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Since 2010, only 20,000 new housing units have been added in San Francisco while 140,000 new jobs have been created, creating an obvious shortage in the face of intense and growing demand.
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June 30, 2026
NOI growth is the clearest path to improving asset value. Now, AI tools can help operators drive additional NOI growth while boosting overall investment performance.
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Shorter tenors and tighter risk frameworks are pushing banks toward indirect lending structures.
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This grossly values the data centers at $7.8 billion.