
The Multifamily Supply Wave Just Peaked — Here's What Comes Next
Deliveries hit a 40-year high, but the pipeline behind it has collapsed. The setup for 2027 rents is quietly turning.
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Grid interconnection queues have stretched past five years in top markets, quietly reshaping where hyperscale capital lands next.

Grid interconnection queues have stretched past five years in top markets, quietly reshaping where hyperscale capital lands next.

Deliveries hit a 40-year high, but the pipeline behind it has collapsed. The setup for 2027 rents is quietly turning.

Rate volatility is compressing, and that stability may matter more to transaction volume than the level of rates themselves.

Infill logistics assets are decoupling from big-box distribution as e-commerce economics mature.

Corporate and convention demand has finally cleared its pre-pandemic peak, reshaping the hotel investment thesis.

The most valuable use of AI in CRE isn't prediction. It's compressing the time from data to conviction.
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