .
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 .
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,…
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…
The article presents an interview with Allen Féliz, vice president of innovation for affordable and public housing at MRI Software, discussing the 21st Century ROAD to Housing Act's impact on real estate and proptech. Féliz describes how the legislation aims to increase housing supply by removing regulatory barriers and modernizing housing programs, which he argues will drive increased demand for proptech solutions in compliance management, workflow automation, asset management, and data visibility, while also expanding public-private partnerships in affordable housing development.
More commercial real estate owners, including RXR and SL Green, are establishing special servicing platforms to manage distressed CMBS loans, leveraging their operational expertise in asset resolution while creating potential conflicts of interest when servicing loans of competitors. Rating agencies and pooling and servicing agreements provide oversight to mitigate conflicts, though Fitch has previously flagged concerns about affiliate influence, and industry experts remain divided on whether these arrangements ultimately benefit or harm bondholders despite structural post-2008 protections limiting special servicers' ability to acquire distressed assets.
REITs are outperforming the S&P 500 by more than 5 percentage points year-to-date as of late June 2026, driven by sector diversification including data centers (up 27 percent), hotels and lodging (up nearly 40 percent), and senior housing, while traditional sectors like office have declined to roughly 3 percent of the REIT market index. The article attributes the valuation gap between REIT stock prices and their underlying real estate values to factors including earnings-focused investors with short time horizons, interest rate cycles, management quality and strategy, and market sentiment that has been slow to shift despite improved fundamentals in certain sectors.
The local industrial market has remained stable amid economic uncertainty, but experts speaking at Bisnow’s Denver Industrial Outlook said population growth is needed to make Denver a top-tier market. “The No. 1 thing that has to change is population...
Bisnow’s First Draft Live is a regular series featuring live conversations about the critical stories impacting CRE right now. It is a companion to The First Draft, Bisnow’s daily, flagship CRE newsletter. Register here to get The First Draft in your...
Back-to-back blazes in Los Angeles and Chicago have highlighted how today’s bigger, more technologically advanced warehouses, especially those outfitted for cold storage, are at greater risk for fire. Developers are racing to build larger, more centralized...
As global soccer superstars like Lionel Messi, Kylian Mbappé and Erling Haaland delight fans with an onslaught of goals at the 2026 FIFA World Cup, U.S. hoteliers are getting their first meaningful look at the tournament’s economic impact.
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...
On its path to ubiquity, artificial intelligence has seeped into mortgage lending. Regulators are racing to catch up.The same forces in the tech world that created the “move fast and break things” ethos are driving AI’s adoption today. With no overarching...
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.
Five ways in which the legislation will shift the funding and regulatory landscape.
Corporate financing troubles have dominated the conversation, but multifamily continues to benefit from active competition among real estate lenders.
Depending on your perspective, you may call it back-leverage or you may call it ‘loan-on-loan’ financing. Either way, loan-on-loan financing enables a fund to achieve higher leveraged returns while being an attractive risk-adjusted, capital-efficient way for a bank to lend. This primer is designed to explain how…
Why do employees return to the office? Danielle Posa explains how workplace culture, well-being, and office design influence engagement and…
AFIRE Summit #19 featured analysis of Gulf family office investment strategies shifting toward U.S. logistics, data centers, and housing sectors.
AFIRE Summit #19 examines whether migration patterns from coastal to Sunbelt regions are meaningfully constrained by NIMBYism and local zoning policies affecting housing supply.
AFIRE Summit #19 mid-year pulse featuring global investor perspectives on economic conditions, energy, and housing market dynamics.
Interview or commentary featuring LGI Homes leadership discussing company strategy, market positioning, and approaches to housing affordability in the current environment.
The Federal Reserve’s first meeting under Chair Kevin Warsh marks a shift in how monetary policy is communicated. By shortening statements and removing forward guidance, the Fed is emphasizing flexibility over a pre-signaled path, leaving markets to infer policy direction from data and dispersed Fed commentary. The…
AI investment demand is driving persistent inflationary pressures on technology products and electricity prices in the near term, according to Federal Reserve meeting minutes from June 16-17 that mentioned "AI" 21 times, while the Fed noted that expected productivity gains from AI adoption would likely take considerable time to materialize and put downward pressure on inflation only in the future. Core PCE inflation has remained above the Fed's 2% target since March 2020, with the six-month core PCE accelerating to 4.1% annualized by May 2026, driven partly by strong AI-related capital spending and demand.
