The Weekly Take from CBRE

LBA Realty's John Garrigan and Eric Brown and CBRE’s Matt Carlson discuss the resilient drivers propelling growth in the San Diego market. They also make a compelling case for value-add office investments, dissect the nuances of industrial capital markets and explore the role of relationships in navigating opportunities. •      Industrial leasing is gaining momentum....

Secondary investments and recapitalizations help investors find opportunity in uncertain markets. Brookfield’s Chris Reilly and CBRE's Matt White break down what returns to expect, why disciplined leverage matters and how strong operators are winning right now. ·       Secondary investing lets investors buy into real estate deals midstream, with the benefit of first s...

CBRE Global Head of Research Henry Chin discusses Q1 2026 investment performance and the prospects for the rest of the year. He opines on inflation, interest rates, resilient fundamentals, geopolitical uncertainty and key sectors to watch.

Under Armour’s Kathy Blessington shares the playbook for using real estate to support performance, culture and growth. From headquarters planning to retail and supply chain strategies to community engagement, Kathy explains how intentional, flexible spaces help global companies stay competitive and future-ready. Corporate real estate can be a powerful strategic asset, driving productivity, collabo...

Retail’s recovery is real—and the best centers are winning through reinvention. Macerich CEO Jackson Hsieh and CBRE Retail Services Lead Todd Caruso discuss what it takes to create premier destinations today: complementary tenant mix, compelling anchors and using experience + technology to drive traffic and performance. · Retail underwriting now hinges on a small set of KPIs that illuminate p...

More debt capital is available for commercial real estate investment. CBRE Investment Management’s Ty Gerschick and CBRE’s Tom Burns break down what’s happening across today’s debt markets, how borrowers can navigate a more competitive lending landscape and what capital availability means for real estate investment across property types and investment strategies. ·     The...

Retail real estate has emerged as an increasingly attractive asset class. LBX Investment’s Phil Block and CBRE’s Chris DeCouflé discuss the strategies driving today's returns and where the smart money is headed. * Operational intensity is unlocking significant value. * Adding multifamily or event spaces to traditional retail can enhance investment returns. * Mispriced risk in retail presents oppor...

How did the largest office-to-residential conversion come about? Brian Steinwurtzel of GFP Real Estate offers an inside look at how lower Manhattan’s 25 Water Street, a struggling office tower that was transformed into more than 1,300 apartments. He discusses what this landmark project signals for urban resilience. · The right acquisition price and bold design and amenity choices can turn cha...

Two of the parking industry’s most influential leaders— LAZ Parking’s Alan Lazowski and Parkway Corporation’s Rob Zuritzky—explore parking’s role as critical infrastructure, a cash-flow-generating asset and a platform for EVs, autonomous vehicles and urban mobility innovation. * Parking is vital urban infrastructure, supporting economic growth. * Technology, like EV charging, revolutionizes parkin...

On this episode, we feature a wide-ranging discussion with Henry Chin, CBRE’s Global Head of Research—recorded at CBRE’s annual Capital Markets Symposium—where we explore global capital flows, the forces shaping investment strategies and why 2026 may be a compelling vintage for real estate investment. * 2026 offers prime investment opportunities in U.S. real estate. * Income growth, not cap rates,...

Link Logistics’ Luke Petherbridge and CBRE’s John Morris dissect the powerful forces shaping industrial & logistics real estate. They explore continued e-commerce acceleration, the transformative impact of AI, driverless trucks, evolving supply chains, changing warehouse standards and much more. * Industrial real estate had its second-best leasing year ever in 2025. * New demand is being spurr...

Portugal has become an unexpected real estate powerhouse in Europe. Arrow Global’s John Calvao and CBRE's Francisco Horta e Costa discuss the revival of Portugal’s economy, surging investment in hospitality, logistics, data centers and student housing, the resilient Lisbon and Porto office markets and ways to address a chronic housing shortage. * Portugal's economic turnaround has fueled robust re...

