The Weekly Take from CBRE

Mortenson’s Maja Rosenquist and CBRE’s Gordon Dolven examine one of real estate’s most dynamic sectors. They discuss how AI’s growth has accelerated data center development, how site-selection strategies are evolving and the challenges posed by power constraints.  

CBRE Investment Management’s Co-CEO and CIO, Adam Gallistel, offers insights on where real assets investors can find strong return opportunities in today’s market. He discusses shifting strategies amid higher interest rates, alternative asset classes, the role of operational expertise and why Europe offers attractive relative value right now.   Prioritize operations and asset selection : Gall...

Coca-Cola’s Michael Moore shares how the iconic brand activates its workplace in 82 countries. The company seizes on flexibility, local culture and innovative design to drive effectiveness, space utilization, brand impact and global growth. ·     relationships and talent pools in 82 countries.   ·     Coca-Cola balances global brand consistenc...

Gensler’s Diane Hoskins explains the workplace design trends that are meeting the evolving needs of today’s workforce. She discusses how hybrid work shapes office plans, the importance of reflecting local culture and AI’s growing impact. Key takeaways on Gensler’s views of workplace design:   ·      Workplace design is in flux: Today's offices require a rethink of the...

CBRE Global Head of Research Henry Chin sizes up Q3 investment activity, which was stronger than anticipated, and reveals which asset classes are best positioned for Q4 and 2026. Key Takeaways on Commercial Real Estate Investment Trends   U.S. real estate is entering a prime investment window as repricing and improving fundamentals create opportunity. Retail and office sectors are attractive...

Author Jean Twenge, Ph. D., explains the implications of four different generations working together. As Gen Zers increasingly join millennials, Gen Xers and a shrinking cohort of baby boomers in the workforce, their varying needs, attitudes and aptitudes are driving workplace changes. ·      Generational shifts are reshaping the workplace: Organizations are navigating the...

Author Sam Conniff argues that the boldest leaders don’t play it safe—they have a strategy for rewriting the rules. This episode explores how pirate-inspired thinking and resolute action can help executives navigate uncertainty, unlock innovation and lead with courage amid change. ·     Leaders who embrace change as a strategic advantage can outperform peers. ·  ...

  This week we shine a light on REITs in the U.K. Two London-based experts discuss what’s driving deal flow, investment strategies and long-term returns, especially in logistics, retail and hospitality. ·      Triple-net REITs in the U.K. offer predictable income and resilience through market cycles. ·      Urban logistics and conven...

Barings’ John Lippmann and CBRE Investment Management’s Elisabeth Troni share strategies for navigating risk and unlocking value in core real estate investment portfolios. From alternatives to secondary markets, top funds are adapting to outperform in a shifting landscape. Key takeaways on evolving investor strategies :   ·      Alternatives are reshaping core po...

MetLife Investment Management’s Sara Queen and CBRE’s Tommy Lee explore the shifting dynamics of commercial real estate investing. They offer seasoned insight on a range of topics, from NYC office to data centers to build-to-rent residential and much more. Key takeaways on real estate investing:     ·      High-net-worth investors are stepping in aggressivel...

Amid evolving trade dynamics, CBRE experts reveal how nearshoring, supply chain reinvention and revitalized twin-plant models are reshaping industrial markets on both sides of the U.S.-Mexico border. Notably, demand for logistics space and construction activity is booming along the I-35 Corridor. Key takeaways on U.S.-Mexico Border Markets :   ·       Port Laredo...

CBL Properties’ Stephen Lebovitz and CBRE’s Rich Frolik explain how malls are being transformed into high-performing, mixed-use assets. From casinos and hotels to pickleball and movie theaters, malls are evolving to meet modern demand. Key takeaways on the evolution of malls:   ·      Malls are transitioning into multi-use destinations, integrating entertainment,...

Net lease assets are attracting more institutional capital. New Mountain Capital’s Teddy Kaplan and CBRE’s Will Pike explore why this resilient, tax-efficient investment strategy is gaining favor. Attractive in volatile markets: Positioned as a hybrid asset class—part real estate and part structured finance, net lease investments offer cash flow backed by quality credit tenants. Manufacturing mome...

