Longer travel times, fuel costs, and fragile sentiment are reshaping investor assumptions in suburban growth markets.

Agency lending and bank activity continue to push balances higher despite CMBS pullback.

Higher inflation forecasts and less guidance could reshape investment decisions.

The economic strain hitting mom-and-pop operators is showing up in the data and it has direct implications for landlords.

Los Angeles and San Francisco highlight the gap between access and reliability.

Apartment projects are bearing the brunt of higher rates and costs, with a 41.6% drop in starts and a slowing completion pipeline keeping future supply tight.

Vacancy is contracting for warehouses larger than 500,000 square feet, while newer mid-sized facilities continue to work through excess supply.

With credit intensity surpassing 2021 levels, Ferroni expects today's debt market to lead transaction volumes over the coming quarters despite lingering macro uncertainty.