Coy Davidson

Coy Davidson

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

Fast, Customizable Market Surveys with SiteMapCRE
SocialApr 21, 2026

Fast, Customizable Market Surveys with SiteMapCRE

I started using @SiteMapCRE. I am loving how quickly I am able to put together market surveys. Easy to use and to customize for your project. Highly Recommend 🏆

By Coy Davidson
Pandemic Fuels 4.7M SF Supply Gap, Rents Surge
SocialApr 20, 2026

Pandemic Fuels 4.7M SF Supply Gap, Rents Surge

The MOB Market: Low vacancy. Rising rents. Demand outpacing supply. Since the pandemic, demand has outpaced new supply by 4.7 million SF across the top 100 markets. https://t.co/TyEj7PBonU

By Coy Davidson
AI Leads CRE’s Next Wave of Innovation
SocialApr 15, 2026

AI Leads CRE’s Next Wave of Innovation

CRE is at a major turning point: Four forces driving the next wave of innovation At the 2025 CoreNet Global North America Summit Colliers surveyed more than 600 industry leaders from across the globe, including occupiers, investors, and service...

By Coy Davidson
AI Creates as Many New Jobs as It Replaces
SocialApr 14, 2026

AI Creates as Many New Jobs as It Replaces

Hot take: Businesses will need just as many new hires to manage, update, and babysit the constantly evolving AI systems as the ones it's displacing. Corporate America isn't exactly built for speed. Good luck with that.

By Coy Davidson
ATX Office Brokers' 7‑Figure Deal Sparks Political Controversy
SocialApr 14, 2026

ATX Office Brokers' 7‑Figure Deal Sparks Political Controversy

Somewhere are a couple of ATX office brokers realizing their pending 7-figure commission has become a political hot potato.

By Coy Davidson
Class A Dominates 70% of Houston Q1 Office Leasing
SocialApr 13, 2026

Class A Dominates 70% of Houston Q1 Office Leasing

Approximately 70% of the total office leasing volume in Houston for Q1 2026 was in Class A properties.

By Coy Davidson
Most of Your New Followers Are Fake Bots
SocialApr 11, 2026

Most of Your New Followers Are Fake Bots

If you are on this list, it explains why you have 10K new followers and 9,972 are bot/fake accounts. https://t.co/YSS3rPZYPW

By Coy Davidson
Hidden CRE Clients Lurk on X, Waiting to Reach Out
SocialApr 11, 2026

Hidden CRE Clients Lurk on X, Waiting to Reach Out

There are a lot of accounts here on X that can be your CRE client. You’d never know it from their profiles. They rarely (if ever) post about CRE. But they’re reading your posts, not that drivel on LinkedIn ... and...

By Coy Davidson
Real‑Estate Deals Out‑Earn X Creator Payouts
SocialApr 10, 2026

Real‑Estate Deals Out‑Earn X Creator Payouts

Closed a lease yesterday. This is the second one for this gentleman I met on this platform 5 years ago. Nice deal, and there are a lot more digits in the commission check than my X creator payouts. This is how...

By Coy Davidson
Office Leasing Nears Pre‑pandemic Levels in Half of Top Markets
SocialApr 10, 2026

Office Leasing Nears Pre‑pandemic Levels in Half of Top Markets

Office leasing volumes have rebounded to within 10% of pre-pandemic averages in nearly half of the 20 largest office markets in the country. https://t.co/pNvbzWkrZl

By Coy Davidson
AI Boom Drives Sixth Quarter Office Market Growth
SocialApr 10, 2026

AI Boom Drives Sixth Quarter Office Market Growth

Silicon Valley Office Market Report | Q1 2026 ✅ 6th straight quarter of growth ✅ 436K+ sq. ft. net absorption ✅ Big tech & AI leading the way OpenAI’s 447K sq. ft. lease proves the AI boom is real. 🔗 https://t.co/XCuPdXL3J0...

By Coy Davidson
AI Overload Threatens Business Communication Without Human Context
SocialApr 9, 2026

AI Overload Threatens Business Communication Without Human Context

AI capabilities will soon get to the point that they overwhelm business communication. Nobody is going to respond to anything unless they have an inkling who you are. Technology often fails to account for the human dynamic.

