Newsletters

Our entire newsletter archive, all in one place. Explore past issues and catch up on any you may have missed.

April 24, 2026

National

The Sun Belt Isn’t Overbuilt — It’s Uneven

Metro-wide rent data is masking a sharp divide, and investors reading only the headline numbers are missing the play.

April 23, 2026

Texas

DataBank Lands $2B Construction Loan for AI-Ready Texas Campus

A $2B financing deal is speeding up delivery of a fully leased, AI-powered data center campus just south of Dallas.

April 23, 2026

National

A Shrinking Land Pipeline Is Driving Up Costs Nationwide

A 24% drop in land listings is reshaping development economics.

April 22, 2026

New York

Penn Station Is Now Manhattan’s Office Relocation Destination

Nearly a quarter of all Manhattan office relocations over the past three years landed in one submarket, and most tenants arrived with bigger footprints.

April 22, 2026

National

Florida Is Building More Storage Than Any State in America

55M SF of new storage is coming online in 2026, and the market is finally building like it actually learned something from the last boom.

April 21, 2026

National

Class B Apartments Emerge as the Market’s Quiet Winner

As Class A faces oversupply and Class C renters feel the squeeze, Class B assets are quietly delivering the most stability.

April 20, 2026

National

Starwood REIT Closes $1.7B Refinancing for Sun Belt Workforce Portfolio

Big money is chasing affordable units as fundamentals stay strong in growth markets.

April 17, 2026

National

Big Banks Just Posted Their Cleanest CRE Numbers in Years

Nonperforming CRE loans fell at every major bank that reported this week. The question now is whether it lasts.

April 16, 2026

Texas

Texas Job Growth Returns — With Serious Caveats

The Dallas Fed upgraded its Texas jobs forecast, then immediately explained why it might not hold.

April 16, 2026

National

Best State for Renters? Not Where You Think.

For three consecutive years, the best rental market in America has been in the Upper Midwest.

April 15, 2026

New York

NYC’s Finance and Tech Workforce Just Hit an All-Time High

For every skilled worker NYC loses to Florida, it gains 70 back. The talent drain narrative was never really the story.

April 15, 2026

National

One Decade of Underbuilding. Ten Million Missing Homes.

The White House puts the housing shortage at 10 million units. That’s nearly 3x what Freddie Mac estimated.

April 14, 2026

National

Liability Insurance Is Becoming Landlords’ Most Expensive Problem

Landlords are being sued more than ever, and the insurance market is making them pay for it twice.

April 13, 2026

National

Distressed Office Sales Top $5B as Discounts Reset the Market

After years of bid-ask paralysis, distressed office trades are moving again, and the discounts are doing the ugly work of establishing a new floor.

April 10, 2026

National

Chicago, Miami and Wichita Are the Hardest Places to Rent in America

Nationally, apartment competition cooled slightly to start 2026. In a growing list of cities, it’s moving the other direction fast.

April 9, 2026

Texas

Texas Is Winning the Corporate Relocation Race

While other markets debate whether the headquarters migration trend has legs, Dallas-Fort Worth just logged its 100th relocation since 2018 and keeps adding more.

April 9, 2026

National

The Worst Time to Build Retail Is Becoming the Best Time to Own It

Nobody is building new retail right now — and the landlords who already own it are starting to realize that might be the best thing that’s happened to them in years.

April 8, 2026

New York

ESRT Sells 250 West 57th Street at $70M Discount to Namdar Realty

Empire State Realty Trust has found a buyer for 250 West 57th Street, and the name attached to the deal says a lot about where Midtown office pricing stands right now.

April 8, 2026

National

CRE Is Recovering. A War and a Stubborn Fed Are Slowing It Down.

Commercial property values ticked up in March, but a war-driven Treasury surge is keeping the recovery on a very short leash.

April 7, 2026

National

The Office Market Just Had Its Best and Worst Quarter at the Same Time

Leasing is surging to post-pandemic highs while vacancy just hit a record — and both things are true at the same time.

April 6, 2026

National

Bank CRE Reserves Are Falling — But the Timing Could Not Be Worse

Just as lenders were starting to breathe easier on commercial real estate, the macro environment decided to make things interesting again.

April 3, 2026

National

Apartment Construction Has Literally Disappeared in 16 Major Markets

In 16 major U.S. apartment markets, there isn’t a single unit under construction — and in some of them, that’s starting to look less like a problem and more like an opportunity.