The firm's data center and energy bets are paying off. Its private credit narrative is getting tested.
Metro-wide rent data is masking a sharp divide, and investors reading only the headline numbers are missing the play.
A 24% drop in land listings is reshaping development economics.
55M SF of new storage is coming online in 2026, and the market is finally building like it actually learned something from the last boom.
As Class A faces oversupply and Class C renters feel the squeeze, Class B assets are quietly delivering the most stability.
Big money is chasing affordable units as fundamentals stay strong in growth markets.
Nonperforming CRE loans fell at every major bank that reported this week. The question now is whether it lasts.
For three consecutive years, the best rental market in America has been in the Upper Midwest.
The White House puts the housing shortage at 10 million units. That's nearly 3x what Freddie Mac estimated.
Landlords are being sued more than ever, and the insurance market is making them pay for it twice.