Economic commentary on recession duration and complexity trends in the U.S. economy.
There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled The post CRE Investors Find Ways to Temper Foreclosure Risk appeared first on Capright .
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Disclaimer: This is an excerpt from Trepp's "The Midwest Multifamily Investment Mirage" paper. Click here to access it . The Sunbelt has become the market everyone loves to hate. Oversupply, concessions, elevated vacancies, and slowing r ent growth have pushed many investors toward a new narrative: that the Midwest…
A member resource guide addressing practical implementation of fee transparency requirements for rental housing providers.
Consumer inflation expectations have become unanchored from the Federal Reserve's 2% target, with one-year inflation expectations rising to 3.67% in July 2026—the highest since September 2023—and three-year expectations reaching 3.34%, the highest in four years, according to the New York Fed's Survey of Consumer Expectations released in the article. Core PCE inflation has accelerated to 4.1% annualized on a six-month basis as of May 2026, while the article notes that unanchored inflation expectations could become a self-reinforcing psychological phenomenon if consumers and businesses adjust wage and pricing behavior accordingly.
The post 2026 Mid-Year Investment Perspectives appeared first on Blackstone .
Preserve’ developed by industry to support investment teams in consistently assessing how the transition to a low-carbon economy could affect real estate asset performance and value.
Morningstar DBRS examines geopolitical and terrorism risk exposure in global data center infrastructure and its impact on structured finance deals and credit performance.
Academic research model for forecasting industrial real estate demand developed by economists at Manhattan University and Fordham University.
Tenants demands have been evolving since the start of COVID-19. While today’s tenants generally need less overall space, the full picture is more complicated than that. When a company is moving into a new space – whether due to right-sizing, relocation, or another need – they need to make the space their own. This…
U.S. new light vehicle sales rose 0.5% year-over-year in Q2 2026 to 4.22 million units, but remain down 2.8% for the first half of 2026 compared to a year ago, with the market characterized by decades of stagnation and steep plunges interrupted by sharp declines. General Motors and Ford suffered double-digit percentage drops in Q2 deliveries, while Hyundai-Kia and other non-traditional automakers gained share in what the author describes as a zero-sum market where major U.S. automakers have pursued upscale pricing strategies that have ceded volume to competitors, particularly Japanese and Korean manufacturers.
Moody's CRE provides an educational overview of government-sponsored enterprises and alternative financing mechanisms in the multifamily agency lending market.
The document reports that the six-month Treasury yield has risen to approximately 4%, with the government selling $84 billion of six-month Treasury bills at an investment rate of 3.97%, up from 3.80% two weeks prior, signaling that bond markets expect multiple Federal Reserve rate hikes within the next six months. The article argues that the bond market is clearly telling the Fed to proceed with rate increases, as evidenced by the 2-year Treasury yield surging 76 basis points since early February to 4.14%, and that banks are raising CD yields above 4% in response to incoming economic data.
Cushman & Wakefield analysis examining the economics of AI data center operations, focusing on cost per token as a key metric beyond traditional power consumption measures.
CBRE examines hidden real estate considerations and cost factors that arise during mergers and acquisitions in the life sciences sector.
CBRE analysis of prime office space recovery trends and their broader implications for the office market.
NORC research examining the relationship between extended senior housing residency and care outcomes for older adults with neurodegenerative conditions.
Aberdeen Investment's monthly macro outlook video examines global growth trends and explores potential market underestimation of risks from oil price volatility and artificial intelligence disruption.
Capital Economics analysis examines how potential energy cost increases from Iran conflict may affect US commercial real estate returns through occupier margin pressure and rental demand impacts.
Analysis of how New York City's proposed property tax increase reflects broader municipal budget pressures affecting major U.S. cities' commercial real estate sectors.