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Latest Newsletter
Builders Pivot to Data Centers as Broader CRE Construction Slows
While most commercial construction is slowing in 2026, data centers are booming, powered by AI demand, deep-pocketed tech giants, and billion-dollar buildouts.
Peak Rental Season Isn’t What It Used to Be
Remote work, flexible leases, and too much supply are reshaping when renters sign, and landlords should take note.
Blackstone’s BREIT Bounces Back With 8.1% Return in 2025
Data centers delivered big for BREIT, driving its 2025 return to 8.1% and signaling a shift in CRE momentum.
Investors Zero In on Texas’ Cooling Attached Home Market
Nearly 40% of Texas’ attached home sales went to investors last year, as market dynamics created rare yield opportunities.
Industrial Sales Hit $68B as Investors Navigate a Divided Market
Industrial sales surged to $68B in 2025, but rising cap rates point to a market increasingly split by asset quality.
New York Moves to Slash Environmental Red Tape to Boost Housing Construction
Gov. Hochul unveiled a plan to ease environmental rules and fast-track construction as the state battles a massive housing shortage.

