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 30: $602B Flowing Into Data Centers — Where Smart Money Is Moving 30.01.2026 4:38

Welcome back to What's Hot, What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Friday, January 30th, 2026. Today we're tracking where institutional capital is flowing — and where it's staying away. 🔥 What's Hot — Data Centers and Industrial Lead Capital Inflows: CRE investment activity expected to increase 16% in 2026, reaching $562 billion — a...

Episode 29: $419B in Multifamily Loans Targeting Workforce Housing 29.01.2026 5:03

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Thursday, January 29th, 2026. Today we're comparing Class A, B, and C multifamily — and there's a clear winner for 2026. 🔥 What's Hot — Class B Workforce Housing Dominates: Class B occupancy at 95.8% vs Class A at 95.7% — and Class B has held stronger Workforce hou...

Episode 28: Why 4.22% Is the Magic Number for CRE Right Now 28.01.2026 4:59

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Wednesday, January 28th, 2026. Today we're tracking the 10-year Treasury and what it signals for CRE deal flow. 🔥 What's Hot — Rate Stability Unlocking Capital: 10-Year Treasury at 4.22-4.25% this week — the stability zone unlocking deal flow Fed holding steady at 3.5...

Episode 27: Bay Area Rent Growth Leads Nation at 4.3% — Sun Belt Still Struggling 27.01.2026 3:44

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Tuesday, January 27th, 2026. Today we're tracking where rent growth is surging and where momentum is fading. 🔥 What's Hot — Markets Leading Rent Growth: San Jose & San Francisco — Tech Recovery: San Jose leading at 4.3% projected rent growth; San Francisco at 4.2%...

Episode 26: Supply Relief (34% Decline in Deliveries, 70% Drop in Starts) 26.01.2026 4:48

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Monday, January 26th, 2026. Let's kick off the week with the latest residential and multifamily data. 🔥 What's Hot — Supply Relief Is Finally Here: Apartment Deliveries Down 34% — Nationally, apartment deliveries are projected to decline nearly 34% over the next year;...

Episode 25: Debt Dominating Over Equity; Senior Loans Yielding 8-10% With Downside Protection; Credit Is the New Equity 23.01.2026 3:41

Welcome back to What's Hot & What's Not C.R.E. — your daily pulse on commercial real estate in America. It's Friday, January 23rd, 2026. We're closing out the week by following the money — where institutional capital is actually flowing right now. 🔥 What's Hot — Where Capital Is Flowing: Data Centers — The Breakout Star — Data center funds attracted 37% of capital in 2025...

Episode 24: Class B Properties Seeing High Retention Rates 22.01.2026 4:41

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Thursday, January 22nd, 2026. Today we're breaking down multifamily by class — A, B, and C — and picking a clear winner for 2026. 🔥 What's Hot — Class B Workforce Housing Takes the Crown: Class B Outperforming Class A — Class B multifamily is outperforming luxury asset...

Episode 23: 10-Year Treasury at 4.29%, Down 0.01% From Yesterday 21.01.2026 4:37

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Wednesday, January 21st, 2026. Today we're following the bond market — because where the 10-year Treasury goes, CRE follows. 🔥 What's Hot — Treasury Stability Unlocks Deal Flow: Treasury at 4.29% — The 10-year Treasury yield sits at 4.29% today, down 0.01% from yester...

Episode 22: San Jose Leading at 4.3% Projected Rent Growth 20.01.2026 4:57

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Tuesday, January 20th, 2026. Today we're tracking where rents are actually growing — the hottest U.S. rental markets by year-over-year rent growth. 🔥 What's Hot — Rent Growth Leaders: San Jose & San Francisco — Leading the Pack — Bay Area is back on top; San Jose...

Episode 21: Why Apartment Developers Stopped Building (And What Happens Next) 19.01.2026 5:05

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Monday, January 19th, 2026. Let's talk residential and multifamily — the big story this week is the supply cliff finally arriving. 🔥 What's Hot — The Supply Cliff Arrives: The Supply Cliff Is Real — Apartment completions dropping to ~300K units in 2026, roughly half of...

Episode 20: Follow the Money — Where $562B in CRE Capital Is Flowing 16.01.2026 4:40

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Friday, January 16th, 2026. We're closing out the week by following the money — where institutional and sophisticated capital is actually flowing. 🔥 What's Hot — Where Capital Is Flowing: Industrial & Logistics — Still King — E-commerce tailwinds, reshoring, las...

Episode 19: The #1 Apartment Class Smart Money Is Buying in 2026 15.01.2026 4:47

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Thursday, January 15th, 2026.🔥 What's Hot — Class B Wins 2026:Class B Workforce Housing Outperforming — Better occupancy, healthier renewals, steady leasing velocity while national vacancy sits at ~8.5%Institutional Capital Flooding In — Affordability crisis is structural;...

Episode 18: 10-Year Treasury — What Today's 4.18% Yield Means for CRE 14.01.2026 4:50

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Wednesday, January 14th, 2026. The 10-year Treasury is holding steady at 4.18%. 🔥 What's Hot: Rate Stability — 10-year flat over past 2 weeks; volatility subsiding; underwriting with confidence Spreads Compressing — Multifamily at 150-175 bps over Treasuries; Industria...

