
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
Construction lending bounces back, spreads widen, borrowers hit pause
Cole and Omar interview Andrew Pabon, Altus Group’s Director of Debt Advisory, to break down the Q3 2026 US debt capital markets survey results. With Treasury yields spiking above 5% and the Fed signaling “even higher for even longer,” they explore what’s changed in CRE lending and borrowing. Construction financing has roared back with quotes jumping from 3% to 13% of activity, but borrowers hit pause at the end of the quarter as uncertainty peaked. Spreads widened across the board, floating-rate products returned as lenders and borrowers seek clarity, and fixed-rate loans took the biggest hit from yield movements. They also discuss seniors housing as the hot sector, how negative leverage is affecting valuations, and the gap between legacy loan coupons and today’s elevated rates.
