• Land-constrained logistics markets remain best-positioned amid heightened risks (data available)

    Dec 14, 2023, 10:24 AM by Matt Mowell
    Although higher interest rates and tight lending conditions pose systemic risks for logistics real estate, local market conditions, particularly the supply pipeline, remain vitally important.
  • Land-constrained logistics markets remain best-positioned amid heightened risks

    Dec 14, 2023, 10:24 AM by Matt Mowell
    Although higher interest rates and tight lending conditions pose systemic risks for logistics real estate, local market conditions, particularly the supply pipeline, remain vitally important.
  • Nowhere to hide from rising office vacancy

    Dec 8, 2023, 12:42 PM by Matt Mowell
    The effects of remote work on office demand are pervasive, but are especially pronounced in large, urban office markets like Los Angeles, San Francisco and Manhattan with high commuting costs (both time and money). But that's not the only group feeling the change.
  • Nowhere to hide from rising office vacancy (data available)

    Dec 8, 2023, 12:42 PM by Matt Mowell
    The effects of remote work on office demand are pervasive, but are especially pronounced in large, urban office markets like Los Angeles, San Francisco and Manhattan with high commuting costs (both time and money).
  • The suburbs never went out of style (data available)

    Nov 17, 2023, 09:51 AM by Matt Mowell
    Since the early 2000s, more people began favoring walkable urban environments over traditional suburbia. Surprisingly, this shift to urban living did not cause CBD rent growth to outpace the sleepier suburbs.
  • The suburbs never went out of style

    Nov 17, 2023, 09:51 AM by Matt Mowell
    Since the early 2000s, more people began favoring walkable urban environments over traditional suburbia. Surprisingly, this shift to urban living did not cause CBD rent growth to outpace the sleepier suburbs.
  • What drove Austin’s ascent—and who is poised to follow?

    Nov 7, 2023, 11:42 AM by Matt Mowell
    A common question in the real estate forecasting business is: what city will be the next Austin? Austin has had a growing prominence of professional services, but other cities deserve a close look.
  • Debt funding gap arises in multifamily sector

    Oct 26, 2023, 13:42 PM by Michael Leahy
    We’ve updated our funding gap estimates in light of the dramatic run-up in yields since June. The funding gap for office has now increased to $82.9 billion, and a $21.7 billion funding gap emerged for multifamily properties.
  • Debt funding gap arises in multifamily sector (data available)

    Oct 26, 2023, 13:42 PM by Michael Leahy
    We’ve updated our funding gap estimates in light of the dramatic run-up in yields since June. The funding gap for office has now increased to $82.9 billion, and a $21.7 billion funding gap emerged for multifamily properties.
  • Data paints nuanced picture for retail in San Francisco Bay Area (data available)

    Oct 9, 2023, 09:25 AM by Matt Mowell
    In the eyes of the international media, San Francisco has become the poster child for “the death of urban retail.” The media’s obsessive focus on Downtown San Francisco, however, masks nuances in the broader Bay Area retail market.


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