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Latest Newsletter
Prologis Bets Big on Build-to-Suit Warehouses Amid Shifting Market Dynamics
Leasing may be cooling, but pre-leased builds are gaining serious momentum.
July 18, 2025

Tariffs Stir Inflation, but Cooling Rents Take the Edge Off
With rent inflation down to 3.8%, the Fed has one less reason to rush rate cuts.
July 17, 2025

CMBS Special Servicing Rate Surges to Highest Level Since 2013
The overall special servicing rate rose by 27 bps MoM, marking the third consecutive monthly increase and a 225 bps surge YoY.
July 16, 2025

Owner-Occupier Transactions Fill Growing Gap in Office Sales
Owner-occupier deals—once a minor share of the office market—have surged since 2022. By 2024, these deals made up nearly 30% of office acquisitions.
July 15, 2025

Self Storage Sales Surge in Q125, Hitting $855M Amid Investor Optimism
Over 12M SF of facilities changed hands, up 22% YoY, with the average price per SF rising 31% to $117.
July 14, 2025

Billions in Dry Powder Poised to Hit CRE Market in Late 2025
A record $350B in dry powder is waiting on the sidelines, with pressure to deploy mounting.
July 11, 2025