Archive for May 2026
Data centers — the asset class is being redefined in real time
MSCI’s inaugural State of Private Markets 2026 outlook is, on its face, a report for institutional allocators — pension funds, sovereign wealth funds, and the GPs who manage their capital. The dataset spans $17.3 trillion in private investments across 28,000 funds. The audience is people deciding whether to commit a few hundred million dollars to…
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Weekly Digest Week of May 26, 2026 · Cleveland Industrial Focus 1. Top News Cleveland holds the tightest industrial vacancy among major U.S. markets The Marcus & Millichap 2026 Cleveland Industrial Investment Forecast reports that as of March 2026, Cleveland posted the lowest vacancy rate of any major U.S. market, with net absorption turning positive…
Read MoreThe Two-Speed Industrial Market, What’s Really Happening in Akron
Real Estate Curator — Analyst Post May 19, 2026 If you read the Akron industrial submarket headline numbers in isolation — 5.6% vacancy, 1.8% rent growth, –652,000 SF of trailing twelve-month net absorption — you’d conclude the market is softening uniformly. That conclusion would be wrong, and missing it has real consequences for valuation, underwriting,…
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Week of May 12, 2026 ⚠ Honest update on the AO-41 state-tracking commitment Last week I committed to tracking AO-41 state-level implementation. After this week’s research, that framing turns out to be partly wrong and worth correcting now. What I got right: State boards’ guidance does matter, and Texas (TALCB) has actively publicized AO-41 throughout…
Read MoreOptimist or Pessimist on Commercial Real Estate? It Depends on What You Own.
If you asked ten investors whether commercial real estate is a good place to be right now, you’d get answers ranging from “the best buying window in a generation” to “structurally broken.” Both camps can point at real data and be right — and that, more than any single statistic, is the story of CRE…
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Weekly DigestWeek of May 5, 2026 1. Top News 🚩 BREAKING — ASB adopts Advisory Opinion 41 on AI and technology in appraisals On April 23, 2026, the Appraisal Standards Board adopted AO-41, providing USPAP guidance on the use of automated valuation models, regression and statistical software, and generative AI in appraisal and appraisal review…
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