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Omid Shahbazian
Gen Z Is Bringing Foot Traffic Back to U.S. Malls

Newsletters

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Mar 18, 2026

Gen Z Is Bringing Foot Traffic Back to U.S. Malls

Younger shoppers prefer in-store experiences, giving select malls renewed traffic and leasing momentum.

Omid Shahbazian
Omid Shahbazian
Underallocated Investors Begin Reconsidering Commercial Real Estate After Capital Markets Reset

Newsletters

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Mar 17, 2026

Underallocated Investors Begin Reconsidering Commercial Real Estate After Capital Markets Reset

Institutions remain below target allocations as CRE values stay well below 2022 peak.

Omid Shahbazian
Omid Shahbazian
Construction Backlog Stabilizes but Work Concentrated in Large Data Center Builders

Newsletters

+1

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Mar 16, 2026

Construction Backlog Stabilizes but Work Concentrated in Large Data Center Builders

AI infrastructure drives backlog growth while smaller contractors face weaker pipelines.

Omid Shahbazian
Omid Shahbazian
AI Data Centers Enter the Water Wars

Newsletters

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Mar 12, 2026

AI Data Centers Enter the Water Wars

Utah’s transparency law signals a new regulatory phase for digital infrastructure.

Omid Shahbazian
Omid Shahbazian
Office Conversions Aren’t New — But the Capital Stack Is

Office Conversion

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Mar 11, 2026

Office Conversions Aren’t New — But the Capital Stack Is

Why Washington D.C.’s latest office-to-residential pipeline signals a structural shift in urban redevelopment

Omid Shahbazian
Omid Shahbazian
Choice Re-Engineers Everhome for Scalable Growth

Choice Hotels

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Feb 16, 2026

Choice Re-Engineers Everhome for Scalable Growth

Choice’s Everhome prototype accelerates rollout

Omid Shahbazian
Omid Shahbazian
Insurers deepen push into infrastructure credit

Insurance

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Feb 4, 2026

Insurers deepen push into infrastructure credit

States expand targeted capital tools—Arizona toward private infrastructure financing, Wisconsin toward event-driven local demand support.

Omid Shahbazian
Omid Shahbazian
Two state updates worth quick follow‐up

Arizona

+3

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Feb 4, 2026

Two state updates worth quick follow‐up

States expand targeted capital tools—Arizona toward private infrastructure financing, Wisconsin toward event-driven local demand support.

Omid Shahbazian
Omid Shahbazian
Northfield–Columbia Merger Signals Targeted CRE Balance-Sheet Repositioning

Hospitality

+1

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Feb 4, 2026

Northfield–Columbia Merger Signals Targeted CRE Balance-Sheet Repositioning

Merger creates scale while forcing early decisions on multifamily concentration and CRE balance-sheet risk.

Omid Shahbazian
Omid Shahbazian
AI Infrastructure Construction Is Lifting Hotel Occupancy

Hospitality

+1

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Feb 3, 2026

AI Infrastructure Construction Is Lifting Hotel Occupancy

Remote AI data center builds are creating short-term hotel demand spikes near construction hubs.

Omid Shahbazian
Omid Shahbazian
Multifamily Absorption Reversal & Construction Pullback

Signals

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Feb 3, 2026

Multifamily Absorption Reversal & Construction Pullback

Demand cools after a strong run, but muted construction and shrinking pipelines prevent oversupply, creating a near-term stabilization window for multifamily assets.

