Research section
Fresh CRE Terminal research, newly published market allocation work, and current-cycle intelligence updates.
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Texas offers several distinct allocations: DFW for scale, Houston for infrastructure-linked demand, Austin for selective recovery, and San Antonio for anchor and workforce income. Secondary markets need a stronger connection between the property and its users.
The regional allocation separates household-growth markets, manufacturing and port corridors, and markets still absorbing substantial apartment or industrial supply. Those demand sources support different property strategies and should retain their actual geography.
Apartment supply is moderating, but occupancy recovery and rent recovery are different investment tests. Favor assets where collections, renewals and rents after concessions support current income, with local deliveries and affordability reviewed separately.
Office capital fits three distinct strategies: buildings with demonstrated tenant demand, distressed assets bought at a workable basis, and conversions that pass physical, legal and financial tests. Each needs a funded business plan.
Industrial demand improved in the retained Q2 reports, but supply and rent evidence still vary materially by provider, building size and market. Favor functional assets with actual users, access and a price supported by current income.
Retail’s strongest income cases combine durable tenant sales, an established trade area and limited competing space. Grocery, necessity, service and selected destination formats need different credit and leasing assumptions.
Ranking scope: the retained ordering expresses the article’s source-period assessment and evidence readiness. The October 22 review below updates allocation screening; it does not estimate property returns. Confirm current operating rows, purchase prices and lender terms before using the ordering for allocation.
Ranking scope: the retained ordering expresses the article’s source-period assessment and evidence readiness. The October 22 review below updates allocation screening; it does not estimate property returns. Confirm current operating rows, purchase prices and lender terms before using the ordering for allocation.
Houston’s strongest cases connect a property to port, energy, medical, aerospace or household demand. Industrial has an infrastructure-based demand case; apartments and office need separate supply, rent and tenant tests.
Phoenix has active manufacturing and household demand, with improving absorption in some property types after large deliveries. Industrial, apartment, office and power-related projects require separate supply and tenant tests.
Omaha–Council Bluffs supports selected logistics, corporate, defense-related and household-serving income investments. Eppley, interstate access and Sarpy County users create different local demand cases.
Salt Lake City supports selected retail, healthcare and functional industrial income, while apartments require a concession and affordability review. Smaller industrial buildings have a different supply position from large warehouses.
Buffalo’s case centers on functional manufacturing and logistics, healthcare and universities, necessity retail and workforce housing. Lower basis can help an income strategy when the building serves existing demand.
Greenville–Anderson supports manufacturing, healthcare and household-serving investments tied to specific corridors. Keep its official county geography separate from the larger Greenville–Spartanburg economic story.
Indianapolis industrial has measurable demand and useful logistics scale, with different conditions across large warehouses and smaller buildings. Healthcare, housing and retail require their own local income cases.
Kansas City supports distinct logistics, corporate, medical and suburban household investments on both sides of the state line. Favor the property’s actual user network and income over a blended metro story.
Milwaukee supports selected manufacturing, logistics, healthcare and household-serving income. Functional industrial deserves review alongside corporate, university and medical nodes.
Honolulu’s restricted land and island infrastructure can support selected industrial and housing income. Retail, office and hotels require specific tenant, household or visitor evidence.
