Episode 32: San Francisco Rents Surge 16% — Hottest Market in a Decade

Episode 32: San Francisco Rents Surge 16% — Hottest Market in a Decade

Author: Alan Pavlosky February 4, 2026 Duration: 3:52
Tuesday regional update: San Francisco rents surging 16% YoY — strongest in a decade. Virginia Beach +5%, Miami forecast at 3.8% growth. Austin still struggling at -6.3%. National vacancy at record 7.3%.

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.
Author: Language: English Episodes: 80

What's Hot What's Not CRE
Podcast Episodes
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%.