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Latest Newsletter
JPMorgan Weighs a $3.8B Construction Loan for Extell’s Upper West Side Supertall
JPMorgan is in talks to lead a $3.8B construction loan for Extell’s planned Upper West Side supertall, among the largest ever made in the US.
The Apartment Pipeline Is More Concentrated Than Metro Data Suggests
New York, LA, Dallas, and Houston lead the permitting race, but city-level data reveals where development is really concentrated.
DFW Leads the Nation in Apartment Demand as Rents Stay Flat
Renters are filling DFW apartments faster than anywhere else, even as fresh supply keeps rents flat.
CRE Heads Into 2027 With Capital to Spend, But Not Everywhere
Deloitte’s 2027 outlook points to selective investing, portfolio triage, and a bigger role for AI and tax strategy.
AI’s Data Center Boom Is Becoming America’s Biggest Infrastructure Bet
The $10.3T AI infrastructure build-out is creating massive opportunities across the economy, while introducing new financial, energy, and development risks.
NYC’s Expiring Property Tax Breaks Are Creating a Cost Cliff for Thousands of Buildings
Up to 4,800 city buildings lose their breaks by 2030, and the hit already shows in sale prices.

