U.S. office net absorption reached a positive 16.9 million square feet in the second quarter, extending occupancy gains to seven consecutive quarters, according to Colliers. Cumulative positive absorption over the prior two years totaled 44.0 million square feet. Comparing those two figures reveals something the headline does not. Key facts The recovery is accelerating, not … Read more
Data center construction starts reached $58.1 billion year to date through May across 91 projects β more than four times the prior-year record pace β according to ConstructConnect. May starts alone totaled $7.9 billion. These are tracked construction starts using ConstructConnect’s proprietary methodology, not a measure of total industry spending. Key facts The average project … Read more
MasTec has agreed to acquire Superior Group for approximately $1.65 billion, adding roughly 3,000 employees and specialized electrical and infrastructure capacity aimed at data center construction, the company announced. The consideration is about $1.175 billion in cash and $475 million in stock. This is an acquisition agreement β closing conditions had not been reported as … Read more
Virginia has enacted a temporary tax on electricity consumption of $0.011 per kilowatt-hour, under budget language that takes effect July 1, 2026 and runs until before July 1, 2028. The provision includes refunds if annual collections exceed $600 million. For the largest data center market in the world, this converts a policy debate into a … Read more
Reuters: Switch has engaged banks for a possible IPO valuing it up to $80 billion β the public market’s biggest AI-infrastructure test yet.
Equinix, Cisco and NVIDIA will deploy standardized ‘AI factories’ across Equinix’s global footprint β packaged demand for the scarcest real estate in tech.
Meta is expanding its Louisiana campus to nearly 10 million square feet and 5 gigawatts β a $50 billion bet that reshapes land, power and labor markets.
Digital Realty agreed to buy Blackstone’s stakes in three fully leased Virginia data centers β 288 MW for $7.8 billion, an AI-era valuation benchmark.
Retail real estate is tight in 2026. Years of low construction are giving landlords pricing power in well-located centers.
Office vacancy does not tell one story. Location, amenities and debt decide which buildings recover and which stay empty.
A wall of commercial mortgage maturities hits in 2026. Why refinancing math, not property performance, is the real risk.
Cap rates measure a property’s income against its value. How investors use them to compare deals β and where they mislead.
Office-to-residential conversions work only when floor plates, prices and zoning align. Where adaptive reuse actually pencils.
Mixed-use development is more than apartments over retail. Why live-work-play projects still attract developers in 2026.
Office, industrial, retail and multifamily are no longer moving together. Hereβs what the 2026 commercial real estate outlook shows.
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