Vacancy decreased year-over-year in nearly all major metros and across all three classes.

Physical stores still account for the vast majority of core retail sales at more than 76%.

Access to power is one of the most important features these companies need.

Uncertainty brought on by the tariff announcements threatens the debt markets’ momentum.

Markets with early soft peaks have seen modern rent growth return.

Performance has depended on migration and job creation, but state and local policies have also had an impact.

The pace of migration has slowed since the beginning of 2024.

Previously high-flying rental markets have dropped off in rent growth.