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 average. https://t.co/Fi6XM7FDnI
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.
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%...
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."
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,...
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
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
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...
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...
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
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
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...
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...
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...
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...
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
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.
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
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 🚫🦞
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
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...
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.
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...
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.
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"
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...
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
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.
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
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...
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....
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
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.