Data Center Alley Just Hit Pause
Loudoun County’s 7-1-1 vote, nine moratoriums enacted within 48 hours, and the presence of “2B revolvers” pursuing the sites that had already expressed their approval.
Omid Shahbazian·Sep 17, 2026
In your inbox, every weekday
Newsletters
Essential CRE intelligence, curated by experts and delivered on your schedule. Pick your beats and get the Signals that matter.
Three Retail Prices, One Monday, Five-to-One
Open-air centers have been cleared at $415, $355, and $82 per square foot, which is the underwriting price.
Omid Shahbazian·Sep 16, 2026
The Grid Just Got A Number
One tenant published a power requirement large enough to reprice construction.
Omid Shahbazian·Sep 14, 2026
Two Towers, One Cost Regime, Opposite Outcomes
Producer prices split construction inflation in two. Adaptive reuse is where that split gets settled.
Omid Shahbazian·Sep 11, 2026
The Middle Market Got A Public Price
Two apartment REITs merged at $8.1 billion — and landed on top of a private trade.
Omid Shahbazian·Sep 10, 2026
The Best Bid For Empty Office Came From Retail
Burlington paid for a building that is 4% leased.
Omid Shahbazian·Sep 9, 2026
Four Known Bases, Three Hundred Forty-Two Points Apart
The same week priced one asset at -62% and another at +280%.
Omid Shahbazian·Sep 8, 2026
The Same Buyer Paid Two Prices For One Asset Class
American Healthcare REIT’s $1.268 billion, 21-day streak reveals a massive 53.6% per-unit valuation gap.
Omid Shahbazian·Sep 7, 2026
Texas Is Clearing Apartments at Two Prices
One courthouse, one closing table, forty-eight hours apart.
Omid Shahbazian·Sep 4, 2026
The Same Loan Five Percent More Expensive
Canyon lent BCT $393,000 a door in March. In August it took $415,000.
Omid Shahbazian·Sep 3, 2026
The Court Set the Price Because Nobody Else Would
Philadelphia's largest office complex cleared at $39.77 a foot — and both bidders tried to leave.
Omid Shahbazian·Sep 2, 2026
The 2021 Basis Is the Loss
A stabilized Sun Belt community sold for $21M less than it fetched five years ago.
Omid Shahbazian·Aug 31, 2026
Capital Just Paid A Record For The Hardest Job In Real Estate
Seniors housing is the most operationally intense asset class. Money is bidding it up anyway.
Omid Shahbazian·Aug 25, 2026
A 96-Year-Old Statute Just Repriced Your Cement
Fifty percent lands Saturday on Canadian building materials. USMCA does not exempt you.
Omid Shahbazian·Aug 24, 2026
The Guarantor Who Will Never Occupy the Building
Nvidia agreed to backstop up to $105 billion of an Ohio campus it will not own.
Omid Shahbazian·Aug 20, 2026
The Biggest Landlord in America Starts Today
Two healthy apartment REITs merged. Neither one had to.
Omid Shahbazian·Aug 19, 2026
Industrial's Free Money Ran Out
The premium on new leases halved in a year. That was the engine.
Omid Shahbazian·Aug 18, 2026
The Buildings Are Full. The Rents Just Turned Negative.
Apartment occupancy is holding at its five-year average, and effective rents crossed zero for the first time since COVID.
Omid Shahbazian·Aug 17, 2026
Capital Bets on Getting Old
A public REIT pays 873 million dollars for senior housing and funds it with stock, a demographics-first income stream clearing an institutional hurdle rate.
Omid Shahbazian·Aug 17, 2026
The Lease Term Was the Headline
A 78 million dollar Seattle-area drug plant came with 21 years of rent attached.
Omid Shahbazian·Aug 17, 2026
The Priciest Bet in CRE This Week Was a Hotel
Ryman pays a record 1.38 billion dollars for two Orlando resorts, and funds it with equity.
Omid Shahbazian·Aug 14, 2026
The Office Bid Comes Back, Priced on Rent, Not Ruin
Two office towers just traded on the same thesis: buy the leases, roll them to market, not buy the discount.
Omid Shahbazian·Aug 13, 2026
The Beds Fill as the Boomers Turn Eighty
Senior housing occupancy nears a 20-year high, and owners are selling into the strength.
Omid Shahbazian·Aug 13, 2026
The Hotel Trade Reopened at a Lower Number
Volume is up year over year while price per key resets, so capital is back and it is cheaper.
Omid Shahbazian·Aug 11, 2026
The Tariff Shield Expired. The Cost Floor Didn't.
A temporary tariff cap lapsed on July 24, and every H2 2026 groundbreaking now clears a higher, harder number.
Omid Shahbazian·Aug 10, 2026
The Office Glut Is Becoming the Housing Pipeline
Conversions hit a record 90,300 units as Chicago breaks ground on another.
Omid Shahbazian·Aug 10, 2026
The Capital Market Did Not Freeze. It Sorted.