Episode 16: Midwest Markets Leading — Indianapolis, Columbus, Kansas City posting 4-5% YoY rent growth 12.01.2026 5:17

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Monday, January 12th, 2026. 🔥 What's Hot: National Rent Growth Turning Positive — +0.3% MoM in December; 2.1% YoY, strongest since Q2 2024 Midwest Markets Leading — Indianapolis, Columbus, Kansas City posting 4-5% YoY rent growth Occupancy Stabilizing — National occup...

Episode 15: What Are Family Offices Buying Right Now? 09.01.2026 5:36

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. It's Friday — what are family offices and high-net-worth investors actually buying right now? 🔥 What's Hot: Direct Deals Over Funds — Control, transparency, co-investments and club deals preferred Workforce Housing #1 — Class B multifamily; 6-7% cash-on-cash yields with mod...

Episode 14: The Case for Class C — Hidden Value or Value Trap? 08.01.2026 5:36

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Last week we made the case for Class B workforce housing. Today we're going deeper — what about Class C? Hidden value or value trap? 🔥 What's Hot: Affordability Crisis Creates Demand — 50% of renters are cost-burdened; Class C is the only option for millions Cap Rates Are At...

Episode 13: 10-year peaked at 4.79% (Jan 2025); settling into 4.2-4.5% range through 2026 07.01.2026 4:06

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're talking interest rates — what the 10-year Treasury is doing and what it means for CRE financing as we head deeper into 2026. 🔥 What's Hot: Stability Is Here — 10-year peaked at 4.79% (Jan 2025); settling into 4.2-4.5% range through 2026 Fed Easing Slowly — 2-3 cuts expected in...

Episode 12: Which Sunbelt Markets Are Finally Recovering? 06.01.2026 5:33

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're diving into the regional picture for January 2026. The Sunbelt oversupply story has dominated headlines for two years — but is the tide finally turning? 🔥 What's Hot: Texas Triangle Showing Signs of Life — DFW leading recovery, Houston stabilizing, San Antonio ou...

Episode 11: Starts Down 74% — Is the Multifamily Supply Cliff Here? 05.01.2026 3:56

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're kicking off the week with the latest on multifamily and residential heading into 2026. 🔥 What's Hot: Supply Wave Peaking — 500K-600K units delivered in 2025; starts down 74% from 2021 peak 2026 Deliveries Drop 60% — Supply relief is coming fast Absorption Strong...

Episode 10: 100% Pre-Leased — Why Data Centers Are the Hottest Play in CRE 02.01.2026 3:48

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're wrapping up the week with the big picture: where is institutional capital and smart money investing in 2026? 🔥 What's Hot: Private RE Allocations Surging — 82% of wealth managers increasing allocations over next 3 years Data Centers #1 — 100% of new construction...

Episode 9: Why Class B Beats Class A in 73% of Recessions 01.01.2026 3:50

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're diving into multifamily asset classes — Class A, B, or C: which looks hottest for 2026? 🔥 What's Hot — Class B Wins: Higher Cap Rates — 25-50 bps above Class A; value-add deals near 7% Affordability Crisis Driving Demand — Teachers, nurses, essential workers sta...

Episode 8: The Fed Is Cutting — So Why Aren't Rates Falling? 31.12.2025 4:16

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're talking interest rates — specifically, what the 10-year Treasury is doing and what it means for CRE financing heading into 2026. 🔥 What's Hot: Rate Stability in Sight — 10-year peaked at 4.79% in Jan 2025; settling into 4.2-4.5% range through 2026 Fed Easing Slow...

Episode 7: Austin Down 5%, San Jose Up 4.3% — What's Driving the Split? 30.12.2025 3:50

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're looking at the regional picture — which markets are projecting the strongest rent growth heading into 2026.🔥 What's Hot: Tech Markets Leading — San Jose 4.3%, San Francisco 4.2% (AI boom + RTO mandates) Norfolk Surprising — 4.2% growth, wasn't on most invest...

Episode 6: Investment Volume Strong — $370-380B multifamily sales; cap rates stabilizing; capital access improving 29.12.2025 3:39

Welcome back to What's Hot & What's Not CRE — your daily pulse on commercial real estate in America. Today we're kicking off the week with the latest on multifamily and residential. Here's where things stand heading into 2026. 🔥 What's Hot: Supply Wave Peaking — 500,000-600,000 units delivered in 2025; starts down 74% from 2021 peak; 2026 deliveries to drop 60% Absorpti...

Episode 5: Investor Outlook — Where Smart Money Is Heading in 2026 26.12.2025 4:33

Welcome back to What's Hot & What's Not in CRE — your daily pulse on commercial real estate in America. Today we're wrapping up the week with the big picture: where is institutional capital and smart money investing in 2026?🔥 What's Hot: Private Real Estate Allocations Surging — 82% of wealth managers increasing allocations over next 3 years Data Centers #1 — 100% of new c...