The Weekly Take from CBRE

The Climb: Scaling retail’s new heights 01.06.2026 30min

Retail real estate’s comeback is undeniable. Investor Adam Ifshin details how open-air retail once again became a preferred institutional asset. Recorded at ICSC Las Vegas, Adam discusses the appeal of secondary markets, value-add strategies and the reasons why real estate operations are now the key drivers of returns.·     Open-air retail is once again an institutional asset class.·     Secondary markets offer compelling growth opportunities.·     Integrating healthcare tenants are a powerful value-add.·     Skilled operators drive higher returns, especially in tight markets.·     Limited new supply is driving long-term rent growth.

In My Place: Private clubs are driving asset value and urban vibrancy 26.05.2026 39min

Private club entrepreneur Tommy Shuey and CBRE’s Kelly Whaley discuss how these venues fill a growing need for personalized service and engagement outside the home or office, while driving value for both property owners and local communities.·     A new “third place” is emerging: Private clubs are filling a growing desire for curated spaces where people can connect outside the home and workplace—a trend worth watching.·     Landlords stand to benefit: These venues come with specialized space requirements that can translate into enhanced asset value and differentiated tenant mixes.·     Investment opportunities are expanding: “Clubonomics” is carving out a distinct niche, especially in markets undergoing transformation and reinvention.·     Dallas offers a blueprint: The city's embrace of upscale amenities outside the traditional downtown illustrates how this trend could impact urban real estate.

The Rising: Larry Silverstein and Mary Ann Tighe on the World Trade Center’s Rebirth 18.05.2026 45min

Two titans of New York real estate—Larry Silverstein and CBRE’s Mary AnnTighe—reveal the vision and partnerships behind the rebuilding of the WorldTrade Center and Downtown Manhattan’s transformation into a vibrant 24/7community. They make the case for art and culture as catalysts forrevitalization, dissect the complexities of public-private collaboration andoffer insights into today’s evolving office market.

Good Vibrations: Why San Diego's CRE outlook is brightening 12.05.2026 34min

LBA Realty's John Garrigan and Eric Brown and CBRE’s Matt Carlson discuss the resilient drivers propelling growth in the San Diego market. They also make a compelling case for value-add office investments, dissect the nuances of industrial capital markets and explore the role of relationships in navigating opportunities.•      Industrial leasing is gaining momentum.•      A flight to quality still defines office demand.•      Smart value‑add strategies can restore positive leverage in certain sectors.•      In industrial & logistics, infrastructure, power and relationships are key.•      San Diego’s economic diversity lessens volatility.

Let’s Stay Together: Growth capital and secondary investing 04.05.2026 34min

Secondary investments and recapitalizations help investors find opportunity in uncertain markets. Brookfield’s Chris Reilly and CBRE's Matt White break down what returns to expect, why disciplined leverage matters and how strong operators are winning right now.·      Secondary investing lets investors buy into real estate deals midstream, with the benefit of first seeing real performance data.·      Recapitalizations are increasing as billions of real estate debt is coming due and owners need fresh capital.·      Keeping debt levels around 60% or less helps investors weather market downturns.·      Brookfield targets 12%–14% net returns in its value-add funds.·      Hands-on operating expertise matters more than financial engineering.

Q2 2026 Commercial Real Estate Outlook with Dr. Henry Chin (BONUS EPISODE) 30.04.2026 16min

CBRE Global Head of Research Henry Chin discusses Q1 2026 investment performance and the prospects for the rest of the year. He opines on inflation, interest rates, resilient fundamentals, geopolitical uncertainty and key sectors to watch.

Winning Team: How Under Armour reinvented its corporate real estate 27.04.2026 32min

Under Armour’s Kathy Blessington shares the playbook for using real estate to support performance, culture and growth. From headquarters planning to retail and supply chain strategies to community engagement, Kathy explains how intentional, flexible spaces help global companies stay competitive and future-ready.Corporate real estate can be a powerful strategic asset, driving productivity, collaboration and business performance.Modern workplaces are shifting away from individual workstations to collaborative, brand-forward environments that better support how teams work today.A well-designed headquarters can support innovation, operations, sustainability and community engagement.Large, global portfolios require intentional design that balances brand consistency with flexibility across offices, retail and logistics space.Building flexibility into real estate portfolios allows companies to adapt more easily to hybrid work, new technologies and evolving business needs.

Style: How malls attract shoppers and lift NOI 17.04.2026 31min

Retail’s recovery is real—and the best centers are winning through reinvention. Macerich CEO Jackson Hsieh and CBRE Retail Services Lead Todd Caruso discuss what it takes to create premier destinations today: complementary tenant mix, compelling anchors and using experience + technology to drive traffic and performance.· Retail underwriting now hinges on a small set of KPIs that illuminate performance.· Trade‑area analytics help focus capital on the right assets.· Anchor tenant strategies and discipline about occupier selection translate into pricing power.· Mobile data helps property owners maximize asset performance.· Leasing velocity drives NOI growth.

