Hot Not CRE

What's Hot & What's Not CRE is your daily briefing on commercial real estate trends across America. Each episode delivers a fast, data-driven breakdown of what's working — and what's not — in the CRE market.Covering multifamily, office, industrial, retail, data centers, hospitality, and capital markets, we cut through the noise to give you the insights that matter: vacancy rates, rent growth, cap rates, transaction volume, regional performance, and emerging opportunities.Whether you're an investor, broker, developer, lender, or just CRE-curious, this podcast keeps you informed in under

Hot Not CRE is a business podcast hosted by Unknown Host, with 79 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Hot Not CRE, a business show with 79 episodes published.

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  Hot Not CRE

  Episode 80: Friday Investor Outlook — Where Smart Money Is Moving

  Apr 10, 20264 minS0

  <p>It's Friday, April 10th, 2026 — tracking where institutional and sophisticated capital is flowing right now. WHAT'S HOT:</p>Multifamily dominance — now commands 24% of total CRE deal flowPuget Sound apartments: $6 billion in Q1 transactions as institutions returnIndustrial Outdoor Storage (IOS) — $900M+ deployed in 2025, $3B+ raised for 2026Houston Ship Channel is ground zero for IOS boomSenior housing surge — 16.2% of total CRE volume, a decade highData centers attracting massive capital on AI infrastructure demandQ1 2026 U.S. CRE transaction volume: $66 billion — best start in 3 yearsCBRE projects $562B for full-year 2026, up 16% YoYNet-lease volume hit $51.4B in 2025 (+16% YoY), momentum continuesSoutheast outperformed all regions — 26% increase in transaction dollar volume...

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  Hot Not CRE

  Episode 79: Class B Multifamily — Limited Supply, Durable Demand

  Apr 9, 20264 minS0

  <p>It's Thursday, April 9th, 2026 — breaking down A, B, and C class multifamily. Which segment looks strongest right now?WHAT'S HOT:</p>Class B is the clear winner in 2026Occupancy continues to outperform Class A in most marketsDemand for B and C apartments surging as renters seek affordable optionsRent premium between Class A and B/C has compressedTruAmerica Multifamily closed $708 million workforce housing fund (February 2026)Fannie and Freddie: $176 billion combined multifamily lending caps for 2026Workforce housing loans exempt from GSE caps — structural advantage for Class BAlmost all new construction has been Class A — virtually no new Class B supplySupply discipline transl...

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  Hot Not CRE

  Episode 78: Treasury at 4.25% — Green Light for Selective Deployment

  Apr 8, 20264 minS0

  <p>It's Wednesday, April 8th, 2026 — tracking the 10-year Treasury and what it signals for commercial real estate.WHAT'S HOT:</p>10-Year Treasury eased to 4.25% — down 8 bps from yesterday's 4.33%Sitting in the sweet spot — 4.0 to 4.25% range where cap rate spreads workAgency CMBS spreads compressed ~15 bps in early 2026Ginnie Mae 223f spreads at tightest levels since May 2022Commercial mortgage rates starting at 5.36% as of April 7thLow-leverage spreads tightening into 115-125 bps rangeBanks easing underwriting standards for first time since 2022 rate hikesLife insurance companies increasing allocations, actively seeking to place capitalMultifamily, industrial, grocery-anchored retail are favored asset classesQ1 2026 transaction volume projected to exceed $66B — ma...

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  Hot Not CRE

  Episode 77: Supply-Constrained Markets Winning — Tuesday Rent Rankings

  Apr 7, 20264 minS0

  <p>It's Tuesday, April 7th, 2026 — ranking the hottest U.S. rental markets by year-over-year rent growth. Fresh data, real numbers.WHAT'S HOT:</p>San Francisco — leading the nation at 6.3% YoY rent growth (March 2026)Monthly growth of 0.8% — also highest nationallyLimited new supply and tech sector stabilization driving the reboundProvidence, Rhode Island — the sleeper hit at 8.2% annual rent growthSingle-family rentals up 6.5% — affordability migration from Boston fueling demandLouisville, Kentucky — Midwest momentum at 6.9% annual rent growthJob diversification into healthcare and manufacturing; supply discipline intactCleveland, Ohio — 6.5% YoY growth for apartments, 5.1% for single-familyTypical rent now at $1,344 — affordability attracting remote workers and retireesNorfolk, Virginia — 4.2% annual rent growth, second only to San...

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  Hot Not CRE

  Episode 76: Occupancy Recovering — 89.4% and Climbing

  Apr 6, 20265 minS0

  <p>It's Monday, April 6th, 2026 — kicking off the week with the latest residential and multifamily data.WHAT'S HOT:</p>Occupancy recovering — conventional apartments at 89.4%, nearly 2-point YoY increaseStabilized assets even stronger at 93.7% occupancyOperators prioritizing occupancy over rent growth — and it's workingSupply relief arriving — completions dropping 24% in 2026 (450K units vs 595K in 2025)Construction starts at lowest levels in yearsAbsorption-to-delivery ratio finally improving after staying below 1.0x for two yearsNortheast & Midwest outperforming — Hartford and New Haven vacancy below 1%San Francisco posting 5.9% YoY rent growth — leading the nationNortheast projected for 4-5% annual rent growth; Midwest at 3-4.5%Build-to-rent demand strong — J.P. Morgan actively inves...

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