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Latest Newsletter
Florida Is Building More Storage Than Any State in America
55M SF of new storage is coming online in 2026, and the market is finally building like it actually learned something from the last boom.
Class B Apartments Emerge as the Market’s Quiet Winner
As Class A faces oversupply and Class C renters feel the squeeze, Class B assets are quietly delivering the most stability.
Starwood REIT Closes $1.7B Refinancing for Sun Belt Workforce Portfolio
Big money is chasing affordable units as fundamentals stay strong in growth markets.
Big Banks Just Posted Their Cleanest CRE Numbers in Years
Nonperforming CRE loans fell at every major bank that reported this week. The question now is whether it lasts.
Texas Job Growth Returns — With Serious Caveats
The Dallas Fed upgraded its Texas jobs forecast, then immediately explained why it might not hold.
Best State for Renters? Not Where You Think.
For three consecutive years, the best rental market in America has been in the Upper Midwest.

