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Quarterly Apartment Supply Hits Four-Year Low
Latest Newsletter

Quarterly Apartment Supply Hits Four-Year Low

Q1 apartment deliveries hit a four-year low, signaling relief ahead for oversupplied markets.
Blackstone Hits $1.3T AUM as Data Centers Carry the Quarter

Blackstone Hits $1.3T AUM as Data Centers Carry the Quarter

The firm’s data center and energy bets are paying off. Its private credit narrative is getting tested.
The Sun Belt Isn’t Overbuilt — It’s Uneven

The Sun Belt Isn’t Overbuilt — It’s Uneven

Metro-wide rent data is masking a sharp divide, and investors reading only the headline numbers are missing the play.
DataBank Lands $2B Construction Loan for AI-Ready Texas Campus

DataBank Lands $2B Construction Loan for AI-Ready Texas Campus

A $2B financing deal is speeding up delivery of a fully leased, AI-powered data center campus just south of Dallas.
A Shrinking Land Pipeline Is Driving Up Costs Nationwide

A Shrinking Land Pipeline Is Driving Up Costs Nationwide

A 24% drop in land listings is reshaping development economics.
Penn Station Is Now Manhattan’s Office Relocation Destination

Penn Station Is Now Manhattan’s Office Relocation Destination

Nearly a quarter of all Manhattan office relocations over the past three years landed in one submarket, and most tenants arrived with bigger footprints.