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A focus on companies, rather than investment managers like the EU is doing, will force CRE to face its climate impact.
A Ways and Means Committee proposal for tax changes takes out much of the sting the Biden administration wanted.
Even though institutional investors are far from a dominant force in single family homes, they are an attractive target for politicians.
BlackRock and others say there will be abundant indirect benefits.
The explosion of e-commerce during the pandemic has heightened the role that the infill location plays in distribution strategies.
The changes would aim to raise $172 billion over the next ten years from higher taxes.
Low occupancies may remain as owners and operators navigate the unknown.
The results are likely an anomaly due to Hurricane Ida and Labor Day weekend.
"We see the value in industrial, the long-term demand by a myriad of users, the fungibility of assets, and how many sectors it touches," says Spirit Realty's Steve Wolff.
On pace to absorb nearly 120 million square feet of space a year, the e-commerce giant can't help but make an impact on CRE.