The Weekly Take from CBRE

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What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

  1. Rise Up: MetLife’s View from the Top

    3 DAYS AGO

    Rise Up: MetLife’s View from the Top

    MetLife Investment Management’s Sara Queen and CBRE’s Tommy Lee explore the shifting dynamics of commercial real estate investing. They offer seasoned insight on a range of topics, from NYC office to data centers to build-to-rent residential and much more. Key takeaways on real estate investing:     ·      High-net-worth investors are stepping in aggressively during the current market cycle, while institutional capital remains cautious and highly selective.   ·      Data centers benefit from sustained strong demand, but require disciplined underwriting due to lease rollover risks and rising competition.   ·      Many institutional investors prefer targeted strategies in assets like build-to-rent, industrial and retail, giving them more control and precise capital deployment. ·      Office development in New York remains fundamentally attractive, but securing equity partners is challenging due to risk expectations and long completion timelines.   ·      MetLife is experimenting with AI to enhance investment committee decision-making, enabling a sharpened focus on key risks and opportunities but not replacing human judgment.

    32 min
  2. Crossroads: Industrial & Logistics Opportunities in U.S.-Mexico Border Markets

    22 SEPT

    Crossroads: Industrial & Logistics Opportunities in U.S.-Mexico Border Markets

    Amid evolving trade dynamics, CBRE experts reveal how nearshoring, supply chain reinvention and revitalized twin-plant models are reshaping industrial markets on both sides of the U.S.-Mexico border. Notably, demand for logistics space and construction activity is booming along the I-35 Corridor. Key takeaways on U.S.-Mexico Border Markets:   ·      Port Laredo Surpasses Traditional Gateways: Currently the top U.S. import hub by value, Laredo’s rise reflects a structural shift in trade flows. Demand for modern logistics facilities near the U.S.’s southern border continues to grow.   ·      Kansas City Leads for Absorption and Connectivity: With 28% leasing growth and strategically situated along I-35 with access to a newly unified Canada–Mexico rail system, Kansas City is emerging as a central node for North–South supply chains—ideal for occupiers seeking scalable inland distribution.   ·      14M+ SF Under Construction in El Paso and Laredo.  These border markets are seeing major development of automation-ready cold storage and FTZ-enabled facilities. This signals long-term confidence and presents opportunities for early investment in next-gen industrial assets.   ·      Twin-Plant Models Resurge: The return of dual facilities operating on both sides of the border is fueling demand for more sophisticated manufacturing and distribution space t. Occupiers should evaluate cross-border strategies to optimize labor and logistics.   ·      Keen Competition to Secure Labor Cost Advantages: Border markets offer up to 70% labor cost savings vs. most U.S. cities, and have a skilled workforce. However, occupiers must act strategically to secure talent in a highly competitive market.

    24 min
  3. Right Here, Right Now: Reinventing the American Mall

    15 SEPT

    Right Here, Right Now: Reinventing the American Mall

    CBL Properties’ Stephen Lebovitz and CBRE’s Rich Frolik explain how malls are being transformed into high-performing, mixed-use assets. From casinos and hotels to pickleball and movie theaters, malls are evolving to meet modern demand. Key takeaways on the evolution of malls:   ·      Malls are transitioning into multi-use destinations, integrating entertainment, hospitality and residential to diversify income and increase relevance. ·      Financing is increasingly accessible for retail assets, with recent deals showing lender confidence and competitive debt structures. ·      Success depends on hyper-local strategies, with redevelopment tailored to demographics, infrastructure and competitive dynamics. ·      Malls in secondary markets benefit from large trade areas and limited alternatives, reinforcing their role as dominant regional retail hubs. ·      Redeveloping legacy anchor spaces into formats that appeal to current customer wants and tastes can unlocks value and enhance long-term viability.

    37 min
  4. The Long Run: What’s Driving Net Lease Investment

    8 SEPT

    The Long Run: What’s Driving Net Lease Investment

    Net lease assets are attracting more institutional capital. New Mountain Capital’s Teddy Kaplan and CBRE’s Will Pike explore why this resilient, tax-efficient investment strategy is gaining favor. Attractive in volatile markets: Positioned as a hybrid asset class—part real estate and part structured finance, net lease investments offer cash flow backed by quality credit tenants.Manufacturing momentum: Production facilities are emerging as high-performing assets due to their strong cash flow and tenant investment in infrastructure.Sale-leasebacks as strategic tools: Investors and corporate occupiers are increasingly using sale-leasebacks to unlock capital, especially in sectors where considerable capital is tied up in operating assets.·      Capital market resilience: Despite macroeconomic headwinds, net lease is attracting institutional capital, with growing interest from large institutions and wealth management channels. ·      Risk-adjusted returns and geographic nuance: Cap rates and valuations vary significantly by location and tenant credit quality, underscoring the importance of underwriting both real estate fundamentals and corporate financial health.

