
U.S. Coworking Hits 2.3% of Office Inventory as New Market Tool Tracks Sector Across 120 Metros
The U.S. coworking sector now spans 9,135 locations and 164 million square feet, representing just 2.28 % of total office inventory. A new Coworking Index from CoworkingCafe, part of Yardi, tracks the sector across 120 metros with monthly visual heatmaps and market rankings. The tool draws on the same proprietary data cited by Bloomberg and Forbes, offering granular benchmarks for operators and investors. With 4,338 operators in 2025 and 609 new entrants, the market is maturing while still far from the 30 % penetration target.

Mortgage Application Demand Finally Bounces
Mortgage applications rose 1.8% week‑over‑week for the week ending April 10, driven primarily by a 5% jump in refinance activity. The Refinance Index is now 15% above its year‑ago level, while the Purchase Index slipped 1% and remains 3% lower year‑over‑year....

Canadian Real Estate Industry Cuts Forecast, Prices To Stagnate 2 More Years
The Canadian Real Estate Association (CREA) dramatically lowered its 2026 outlook, projecting only a 1% rise in existing‑home sales to 474,900 units and a modest 1.5% price increase to $688,955 CAD (about $509,000 USD). The forecast marks a seventh consecutive year of...

Dark Matter Changes; Mfg. DPA, QC, AI, Data Decisioning Tools; A Strained Housing Market; Insurance/Climate Interview
The Mortgage Bankers Association’s conference highlighted a surge in mortgage‑servicing‑rights (MSR) multiples, now trading in the mid‑5x range, while the Senate’s 21st Century ROAD to Housing bill faces drafting errors and controversial FHA fund reallocations. Dark Matter Technologies announced Vikas...

How Buyers Underwrite Deferred Maintenance in 2026
In 2026 commercial‑real‑estate buyers are shifting from pure income analysis to a durability‑first approach, treating deferred maintenance as a core valuation driver. Third‑party condition assessments now anchor pricing, reserve assumptions, and leverage decisions. A $500,000 repair bill can lift cap...
A Model For Europe? Switzerland Moves To Strengthen Country Against Foreign Property Owners And Migration
Switzerland’s Federal Council approved a draft amendment to the Lex Koller that will require foreign nationals from outside the EU and EFTA to obtain authorization before buying primary residences, and will bar them from acquiring rental‑purpose commercial properties. The proposal also...
Global Tensions Add Pressure to Major City Housing Markets
Global geopolitical tensions, highlighted by the US‑Israeli war with Iran, are tightening pressure on major city housing markets. In Sydney, the early‑March auction weekend delivered a clearance rate of just 45.9%, the weakest since SQM Research began tracking data in...

Canadian Real Estate Sales Hit 17-Year Low, But Prices Keep Climbing
Canadian home prices climbed for a third straight month, reaching roughly $520,000 USD in March 2024, according to CREA data. At the same time, total sales slipped 2.3% to 38,709 units, marking the weakest March since 2009. New listings fell 4.9%...

HEWN Launches First U.K.-Wide Flexible Workspace Index Across Big Six Cities
HEWN has launched the United Kingdom’s first comprehensive flexible‑workspace index covering the Big Six cities—Birmingham, Bristol, Edinburgh, Glasgow, Leeds and Manchester. The index benchmarks flexible‑workspace returns against traditional office rents, using desk rates, operational costs and market rent data from...

AOT, Warehouse, Homebuyer Report, Subservicing Tools; STRATMOR's "Who Owns the Borrower?" Population Trends
The U.S. Census Bureau’s July 2025 population file shows interstate migration hitting a decade low, with Sun Belt inflows waning and the Midwest, Nevada, and New England gaining traction. Mortgage rates rose from sub‑6% to 6.35% in March, yet lock volume...

Brad’s Blog – 1st Quarter 2026 Inland Empire & Eastern San Gabriel Valley Retail Update
The Inland Empire and Eastern San Gabriel Valley retail market posted $992 million in Q1 2026 sales, an 88% jump over the three‑year quarterly average, driven largely by the $530 million Victoria Gardens mall transaction. Stripping out that outlier still leaves sales 10% above...

A Reality Check on Relative Home Prices
Kevin Erdmann’s latest analysis separates U.S. home‑price appreciation into three forces—cyclical trends, credit conditions, and supply constraints—using a price‑to‑income framework that covers both large metros and smaller markets. His findings show that since the mid‑2000s, supply shortages have become the...

Why LA Office Tenants Who Wait Are Paying for It
Los Angeles office vacancy slipped to 22.7% in Q1 2026, driven by a pronounced flight‑to‑quality that has pushed Century City Class A vacancy down to 13.6%. Tenants are increasingly forced to act as leases expire, often facing holdover penalties of 125‑200% of...

The Great Hidden Value in the U.S. Housing Market
The U.S. housing market remains constrained by limited inventory and high mortgage rates, but a largely untapped resource exists in the 11 million active FHA and VA loans that are fully assumable. These government‑backed mortgages, many originated at sub‑3% rates during...
The Rise, Fall & Resurgence of the Freestanding ED
Freestanding emergency departments (FSEDs) surged from under 50 locations before 2005 to 566 by 2016, then collapsed as independent operators over‑leveraged and faced regulatory pushback. A second wave is underway, driven by health systems that view FSEDs as rapid‑deployment market...