Analysis

Research from Marcus & Millichap predicts strong retail rent growth despite a rising vacancy rate in San Jose.

Despite its ongoing struggles, the office sector's rent collection was higher in Q1 than in other points over the last year.

While the housing shortage is intensifying, more units could be hitting the market.

Nearly 1.5 million square feet of retail space will deliver in the market this year, the highest level since 2017.

"This kind of liquidity and consumption is unprecedented, but so are the economic risks of the pandemic that this liquidity is battling."

Investor interest across all CRE asset classes is increasing.

Across product types, cap rate spreads are elevated above the long-term average by about 100 basis points.

As each new stimulus check came out, people focused less on consumption and more on savings.