Episode 65: $3 Trillion Data Center Build-Out — Smart Money Friday

Episode 65: $3 Trillion Data Center Build-Out — Smart Money Friday

Author: Alan Pavlosky March 20, 2026 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 credit. Avoiding: commodity office, overleveraged 2021 deals, undifferentiated retail.

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

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