10/28/2026
Four things stood out to us across this month's research: office demand is bifurcating hard between flight-to-quality and commodity space, the multifamily maturity wall is now a dated, specific event rather than an abstract risk, retail's vacant big-box problem has quietly become a leasing opportunity, and the auto retooling story driving industrial demand just got more complicated, not less relevant. Different asset classes, same underlying story: the owners who are paying attention to the details are the ones positioned to act.