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Latest Newsletter
Housing Market Emerges as Recession’s Leading Threat
Wall Street’s attention has shifted to the weakening housing sector, now seen as the most immediate threat to economic stability.
May 29, 2025

Memphis Industrial Market Rides Manufacturing Boom
Memphis is fast becoming an industrial heavyweight, thanks to massive EV investments and surging tenant and investor interest.
May 28, 2025

Austin’s Tech Star Fades as Talent Heads Back to the Coasts
A former Sunbelt darling, Austin is watching its tech momentum stall as coastal hubs reclaim their gravitational pull.
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CRE Deal Activity Hits 12-Month Low in March as Investors Shift to ‘Wait-and-See’ Mode
Deal activity fell 3.9% in March 2025, the slowest in nearly a year, with all sectors but industrial and hotel seeing declines.
May 26, 2025

Trump Considers Taking Fannie and Freddie Public—Again
Fannie and Freddie shares are soaring, but so are concerns about the future of affordable mortgages.
May 23, 2025

April Housing Starts Show Divergence Between Multifamily and Single-Family
A surge in multifamily starts is encouraging, but softening permits and project delays suggest headwinds remain.
May 22, 2025