AI’s massive investment surge is reshaping commercial real estate. Chemonics' Victoria Slivkoff and CBRE's Colin Yasukochi discuss AI's influence on tech talent and its role in revitalizing key office markets and driving physical infrastructure needs. * AI drives massive investment into data centers and physical infrastructure. * San Francisco's office market is experiencing an AI-driven turnaroun...

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 complex public-private partnership. Public-Private Partnerships: The Lenovo Cent...

Food halls are no longer just a trend—they are a high-impact amenity for improving a property’s dwell time, leasing velocity and NOI. Recorded at Central Perk in Times Square, a quartet of experts from Colicchio Consulting and CBRE explain how the best food halls prioritize operations and programming, new beverage and evening strategies, the lowdown on operator selection and deal structures that o...

AI is reshaping the business landscape, including commercial real estate. Data scientist and author  Sandy Pentland and CBRE’s  Sandeep Davé discuss how the intersection of emerging technologies and human insight is driving better decision-making for investors, occupiers and building operators. Commercial Real Estate & AI: For occupiers, AI can create significant operating efficienci...

Recorded at the CBRE Women’s Network Power of WE conference, this episode offers a rapid-fire, insights-rich tour of major U.S. commercial real estate markets. Our subject-matter experts provide inside views of how different regions are navigating supply, demand and economic forces—from industrial and logistics to multifamily, office and retail—and insights on where investors and occupiers may fin...

PwC’s Karl Russo and CBRE’s Henry Chin share their outlook for the U.S. economy and commercial real estate in 2026, exploring opportunities and risks to growth. Key Takeaways: The U.S. economy should remain resilient in 2026. While the labor market finds a new equilibrium, many companies are racing to upskill and retain talent as they adopt AI processes. Reshoring and infrastructure improvements a...

Alex Mehran Jr., CEO of a third-generation family developer, walks us through the transformation of Bishop Ranch—a master-planned community in San Ramon, CA. Mehran shares valuable lessons on reinventing a suburban office park into a vibrant, mixed-use destination. Mixed-use suburban developments are gaining strong appeal. ·      Amenity-rich office space drives tenan...

 Alison Fragale, author of the provactively titled “Likeable Bad Ass," breaks down the science of status—offering practical advice on how leaders can use warmth and competence to drive respect and gain greater influence. Key Takeaways: 1.         Status —being respected and regarded—leads to influence, access to resources, and career advancement. 2.&nbs...

Wharton organizational psychologist and New York Times -bestselling author Adam Grant shares insights on making better business decisions, fostering innovation and how your personal "challenge network” can lead to superior products and delight your customers. 1.     Encourage [SI1]   Humor and Humility : They help maintain a flexible and open-minded approach, making it eas...

Jamie Hodari, CBRE's CEO of Building Operations & Experience, spotlights where he sees the biggest opportunity across commercial real estate: workplace experience. He discusses how a company’s space can attract tenants and enhance the employee experience, enriching people’s lives and increasing business effectiveness.   Everything is operational real estate: Real estate companies are evol...

J.P. Morgan Asset Management’s Josh Myerberg breaks down the 2026 real estate outlook, why quality assets and operational excellence matter, and where savvy investors are finding opportunity now. Don’t miss these timely insights from one of the industry’s top portfolio strategists. J.P. Morgan Asset Management is optimistic about 2026, driven by expectations of lower interest rates and resilient r...

Shorenstein CEO Brandon Shorenstein and CBRE’s Patrick Gildea discuss why the office market is poised for a comeback. Hear what they have to say about risk-adjusted returns, property conversions, the importance of workplace amenities and more. Key takeaways on office investing:   Office market is recovering: Investment activity in the office sector is rebounding with more bidders and increase...

Clarion’s Brent Jenkins and CBRE’s Zaahir Syed discuss how capital raising for real estate is rapidly evolving. They provide insights on fund development, non-traded REITs, emerging opportunities in private wealth markets and more. Key takeaways on raising and deploying capital:   Sourcing real estate capital is diversifying, with growing emphasis on private wealth and new opportunities to ta...