Insights

Houston Multifamily Market Report Market Overview A strong surge in the demand for Houston multifamily properties was able to narrow the supply-demand mismatch, which was caused by last year’s multi-decade high of new supply. 19,000 units were absorbed over the last 12 months, a 10% increase from the 2015-2019 annual average, versus the 23,000 units […]

Tips for Preparing Retail Spaces for Smart Technology Implementation The retail property market continues to reconfigure for a future based around smarter use of technology. As such, new builds and redesigned shopping centers, and multi-tenant buildings down to single-tenant locations must be ready to accept and integrate new technology.    Despite some overambitious claims and […]

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 […]

Drugstore Overviews CVS Pharmacy Tenant Report CVS faces challenges and reboots strategy amidst declining profit margins In late 2021, CVS Health Corporation, grappling with declining profit margins and evolving consumer habits, announced plans to close approximately 900 of its U.S. stores over a three-year period starting in spring 2022. This strategic move is part of […]

Strong Retail Fundamentals Limiting Value-Add Opportunities, Boosting Outlook and Sales Trends for Most Retail Sub-Types Lack Of Available Space Discouraging Listings for Lower-Tier Centers Retail has successfully overcome the “Retail Apocalypse” narrative that dominated the 2010s, and has even improved its performance since the onset of COVID-19. While e-commerce is fully integrated into consumer habits, […]

How Complete Communities Will Solve San Diego’s Housing Crisis San Diego is at a crossroad, facing a pressing housing crisis and a shortage of 80,000 units. Enter Complete Communities—an ambitious urban planning initiative designed to reshape the city’s community landscape. Since its inception in 2020, San Diego’s “Complete Communities” initiative has undergone two modifications to […]

How the Fed is Responding Steady Gains and Cautious Optimism Key jobs reporting this past Friday (12/6), coupled with Powell’s recent comments last week, suggest a continued “wait and see” approach from the Fed as they remain cautiously optimistic about the economy’s current strength. Powell said on Thursday that the U.S. economy was “in remarkably […]

Capital Markets 2025 CRE Forecast In a recent webinar hosted by Matthews Real Estate Investment Services’ Cliff Carnes, industry veterans David Treadwell and Andrew Marcus provided in-depth insights into capital markets, lending trends, and the current state of various property types. Here’s a breakdown of the key takeaways from the session. Interest Rate Trends and […]

The Unanchored Strip Center Space The unanchored strip center sector has evolved into one of the most dynamic areas of commercial real estate. Once considered a secondary retail format, these neighborhood shopping hubs now attract significant attention from a diverse set of investors.   Matthews Real Estate Investment Services recently hosted a roundtable discussion featuring […]