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.
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.
Central Business Districts Feel the Brunt of Rising Office Distress
As flight-to-quality consolidates market demand into a limited pool of properties, buildings in central city cores are struggling to retain value. To capture remaining growth, property owners will need to prioritize asset flexibility to counter uncertainties from inflation and AI adoption, which will continue to drive both the ongoing flight-to-quality and the expansion of coworking spaces.
May 2026 Industrial Report: Consequences of Iran Conflict Affect Industrial Sector
Higher energy costs ripple through the industrial sector and beyond, as global logistics and supply chains are feeling the various disruptions caused by the ongoing conflict in the Middle East.
Construction Pipeline Continues to Bottom Out as AI Expansion Adds to Uncertainty in Office Sector
Expanded AI adoption possibilities hold sway over the future use of office space, as is demand for flexibility, which is likely to further boost the position of coworking space within the office sector, across top office markets in the U.S.
Top U.S. Markets for Investment in 2025: Manhattan, N.Y., & Washington, D.C. Share Spotlight
Which U.S. office markets attracted the most investor interest in 2025? We looked at data on office sales recorded last year to find out.
April 2026 Industrial Report: Growing Demand for New Warehousing Spaces Amid Automation Adoption
Automation and AI adoption are increasing in warehouses, but structural constraints will see this trend unfold slowly over the next decade. Nevertheless, warehouse demand is already being impacted.
Growing Demand for Flexibility Fuels Coworking Model Success, Medical Office Projects Increase Share of Construction Starts
Increasing demand for flexibility flows through to leasing demands from business tenants to landlords looking to adapt out of stubbornly high vacancy rates across the top office markets in the U.S.
March 2026 Industrial Report: The Massive Restructuring of Retail Fulfillment
With energy costs climbing, the value of a dense, well-positioned distribution network has never been higher. Retailers are increasingly investing in AI and robotics to optimize these paths and further slash delivery windows. As a result, the market for “infill” and “last-mile” facilities remains exceptionally tight, as every major player scrambles to keep inventory as close to the consumer as possible.
