A historic commercial real estate maturity wave — roughly $1.3 trillion in loans coming due — is colliding with a bank pullback, and private credit is rushing into the gap. For sponsors facing a refinance in 2026, the lender of five years ago may no longer be there. Understanding why reframes how you should think […]
Build-to-rent financing has become one of the most active corners of real estate capital in 2026, even as single-family rental construction cooled. Build-for-rent starts fell about 19% from 2024 to 2025, yet institutional money is redeploying into ground-up BTR communities rather than competing for existing homes — which means the financing question has shifted from […]
The biggest constraint on artificial intelligence isn’t chips — it’s electricity, and it is rewriting the map for AI data center real estate. US data center power demand is projected to roughly double from about 31 gigawatts in 2025 to 66 GW by 2027, and to keep climbing for a decade. With the grid unable […]
If you invest in Florida real estate, insurance has moved from a line item to a deal-maker or deal-breaker. The average Florida homeowners premium is on track for roughly $8,458 by year-end 2026 — about 2.8x the U.S. average — and coastal counties routinely run $9,000 to $18,000 on a single-family home. That reshapes how […]
Empty downtowns and a housing shortage are colliding into one of the decade’s biggest redevelopment trends. Developers had about 90,300 apartment units in the office-conversion pipeline in early 2026 — up 28% year over year and nearly four times the 2022 total. With cities layering on tax incentives, office to residential conversion financing has become […]
The private lending market enters 2026 at an inflection point: banks are retreating, a historic wave of debt is maturing, and non-bank capital is filling the gap at record scale. This report pulls together the data investors and sponsors need to understand private real estate lending in 2026 — the numbers, the trends, and where […]
