Commercial Real Estate Reports
Monthly reports tracking key trends across the country’s top office and industrial real estate markets: Keeping an eye on lease rates, vacancy, sale transactions, and development pipelines, as well as offering insights into the possible effects of significant recent news and industry trends on market evolution in the near future.
October 2026 Industrial Report: Volume of Construction Starts Rises Despite Ongoing Challenges
Despite this flurry of hurdles, the industrial outlook for 2026 is largely positive due to continued demand for new warehouses, manufacturing and logistics spaces. Yet, while construction starts are expected to continue their increase for the remainder of the year, some of the headwinds listed above are likely to put a damper on overall supply and ultimately result in growing rent rates.
Shrinking Pipeline Makes Room for Over-Supplied Markets to Increase Absorption in Following Years
The significant reduction in office deliveries over the past few years leaves a void of best-in-class office offerings and creates an opportunity to fill this need with fully amenitized, class A+ space in prime locations.
Industrial Boomtowns: The U.S. Metros Where Logistics & Warehousing Grew Fastest
Data centers have dominated industrial headlines — and for good reason. But, demand for warehousing and logistics space remains strong in its own right: U.S. e-commerce sales reached…
September 2026 Industrial Report: E-Commerce Boosts Demand, Projects Larger Than 1 Million Square Feet Gain Ground in Construction Pipeline
Opposition to data center expansion has been growing recently, as state and local governments take action to limit or halt new construction projects amid concerns about the sector’s impact on local communities and the environment.
YTD Office Sales Near $43B as Key Markets Carry Bulk of Pipeline & Loan Maturities Pressure Burdened Markets
Office loans approaching maturity add to the pressure that interest rates and low physical occupancy have been putting on office assets that have been underperforming through the flight-to-quality trend.
August 2026 Industrial Report: Opposition to Data Centers Sparks Statewide Initiatives to Curb Construction
Opposition to data center expansion has been growing recently, as state and local governments take action to limit or halt new construction projects amid concerns about the sector’s impact on local communities and the environment.
More Office Markets See Dip in Vacancy, Pipeline Remains Modest, Medical Office Space Trends Toward Growth
Supported by favorable, long-term health care trends, such as the aging demographic and an increase in healthcare services demand, the medical office sector remains well-positioned for future growth, whereas traditional office space navigates widespread restructuring and consolidation in the face of weak demand.
July 2026 Industrial Report: Slower EV Sales Push Manufacturers to Rethink Major Investments
Despite recent challenges faced by the EV manufacturing industry, from tariffs to the end of the federal EV tax credits and concerns about the build-out of the charging infrastructure, the sector’s prospects remain positive across a more realistic, extended timeline.
Adaptive-Reuse Conversion Projects on the Rise, Tackling Stubbornly High Office Vacancy Levels
In 2025, office-to-multifamily projects that were either completed or under construction reached 11.8 million square feet — higher than in any prior year. While office conversions can still be an expensive undertaking and difficult to pull off, office buildings trading at such a discount as recent years creates the opportunity for more approachable conversions.
June 2026 Industrial Report: Rising USMCA Uncertainty Threatens Cross-Border Logistics
A major long-term headwind is facing the North American industrial sector as the U.S.-Mexico-Canada Trade Agreement is poised to miss its renewal deadline. Missing this review date will not immediately terminate the pact, but it shifts the deal into a rolling annual review process. This transition introduces a fresh layer of policy uncertainty that has already weighed on industrial tenants, investors, and developers for over a year.