·Industrial Outdoor Storage (IOS), a twist on a classic property type, is attracting institutional capital.   With sub-3% vacancy and strong rent growth, Industrial Outdoor Storage (IOS) is outperforming traditional industrial assets. ·     Zoning and entitlement hurdles limit new IOS development, boosting demand for existing sites. ·     Majo...

Nareit’s Steven Wechsler explains the advantages of investing in real estate through REITs. The conversation touches on the evolution of REIT sectors, the impact of interest rate movement, liquidity and tax efficiencies and the wide range of investment options available. Key takeaways:   ·       Organized to Provide Structural Discipline and Tax Efficiency: REITs...

Mortenson’s Maja Rosenquist and CBRE’s Gordon Dolven examine one of real estate’s most dynamic sectors. They discuss how AI’s growth has accelerated data center development, how site-selection strategies are evolving and the challenges posed by power constraints. Key takeaways on data center trends: ·     Data center site selection is increasingly dictated by access to sca...

Real estate titan Stephen M. Ross shares his bold vision for commercial real estate and West Palm Beach. Ross sees the rising Florida market as a hub for innovation, business activity and entertainment, highlighting strategic investments in healthcare, education and cultural amenities, Ross looks back on an incredible career as a developer and entrepreneur. Key Takeaways:   ·  ...

Key Takeaways on the Real Estate Outlook   ·     CBRE foresees U.S. commercial real estate investment activity increasing by 10% in 2025, despite macroeconomic uncertainty. ·     CBRE believes the office market is passed its trough and leasing activity should continue to rebound. ·     Industrial & logistics leasin...

Entrepreneurs Sam Fox and Brian Frakes offer insights on their hospitality-driven approach to real estate development in Phoenix and how curating experiences and operating assets themselves are driving value. Key Takeaways:   ·     Hospitality-led development is reshaping urban real estate, with restaurants and hotels serving as anchors that drive traffic, elevate bra...

In the fourth episode of our European tour, HB Reavis' Steve Skinner and CBRE’s Alastair Perks and Simon Brown explore how asset renewal, sustainability priorities and operational excellence are transforming real estate development across Europe.

Recorded in London, this discussion with Raimondo Amabile, Co-CEO  of PGIM Real Estate, focuses on RealAssetX—the company's innovation lab that's leveraging AI to improve building operations and asset performance. Key Takeaways:   · PGIM Real Estate’s RealAssetX lab is focused on transforming real estate investing through AI, sustainability and operational efficiency, signaling...

AEW's Chief Investment Officer and Head of Private Equity and Private Debt in North America, Mike Byrne and CBRE's Vice Chairman and Co-Head of US Large Loans in Debt & Structured Finance, Tom Traynor provide insights on how real estate investors today can mitigate risk and uncover opportunities by strategically deploying capital across diverse asset classes and regions. insights on deploying...

In this second installment of our series on Europe, Schroders Capital’s Nick Montgomery and CBRE’s Lee Bruce share insights on AI-driven strategies, sustainability and asset repricing. From This Episode: Recent insights on the U.K. investment market: U.K. investment volume has picked up since late last year, buoyed by international capital. AI and data tools are streamlining everything from valuat...

Recorded during a CBRE event in Barcelona, Panattoni’s Robert Dobrzycki and CBRE’s Jack Cox explore the European logistics market with a focus on opportunities in today’s market. Growth in Europe’s Industrial & Logistics sector is expected to driven by demand from 3PLs, e-commerce and manufacturing. Operational expertise is crucial in Industrial & Logistics, particularly in denser urban en...

·     With sub-3% vacancy and strong rent growth, Industrial Outdoor Storage (IOS) is outperforming traditional industrial assets. ·     Zoning and entitlement hurdles limit new IOS development, boosting demand for existing sites. ·     Major investors are amassing IOS portfolios, following the path of self-storage and sing...