CRE Daily

How does someone make it in New York, one of the toughest real estate markets out there? In our upcoming episode, Jack Stone & Alexander B. Gornik sit down with @BobKnakal , as he shares how NYC’s challenges actually open up endless opportunities. 👉 Don’t miss this episode dropping Sunday: https://t.co/atWAtuAH5m 🎧 Listen on your favorite podcast platform or watch on YouTube!

1/ San Diego State University is investing $1B in student housing, adding 5.22K beds to ease the rental crunch. Will this help fix San Diego’s housing crisis? Let’s break it down. 👇 #CRE #StudentHousing

2/ SDSU’s expansion raises its housing capacity to 13K students, while UCSD is aiming for 22K beds. But with San Diego rents averaging $2.8K, will this be enough? 🧵

3/ Fire safety concerns? SDSU is implementing Type I-B fire-resistant buildings and a 100-foot buffer zone. With UCSD planning a $2B housing village, is student housing the next big CRE trend? Read more 👇 https://t.co/qE1ATdmwLt

1/ CRE insurance costs have surged 200% since 2018, with Texas & Florida hit hardest. Multifamily & retail owners are feeling the squeeze—can rent growth keep up? Let’s break it down. 👇 #CRE #RealEstate

2/ The worst 1% of properties saw insurance costs jump from 7% to 13% of total revenue. Multifamily insurance costs? Up from 7% to 14.3%! Retail? 8% to 12.8%! How are owners adjusting? 🧵

3/ Rising costs mean tighter loan terms—LTVs are up 9%, while DSCRs are down 0.25x. With climate risks pushing rates even higher, is CRE facing an insurance crisis? