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But asking rents remain firm and the rate at which new sublease space is coming to market appears to be slowing.

Right now, though, businesses in some sectors, notably lodging, can't find enough workers.

Demand for entry-level homes is expected to remain high for the rest of the decade.

The firm has expanded its portfolio in Phoenix and Nashville with the purchase of two garden-style apartments in separate transactions.

If cars are backed up at ghost kitchen sites, cities could get involved.

The chat also revealed the limits of what the corporate world can do in this realm, at least at this point in time.

One analyst cautions builders to avoid locking in any long- or medium-term prices at current levels.​

"Some experiential spending is already coming back strong, as consumers do more."