What's Hot What's Not CRE

What's Hot What's Not CRE

Author: Alan Pavlosky Language: English Episodes: 80
Ever feel like commercial real estate moves at a dizzying speed, with trends shifting beneath your feet? What's Hot What's Not CRE cuts through the noise, offering a grounded, conversational take on the market's constant ebb and flow. This isn't about dry reports or jargon-filled predictions. Instead, each episode feels like a candid discussion with insiders who aren't afraid to name names and call out the fleeting fads. You'll hear straightforward analysis on which asset classes are gaining serious traction and which are cooling off, digging into the 'why' behind the numbers. The focus stays on practical intelligence for professionals and investors who need to make informed decisions, covering everything from shifting office demand to the logistics of industrial space. Tune into this podcast for a regular dose of clarity, where complex market dynamics are broken down into digestible insights you can actually use. It’s a direct line to understanding the forces shaping neighborhoods, cities, and portfolios right now.
Episodes
Episode 68: $875 Billion Maturity Wall — The 2026 Refinancing Crunch [not-audio_url] [/not-audio_url]

Duration: 5:07
Wednesday capital markets update: Fed holds at 3.50%-3.75%, 10-year Treasury at 4.37%. CRE lending rebounding — MBA forecasts $805B originations (+27% YoY). But $875B in debt matures in 2026. Multifamily maturities jump…
Episode 66: Construction Down 50% — The Supply Crunch That's Coming [not-audio_url] [/not-audio_url]

Duration: 3:36
Monday multifamily update: Construction pipeline contracted 50%+ from peak. Completions projected at 333,000 units in 2026 — lowest since 2014. BTR thriving with 64,000 homes under construction. National vacancy at 8.6%,…
Episode 65: $3 Trillion Data Center Build-Out — Smart Money Friday [not-audio_url] [/not-audio_url]

Duration: 3:43
Friday investor outlook: Smart money in 2026 targets data centers ($50B core fund capital, $3T needed by 2030), value-add multifamily (45% of PE increasing deployment), office conversions (9.5M SF in NYC), and private cr…
Episode 63: Fed Decision Day — Why Rate Cuts May Never Come [not-audio_url] [/not-audio_url]

Duration: 3:27
Wednesday Treasury update: 10-Year at 4.21% — down from 4.28% last week. Fed expected to hold at 3.5-3.75%. Markets pricing 1-2 cuts max for 2026. Cap rate spreads remain attractive. Inflation sticky at 2.4%.
Episode 62: Atlanta 5.8%, Austin -7.3% — The Rent Growth Map Flipped [not-audio_url] [/not-audio_url]

Duration: 3:17
Tuesday rental market update: Atlanta leads major metros with 5.8% YoY rent growth. Midwest dominates — Minneapolis 5.2%, Chicago 4.4%, Detroit 4.0%. Sun Belt correction deepens: Austin down 7.3%, Denver -4.9%, Phoenix -…