US CRE Market Insights

Fed Leadership Signals

• 🔥 Warsh's Hawkish Stance: Kevin Warsh's first press conference as Fed chair emphasized independence and commitment to...

U.S. factory activity is expanding at a slower pace, with ISM Manufacturing PMI slipping to 53.3 in June and employment stuck in contraction at 49.7....

Political commentary sees new Fed Chair Kevin Warsh as dovish, while markets and analysts interpret his actions as hawkish.

• Trump and advisors...

Cross-Border Capital Analysis

• 🔥 MSCI Research on Cross-Border Flows: New MSCI paper details how macro signals differ for institutional versus...

The labor market shows cyclical strength from a robust business cycle and improving payroll breadth in manufacturing and business services, yet faces...

ESG-linked debt is creating a clear split in US CRE markets. Compliant assets secure better terms while others face restrictions.

• Better pricing...

Geopolitical shifts and regulatory changes have prompted cross-border investors to reassess US CRE as a safe haven.

Key considerations from the...

Northern and Central New Jersey CRE showed clear sector split in Q2 2026.

• Office posted 929k sq ft negative absorption, pushing vacancy to 22%...

Houston's 26.8% office vacancy rate is fueling a demolition wave for obsolete, mostly vacant buildings, as owners find empty lots cheaper to maintain...

Office Market Tightening

• 🔥 Manhattan Rents Climb: Manhattan office rents reached $78.03/sf in Q2 with a red-hot first half of 2026, tightening...

Record-low supply hits just as demand accelerates:

• Inventory growth at 0.4%, lowest since 2006; construction at 12-year low
• Occupancy reaches...

Traditional assumptions that newer properties command premiums are breaking down across CRE sectors.

• Multifamily: 1980s and pre-1970s assets lead...

Asian investors are showing renewed interest in U.S. real estate, but higher hedging costs and a strong dollar are pushing them toward higher-return...

• The brief positions rent regulation as a core financial stability tool, countering speculative underwriting that prices rental assets on aggressive...

ISM manufacturing data continue to show expansionary readings, with PMI internals signaling potential for accelerating future prints despite recent deceleration. This provides material support to industrial equity earnings.

Manhattan's office recovery shows clear momentum with sustained leasing strength and shrinking availability.

• Average asking rents hit $78.03 per...

Persistent inflation above the Fed's 2% target and a hawkish policy stance are locking in elevated mortgage rates while splitting net lease...

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