Despite a slight national dip, BTR construction is booming in the South, with Phoenix and Dallas leading the charge.
Over 60% of 2025 multifamily trades involve buildings from the 1960s or earlier. The data reveals what’s driving the shift.
$41B in trades, 929 deals, and a clear divide in cap rate expectations.
Financial firms are expanding, tech is doubling down, and $100/SF leases are becoming the norm in NYC.
SB79 could spark new multifamily projects across California if local politics don’t stall it first.
A modest Fed rate cut hasn’t yet moved pricing, but investors remain active across asset types.
Deals over $100M are surging in logistics, retail, and multifamily, while office and portfolio sales remain stuck in neutral.
CRE loan modifications jumped 66% as lenders brace for refinancing challenges.
Multifamily rents saw rare Q3 declines as new supply flooded the market and leasing momentum softened across key metros.
Higher interest rates and tight supply are redrawing the CRE landscape, with clear winners and losers emerging.
The company is converting warehouse space to support AI and power infrastructure.
Shutdown could stall federal leasing activity and delay billions in CRE investment.