    35 min
  5. Investment Opportunities in Industrial Outdoor Storage [Encore - 6.23.25]

    2 SEPT

    Investment Opportunities in Industrial Outdoor Storage [Encore - 6.23.25]

    ·Industrial Outdoor Storage (IOS), a twist on a classic property type, is attracting institutional capital.   With sub-3% vacancy and strong rent growth, Industrial Outdoor Storage (IOS) is outperforming traditional industrial assets. ·     Zoning and entitlement hurdles limit new IOS development, boosting demand for existing sites. ·     Major investors are amassing IOS portfolios, following the path of self-storage and single-family rental. ·     IOS supports logistics, construction and utilities with strategic infill locations and flexible outdoor space. ·     Electrification and evolving logistics technology are reshaping IOS.

    37 min
  6. Built to Last: Investing in Real Estate through REITs

    25 AUG

    Built to Last: Investing in Real Estate through REITs

    Nareit’s Steven Wechsler explains the advantages of investing in real estate through REITs. The conversation touches on the evolution of REIT sectors, the impact of interest rate movement, liquidity and tax efficiencies and the wide range of investment options available. Key takeaways:   ·      Organized to Provide Structural Discipline and Tax Efficiency: REITs must distribute at least 90% of taxable income annually and maintain strict asset and income thresholds, creating a disciplined framework that supports consistent investor returns.   ·      Public REITs Are Conservatively Managed: With average leverage around 30%, public REITs are significantly less leveraged than private real estate vehicles, reducing financial risk and enhancing long-term stability.   ·      Global Options: REITs are publicly traded in major markets around the world.   ·      Positioned for Opportunistic Acquisitions: REITs with strong balance sheets and access to capital are well-positioned to acquire assets or portfolios when pricing becomes accretive.   ·      Provide Access to Emerging Asset Classes: The REIT structure includes data centers, cell towers and healthcare facilities, aligning with broader economic and technological changes.

    35 min
  7. Powerhouse: The Future of Data Centers

    18 AUG

    Powerhouse: The Future of Data Centers

    Mortenson’s Maja Rosenquist and CBRE’s Gordon Dolven examine one of real estate’s most dynamic sectors. They discuss how AI’s growth has accelerated data center development, how site-selection strategies are evolving and the challenges posed by power constraints. Key takeaways on data center trends: ·     Data center site selection is increasingly dictated by access to scalable power, increasing  development in markets with robust energy infrastructure. ·     AI-driven demand is accelerating the need for hyperscale campuses, with some sites spanning thousands of acres and requiring gigawatt-level capacity. ·     Lease structures are based on power usage rather than square footage, with rental rates rebounding over 50% since 2021 due to limited availability. ·     Long-term capital is flowing into the sector, with infrastructure funds driving a shift in investment strategies. ·     Labor and construction cost pressures are prompting innovations like prefabrication to meet the demands of billion-dollar builds.

    38 min
  8. Legacy: The Legendary Stephen M. Ross on Building a Real Estate Empire and Florida’s Next Great City

    11 AUG

    Legacy: The Legendary Stephen M. Ross on Building a Real Estate Empire and Florida’s Next Great City

    Real estate titan Stephen M. Ross shares his bold vision for commercial real estate and West Palm Beach. Ross sees the rising Florida market as a hub for innovation, business activity and entertainment, highlighting strategic investments in healthcare, education and cultural amenities, Ross looks back on an incredible career as a developer and entrepreneur. Key Takeaways:   ·     West Palm Beach Is Emerging as a Strategic Business Hub: With major investments in infrastructure, education and healthcare, the city is evolving from a back-office market into a front-line destination for corporate headquarters and innovation. ·     Walkability and Waterfront Access Are Driving Tenant Appeal: The city's urban design, combined with its coastal location, offers a lifestyle advantage that's increasingly important for attracting and retaining top talent. ·     Class A Office Space Is Thriving Despite National Trends: Premium developments in West Palm Beach are commanding Florida's highest office rents, signaling strong demand from financial and tech firms seeking quality and location. ·     Inclusive Growth Is Key to Long-Term Value: Investments in workforce housing, K–12 education and cultural amenities are creating a well-rounded ecosystem that supports both occupiers and employees. ·     Palm Beach County Is Competing with Top Growth Markets: With its favorable business climate, lifestyle advantages and expanding infrastructure, the region is positioning itself alongside cities like Austin, Nashville and Dallas as a top choice for corporate expansion.

    36 min
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What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

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