Created by Art Mar
In-depth market intelligence on US commercial real estate cycles, pricing, capital, and debt
Explore the latest content tracked by US CRE Market Insights
A Quantitative Framework For Estimating CRE Cycles has been introduced by Oscar Aguilar, Rich Hill, and Armel Traore dit Nignan, providing a data-driven method to identify cycle phases for better investment timing and risk management.
Kevin Warsh's refusal to outline policy responses or engage on economic questions has fueled FOMC dissent and market confusion.
Hyperscalers are projected to issue $400 billion in debt next year despite 30-year yields at 5.20%, as AI capex hits $1.2 trillion.
Seven of nine Howard Marks indicators read warm—including eager lenders, plentiful capital, and easy terms—placing CRE in a late-cycle environment...
Multifamily starts have dropped 52.8% from the Q3 2022 peak, with deliveries now following the same path.
Investor appetite for US commercial real estate remains robust in 2026, yet pricing data underscores selective capital deployment amid a K-shaped...
San Francisco posted the world's largest quarterly jump in prime office occupier costs, rising 8% in Q2 2026 as AI firms compete for scarce,...
AI use has moved from optional advantage to baseline requirement in commercial real estate, with differentiation now hinging on how reflexively teams...
Green Street's Commercial Property Price Index rose 1% in July and 5.2% over the past year, yet the all-property index stays 13.4% below its 2022 peak. This points to a gradual, sector-by-sector rebound still far from full recovery.
As the 10-year Treasury nears 4.75%, higher discount rates may delay price discovery and weigh on weaker assets, but strong property fundamentals should keep the broader CRE expansion intact.
Industrial market dynamics are shifting as demand broadens and supply tightens.
The Sun Belt's six key industrial markets—Atlanta, Austin, Houston, Nashville, Phoenix, and San Bernardino/Riverside—drove a dramatic 2020-2022 boom...
D.C.'s higher commercial property taxes are positioning Arlington as a lower-cost alternative for tenants.
Fitch has rated VICI Properties' senior unsecured notes BBB-, underscoring credit quality for this experiential REIT.
Q2 results confirm a split recovery: selective stability alongside lingering pressure.
Warsh's no-forward-guidance approach after just two FOMC meetings has created a policy vacuum, eroding Fed credibility and driving banks to price in...
REITs' 20% YTD total returns have narrowed the public equities valuation gap but increased pressure on private real estate to align cap rates.
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JPMorgan's $750 billion commitment through 2035 marks a 40% jump in housing capital deployment, directly targeting supply constraints via debt,...
CBRE's midyear outlook shows U.S. CRE investment activity rising 16% year-over-year to $605 billion, even as the 10-year Treasury yield stays above 4%...
