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Workforce housing, new hiring hubs provide valuable opportunities.
As much of the workforce returns to the office, people want to live closer to urban areas.
Absorption and deliveries show an extreme imbalance.
Sector continues to raise fees, collect bills with "no end in sight."
Stability will happen later in the year and a rebound should come in 2024.
High-income consumers are spending in markets beyond NY and LA.
Dodge Momentum Index spikes 6.6% for nonresidential construction.
For select operators, "shoppers were ready to return to malls."
A tough year, but not "a repeat of 2007-2008."
Almost half are off-campus properties.