Analysis

SFRs offer several hedges against headline risk, including home affordability headwinds, NAV upside as a result of inflationary pressure, and short-duration leases which allow rents to reset quickly.

Tangram's Mark Coxon expects the workplace will shift from 40 or 50 hours of work done in the office to 20 to 30 hours at the office and more remote work flexibility.

Shipping hubs in the Midwest have the largest new supply pipelines in the US.

Most CRE managers plan to continue to use assigned workspaces instead of activity-based spaces.

Some law firms are taking a wait-and-see approach on office space while others are taking advantage of new market opportunities.

Economists are predicting the fastest growth in over two decades.

The lumber market faced issues with both supply and demand last year.

New construction with longer-term leases drove the cap rate decline in the auto sector.