Remote work, flexible leases, and too much supply are reshaping when renters sign, and landlords should take note.
Data centers delivered big for BREIT, driving its 2025 return to 8.1% and signaling a shift in CRE momentum.
Industrial sales surged to $68B in 2025, but rising cap rates point to a market increasingly split by asset quality.
A surge in corporate bond issuance is competing with Treasuries, putting upward pressure on rates and raising concerns about long-term debt sustainability.
Concessions are rising fast as landlords work to absorb pandemic-era inventory.
Distressed CRE sales are lagging past cycles, with mezzanine debt showing the clearest signs of stress.
With rates stabilizing and loan maturities looming, investors are preparing to act.
With vacancy at a record high, D.C. is rewriting the office playbook, one apartment at a time.
With rates down and cap rates flat, the market is signaling a shift: risk, credit, and lease term now dictate value.
