Insights

December Fed Meeting Update High-Level Recap The Federal Reserve on Wednesday announced its third consecutive interest rate cut of 2024, reducing its benchmark rate by 0.25 percentage points, largely inline with what investors were expecting at the meeting.  While downward moving rates bode well for lowering CRE lending costs, its likely the bond market and lending rates […]

REIT Earnings Recap & Forward Momentum: Q3 2024 Quarterly Insights from Open-Air Shopping Center REITs The open-air shopping center REITs recently wrapped up their earnings calls for Q3 2024 and gave their insights on what they expect for the remainder of the year. Property operations continue to remain rock solid as occupancy numbers and leasing […]

Buyouts, Bankruptcies, & Burgers Wendy’s Set to Close 140 Locations in Q4 Wendy’s plans to close a substantial number of outdated, underperforming restaurants across various markets nationwide. These closures will primarily affect locations with an average unit volume (AUV) near $1.1 million, resulting in slimmer operating margins. In the first nine months of 2024, Wendy’s […]

Houston Retail Market Report Market Overview The Houston retail market remains at an equilibrium moving into the end of the year. Net deliveries have exceeded demand over five out of the past six quarters. Moveouts over the first three quarters of 2024 were up almost 20% year-over-year. The overall availability rate has been higher as […]

Dallas-Fort Worth Hospitality Market Report Market Overview Dallas’ business hub and tourist popularity have resulted in solid hospitality performance, including ADR and RevPAR. Dallas attracts a diverse range of travelers, including business and leisure. Historically, hotel supply has been limited in Dallas, providing opportunities for hotel investments. In the meantime, strong group promotion and recovering […]

What is Build-to-Rent? As demand drivers change, incomes shift, and renters’ priorities adjust, major homebuilders are pivoting their focus to purpose-built, single-family rental homes, otherwise known as build-to-rent properties. These homes are constructed from the ground up for the specific purpose of renting to tenants. Due to increased home prices, higher lending rates, preference for […]

Savannah Shopping Centers Market Report Market Overview The population in Savannah, Georgia has been steadily increasing, revealing signs of a healthy economic and retail market. The area continues to be an attractive place for living, working, and retiring due to its low cost of living and high quality of life. The largest job sector involving […]

Investor Expectations Year-End 2024 Explore the latest survey insights on investor expectations for the second half of 2024. Discover how real estate values and rents are stabilizing despite market volatility, regional differences in performance, and forecasts for CRE values and transaction volumes. Understand the impact of potential Fed rate cuts, market trends, and asset class […]

Inside The Institutionalization of Industrial Outdoor Storage Appetite for outdoor storage product has soared, and institutional investors are behind the push in demand.   Industrial outdoor storage activity has soared in recent years. The product type has a limited supply, high-quality credit tenants and future development opportunities to a higher and better use. Plus, parking […]