Coy Davidson

Coy Davidson

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Colliers SVP; long-time CRE voice on office/healthcare and workplace trends.

AI, Brand, Capital Fuel Uneven Office Leasing Surge
SocialJun 2, 2026

AI, Brand, Capital Fuel Uneven Office Leasing Surge

The ABCs of office leasing’s rising demand US office leasing surged ~25% YoY in Q1, approaching 120M sq ft. The recovery is highly uneven, driven by three sharp market realities: (A) Artificial Intelligence: AI firms are fueling major demand in SF and...

By Coy Davidson
Health Systems Trim Assets; Third‑party MOB Projects Rebound to 30%
SocialMay 29, 2026

Health Systems Trim Assets; Third‑party MOB Projects Rebound to 30%

Health systems aren't selling off real estate. They're getting smarter about which assets are worth owning and which ones aren't. Third-party MOB development rebounded to 30% of projects in 2025 after dipping to 22% in 2024.

By Coy Davidson
Austin CBD & East Austin Flooded with 2.5‑3.5k SF Offices
SocialMay 7, 2026

Austin CBD & East Austin Flooded with 2.5‑3.5k SF Offices

I have only done a handful of ATX office deals, but I found this hard to believe, so I did a quick CoStar run. There are 40+ Class A and B office buildings in the Austin CBD alone currently marketing suites...

By Coy Davidson
Landlords Hide Rent Data Until Tenant Disclosed
SocialMay 7, 2026

Landlords Hide Rent Data Until Tenant Disclosed

Thoughts on this? This is a new one for me in 35 years of doing this. The landlord rep doesn't want to provide the asking rental rate and current OpEx unless the prospective tenant is disclosed ... for an initial market survey. The...

By Coy Davidson
Healthcare Providers Rethink Operations and Real Estate Amid Financial Strain
SocialMay 7, 2026

Healthcare Providers Rethink Operations and Real Estate Amid Financial Strain

Healthcare providers are currently struggling with a challenging financial environment, forcing them to rethink their operational and real estate strategies.

By Coy Davidson
AI Boosts Productivity, Spawning Unseen Future Jobs
SocialMay 7, 2026

AI Boosts Productivity, Spawning Unseen Future Jobs

AI drives both substitution and powerful augmentation; new jobs we cannot yet conceive will emerge as productivity enlarges the economic pie.

By Coy Davidson
West Houston Leads Leasing as Quality Space Dominates
SocialMay 4, 2026

West Houston Leads Leasing as Quality Space Dominates

West Houston led the Houston office market in Q1, capturing 35%+ of total Houston leasing activity. Boardwalk Pipeline signed the quarter's largest lease at 143,253 SF. City Centre Six delivered 91% leased, anchored by Dow Chemical. Flight to quality is still the dominant...

By Coy Davidson
Fidelity Expands Boston Footprint, Cancels Office Consolidation
SocialMay 1, 2026

Fidelity Expands Boston Footprint, Cancels Office Consolidation

BACK TO THE OFFICE Fidelity has reversed plans to lease out a major Boston office property after adopting a full five-day, in-office work policy. Fidelity’s Boston presence will expand to ~1.5 million SF across two properties, rather than consolidating into one. https://t.co/2FdfGolydJ

By Coy Davidson
Investment Volume Spikes 18%, Larger Deals Reappear
SocialApr 30, 2026

Investment Volume Spikes 18%, Larger Deals Reappear

MSCI Q1 2026: Volume Climbs 18% Investment volume reached $110.7 billion, an 18% year-over-year increase, continuing a growth trend that began in mid-2025. While single-asset deals remain the primary source of liquidity, the market is seeing a selective return of larger...

By Coy Davidson
MOB Sales Surge, Prices Stabilize as Private Buyers Lead
SocialApr 29, 2026

MOB Sales Surge, Prices Stabilize as Private Buyers Lead

MOB Sales Volume Increasing, Pricing Continues to Stabilize MOB transaction volume on a TTM basis reached approximately $15.4B nationally through 1Q26. Private/investor buyers dominate at 72% of volume YTD 2026, with REITs accounting for only 21%. On-campus MOB pricing is down...

By Coy Davidson
Medical Office Demand Strong; Costs Stall New Supply
SocialApr 28, 2026

Medical Office Demand Strong; Costs Stall New Supply

Medical office occupancy has reached a cyclical high of 92.4% across the top 100 metros. Absorption is keeping pace with completions. Demand is not the problem. The constraint on new supply isn't lack of tenant demand; it's construction costs that hit an...

By Coy Davidson
AI Fuels Post‑Pandemic Office Demand Surge in NYC, SF
SocialApr 28, 2026

AI Fuels Post‑Pandemic Office Demand Surge in NYC, SF

Office demand hit a post-pandemic high in Q1 2026, per the VTS Office Demand Index. AI growth is fueling a surge in San Francisco and NYC. Despite economic shifts, new office tours rose 18% over last quarter. https://t.co/rb8qQNIB9A

By Coy Davidson
CoStar's Stock Plummets 65% Amid CRE Data Slump
SocialApr 27, 2026

CoStar's Stock Plummets 65% Amid CRE Data Slump

CoStar Group, a long-time leader in CRE data, is currently facing a significant downturn, with its stock price dropping 65% over the last nine months. https://t.co/5iVo9yIX1L

By Coy Davidson
Plenty of Offices, but Few Truly Great Spaces
SocialApr 27, 2026

Plenty of Offices, but Few Truly Great Spaces

Currently just started working on two new client office space requirements. Here is the reality. 1⃣ There is plenty of office space available 2⃣ There is a whole lot less good office space available 3⃣ There is hardly any great office space available

By Coy Davidson
Coy Davidson | Pulse