By Coy Davidson
Medical Outpatient Property Fundamentals Reach All‑Time High
SocialApr 8, 2026

Medical Outpatient Property Fundamentals Reach All‑Time High

Texas Medical Office Snapshot | Q1 - 2026 The fundamentals have never been better in medical outpatient properties. https://t.co/Kvf1F1VxFj

By Coy Davidson
Anthropic's Rapid Expansion Rivals Google, Meta Footprints
SocialApr 8, 2026

Anthropic's Rapid Expansion Rivals Google, Meta Footprints

Anthropic from startup to dominant tenant ... fast ▫️Grew from <18K SF in 2023 to 900K+ SF today ▫️Now rivals legacy tech footprints once held by tenants like Google and Meta ▫️Closing in on OpenAI’s 1M+ SF presence https://t.co/DiRErE4ewp

By Coy Davidson
ChatGPT Becomes My Unexpected Referral Source
SocialApr 6, 2026

ChatGPT Becomes My Unexpected Referral Source

The world is changing. A gentleman emailed me on Friday. An office tenant in downtown Houston and says I was recommended as a top notch tenant rep in Houston and his lease was coming up and they needed to expand. I...

By Coy Davidson
U.S. Office Leasing Hits Strongest Quarter Since Pre‑Pandemic
SocialApr 6, 2026

U.S. Office Leasing Hits Strongest Quarter Since Pre‑Pandemic

U.S. office leasing just had its strongest quarter in years per CoStar ~120 million SF leased in Q1 2026, the highest quarterly total since before the pandemic. Up 25% YoY This is the first time this decade leasing has exceeded the 2015–2019...

By Coy Davidson
Houston Remains Energy Capital, Beyond Oil & Gas
SocialApr 4, 2026

Houston Remains Energy Capital, Beyond Oil & Gas

Houston is the Energy Capital of the world but Oil & Gas is just a cog in the machine now.

By Coy Davidson
FIRE Firms Dominate Preleases as Office Construction Cools
SocialApr 3, 2026

FIRE Firms Dominate Preleases as Office Construction Cools

A Cooling Cycle: Office Construction Declines in Major U.S. Cities As of the start of 2026, 14 of the country's leading office markets had more than 17.5M SF actively under construction or renovation, with 42.5% of the space preleased. Overall, 30%...

By Coy Davidson
JPMorgan Shifts Workforce: Manhattan Down, Texas Up
SocialApr 3, 2026

JPMorgan Shifts Workforce: Manhattan Down, Texas Up

Ya’ll Street Jamie Dimon on why companies are leaving New York "Our head count in Manhattan when I got to JPMorgan was 35,000 and now is 26,000. Our head count in Texas started at 11,000, now it's 33,000. That's what happens."

By Coy Davidson
AI Tenants Revive San Francisco Office Market
SocialApr 3, 2026

AI Tenants Revive San Francisco Office Market

AI-driven tenants are fueling the office comeback in San Francisco Just months after leasing a 25-story tower at 300 Howard, Anthropic is expanding again, taking another 100K SF across the street at 400 Howard. AI companies are actively touring and leasing space,...

By Coy Davidson
Operational Certainty Now Outweighs Low-Cost in Site Selection
SocialApr 2, 2026

Operational Certainty Now Outweighs Low-Cost in Site Selection

Site selection has flipped. Lowest cost is out; operational certainty is in. Reliability, speed, and risk mitigation now prioritize cheap labor or incentives. If a community can’t guarantee fast permitting and site readiness, they lose 🔗 https://t.co/r6vEd3Ivh6 https://t.co/bXANWL3PSW

By Coy Davidson
NY Lawmakers Eye Commercial Rent Caps Like Residential
SocialApr 2, 2026

NY Lawmakers Eye Commercial Rent Caps Like Residential

Dumb Politicians with Dumb Ideas New York state legislators consider limits on commercial rent increases in New York City — a measure that would mirror the existing rent stabilization law that covers 1 million apartments. https://t.co/daJo29os8b

By Coy Davidson
Portfolio Deal Pullback Masks Strong Asset Sales
SocialApr 2, 2026

Portfolio Deal Pullback Masks Strong Asset Sales

U.S. CRE Investment Sales | February 2026 Snapshot Headline numbers tell a misleading story this month. While total U.S. investment sales of $25.4 billion appear soft, down 17% year over year, the real culprit is a dramatic pullback in portfolio and...

By Coy Davidson
Office Availability Drops 12.6M Sq Ft Across Top Markets
SocialApr 1, 2026

Office Availability Drops 12.6M Sq Ft Across Top Markets

The Office Market is Healing New York was just the beginning. Office market tightening is now sweeping through San Francisco, Houston, and Boston as availability declines. Q1 2026: All top 15 office markets saw declines in availability totaling 12.6M sq. ft New York...