Back in the Game: As lenders return, CRE financing options expand 13.04.2026 32min

More debt capital is available for commercial real estate investment. CBRE Investment Management’s Ty Gerschick and CBRE’s Tom Burns break down what’s happening across today’s debt markets, how borrowers can navigate a more competitive lending landscape and what capital availability means for real estate investment across property types and investment strategies.·     The return of banks—particularly regional banks—has expanded financing options and increased competition across the financing landscape.·     Higher‑for‑longer interest rates are shifting investor focus toward operational performance and sustainable cash flow rather than exit‑driven returns.·     Lenders are underwriting selectively, with scrutiny of debt coverage, leverage, and asset fundamentals.·     Capital is flowing back into debt funds, CMBS and preferred equity, though competition remains intense.

What’s in Store: Retail Real Estate’s Investment Outlook 06.04.2026 38min

Retail real estate has emerged as an increasingly attractive asset class. LBX Investment’s Phil Block and CBRE’s Chris DeCouflé discuss the strategies driving today's returns and where the smart money is headed.* Operational intensity is unlocking significant value.* Adding multifamily or event spaces to traditional retail can enhance investment returns.* Mispriced risk in retail presents opportunities for value-add and core strategies.* Incorporating grocers strategically can boost open-air center value.* Technology and data are crucial for underwriting retail real estate investments.

This Is How We Do It: The playbook for office-to-residential conversions 30.03.2026 34min

How did the largest office-to-residential conversion come about? Brian Steinwurtzel of GFP Real Estate offers an inside look at how lower Manhattan’s 25 Water Street, a struggling office tower that was transformed into more than 1,300 apartments. He discusses what this landmark project signals for urban resilience.· The right acquisition price and bold design and amenity choices can turn challenged office assets into world‑class residential properties.· Tax incentives can often be the deciding factor in whether a conversion is viable.· Fast execution is essential for controlling risks and costs in today’s market.· Office-to-residential conversions are highly bespoke, where building bones matter more than any rule-of-thumb formula.· Great residential conversions are redefining downtowns, but their future hinges on policy, pricing and how the next market cycle unfolds.

Drive My Car: Turning parking spots into steady cash flow 23.03.2026 34min

Two of the parking industry’s most influential leaders— LAZ Parking’s Alan Lazowski and Parkway Corporation’s Rob Zuritzky—explore parking’s role as critical infrastructure, a cash-flow-generating asset and a platform for EVs, autonomous vehicles and urban mobility innovation.* Parking is vital urban infrastructure, supporting economic growth.* Technology, like EV charging, revolutionizes parking operations.* Parking assets can deliver stable cash flow and attractive investment returns.* Parking structures of the future will become essential urban mobility hubs.

Walking on Sunshine: Why commercial real estate feels investable again 17.03.2026 34min

On this episode, we feature a wide-ranging discussion with Henry Chin, CBRE’s Global Head of Research—recorded at CBRE’s annual Capital Markets Symposium—where we explore global capital flows, the forces shaping investment strategies and why 2026 may be a compelling vintage for real estate investment.* 2026 offers prime investment opportunities in U.S. real estate.* Income growth, not cap rates, will drive future real estate returns.* Value-add industrial assets with access to power are positioned for strong returns.* Amenity-rich, well-located office space should continue to outperform.* Rekindled global capital inflows could boost U.S. real estate transaction volume.

Don’t Stop Me Now: Innovations driving industrial real estate 09.03.2026 38min

Link Logistics’ Luke Petherbridge and CBRE’s John Morris dissect the powerful forces shaping industrial & logistics real estate. They explore continued e-commerce acceleration, the transformative impact of AI, driverless trucks, evolving supply chains, changing warehouse standards and much more.* Industrial real estate had its second-best leasing year ever in 2025.* New demand is being spurred by e-commerce and reindustrialization.* Prime industrial sites are being developed for data center use, contributing to a scarcity of modern warehouse facilities.* AI and automation transform operational efficiency and future warehouse design.* Driverless trucks will eventually alter supply chain networks and spatial economics.

Things Have Changed: Why Portugal is a European hotspot 02.03.2026 33min

Portugal has become an unexpected real estate powerhouse in Europe. Arrow Global’s John Calvao and CBRE's Francisco Horta e Costa discuss the revival of Portugal’s economy, surging investment in hospitality, logistics, data centers and student housing, the resilient Lisbon and Porto office markets and ways to address a chronic housing shortage.* Portugal's economic turnaround has fueled robust real estate opportunities.* Hospitality and logistics lead growth, attracting global capital.* Emerging sectors like data centers and student housing are seeing outsized growth.* Multifamily housing faces persistent supply challenges.* The Lisbon and Porto office markets are exhibiting strong performance.

