The spending is also likely to further squeeze materials and commodities that are already in short supply, as well as labor.

The predominant investor thinking—that e-commerce drove the lion's share of the gains—is flawed.

"Renting with a bigger budget allows them to live in amenity-rich, higher-quality apartments."

92% of investors are concerned that companies aren't effectively executing on their net zero promises.

"The growth of tenants actively looking for space is a precursor of increased leasing to come."

Sale prices have topped $200 per square foot in four West Coast markets.

"The number of new lenders entering the market or existing lenders expanding their programs is extraordinary."

The Real Capital Analytics CPPI National All-Property Index rose 15.9% from a year ago.