The Weekly Take from CBRE

The Francis Scott Key Bridge’s collapse in late March closed down the Port of Baltimore, resulting in the tragic loss of six lives and threatening massive disruptions to U.S. supply chains. Maryland Port Administration’s Jonathan Daniels recounts the Herculean efforts to mitigate the disaster’s worst effects and restart port operations in 11 weeks.    Insights to Share:     To...

In this bonus episode, a group of CBRE summer interns had some terrific questions to ask our guests. We take a 360-degree look at real estate investing and the capital markets from the perspectives of a pair of influential executives, each with decades of experience in the debt capital markets business. Tom Rugg, Vice Chairman and Co-Head of U.S. Large Loans and Debt and structured finance at CBRE...

The real estate capital markets can be complex in the best of times and vexing in the worst of times. Lone Star Funds’ Bob Ricci and CBRE’s Tom Rugg share some insights on succeeding in a sluggish time, finding opportunity amid headwinds and where those headwinds have started to ease. Insights to Share: As challenges in the capital markets persist, properties that were financed with heavy leverage...

San Francisco has been facing extraordinarily high office vacancy rates since the pandemic. But more recently, the rise of artificial intelligence (AI) has stimulated demand for space and an influx of capital. Real estate investor Glenn Gilmore and CBRE’s Mike Taquino discuss the city’s history of resilience, culture of innovation and greatest opportunities. Insights to Share:   Venture capit...

Belinda Román, 2023’s most accurate forecaster, according to The Wall Street Journal , and CBRE Econometric Advisors’ Dennis Schoenmaker opine on the art, science and technology involved in predicting the ebbs and flows of the global economy. Insights to Share:   Belinda Román, Associate Professor of Economics at St. Mary’s University, expects GDP growth of 3% this year. CBRE EA’s Dennis Scho...

Industrial remains a highly desirable asset class despite a cooling of demand and softened market fundamentals. Prologis’ Melinda McLaughlin and CBRE’s Chris Riley offer insights on the long-term prospects for the sector. Insights to Share:   While the last 24 months have seen a slowdown of transaction activity in industrial markets, the long-term prospects remain solid. Conversions to indust...

CBRE Capital Markets specialists offer insights on debt availability, capital flows, sector fundamentals and deal pricing, while our Chief Economist comments on the economic outlook. Insights to Share:   Uncertainty about the direction of interest rates continues to hamper commercial real estate investment activity. Industrial and multifamily are facing softening fundamentals, but remain hist...

Julia Coronado, keen-eyed observer of the economic landscape, shares wide-ranging insights on the economy, monetary policy, commercial real estate and more. “The macro economy is a lot more resilient to the headlines than what you read every day." -Julia Coronado President and Founder, Macro Policy Perspectives & University of Texas Finance Professor Insights from the episode:   1. Inflat...

How do you get the most out of a global real estate portfolio? Siemens Real Estate CEO Stephanie Dorsey offers insights on everything from the cost of capital, the flight to green, site selection criteria and return-to-office strategies that benefit everyone. Insights to Share:   ·      Siemens is on the leading edge when it comes to attracting talent, sustainabi...

Mexico’s industrial real estate market is benefiting from the need for more resilient supply chains. PGIM’s Enrique Lavín, DHL’s Guillermo Espinosa Armendáriz and CBRE’s Yadira Torres-Romero explain the advantages and challenges of nearshoring. Insights to Share:   Nearshoring is spurring industrial activity beyond Mexico’s border cities as companies seek inland nearshoring opportunities. The...

Fried Frank’s Jon Mechanic and Michael Werner—attorneys steeped in the in’s and out’s of New York City dealmaking—share thoughts on the office market, affordable housing, recent legislative changes and much more. Insights to Share:   Despite the headlines, there is budding optimism in some New York commercial real estate sectors, particularly Class A office. Legislative efforts to promote aff...

What’s attracting young people, businesses and investment capital to Nashville? Highwoods’ Alex Chambers and CBRE’s Elizabeth Goodwin explain how the Music City has created a cool culture. Insights to Share:   ·      Nashville has attracted talent and businesses due to its affordability and high quality of life. ·      Nashville’s lo...

