As CRE becomes more important to institutional investors, the need to pull data from leases for analysis grows.

No big disasters, just small setbacks gathering everywhere.

But rates won't fall, possibly for a long time.

Getting the payments in is critical in any industry, and when yours is way behind average as inflation bites, it's tough.

But in an historical perspective, is that really something to worry about?

Higher risk will demand larger returns that depend on higher commercial mortgage rates.

Funds will go to acquiring physical space and expanding logistics and fulfillment technology.

Even if they do, don't expect happy days as rates suddenly fall.