Hot Not CRE

It's Friday, April 10th, 2026 — tracking where institutional and sophisticated capital is flowing right now.  WHAT'S HOT: Multifamily dominance — now commands 24% of total CRE deal flow Puget Sound apartments: $6 billion in Q1 transactions as institutions return Industrial Outdoor Storage (IOS) — $900M+ deployed in 2025, $3B+ raised for 2026 Houston Ship Channel is ground zero for IOS boom...

It's Thursday, April 9th, 2026 — breaking down A, B, and C class multifamily. Which segment looks strongest right now? WHAT'S HOT: Class B is the clear winner in 2026 Occupancy continues to outperform Class A in most markets Demand for B and C apartments surging as renters seek affordable options Rent premium between Class A and B/C has compressed TruAmerica Multifamily closed $708 million...

It's Wednesday, April 8th, 2026 — tracking the 10-year Treasury and what it signals for commercial real estate. WHAT'S HOT: 10-Year Treasury eased to 4.25% — down 8 bps from yesterday's 4.33% Sitting in the sweet spot — 4.0 to 4.25% range where cap rate spreads work Agency CMBS spreads compressed ~15 bps in early 2026 Ginnie Mae 223f spreads at tightest levels since May 2022 Commercial...

It's Tuesday, April 7th, 2026 — ranking the hottest U.S. rental markets by year-over-year rent growth. Fresh data, real numbers. WHAT'S HOT: San Francisco — leading the nation at 6.3% YoY rent growth (March 2026) Monthly growth of 0.8% — also highest nationally Limited new supply and tech sector stabilization driving the rebound Providence, Rhode Island — the sleeper hit at 8.2% annual ren...

It's Monday, April 6th, 2026 — kicking off the week with the latest residential and multifamily data. WHAT'S HOT: Occupancy recovering — conventional apartments at 89.4%, nearly 2-point YoY increase Stabilized assets even stronger at 93.7% occupancy Operators prioritizing occupancy over rent growth — and it's working Supply relief arriving — completions dropping 24% in 2026 (450K units...

It's Friday, April 3rd, 2026 — today we're tracking where institutional capital is actually flowing. Not opinions — behavior. WHAT'S HOT: Data centers — occupancy at 97%, rents at all-time highs Nearly 100 GW of new capacity coming by 2030 — $3 trillion infrastructure investment needed AI workloads expected to represent 50% of data center demand by 2030 Power availability now the #1 si...

It's Thursday, April 2nd, 2026 — today we're breaking down Class A, B, and C multifamily. One clear winner. WHAT'S HOT: Class B workforce housing — strongest play in 2026 Occupancy outperforming Class A in high-supply metros Q4 2025: Institutional capital rotating into Class B value-add at 15-20% discounts vs 2022 50% of U.S. renters cost-burdened — over 30% of income to housing Homeow...

It's Wednesday, April 1st, 2026 — today we're breaking down the 10-year Treasury and what it signals for commercial real estate. WHAT'S HOT: 10-Year Treasury eased to 4.28% — down 4bps from yesterday, down 53bps over the past week Yields pulled back sharply from 4.44% on March 27th Q1 2026 transaction volume projected to exceed $66 billion across four major asset classes Southeast outp...

It's Tuesday, March 31st, 2026 — today we're breaking down the hottest U.S. rental markets by year-over-year rent growth. WHAT'S HOT: Atlanta leading at 5.8% YoY rent growth — one-bedroom rents up from $1,350 to $1,428 Minneapolis at 5.2% growth — rents climbed from $1,157 to $1,217 Chicago posting 4.4%–5.5% rent growth — average rents rose from $1,539 to $1,607 Cleveland at ~5% growth...

It's Monday, March 30th, 2026 — today we're diving into residential and multifamily with the most relevant data you need right now. WHAT'S HOT: Build-to-rent surging — single-family rentals hit 14.6 million units, highest since 2016 BTR construction now exceeds 7% of all single-family housing starts (up from 2.3% historical average) Multifamily occupancy solid at 94.5% Absorption expec...

It's Friday, March 27th, 2026 — time for your weekly CRE market wrap-up. WHAT'S HOT: Data centers at 97% global occupancy — landlords have serious negotiating leverage $3 trillion in data center infrastructure investment expected by 2030 Retail pricing expected to hit record highs in 2026 Shopping center foot traffic up 1% YoY to 10.1 billion visits Office vacancy down to 17.6% in February...

In this episode, we break down Class A vs B vs C multifamily performance and pick a clear winner for 2026. WHAT'S HOT: Class B workforce housing holding strong with better occupancy, healthier renewals, and steady leasing velocity Rent growth projected at 2% nationally in 2026 — Class B capturing recovery without concession pressure Fannie and Freddie each have $88 billion in lending capacity...

Episode 68 of "What's Hot, What's Not C.R.E." — Wednesday, March 25th, 2026 Topic:  Interest Rates and Capital Markets Update 🔥 WHAT'S HOT: Fed held steady — FOMC kept federal funds rate at 3.50%-3.75% for second consecutive meeting; projecting one more cut in 2026 10-year Treasury hovering at 4.37%-4.39% CRE lending rebounding — MBA forecasts $805B in originations (+27% YoY...

