Industrial

February’s data shows mixed signals, but multifamily may be inching closer to a construction floor.

Many believe the vacancies will be quickly backfilled with better-performing tenants willing to pay higher rents.

One proposal suggests raising $20B to $30B through an IPO-like structure, with the government’s stake in the entities valued at over $250B.

Nearly half of 2025’s CRE loan maturities were pushed from prior years, as extend-and-pretend remains the go-to move for lenders.

CBRE warns that newly imposed tariffs on steel, aluminum, and other imports could increase construction costs by up to 5%.

Housing starts rose 11.2% in February to 1.5M units, driven by single-family construction.