A $1.63B apartment trade, a 74%-levered warehouse deal, and a record office delinquency all printed in 48 hours. That is the sort.
Omid Shahbazian·Aug 7, 2026
The Grid Became the Deal
A $20 billion AI campus was sited by the megawatt, and paid for with a county's tax base.
Omid Shahbazian·Aug 6, 2026
The Safest Bet in CRE Is Getting Older
Capital is rotating into healthcare real estate because demographics already wrote the demand.
Omid Shahbazian·Aug 5, 2026
The Apartment Pipeline Is Emptying
Starts just hit a 15-year low, and 2027's supply cliff is now on the record.
Omid Shahbazian·Aug 3, 2026
The Government Just Bet $100 Billion on Power
Washington backstopped 4.5 gigawatts of energy for an AI campus, before a single tenant signed.
Omid Shahbazian·Aug 3, 2026
The Office Denominator Is Shrinking
America is converting office to apartments at a record pace, and quietly repricing the stock.
Omid Shahbazian·Aug 3, 2026
The Sector That Skipped the Cycle
While office repairs and multifamily digests supply, senior housing just posted its 15th straight 20%-plus NOI quarter.
Omid Shahbazian·Aug 3, 2026
The Bid Beneath the Bid
Materials cost twice what the bids admit and contractors are eating the difference.
Omid Shahbazian·Jul 31, 2026
Power Is the New Permitting
The largest U.S. grid moved to ration data centers and rewrote the deal.
Omid Shahbazian·Jul 30, 2026
The Tenant Became the Buyer
Houstons biggest office trade in six years was really a repricing.
Omid Shahbazian·Jul 29, 2026
The Year Office Became Housing
Adaptive reuse crossed 90,000 units in the pipeline; conversions are now supply infrastructure.
Omid Shahbazian·Jul 28, 2026
Who's Still Building
The only ground-up that pencils today solved its hardest constraint before breaking ground — land and entitlement via public-private partnership, power via joint venture.
Omid Shahbazian·Jul 27, 2026
The Gap Beneath the Number
Construction input prices are climbing twice as fast as the bids builders are winning — moving the tariff off the owner's budget and onto the contractor's balance sheet, and turning the cheapest bid into a solvency question.
Omid Shahbazian·Jul 24, 2026
The Absorption Turn
Renters cleared record apartment supply at a near-25-year pace just as the construction pipeline empties — flipping multifamily from an oversupply story to a scarcity trade.
Omid Shahbazian·Jul 23, 2026
Private Capital Buys the Public Discount
Brookfield and CPP's $5.2B move on LXP says the industrial reset is over — and public REITs look cheap.
Omid Shahbazian·Jul 22, 2026
The Recovery Nobody Built For
Office, industrial, and retail are all recovering into the emptiest pipelines in a decade — and paying up to finance it.
Omid Shahbazian·Jul 21, 2026
The Miners Became Landlords
The AI boom's best real estate trade is a 20-year power lease — and bitcoin miners are writing it.
Omid Shahbazian·Jul 20, 2026
The Glut Ends Early
Apartment demand outpaced new supply for the first time since 2022 — and the pipeline just hit a 2013 low.
CRE 360 Signal Editorial Desk·Jul 20, 2026
The First No
New York became the first state to freeze the AI data-center build-out — turning power access into a permitting decision.
CRE 360 Signal Editorial Desk·Jul 17, 2026
The Warehouse Becomes Infrastructure
Prologis raised guidance twice this year — because industrial demand stopped being about e-commerce.
CRE 360 Signal Editorial Desk·Jul 17, 2026
The Silver Floor
Senior housing is grinding toward 90% occupancy while the cranes stay parked.
Omid Shahbazian·Jul 16, 2026
The Permitting Wall
The AI build-out just hit its first statewide veto — and the constraint on data-center real estate is no longer money.
Omid Shahbazian·Jul 15, 2026
The Apartment Turn
Occupancy is climbing again — but it's the cranes coming down, not the renters showing up, that turned the market.
Omid Shahbazian·Jul 14, 2026
The Recovery Has a Ceiling
Prices are up 4.1% and stuck 14% below peak. Sticky cap rates — not demand — decide who gets the recovery.
Omid Shahbazian·Jul 13, 2026
Latest Signals
A Bank Wrote $102M on 1.9M SF of Warehouses on Hike Day
CIBC's nonrecourse refi of SkyREM's Southeast portfolio prices leased industrial at about $54 of debt per foot with a three-year fuse.
Read SignalThree Tenants Renewed in Place: 767,000 Square Feet, Zero Moves
CRE360 Editorial Desk · Sep 17, 2026
Seniors Housing Printed $495K and $767K a Unit in One Day
CRE360 Editorial Desk · Sep 17, 2026
The Fed Hiked, and Sixteen of Eighteen Want More
CRE360 Editorial Desk · Sep 17, 2026
Multifamily Starts Fell 22.5% the Month Before the Hike
CRE360 Editorial Desk · Sep 17, 2026
