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Latest Newsletter
New York’s 700,000-Home Plan Faces Five Hard Tests
The city’s housing math is brutal: a 700,000-home gap and 1.4% vacancy, and Mamdani’s build plan now hinges on five hard tests.
Rate Swings Stall Deals as CRE Brokerages Cut Q4 Forecasts
Rate volatility has frozen deals that normally close by year-end, flattening the brokerage rebound.
Frisco’s Mixed-Use Pipeline Tops $24B Across 38M SF as the Suburb Booms
A farm town turned corporate magnet, Frisco now carries one of the country’s largest suburban mixed-use pipelines.
Industrial Absorption Hits 83M SF, the Strongest Quarter Since 2022
A demand rebound led by Texas and the Midwest is pulling industrial back into balance.
ESRT’s Offices Fill to 91.9% While Its Observatory Keeps Sinking
Empire State Realty Trust’s offices are filling up, but its famous tower’s observatory keeps dragging on earnings.
Blackstone’s $309B Real Estate Empire Faces a High-Stakes Reset
A leadership reset lands as Blackstone’s property returns cool and its growth leans on AI.

