Capital Selectivity Deepens Across Property Types

Multifamily assets in Houston and Atlanta continue to attract cautious interest, with investors weighing demographic resilience against operational headwinds. Office markets, particularly in San Francisco, remain under scrutiny as lenders and equity sources recalibrate risk tolerance in light of persistent occupancy challenges. Retail and industrial sectors show uneven momentum, with capital selectively targeting logistics-linked assets while traditional retail contends with evolving consumer patterns. The interplay of local fundamentals and macro uncertainty is driving a more granular approach to underwriting and portfolio construction.

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