The Weekly Take from CBRE

This episode highlights why mission-critical manufacturing facilities are compelling net lease investments. Longtime industry leaders explore how investors evaluate tenant and location risk, the effects of reshoring, and how a changing interest rate can create opportunities for net lease investors. Key Takeaways from TPG Net Lease’s Gordon Whiting and CBRE’s Will Pike ·    &nbs...

San Francisco’s office recovery has a striking contradiction: Overall vacancy remains elevated, while competition for the best workplaces is increasingly intense. We look inside the Bay Area real estate market, highlighting AI-driven demand, rising trophy rents and the reinvention of The Spear and 301 Battery. Key takeaways from Presidio Bay’s Cyrus Sanandaji and CBRE’s Conor Famulener:   ·&n...

Bob’s Discount Furniture is charting a path from 200 stores to 500-plus locations by 2035. Two company leaders enlighten us on their market expansion strategy, data-driven site selection, use of logistics and the importance of the customer experience. Key Takeaways from Bob’s Ryan Schaffer and Christopher Day: ·      Successful expansion balances profitability, brand...

Devin Chen and Rich Hill dissect Principal Asset Management’s unique “four quadrants” investment strategy. This helps to pinpoint value in sectors like multifamily, data centers and office, as well as in selective new development. They share insights on optimizing income growth and portfolio diversification. 1. Principal’s “four quadrants” framework suggests investors may be thinking too narrowly....

Easterly Government Properties’ Darrell Crate and CBRE’s Marcy Owens Test explain the unique complexities and opportunities when leasing space to the U.S. government. They explore government agencies’ specialized build-out requirements, the market impacts of the federal government’s shift from ownership to strategic leasing, and other topics of interest to commercial real estate investors. •&...

Verizon's Nicole Nicholson and CBRE's Jamie Hodari discuss how real estate, technology and human connection are strengthening business outcomes and creating competitive advantage in an AI-powered world. Learn from seasoned executives responsible for managing large, complex real estate portfolios. • Corporate real estate is evolving from a cost center into a strategic tool that supports culture, ta...

Ken Rosen has been an astute analyst of the real estate world for 50 years. The highly regarded economist, consultant and educator explains why today’s higher interest rates could force investors back to the fundamentals. He also provides a framework for strategic investment and operational excellence in a rapidly evolving landscape. ·      Higher interest rates mean...

Shallow-bay industrial real estate is having a moment. Investor Jordan Schnitzer explains how his family firm was early to recognize the opportunity in this specialized corner of the market. He discusses how building deep knowledge of an asset class and local markets and operating with a long-term mindset have helped Schnitzer Properties grow a differentiated industrial platform. Demand for shallo...

With the H1 2026 data in hand, we can see how commercial real estate is evolving in a market where AI, geopolitical events, capital discipline and a resilient economy are rewriting earlier forecasts. CBRE’s Research leaders discuss the company’s 2026 Midyear Outlook—published today—and examine what’s changed since the start of the year and the implications for occupiers, investors and the broader...

New York Post columnist Steve Cuozzo has long been a go-to source for the latest buzz about the goings-on in New York City commercial real estate and its iconic restaurant scene. Cuozzo shares five decades of wisdom and insight on all things New York. ·     Steve Cuozzo’s five decades of reporting and editing provide seasoned insights into what makes New York tick. · ...

Retail is thriving and investors are taking a fresh look at existing assets amid high construction costs and shrinking availablility. Greenberg Gibbons’ Eric Walter and CBRE’s Ryan Sciullo discuss where capital is flowing, why the Southeast stands out and how mixed-use retail can create long-term value. Retail's resurgence is particularly marked in Southeast markets. Mixed-use development plus e-c...

Bob Hart built TruAmerica into a major multifamily owner and operator by betting big on workforce housing. He explains why patience is especially important amid today's high interest rates and evolving capital structures, how he’s tapping into growing demand for workforce and affordable housing and where he's finding opportunity. ·      Workforce housing remains...