Omid Shahbazian
Omid Shahbazian
Brookfield to Acquire Peakstone Realty in $1.2B All-Cash Deal

Transaction

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Feb 3, 2026

Brookfield to Acquire Peakstone Realty in $1.2B All-Cash Deal

Private capital pays up as industrial-only portfolios replace office-heavy REIT strategies

Omid Shahbazian
Omid Shahbazian
ACREC 2026-FL4 Prices: Controlled Credit Re-Enters Transitional CRE

CMBC

+1

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Feb 2, 2026

ACREC 2026-FL4 Prices: Controlled Credit Re-Enters Transitional CRE

Two structured credit offerings that have just hit the market and are shaping up as key events

Omid Shahbazian
Omid Shahbazian
POWER, POLICY, AND PROJECT RISK CONVERGE

Signals

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Feb 2, 2026

POWER, POLICY, AND PROJECT RISK CONVERGE

Why data center projects stall after securing power—and how timing, deliverability, and electrical coordination quietly kill otherwise approved developments.

Omid Shahbazian
Omid Shahbazian
Choice Hotels’ Extended-Stay Push Accelerates in 2025

Choice Hotels

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Feb 2, 2026

Choice Hotels’ Extended-Stay Push Accelerates in 2025

Choice Hotels posts record extended-stay signings and openings, accelerating WoodSpring-led growth across U.S. markets.

Omid Shahbazian
Omid Shahbazian
Control Is the New Currency in Commercial Real Estate

Newsletters

/

Jan 13, 2026

Control Is the New Currency in Commercial Real Estate

A massive private credit raise underscores banks’ retreat and cements non-bank lenders as CRE’s primary capital source.

Omid Shahbazian
Omid Shahbazian
Capital Moves Quietly as Risk Gets Repriced

Newsletters

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Jan 8, 2026

Capital Moves Quietly as Risk Gets Repriced

Institutional investors favor duration, structure, and cash-flow certainty over growth amid persistent rate uncertainty.

Omid Shahbazian
Omid Shahbazian
Leasing Flexibility, Location Discipline, and Cash Defense Shape Early-2026 CRE

Newsletters

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Jan 7, 2026

Leasing Flexibility, Location Discipline, and Cash Defense Shape Early-2026 CRE

Shorter leases, selective industrial softness, and defensive operations signal a market prioritizing flexibility over expansion.

Omid Shahbazian
Omid Shahbazian
FHFA Expands 2026 Multifamily Caps, Reinforces Affordable Housing Mandate

Newsletters

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Jan 5, 2026

FHFA Expands 2026 Multifamily Caps, Reinforces Affordable Housing Mandate

Agency lending capacity rises as federal housing priorities remain firmly anchored.

Omid Shahbazian
Omid Shahbazian
Capital Loosens. Credit Tests Begin.

Newsletters

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Jan 5, 2026

Capital Loosens. Credit Tests Begin.

Rates are easing, sentiment is improving — but 2026 will be decided by refinancing discipline, not optimism.

Omid Shahbazian
Omid Shahbazian
California Caps Retainage at Five Percent on Private Construction Projects

California

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Jan 5, 2026

California Caps Retainage at Five Percent on Private Construction Projects

New law reshapes cash flow, contract terms, and payment risk statewide.

Omid Shahbazian
Omid Shahbazian
Boldest Capital Moves of Late December

Newsletters

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Dec 31, 2025

Boldest Capital Moves of Late December

Capital Re-Engagement Is Selective — Not Broad — as 2025 Closes

Omid Shahbazian
Omid Shahbazian
Hospitality 2025 Recap & 2026 Outlook

Hospitality

+1

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Dec 30, 2025

Hospitality 2025 Recap & 2026 Outlook

Overview of Hospitality & Extended Stay performance in 2025 and what to expect in 2026

Omid Shahbazian
Omid Shahbazian
Industrial 2025 Recap & 2026 Outlook

Newsletters

+1

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Dec 29, 2025

Industrial 2025 Recap & 2026 Outlook

Overview of industrial performance in 2025 and what to expect in 2026

Omid Shahbazian
Omid Shahbazian
Retail 2025 Recap & 2026 Outlook

Newsletters

+1

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Dec 24, 2025

Retail 2025 Recap & 2026 Outlook

Overview of retail performance in 2025 and what to expect in 2026

Omid Shahbazian
Omid Shahbazian
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Disclaimer: Informational only, not investment advice.