Hot Not CRE

Business EN ↓ 79 episodes

What's Hot & What's Not CRE is your daily briefing on commercial real estate trends across America. Each episode delivers a fast, data-driven breakdown of what's working — and what's not — in the CRE market. Covering multifamily, office, industrial, retail, data centers, hospitality, and capital markets, we cut through the noise to give you the insights that matter: vacancy rates, rent growth, cap rates, transaction volume, regional performance, and emerging opportunities. Whether you're an investor, broker, developer, lender, or just CRE-curious, this podcast keeps you informed in under

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Hot Not CRE

Episodes

Episode 55: $620B in Debt Maturing — Private Credit Fills the Gap 06.03.2026 3:46

Episode 55 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: Investor Outlook — Where Smart Money Is Moving 🔥 What's Hot: • Data centers are the clear winner — hyperscaler spending projected at $527B in 2026 (up from $465B), some estimates up to $690B • Power availability now the primary site selection criterion, not location or...

Episode 54: Class A Vacancy Hits 11% — The Multifamily Class Shakeout 05.03.2026 3:38

Episode 54 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: A vs B vs C Class Multifamily — 2026 Outlook 🔥 What's Hot: • Class B workforce housing is the clear winner — occupancy running at 95.8% nationally • Class B rent growth projected at 2.3% for 2026 — more durable than Class A • Affordability sweet spot: Class B rents 20-3...

Episode 53: 10-Year Treasury Holds at 4.09% — Why Stability Is the New Catalyst 04.03.2026 4:20

Episode 53 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: 10-Year Treasury — Rates & CRE Impact 🔥 What's Hot: • 10-year Treasury stable at 4.09% — up just 4bps from Monday's 4.05% • Tight trading range (4.05%-4.09%) this week — predictability unlocks deal flow • Cap rate spreads back to attractive levels: Multifamily C...

Episode 52: San Francisco Up 5.7%, Austin Down 7.3% — The Great Rental Divide 03.03.2026 3:39

Episode 52 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: Hottest U.S. Rental Markets — YoY Rent Growth 🔥 What's Hot: • Chicago leads with 9.7% YoY house rent growth — lowest construction pipeline since 2012, vacancy 4.7-5% • NYC hits record median asking rent of $4,730 — 1BR up 8.1% to $3,785, 2BR up 7.5% to $4,300 • San Fran...

Episode 51: Supply Pipeline Down 47% — Multifamily's March Reset 02.03.2026 3:27

Episode 51 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: • Supply relief arriving — deliveries dropping from 315,000 to 260,000 units (17% decline) • Under-construction pipeline down 47% from peak to 690,000 units • Construction starts fell 40% betwe...

Episode 50: $3 Trillion Data Center Supercycle — The 2026 Capital Flow Map 27.02.2026 2:59

Episode 50 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: Investor Outlook — Where Smart Money Is Moving 🔥 What's Hot: • Data centers — 95% of global investors increasing spending, $3T supercycle through 2030 • Construction set to surpass traditional office building • Power access (20-60MW capacity) is the new land grab • Indu...

Episode 49: Class C Distress Rising to 1.37% — Where Smart Money Is Moving Instead 26.02.2026 3:15

Episode 49 of What's Hot, What's Not C.R.E. — your daily commercial real estate market briefing. Today's Topic: A vs B vs C Class Multifamily — 2026 Outlook 🔥 What's Hot: • Class B workforce housing outperforming on occupancy • Midwest & Northeast leading: Chicago, Philadelphia, Detroit • Institutional capital returning to workforce housing • Manageable expense pressure, marg...

Episode 48: $1 Trillion in Loans Maturing — Why 4.05% Treasury Is the New Normal 25.02.2026 4:37

Episode 48 of "What's Hot, What's Not C.R.E." for Wednesday, February 25th, 2026. Topic: 10-Year Treasury — Rates & CRE Impact 🔥 What's Hot: 10-Year Treasury at 4.05% — down 17bps monthly, 21bps YoY Deal volume up 16% YoY, on pace for $562 billion Cap rate compression of 5-15bps expected across most property types Office sales surged 52% from trough Bid-ask spreads narr...

Episode 47: Virginia Beach Leads Nation at 5% — Hottest Rental Markets Right Now 24.02.2026 3:31

Welcome back to What's Hot, What's Not C.R.E. It's Tuesday, February 24th, 2026. Today — the hottest rental markets in America right now. 🔥 What's Hot — Rent Growth Leaders: Virginia Beach leads the nation at +5% YoY (multifamily +6.2%) — defense jobs and limited supply driving demand. San Jose +4.8% — AI hiring and return-to-office fueling Bay Area rents. San Francisco +4.6%. Ch...

Episode 46: Supply Wave Crests — Deliveries Drop 30% as Occupancy Ticks Up 23.02.2026 3:53

Welcome back to What's Hot, What's Not C.R.E. It's Monday, February 23rd, 2026. Today — the latest multifamily data. 🔥 What's Hot — Supply Wave Cresting: Deliveries dropping from 371,000 units in 2024 to around 260,000 this year. Occupancy ticking up to 94.7% in January. Renter urgency increasing for the first time in three years. Midwest and Northeast outperforming — Chicago at...

Episode 45: Where Smart Money Is Moving — Data Centers, Industrial & Private Credit Lead 2026 20.02.2026 4:51

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Friday, February 20th, 2026. Today — where smart money is moving right now. 🔥 What's Hot — Capital Flows Into Winners: Data centers remain the undisputed winner — 95% of global investors plan to increase data center spending this year. AI demand is off the charts. Power acc...

