Multifamily
Supply peaked in 2024 in most Sun Belt metros. Rent growth is returning in 2026 as deliveries fall and household formation holds. Refinancing risk on 2021-2022 bridge loans remains the dominant story.
Aggregated industry news and press-release activity across the major commercial real estate sectors. Article counts reflect live coverage.
Supply peaked in 2024 in most Sun Belt metros. Rent growth is returning in 2026 as deliveries fall and household formation holds. Refinancing risk on 2021-2022 bridge loans remains the dominant story.
Luxury and resort have outperformed; select-service is durable; full-service urban is still recovering group business. Construction starts at multi-decade lows continue to favor in-place owners.
The most under-appreciated comeback story in CRE. Limited new supply, strip-center demand from necessity tenants, and tightening cap rates are quietly reshaping investor allocations.
A normalization year. The post-2020 frenzy is over; vacancies are up modestly; rent growth is positive but single-digit. Long-term tailwinds from nearshoring and e-commerce remain intact.
The most disrupted CRE sector of the decade. Trophy outperforms, commodity underperforms, and the basis at which capital re-enters Class B will define the next cycle.
In supply-constrained luxury markets and growth-corridor exurbs alike, land is the highest-conviction long-duration bet for owners who can afford to hold through entitlement.
Where the most interesting urban repositioning work is happening. Office-to-resi conversions, retail podiums with multifamily, and walkable suburban densification continue to draw patient capital.