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Latest Newsletter
AT&T Joins the Corporate Flight From Downtown Dallas
AT&T’s relocation to Plano delivers a major hit to downtown Dallas, driven by safety concerns, hybrid work, and suburban momentum.
Washington, D.C. Turns Office Surplus into Housing Boom
With vacancy at a record high, D.C. is rewriting the office playbook, one apartment at a time.
The Demographic Shift Behind New York’s Tight Rental Market
A quiet demographic shift is reshaping New York’s housing dynamics, and it’s not just about prices.
Net Lease Cap Rates Stabilize as Market Focus Shifts to Risk Over Rates
With rates down and cap rates flat, the market is signaling a shift: risk, credit, and lease term now dictate value.
2026 Underwriting Tightens as Lenders Get Ruthless About Refinancing
Refinancing is back, but only for the strong, as 2026 ushers in a ruthless underwriting reset.
GSE Cap Hike Could Be a Tailwind for Multifamily Investors
New GSE caps raise total multifamily lending capacity to $176B for 2026, marking a 20% increase in available agency financing.

