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Latest Newsletter
U.S. Industrial Market Starts Leaning Back Toward Landlords
New supply is finally being absorbed, vacancy is stabilizing, and rent growth is returning across much of the U.S. industrial market.
Data Center Land Deals Surge 141%, Reshaping U.S. Development Market
As grid constraints grow, powered land is becoming the ultimate competitive advantage in commercial real estate.
Cash Is Back: CRE Investors Turn Defensive Amid Rate Uncertainty
Higher-for-longer interest rate fears are pushing CRE investors toward safer bets, with many prioritizing liquidity and defensive sectors over riskier plays.
North Texas Chip Corridor Adds Another Major Industrial Investment
APS is expanding near Sherman’s chip corridor as suppliers race to support Texas Instruments and GlobalWafers.
PGIM Bets Big on Land Banking as Homebuilders Seek Flexibility
Homebuilders are turning to Wall Street-backed land financing to preserve cash and keep projects moving.
New York’s AI Reckoning Hits the Office Market
NYC’s comptroller warns AI could reshape jobs, tax revenues, and office demand, even as AI firms become some of the market’s biggest tenants.