Episode 44: Austin Vacancy Hits 13.8% — Class A Struggles While Class B Thrives 19.02.2026 3:52

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Thursday, February 19th, 2026. Today — the multifamily class war: A vs B vs C. 🔥 What's Hot — Class B Workforce Housing Wins: Class B occupancy at 95.8% — outpacing Class A at 95.7%. Class B rents 20-30% lower than Class A — the affordability sweet spot. No new supply compet...

Episode 43: Rate Stability Unlocks Deal Flow — 10-Year Holds at 4.05% 18.02.2026 3:19

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Wednesday, February 18th, 2026. Today — the 10-Year Treasury and what it's signaling for CRE. 🔥 What's Hot — Treasury Stability Is Here: The 10-year yield sits at 4.05% today — down from 4.47% a year ago. Long-term rates have stabilized in the 4.0 to 4.25% range since mi...

Episode 42: Provo Leads at 4.8% — Silicon Slopes Is America's Hottest Rental Market 17.02.2026 3:37

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Tuesday, February 17th, 2026. Today — the hottest rental markets in America right now based on year-over-year rent growth. 🔥 What's Hot — Hottest Markets by YoY Rent Growth: Provo-Orem, Utah leads the pack at 4.8% YoY — Silicon Slopes is booming. Tech economy expanding faste...

Episode 41: Occupancy Hits 94.7% — First Uptick in 6 Months Signals Turning Point 16.02.2026 3:45

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Monday, February 16th, 2026. Today — the latest residential and multifamily data you need to know. 🔥 What's Hot — Positive Signals Emerging: Occupancy is ticking back up. National apartment occupancy rose to 94.7% in January — the first increase after six consecutive months...

Episode 40: Where Smart Money Is Moving — Data Centers, BTR, and Class B Win 2026 13.02.2026 3:44

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Friday, February 13th, 2026. Today — where institutional and smart money capital is flowing right now. 🔥 What's Hot — Where Capital Is Flowing: Data centers continue dominating capital allocation. 95% of global investors surveyed by CBRE plan to increase data center spending...

Episode 39: Class B Occupancy at 95.8% — Outperforming Class A at 95.7% 12.02.2026 4:17

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Thursday, February 12th, 2026. Today — Class A versus B versus C multifamily. Which one wins in 2026? 🔥 What's Hot — Class B Workforce Housing Dominates: Class B is the clear winner heading into 2026. Occupancy at 95.8% — outperforming Class A at 95.7%. Rent growth more dura...

Episode 38: Treasury at 4.14% — The Sweet Spot for CRE Deal Flow 11.02.2026 3:45

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Wednesday, February 11th, 2026. Today — the 10-year Treasury and what it signals for CRE. 🔥 What's Hot — Treasury Stability Unlocking Deals: 10-year Treasury at 4.14% today — down from 4.22% just yesterday. That's a meaningful move: we've dropped nearly 40 basis poin...

Episode 37: San Francisco Leads Rent Growth at 6.3% — Bay Area Comeback Is Real 10.02.2026 3:55

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Tuesday, February 10th, 2026. Today — the hottest rental markets in America right now based on year-over-year rent growth. 🔥 What's Hot — Top Rent Growth Markets: San Francisco leads the nation at +6.3% year-over-year rent growth — tech hiring rebound driving demand. Norfolk...

Episode 36: Occupancy Up for First Time in 6 Months — Multifamily Turning Point? 09.02.2026 4:11

Welcome back to What's Hot What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Monday, February 9th, 2026. Today — the freshest multifamily data. Occupancy just ticked up for the first time in six months. 🔥 What's Hot — Occupancy Finally Rising, Suburban Demand Surging: Big shift this month: apartment occupancy rose to 94.7% in January — first increase...

Episode 35: Where Smart Money Is Going — Data Centers, Industrial, and BTR Lead 2026 06.02.2026 4:10

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Friday, February 6th, 2026. Today we're tracking where institutional capital is flowing — and what smart money is avoiding. 🔥 What's Hot — Data Centers and Industrial Lead Capital Flows: Data centers are the undisputed winner for capital deployment in 2026. Hyperscalers...

Episode 34: Class B Wins 2026 — 95% Occupancy While Class A Offers Concessions 05.02.2026 4:43

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Thursday, February 5th, 2026. Today we're comparing Class A, B, and C multifamily — and picking a clear winner for 2026. 🔥 What's Hot — Class B Workforce Housing Dominates: Class B is the clear strongest class for 2026. Occupancy at 95.8% — leading all asset classes. Re...

Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts 04.02.2026 4:17

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Wednesday, February 4th, 2026. Today we're tracking the 10-year Treasury and what it signals for CRE deal flow. 🔥 What's Hot — Stability Unlocking Deals: 10-year Treasury at 4.28% as of today — ticking up slightly but still stable. Fed held rates steady at 3.5%-3.75% at...

Episode 32: San Francisco Rents Surge 16% — Hottest Market in a Decade 03.02.2026 3:51

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Tuesday, February 3rd, 2026. Today we're spotlighting the hottest rental markets in America right now. 🔥 What's Hot — Rent Growth Leaders: San Francisco is experiencing a rental surge — the strongest growth in over a decade. January 2026 median rent hit $3,156 for one-be...

Episode 31: Supply Wave Cresting — 422K Units vs 536K Last Year 02.02.2026 4:30

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Monday, February 2nd, 2026. Today we're diving into the latest residential and multifamily data — and the supply wave is finally receding. 🔥 What's Hot — Supply Wave Cresting, Fundamentals Tightening: Apartment completions dropping sharply: 422,000 units forecast for 202...