By Coy Davidson
Both Broker and Attorney Essential for Office Leases
SocialApr 1, 2026

Both Broker and Attorney Essential for Office Leases

Do You Need Both a Broker and an Attorney for Your Office Lease? You need both a tenant rep broker and a real estate attorney because they serve completely different and complementary roles. https://t.co/cIlRtP0n7N

By Coy Davidson
Texas Triangle Dominates U.S. Population Growth Rankings
SocialMar 29, 2026

Texas Triangle Dominates U.S. Population Growth Rankings

Long the Texas Triangle. ✅ 4 of the Top 10 US MSA's with the most population growth are located in Texas and 5 of the Top 10 counties. ✅ 3 of the Top 10 counties are in the Houston MSA

By Coy Davidson
Outpatient Growth Fuels Surge in Healthcare Real Estate
SocialMar 27, 2026

Outpatient Growth Fuels Surge in Healthcare Real Estate

Strong medical office fundamentals are driving a real surge in healthcare real estate investment right now. With outpatient care continuing to expand quickly and favorable demographics still firmly in place, owners and investors alike are moving fast to reposition their...

By Coy Davidson
Outpatient Demand Soars, New Space Scarce and Pre‑leased
SocialMar 25, 2026

Outpatient Demand Soars, New Space Scarce and Pre‑leased

Houston is expecting a 16% jump in outpatient patient visits by 2029. New MOB construction under way? Less than 1% of existing supply. What little is being built is already spoken for: roughly 80% of that space is preleased before...

By Coy Davidson
Tight MOB Supply Drives Record Occupancy and Rising Rents
SocialMar 24, 2026

Tight MOB Supply Drives Record Occupancy and Rising Rents

Constrained MOB supply keeps occupancy high and rents growing. 5 Things to Know: 1⃣ MOB occupancy hit a record 92.7% in 2025, up 30 basis points from the end of 2024. Demand is outpacing every new square foot being delivered to...

By Coy Davidson
Office Construction Hits 2011 Lows; B‑space Demand Uncertain
SocialMar 24, 2026

Office Construction Hits 2011 Lows; B‑space Demand Uncertain

We’re currently seeing the lowest level of office construction since 2011. ▫️A+ is full ▫️A is almost full What happens to B space is the question? Some B+ will be competitive in good locations and with renovations. Tear Downs and Conversions are up. In...

By Coy Davidson
Texas Factories Dwarf Everything: 10M to 100M+ Sq Ft
SocialMar 23, 2026

Texas Factories Dwarf Everything: 10M to 100M+ Sq Ft

Everything is bigger in Texas. Giga Texas (Tesla's Gigafactory Texas, located near Austin) has a factory floor area of over 10 million square feet. TERAFAB is reportedly going to be over 100M SF. https://t.co/CrVsGCW2rN

By Coy Davidson
Rising Real Estate Costs Strain Physicians Amid Reimbursement Pressure
SocialMar 22, 2026

Rising Real Estate Costs Strain Physicians Amid Reimbursement Pressure

With construction costs, CAM charges, and rent escalations pushing higher, many physician groups and health systems are struggling to balance real estate expenses with reimbursement pressures.

By Coy Davidson
Medical Offices Have Distinct Demand Drivers From Regular Offices
SocialMar 20, 2026

Medical Offices Have Distinct Demand Drivers From Regular Offices

Medical Office is not OFFICE and comparing the two is just dumb. Totally different demand drivers. https://t.co/tC5q86wvj3

By Coy Davidson
CRE Finally Adopts Docusign, Brokers Stay Low‑tech.
SocialMar 17, 2026

CRE Finally Adopts Docusign, Brokers Stay Low‑tech.

CRE just finally adopted Docusign years after Realtors... Don't expect many brokers to run out and purchase a Mac mini and set up OpenClaw 🚫🦞

By Coy Davidson
RTO Hits Strongest February Since COVID Despite NYC Snow
SocialMar 17, 2026

RTO Hits Strongest February Since COVID Despite NYC Snow

RTO keeps grinding higher. February was the strongest since COVID even with NYC snow dragging numbers. Severe Northeast snowstorms weighed on NYC and Boston, while major markets outside the region continued to post YoY gains. 🔗 https://t.co/1IhvNZPYUS https://t.co/uIpOony3hv

By Coy Davidson
OpenAI's Real
SocialMar 16, 2026

OpenAI's Real

OpenAI is aggressively scaling its physical presence, with its latest 222,000 SF sublease in Mission Bay pushing its San Francisco footprint past 1M SF. The Mission Bay deal is part of a much larger real estate growth cycle: - 2023: Subleased about...

