Sectors: archive
Every Sectors story in Real Estate, newest first. 370 stories
6 stories
Westbridge files three 99-unit Bronx towers to capture 485-x
Identical commercial footprints across all three applications point to 485-x as the design brief.
Office clears, apartments slide in July RCA pricing
The July RCA CPPI shows a 9.9% CBD office gain against a ninth straight monthly drop in apartment prices, a split between assets that have cleared and those still waiting.
Data center construction pipeline points capital to power and land
The market's $73 billion build-out will reward sponsors who secure substations, not steel.
Asia Pacific student housing triples as Malaysia courts capital
Cross-border investors drove two-thirds of last year's volume, and JLL says the next scale market is Malaysia.
Core Spaces' early, under-budget deliveries point to a build-to-hold strategy
Six student housing projects finished ahead of schedule and a $300 million REIT purchase show the developer means to own what it builds.
Cold storage's vacancy record is an obsolescence map
Newmark's first-half data splits the sector by vintage, and the only underwrite that works is one that prices the depreciation curve.
11 stories
Senior housing's million-unit gap is now an underwriting assumption
A two-thirds construction collapse meets 90% occupancy, and NIC Map puts the capital need at $1 trillion by 2050.
Medical office trades on income as $6.7B rebound takes hold
Lenders are back, deals are bigger, but 2% rent growth against higher inflation makes MOB a coupon trade—and the underwrite should say so.
Walmart takes entire Medley warehouse on 16-year lease
Three five-year extension options could keep the retailer in place through 2057, turning a new industrial box into a long-dated income stream.
Havas Health's 15-year renewal gives 200 Madison a cash-flow floor
The 254,118-square-foot commitment through 2041 gives owners and lenders the income visibility a refinancing needs in a market still finding its clearing price.
Florida multifamily insurance premiums post first drop in six years
Trepp data show a 6.2% median decline in 2025, but the reversal follows a 42.1% spike and underwriting should treat it as a ceiling, not a base.
Alliance starts 388-unit bet on the Woodlands
The first residential piece of Newman's Gosling Oaks mixed-use project will open before the retail and office, leaving the lease-up to test the Woodlands' pull.
Amazon's Louisiana data center bet: water is the new dirt
A third Shreveport campus lifts Amazon's planned investment to $18 billion and puts a $400 million public-water system on the company's books.
Cold storage's vacancy record splits the sector by vintage
Negative absorption and a record 7.7% vacancy rate are pushing cold storage from a growth trade to a repriced, bifurcated market.
Merritt breaks ground on 150-acre RDU Business Park
The first phase brings 201,250 square feet across three buildings to Cary, with delivery set for the fourth quarter of 2027 and no leases announced yet.
Cascadia splits: Vancouver tightens, Seattle absorbs
CoStar's report puts the two industrial markets on opposite trajectories, a warning against regional blanket logistics plays.
Senior housing's $1 trillion gap is a capital rotation
The 80-plus population is set to nearly double by 2040 while construction sits near historic lows, pulling institutional dollars toward a long-duration, $1 trillion build-out.
10 stories
Chicago big-box leasing jumps 51% on modern-vintage demand
Newest big-box buildings are clearing first in Chicago, a signal for industrial capital.
Life sciences' shrunken pipeline sets up a recovery
Rents are still falling and vacancy sits at 24.3%, but the construction pipeline at 2% of inventory is the number private capital should underwrite.
Google trades scattered D.C. offices for one near Union Station
The tech giant is taking a large portion of a 231,000-square-foot building a few blocks from the Capitol — the latest vote for top-tier office space while weaker buildings drift toward conversion.
Queens' apartment squeeze has an expiration date
CoStar puts vacancy at 2.08% and the pipeline at a decade low, but the One LIC rezoning is already rebuilding supply.
Data centers pull industrial demand into their orbit
CoStar's leasing data puts the data center supply chain at over 6% of logistics leasing within five miles, double its 2020 share.
Thompson Thrift bets a named 2026 fund on a 2027 Powder Springs lease-up
Construction is underway on Avira at Silver Comet Trail, a 319-unit community set for October 2027 move-ins, a two-year wager on suburban Atlanta absorption.
Student housing preleasing hits 89.1% as regional gaps widen
The national prelease number looks healthy, but the West is rolling over, and the large-bed-count schools that dominate the index carry the supply and international risk.
Hines maps the $1T advanced manufacturing wave to six metros
The manager's research says industrial rents will concentrate—and allocators should build accordingly.
Canada's flight to quality skips apartments for offices
CoStar's read on Canadian property makes high-end offices the defensive trade and luxury apartments the vacancy risk.
Malls draw IKEA and Target before institutional capital circles
Second-quarter absorption turned positive and first-half volume hit $33 billion, yet tenant interest is leading the recovery.
12 stories
Senior housing's real shortage is sellers
Record capital is chasing senior housing, but owners are choosing 30-year HUD loans and generational holds over the exit.
Data center boom spills into industrial demand
CoStar's report makes supplier space the newest data point in the data-center underwrite.
Merritt 7 sale prices office as apartment feedstock
A CBRE-brokered sale of two Norwalk office buildings to a joint venture planning 286 apartments shows a $75.5 million OZK construction loan underwriting the office's next use.
Biopharma capital surge builds case for lab leasing rebound
Massachusetts biopharma employment declined in 2025 for the first time in two decades, but the state's VC, IPO, and M&A numbers all ran ahead in the first half of 2026 — a gap that sets up a life-science leasing recovery.
Multifamily NOI growth weakens even as expenses cool
Expense growth cooled in Trepp's 2025 medians; revenue slowed by the same amount, so NOI growth weakened and the cost-revenue gap persisted.
Genius Sports lease pushes Vornado tower to 95 percent occupied
A 53,000-square-foot relocation gives Vornado another trophy trade in a Midtown market split between renovated towers and the rest.
Soluna's 397-acre AI campus buy is a wind-power play
The point of the Briscoe County purchase is control of the power supply.
KeyBank signs 15-year renewal and expansion at Elecor Tower
The 15-year lease adds 15,292 square feet and turns an existing Plaza District presence into a true New York headquarters.
Retail recovery is broad; office is stuck
IRR's 2026 mid-year report finds more than 90% of retail markets in recovery or expansion while office stays evenly split, rewarding block-level underwriting over sector labels.
A 1928 Phoenix office tower becomes a $135 million hotel
Maricopa County's 20-year lease gives CivicGroup and Sunflower Development the tenure to underwrite a hotel, not an office.
DLA Piper and Ascot expand at $140–$150 a foot as Midtown splits
Two full-floor commitments at 1251 Avenue of the Americas show credit tenants still paying trophy pricing while the broader market works through vacancy.
Trammell Crow wraps Sprouts-anchored Phoenix development
A 145,000-square-foot build-to-suit for Sprouts shows which office product is actually trading.
1 story
Tariffs Split Construction Into Two Pricing Regimes
The 50% Canadian duties on cement, plywood, and machinery will hit build-to-rent pro formas as contingency while data-center sponsors pass the cost through; lenders will price the gap.