With the H1 2026 data in hand, we can see how commercial real estate is evolving in a market where AI, geopolitical events, capital discipline and a resilient economy are rewriting earlier forecasts. CBRE’s Research leaders discuss the company’s 2026 Midyear Outlook—published today—and examine what’s changed since the start of the year and the implications for occupiers, investors and the bro...

Winning isn't about persuasion, it's about connection. That's what Esther Choy, CEO of The Leadership Story Lab, believes. In her latest book, Winning Without Persuading , Choy asserts that creating genuine connection can unlock success for leaders and deal makers. Choy makes a case for how strategic silence, creative listening and storytelling can build trust and transform relationships. Shift yo...

Commercial real estate is entering a new era. CBRE Investment Management’s Julie Ingersoll explains why traditional assumptions are being challenged, where investors should focus next and what it takes to create long-term value in today's environment.

  How did a property sub-sector built around equipment and vehicle storage garner the interest of  institutional investors? Alterra Property Group’s Leo Addimando and CBRE's Will Pike discuss the evolution and growth of Industrial Outdoor Storage (IOS), current market dynamics and its emergence as an increasingly mainstream institutional asset. IOS plays a key role in supporting logistic...

Before they lifted the Cup, here’s how they built an arena worthy of a champion. Raleigh has long been one of the best-performing secondary markets. Its arena district is poised to be the next engine in its growth. Carolina Hurricanes CEO Brian Fork and Greater Raleigh Chamber CEO Adrienne Cole discuss how the Lenovo Center anchors a mixed-use redevelopment on state-owned land—structured through a...

Sports venues can be powerful urban growth engines. Entrepreneur Larry Botel, co-owner of the Richmond minor-league baseball team, and CBRE’s Pam Strieffler discuss how mixed-use districts anchored by these venues can transform CBD-adjacent areas. They walk through strategies for attracting outside capital, navigating rising construction costs, drawing year-round visitors, and forging public-priva...

Data centers are the hottest asset class in CRE right now. Digital Realty CEO Andy Power and CBRE's Pat Lynch discuss the sector’s dynamics, including power constraints, evolving location strategies and international markets. They also offer key insights from CBRE’s hot-off-the-presses Global Data Center Trends Report 2026. AI demand fuels near-zero data center vacancy rates in some key markets. P...

What do “higher for longer” interest rates mean for investors? CBRE Investment Management’s Achal Gandhi and Rik Eertink break down the practical ways they identify and pursue opportunities in the living, logistics, office and retail sectors across Europe, in both direct and indirect execution formats. The latest market data from Europe reveals that NOI growth remains the primary driver of investm...

Retail real estate requires an operator's mindset. While attending ICSC Las Vegas, CBRE's Americas Head of Retail Research, Ebere Anokute, spoke with us about the state of the market, challenging conventional wisdom and leveraging robust data to navigate an evolving retail landscape. Key Takeaways:   ·     Investors should prioritize assets in secondary markets with s...

Futurist and author Jacob Morgan has a plan for building future-ready organizations: cultivating a thriving, accountable workforce; embracing flexibility; and applying technology to foster resilience and employee growth. Future-ready organizations track change early, plan proactively and communicate and act with clarity. Employee experience can be enhanced by setting clear expectations, providing...

Retail real estate’s comeback is undeniable. Investor Adam Ifshin details how open-air retail once again became a preferred institutional asset. Recorded at ICSC Las Vegas, Adam discusses the appeal of secondary markets, value-add strategies and the reasons why real estate operations are now the key drivers of returns. ·      Open-air retail is once again an institutional...

Private club entrepreneur Tommy Shuey and CBRE’s Kelly Whaley discuss how these venues fill a growing need for personalized service and engagement outside the home or office, while driving value for both property owners and local communities. ·      A new “third place” is emerging: Private clubs are filling a growing desire for curated spaces where people can connect outsi...

Two titans of New York real estate—Larry Silverstein and CBRE’s Mary Ann Tighe—reveal the vision and partnerships behind the rebuilding of the World Trade Center and Downtown Manhattan’s transformation into a vibrant 24/7 community. They make the case for art and culture as catalysts for revitalization, dissect the complexities of public-private collaboration and offer insights into today’s evolvi...