There’s a gap forming in commercial real estate right now. Not a gap in fundamentals. Not a gap in transaction activity. A gap between what the data says and what the sentiment says — and if you’ve been doing this long enough, you know exactly what that gap means.It...
A new Sanders-AOC bill would freeze new data center construction nationwide. Big Tech has $650B riding on 2026. As a developer, I’m watching this closely, and you should be too.Let me be direct: I’m in the data center business. And I am in the business of reading...
The numbers are in, and they don’t lie — though plenty of people will try to spin them.The Census Bureau just dropped metro-level population estimates through June 2025, and the headline is jarring for anyone with capital deployed in America’s biggest urban markets:...
Regulators may be quietly handing banks permission to get back in the game.U.S. bank regulators have proposed easing capital requirements in a move that, if finalized, could materially shift how commercial real estate gets financed. The proposal is under a 90-day...
The metros winning the AI workforce race aren’t just tech stories. They’re real estate stories.Everyone wants to talk about AI as a technology trend. I want to talk about it as a geography problem — because that’s what it is from where I sit.AI job growth in the...
The headlines will tell you the rental market is normalizing. Rents are down. Vacancies are up. Supply is coming online. Breathe easy.Don’t.Harvard’s Joint Center for Housing Studies just dropped its America’s Rental Housing 2026 report, and if you read past the...
