Min 1 Data center supply in primary markets increased 34% year-over-year to 6,922.6 megawatts according to CBRE, far surpassing the 26% increase in 2023. Primary markets had record 6,350 megawatts under construction at year-end 2024, more than double the 3,077.8 megawatts at year-end 2023. Overall
Min 1 The seller lock-in effect began easing in 2024 according to CoreLogic year-end report. Homeowners with ultra-low mortgage rates started listing properties driven by life events or need to tap accumulated equity. Active listings in November reached highest level since 2020 at 12% above November 2023 according to Redfin.
Min 1 Insurance premiums grew average 21% between May 2022 and May 2023 according to Harvard Joint Center for Housing Studies. Florida markets saw increases exceeding 200% in hurricane-exposed coastal zones. Property taxes rose simultaneously as municipalities reassessed values based on pandemic-era appreciation. That dual cost escalation transformed carrying costs
Min 1 The national housing market sits paralyzed while million-dollar properties moved at three times the velocity. National Association of Realtors tracked sales at $1 million or above surging 8.4% from a year ago in August, while overall home sales managed only 1.8% growth. Affluent buyers consumed inventory
Min 1 Office-to-residential conversions reached an inflection point nobody saw coming. Manhattan alone has 16,400 apartments in the conversion pipeline, nearly matching the borough's entire new construction pipeline of 17,600 units as of late 2024. The wave accelerated after New York enacted 467-m tax incentives in
Min 1 Institutional investors reversed course after a decade-long buying spree. The nation's largest landlords sold more single-family homes than they purchased for six consecutive quarters through Q3 2024. Invitation Homes, Progress Residential, American Homes 4 Rent, and FirstKey Homes all became net sellers. The shift happened quietly
Min 1 Build-to-rent vacancy rates fell in Q2 2024 for the first time in nearly three years. The inflection happened while skeptics warned about oversupply destroying returns. Total US build-to-rent inventory reached 350,000 units with another 45,000 on the way, yet demand absorbed completions faster than construction delivered
Min 1 Industrial leasing jumped 32.3% year-over-year in Q4 2024 while office vacancy hit record highs. Net absorption doubled from the previous quarter to 38.2 million square feet according to JLL, bringing year-to-date totals to 101 million square feet. The recovery happened faster than consensus expected because nearshoring
Min 1 Imagine winding down a major highway out of the city and spotting new rooftops everywhere—townhomes, mid-rise rentals, mixed-use villages—stretching into zones that were once quiet office parks and single-family sprawl. That image describes what’s unfolding across U.S. suburbs today. The migration away from dense
Min 1 Imagine walking into a 1990s-era office tower and finding a certificate on the wall: “Building energy efficiency rating D.” That certificate becomes a liability in jurisdictions moving to ban D-rated buildings. Now imagine acquiring that building at a discount, retrofitting it, and repositioning to a modern standard while
Min 1 Picture a well-anchored suburban shopping centre—bright storefronts, sturdy tenants, stable foot traffic—standing in sharp contrast to the dark corridors of an empty downtown office tower. That image outlines what’s unfolding in the U.S. retail sector now. In Q2 2025, retail investment volumes surged 23
Min 1 Visualise a sprawling campus of concrete halls, humming servers, and power cables feeding vast arrays of computing equipment. That facility is no longer niche—it’s the backbone of modern cloud & AI architecture, and it’s driving real-estate opportunity. The U.S. data-centre pipeline now hits 8,