With the U.S.’s fourth-strongest labor market and massive live-work-play appeal, Tampa, Florida is one of the country's hottest real estate markets according to a recent Wall Street Journal analysis,   Tampa investor/developer Darryl Shaw and CBRE’s Mike DiBlasi explain how the city has become a magnet for institutional capital, expanding employers and top talent and what other mid-size marke...

In a wide-ranging discussion, RXR CEO Scott Rechler opines on everything from the future of cities to leveraging AI in decision-making to office-to-multifamily conversions. Insights to Share:   ·      Commercial real estate investors can find opportunity in a higher-cost environment. ·      The outlook for office is brightest in area...

“What Do You Want to Do Before You Die?” asks celebrity author Ben Nemtin in his best-selling book of 100 bucket list items. Ben shares thoughts on finding your purpose, protecting your mental health and achieving your most ambitious goals. Insights to Share:   ·       Overcome fear. People who avoid taking risks because they are afraid to fail can often fall sho...

Real estate investment markets are stirring after an extended pause, and capital may be ready to come off the sidelines. KKR’s Roger Morales and CBRE’s Kevin Aussef share insights on what assets, strategies and markets stand to benefit from an expected pick up in commercial real estate activity later this year. Real estate investment markets are stirring after an extended pause, and capital may be...

  Student housing has become a darling of the multifamily asset class. Real estate investor Brian Dinerstein and CBRE’s Jaclyn Fitts explain how the sector has bounced back from pandemic-era challenges and offers enticing opportunities for investors. Insights to Share:   Student housing has been better insulated against rising interest rates than conventional multifamily housing. Large p...

Growth strategist Rebecca Homkes delivers insights and ideas for companies navigating a challenging economic landscape. With wit and real-world examples, she challenges leaders to think of uncertainty as a neutral and temporary state – and where that line of thinking can lead. Insights to Share:   ·       Survive, Reset, Thrive  is a playbook for fortifying...

What’s the best way to prepare for a thriving commercial real estate career today and in the future? Leaders of real estate programs at the University of North Carolina, Ohio State and Clemson enlighten us. Key Takeaways : • Learn to be resilient and flexible. • Interdisciplinary approaches provide a broad real estate education. • There is a history of collaboration between higher education system...

Deepki CEO Vincent Bryant and CBRE’s Emma Buckland share insights on how data analytics helps property owners attract tenants, meet sustainability goals and enhance asset values. Insights to Share:   Property management data has become much more standardized and transparent in the last ten years. CBRE’s strategic partnership with Deepki helps property management teams support investors’ susta...

Despite widespread adoption elsewhere in the world, modular construction has been slow to take hold in the U.S. Assembly OSM CEO Andrew Staniforth makes a compelling case for the construction technique’s affordability, sustainability and speed—as well as reasons why the practice is still in its infancy domestically. Insights to Share:   Modular construction is an option that provides a compel...

One’s an office occupier—Orrick’s Laura Saklad—and the other’s an office investor—CBRE Investment Management’s Julie Ingersoll. From opposite sides of the table, they discuss how property investors and occupiers can work together to facilitate return-to-office strategies and make the workplace a magnet for talent attraction and retention. Insights to Share: ·      Suc...

What commercial real estate stories will make headlines this year? Diana Olick knows. The CNBC reporter talks interest rates, work from the office, the future of cities, climate strategies and more. Insights from CNBC’s Diana Olick:   One solution to the housing affordability crisis is the addition of supply at scale. Trends in climate and real estate are interwoven. For many people, renting...

What will the future office look like? Ask an interior designer. ThinkLab’s Amanda Schneider offers insights on how organizations can use design to support everything from hybrid work strategies to employee health and safety and from sustainability to portfolio optimization. Insights to Share:   Hybrid work has brought interior design innovation to the forefront of conversations around produc...

CEOs of The Office Group and Industrious discuss the flex space office market in the wake of WeWork’s high-profile bankruptcy. Insights to Share:   Despite recent headlines, the future of flex office is bright. Flex office space within the building stack can enhance asset value. Collaboration spaces and individual private spaces, like pods or booths, have gained favor among flex-office occupi...