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Latest Newsletter
Apartment REITs See Stronger Demand, but Coastal and Sun Belt Markets Remain Worlds Apart
Rent growth is back for apartment REITs, but renewals and retention are carrying it.
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.