By Coy Davidson
Beyond Square Footage: Prioritize Access, Demographics, and Proximity
SocialMar 15, 2026

Beyond Square Footage: Prioritize Access, Demographics, and Proximity

Healthcare site selection starts with the wrong question. "How much space do we need?" matters. But patient access, demoraphics, parking ratios, building infrastructure, and referral proximity matter more. The variables that actually determine if a location succeeds.

By Coy Davidson
Common Lease Clauses Conceal Costly Tenant Risks
SocialMar 15, 2026

Common Lease Clauses Conceal Costly Tenant Risks

Your landlord calls it "standard language." There's no such thing as a standard lease. 5 commercial lease clauses that look routine but carry serious risk for office tenants: 1⃣ The Holdover Clause 2⃣ Renewal Option & Notice Deadlines 3⃣ Operating Expense Definitions 4⃣ The Permitted Use...

By Coy Davidson
Leases Are Strategic Commitments, Not Simple Line Items
SocialMar 15, 2026

Leases Are Strategic Commitments, Not Simple Line Items

A five or ten year lease is not a line item … it's a long-term commitment that will shape your operations, your culture, your ability to grow or contract, and your financial flexibility for years.

By Coy Davidson
Named CoStar Power Broker After Sharing All My Comps
SocialFeb 27, 2026

Named CoStar Power Broker After Sharing All My Comps

The CoStar power broker awards have been announced. Do I dare open my LinkedIn timeline? " I am thrilled and humbled to be named a CoStar Power Broker because I gave them all my comps"

By Coy Davidson
Medical Office Starts Plunge 26%, Prompting Conversion Challenges
SocialFeb 27, 2026

Medical Office Starts Plunge 26%, Prompting Conversion Challenges

Medical office building starts are set to drop 26% in 2026 ... the lowest level in ten years. Developers are turning their attention to office conversions. But even then, the building's design and the math have to be spot on...

By Coy Davidson
OpenAI Secures Entire 450K‑SF Ellis Campus in Silicon Valley
SocialFeb 27, 2026

OpenAI Secures Entire 450K‑SF Ellis Campus in Silicon Valley

OpenAI has signed a major office lease in Silicon Valley, taking over the entire five-building Ellis Campus in Mountain View, California. ▫️The deal adds roughly 450K SF to its portfolio. ▫️The campus, previously vacant, is now fully leased. https://t.co/uCAVhxWR83

By Coy Davidson
Physical Proximity Fuels Performance, Innovation, and Purpose
SocialFeb 26, 2026

Physical Proximity Fuels Performance, Innovation, and Purpose

In an era of workplace disconnection and declining job meaning, physical presence and proximity still matter. Being together in shared spaces strengthens relationships, boosts performance, fuels innovation, increases engagement, and reinforces purpose.

By Coy Davidson
Houston Leads Top Five Markets for New MOB Construction
SocialFeb 26, 2026

Houston Leads Top Five Markets for New MOB Construction

🏥 Top Markets for New MOB Construction 1⃣ Houston 2⃣ Memphis 3⃣ Kansas City 4⃣ Los Angeles 5⃣ El Paso & Washington DC https://t.co/WGeA6KolkA

By Coy Davidson
Closed Pharmacies Find New Life as Versatile Retail Hubs
SocialFeb 25, 2026

Closed Pharmacies Find New Life as Versatile Retail Hubs

Drugstores are shrinking fast, but their real estate is not becoming obsolete. Well-located former pharmacies are turning into some of the most versatile second-generation retail and healthcare sites in the market. ▫️Walgreens plans to close 1,200 stores (500 in 2025 alone). ▫️CVS...

By Coy Davidson
Medical Office Rent Growth Returns to 1.9
SocialFeb 24, 2026

Medical Office Rent Growth Returns to 1.9

🏥 Medical Office Update: Rent growth is settling back to historical norms (1.9% YoY) as the inflation wave passes. Individual metros still vary widely. Despite the normalization, occupancy remains at a healthy 92.5%. High construction costs are keeping supply in check....

By Coy Davidson
Drafting
SocialFeb 23, 2026

Drafting

The fact that I need to stop working on moving deals forward for a few minutes and draft four (4) commission agreements ... is a good sign

By Coy Davidson
Offices Evolve Into Performance‑Boosting Social Ecosystems
SocialFeb 23, 2026

Offices Evolve Into Performance‑Boosting Social Ecosystems

The office is no longer a "container" for desks ... it’s a catalyst for performance. As we hit 2026, the workplace has shifted from static square footage to a dynamic ecosystem built on social health & hospitality.

By Coy Davidson