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Latest Newsletter
Alphabet Accelerates AI Race with $4.75B Acquisition of Data Center Firm Intersect
Alphabet is betting $4.75B on Intersect to speed up data center growth and power its AI future.
Federal Real Estate’s Roller Coaster Year: Chaos, Confusion & Course Corrections
Lease terminations, rescinded sales, and a GSA in flux defined federal real estate this year.
Rent Is Quietly Driving Inflation Lower
CPI slowed to 2.7% in November, with core inflation easing to 2.6%.
Fed’s Treasury Pivot Sparks Mixed Signals for Long-Term Borrowing
The Fed’s Treasury purchases may ease short-term stress, but long-term rates remain elevated.
Sun Belt Vacancies Surge as Multifamily Market Shows Geographic Splits
National vacancy reached 7%, but submarkets reveal a widening gap between strength and softness.
Q4 2025 Burns + CRE Daily Fear and Greed Index
Investor sentiment stayed positive in Q4, but the outlook for 2026 is dimming even as capital access improves.