This Is It: AI infrastructure is powering office markets 23.02.2026 37min

AI’s massive investment surge is reshaping commercial real estate. Chemonics' Victoria Slivkoff and CBRE's Colin Yasukochi discuss AI's influence on tech talent and its role in revitalizing key office markets and driving physical infrastructure needs.* AI drives massive investment into data centers and physical infrastructure.* San Francisco's office market is experiencing an AI-driven turnaround.* The AI revolution is creating specialized talent hubs and increasing demand for sustainable energy.* AI will boost productivity and necessitate workforce adaptation.

Like a Hurricane: Raleigh’s incredible CRE growth (and hockey team) 17.02.2026 36min

Raleigh has long been one of the best-performing secondary markets. Its arena district is poised to be the next engine in its growth. Carolina Hurricanes CEO Brian Fork and Greater Raleigh Chamber CEO Adrienne Cole discuss how the Lenovo Center anchors a mixed-use redevelopment on state-owned land—structured through a complex public-private partnership.Public-Private Partnerships: The Lenovo Center anchors an 80-acre, 15-year, $1 billion arena-district redevelopment via a public-private/ground-lease structure.Talent, Talent, Talent: Raleigh’s three tier-one research universities and multi-node job base keep attracting talent, companies and capital.By the Numbers: Strong population growth (2.2 million to 2.6 million by 2027) plus low cost-of-living (around 3% below national average) signal opportunity for investors.Local Color: Lenovo Center preserves a tailgating culture while adding retail, restaurants, structured parking and year-round activation.

This Must Be the Place: Food halls are enhancing asset value 09.02.2026 35min

Food halls are no longer just a trend—they are a high-impact amenity for improving a property’s dwell time, leasing velocity and NOI. Recorded at Central Perk in Times Square, a quartet of experts from Colicchio Consulting and CBRE explain how the best food halls prioritize operations and programming, new beverage and evening strategies, the lowdown on operator selection and deal structures that offer better risk-sharing and returns.- Food halls aren’t food courts: Independent concepts + community + beverage drive performance.- Hybrid work has changed the operating model: Fewer office days demand longer-hour, programming-led models.- Conversions can happen everywhere: Converting buildings to their highest and best use can work for both offices and food halls, especially in suburban markets.- Alignment between operators and landlords: Vendor stall flexibility and percentage-rent leases can benefit operators and investors.- Market snapshot: Colicchio Consulting believes the sweet spot of sizing is around 10,000–15,000 sq. ft. with average buildout costs around $400/sq. ft., depending on the market.

Digital Love: AI & the Future of CRE 02.02.2026 37min

AI is reshaping the business landscape, including commercial real estate. Data scientist and author Sandy Pentland and CBRE’s Sandeep Davé discuss how the intersection of emerging technologies and human insight is driving better decision-making for investors, occupiers and building operators.Commercial Real Estate & AI: For occupiers, AI can create significant operating efficiencies and enhance the workplace experience; for investors, increased efficiency can boost asset values.People and Technology: AI is enhancing—not replacing—human decision‑making across organizations.Data Quality: Good data management is the foundation for applying AI most impactfully.Productivity: Every organization is balancing innovation and productivity gains with responsible deployment that considers privacy, governance and human‑in‑the‑loop practicesLong-term Outlook: AI is broadening visibility across markets, helping to foresee unanticipated or exogenous events and surfacing new ideas.

On the Road Again: Coast-to-coast opportunities in commercial real estate 26.01.2026 42min

Recorded at the CBRE Women’s Network Power of WE conference, this episode offers a rapid-fire, insights-rich tour of major U.S. commercial real estate markets. Our subject-matter experts provide inside views of how different regions are navigating supply, demand and economic forces—from industrial and logistics to multifamily, office and retail—and insights on where investors and occupiers may find value in 2026.National CRE outlook, including signs of asset repricing stabilization, improving liquidity and transactions momentum. Industrial dynamics in Southern California, from manufacturing fundamentals and port-driven demand to pockets of strength and ongoing vacancy challenges. Sector trends, including data centers, alternative assets, big‑box scarcity, rent trends, and how corporate occupiers are re‑entering the market. Multifamily performance across gateways, the Sun Belt and the Midwest, driven by slowing construction cycles, demographic patterns and evolving investor interest. Emerging and opportunity markets, from South Carolina’s growth to resurgent metros like San Francisco, Seattle, Phoenix and smaller high-growth cities such as Boise. 