Performance under pressure: What four CRE leaders agree on, and why it starts with data
Data quality, valuation consistency, and the limits of AI: four CRE leaders on what it really takes to measure and manage performance well.
2026 Canadian Cost Guide
Your guide to understanding Canadian real estate development and infrastructure construction costs.
US CRE operating fundamentals hold steady to start 2026
Private market performance remains resilient, with sector-level divergence pointing to selective opportunities for long-term investors.
What the Q1 2026 ODCE and REIT data say about CRE right now
Get Q1 2026 ODCE results and REIT earnings themes broken down sector by sector, with insights on what fund managers are watching as CRE looks for its next move.
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Why the next Canadian CRE cycle will be won on data
Practitioners from Altus Group, Newmark, and Centurion on why the data foundation has to come before the algorithm.
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Where the Boomers are going, and why supply hasn't caught up
A data-driven look at the suburban senior housing opportunity in America's fastest-growing counties.
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Montreal commercial real estate market update – Q1 2026
The Montreal commercial real estate market started the year with a total investment volume of $2.9 billion, a notable 65% year-over-year increase.
FEATURED episode
Rates spike, spreads diverge, and power infrastructure reshapes industrial
Cole Perry and Omar Eltorai work through the latest economic data that's reshaping commercial real estate: labor weakening in office sectors, construction capital concentrating almost entirely in data centers, and the 10-year treasury closing at 5.29% - the highest since 2002. Credit spreads tell an interesting story, diverging sharply between investment-grade and high-yield. The back half dives into Cole's research on power infrastructure and industrial pricing: whether proximity to power generation actually moves property values, how that premium has shifted since 2022, and what it signals about where industrial demand is headed.
