Sectors: archive
Every Sectors story in Real Estate, newest first. 357 stories
9 stories
Tenant optionality is Western industrial's rent problem, and its debt problem
A 10-to-15-option leasing market gives tenants the leverage, landlords the urgency, and lenders the eventual bill.
1.2 million lease-ups are the ceiling on apartment rents
The delivery wave has crested, but the units still in lease-up will set rents for operators and for the buyers underwriting them.
Health systems fast-track infrastructure as opex, not capex
Northwell's infrastructure spending hit $170 million once the system stopped treating the work as an investment.
Migration stopped predicting apartment revenue. The pipeline explains why.
Trepp's latest research shows high-inflow metros gave back their revenue advantage to the construction their own growth attracted, leaving operators to underwrite deliveries instead of demographics.
Atlanta's data center pipeline now runs through county commissions
CBRE's 2,882 megawatts under construction measure the permits Georgia has already granted; 39 county moratoriums will decide what comes next.
Meta's sublease stack sets the Seattle office rent comp
The 135,000 square feet just listed in Sodo and Redmond will price below direct landlords, pushing the direct-market recovery out by the length of the sublease term.
Vestar's $3B Mesa project is a wager on the next cycle
The sixteen months of public work Vestar plans before any vertical construction is the number that matters in the plan.
Prysmian's $1B plant shows the data center trade's next layer
A 900,000-square-foot fiber expansion 15 miles from Charlotte is a bet that equipment capacity, more than campus construction, is the binding constraint through 2030.
Europe's prime shopping-center rents are running on scarce space
Savills' 2 percent annual prime rent growth rests on Lisbon and Milan, and the demographic shift toward health and everyday essentials will reward owners with leasable space over those collecting the headline number.
4 stories
Logos Faith tests modular where rents can't rise
One permitting project will not tell Logos Faith whether modular construction pays across a $750 million pipeline that needs five groundbreakings a year.
In Houston spec industrial, the land is the trade
A 191,768-square-foot rear-load building on 14.4 infill acres with SH-249 frontage is a wager that the scarce input in Northwest Houston is land rather than demand.
RED's $28.6 million Phoenix buy is a land trade
The north Phoenix campus cleared at roughly $1 million an acre, pricing half a million square feet of empty office at land value minus the cost of tearing it down.
Senior housing's boom is built on one generation's balance sheet
Occupancy heads toward 90 percent and transaction volume is up more than 40 percent, but the cohort behind the boomers cannot pay what the pipeline was built to charge.
4 stories
Healey's data center order reprices power, and the megawatts will move
Massachusetts has made grid cost and town consent conditions of entry; private capital's answer is to site the megawatts somewhere else.
Crescent starts Nashville build with 2029 lease-up bet
A 313-unit rental at oneC1TY whose return hinges on lease-up speed and cost control, not this year's rents.
Data center underwriting is now a county-level power game
Ten U.S. counties hold 42 percent of the nation's data centers, while 92 percent have none. National underwriting models are a dangerous shortcut.
Last World Trade Center tower starts as Silverstein pivots to lending
The groundbreaking at 2 World Trade Center closes a 25-year rebuilding chapter as the family firm directs growth capital toward credit and opportunity zones.
7 stories
Scarce supply keeps Canadian property prices flat
Green Street's CPPI rose 0.1% in the second quarter and sits 0.1% below a year ago, a flat tape explained by scarce supply.
Massachusetts puts local sign-off ahead of data center permitting
Developers must clear community benefits agreements before state agencies act, adding unquantified duration to Bay State data center schedules.
Trammell Crow and CBRE Japan deliver a 686K-SF spec park with two exits
Buford Creek Business Center arrives unleased in Buford, Georgia, marketed for sale or lease as one cross-dock and two small-bay buildings.
Canada's retail vacancy holds at 2.5% on decade-low construction
CoStar sees Canada's 2.5 percent retail vacancy holding for another year, propped up by the weakest construction pipeline in a decade, with mall vacancy still at 8 percent.
Class B demand returns, with amenities as entry fee
First-half leasing puts Manhattan B and C demand above its pre-pandemic average, but the condition is an amenity standard that makes owners underwrite like Class A landlords.
Lower Manhattan grew by shrinking its office stock
The Financial District removed 24 million square feet of office and added 11,000 rentals—a physical clearing trade for Midtown to study.
The power play inside industrial outdoor storage
Electrified IOS pairs infill zoning with excess power capacity, giving institutions a narrow claim on the land beneath the electrification buildout.
1 story
Data-center land values now follow the power calendar
The energization calendar has displaced acreage and fiber as the asset buyers underwrite.
4 stories
Milwaukee industrial leasing runs 13% ahead of prior year
CoStar counts 8.7 million square feet of signed industrial space in the past year—tenant demand that has yet to reach rents.
Data center supply chain occupies 10M SF in Dallas-Fort Worth
Suppliers and contractors supporting data center development have taken more logistics space in Dallas-Fort Worth since 2025 than in any other major U.S. market, a sign the buildout is now moving industrial absorption.
Apartment rents stall, snapping eight-month streak
Annual gains keep firming, but a flat current month leaves per-door growth plans without a market tailwind.
Canada's defense buildup is a concentrated CRE trade
CoStar's forecast makes big-city office and industrial the first play, with retail and multifamily following only where the spending actually lands.
8 stories
AI lifts tech to No. 2 in NYC office leasing
AI companies drove 60% of tech's 1.1M-sf quarterly haul; the citywide squeeze is concentrated at the top.
Hutto Groundbreaking Puts $280 Million Data-Center Budget to the Test
What Colovore once priced at $500 million now breaks ground in Hutto at $280 million for nearly the same building.
Ailanthus's 400-unit Gowanus filing is an entitlement option
The developer's ground-lease structure at 424 Hoyt Street is the real bet behind 400 apartments, a school and retail.
Sam Moon ties 307 apartments to Metropark Square
The Class A Shenandoah project opens in 2027, betting its lease-up on an AMC, Dave & Buster's and Hyatt House already drawing crowds.
Data center geography points past tax incentives to power and land
An IIF analysis of where data centers actually get built puts power, land and proximity ahead of abatements in the site-selection order.
Wood Partners bets 2028 Concord rents on Passive House
Alta Thoreau's 237 all-electric units won't open until February 2028, so Wood Partners must underwrite rent levels it cannot yet observe.
GLP's RMB4 billion Foshan data center bet starts with 40MW
A purpose-built campus for an unnamed hyperscaler puts 200MW and RMB4 billion on the table; the market will price the option before the next phase appears.
Higher-for-longer mortgage rates feed apartment demand and keep prices falling
J.P. Morgan Asset Management sees a generational affordability gap locking households into rentals, even as apartment prices keep falling.
1 story
Walmart's $1.3B Georgia build reshapes its industrial playbook
The retailer will build its largest automated projects itself rather than lease them from speculative developers.
2 stories
General Atlantic anchors Related's 625 Madison with five floors
The 150,000-square-foot pre-lease gives the under-construction tower a credit-tenant marker that most legacy Midtown landlords cannot match.
Federal Realty Plans 216 Apartments at Phoenix's Camelback Colonnade
The proposal reprices a 62-year-old retail property as mixed use and tests Phoenix's appetite for housing on commercial ground.