Episode 67 of "What's Hot, What's Not C.R.E." — Tuesday, March 24th, 2026 Topic:  Rent Growth and Rental Market Update 🔥 WHAT'S HOT: Rent affordability improving — typical household spends 26.4% of income on rent, lowest since August 2021 Northeast markets leading rent growth — Hartford, Buffalo, Providence, NYC metro seeing strongest gains Midwest stability attracting capit...

Episode 66 of "What's Hot, What's Not C.R.E." — Monday, March 23rd, 2026 Topic:  Residential and Multifamily Market Update 🔥 WHAT'S HOT: Supply cooling — Completions projected at 333,000 units in 2026, down 36% from peak, lowest since 2014 Construction pipeline contracted over 50% from high January 2026: 29% spike in multifamily starts, 453,000 permits annualized BTR thrivin...

Episode 65 of "What's Hot, What's Not C.R.E." — Friday, March 20th, 2026 Topic:  Investor Outlook — Where Smart Money Is Allocating in 2026 🔥 WHAT'S HOT: Data centers — Global core fund capital could hit $50B in 2026; sector requires $3 trillion by 2030 Value-add strategies dominating — 45% of PE investors increasing capital deployment in next 12 months Distressed opportunit...

Episode 64 of "What's Hot, What's Not C.R.E." — Thursday, March 19th, 2026 Topic:  Class A, B, and C Multifamily Investment — Where Smart Money Is Allocating 🔥 WHAT'S HOT: Class B workforce housing is the clear winner — stronger occupancy, steadier rent performance vs Class A Class B cap rates compressed to 4.92% showing strong investor demand Sage Investment Group targeting...

Episode 63 of "What's Hot, What's Not C.R.E." — Wednesday, March 18th, 2026 Topic:  10-Year Treasury Note — Fed Decision Day 🔥 WHAT'S HOT: 10-Year Treasury at 4.21% — down from 4.28% last week, 4.31% a year ago. Stability supports CRE deal flow Sweet spot for transactions: 4.0-4.25% range — we're right there Cap rate spreads attractive: Multifamily Class A 4.5-5.25%, Ind...

Episode 62 of "What's Hot, What's Not C.R.E." — Tuesday, March 17th, 2026 Topic:  Hottest U.S. Rental Markets — YoY Rent Growth 🔥 WHAT'S HOT: Atlanta, GA — 5.8% YoY rent increase, strongest among major metros. Construction slowdown + continued in-migration driving demand Minneapolis, MN — 5.2% YoY increase. Midwest outperformance continues. Limited new supply, stable employm...

Episode 61 of "What's Hot, What's Not C.R.E." — Monday, March 16th, 2026 Topic:  Residential & Multifamily — Today's Most Relevant Data 🔥 WHAT'S HOT: Build-to-Rent (BTR): 97%+ occupancy vs 94.8% conventional, 68,700 units under construction, completions declining through 2027 Supply Wave Cresting: New starts at lowest since 2012, ~300,000 completions in 2026 (half of...

Episode 60 of "What's Hot, What's Not C.R.E." — Friday, March 13th, 2026 Topic:  Investor Outlook — Where Smart Money Is Deploying Capital 🔥 WHAT'S HOT: Data Centers: $87B projected in 2026, 13%+ CAGR, Big Five hyperscalers spending $600B (75% AI-related), Tier 2 markets with power capacity surging Industrial Logistics: Demand forecasts revised higher, supply dropping, resho...

Episode 59 of "What's Hot, What's Not C.R.E." — Thursday, March 12, 2026 Today's Topic:  A vs B vs C Class Multifamily — 2026 Outlook 🔥 WHAT'S HOT: Class B workforce housing: 95.8% occupancy, 2.3% projected rent growth Class B rents 20-30% below Class A — capturing priced-out homeowners Institutional capital rotating into Class B for value-add upside Limited new Class B...

Episode 58 of "What's Hot, What's Not C.R.E." — your daily commercial real estate briefing for Wednesday, March 11th, 2026. Today's Topic:  10-Year Treasury — Rates & CRE Impact 🔥 WHAT'S HOT: 10-Year Treasury:  Holding steady at 4.17% — up 6bps monthly, down 15bps YoY Sweet Spot:  4.0-4.2% range is unlocking CRE deal flow Transaction Velocity:  Up 16% YoY, CBRE proje...

Episode 57 of "What's Hot, What's Not C.R.E." — your daily commercial real estate briefing for Tuesday, March 10th, 2026. Today's Topic:  Hottest U.S. Rental Markets — YoY Rent Growth 🔥 WHAT'S HOT: New York:  Manhattan +7% YoY, Brooklyn +6.7%, vacancy at 3% (Brooklyn 2%) — structural undersupply driving growth Minneapolis:  +5.2% rent growth, construction starts down 60%...

Episode 56 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: Residential & Multifamily — Today's Most Relevant Data  🔥 What's Hot: • National apartment occupancy ticked up to 94.8% in February (+10bps for 2nd straight month) • Northeast leading at 96.1% occupancy, Midwest at 95.6% • Renter urgency increasing — low-urgency...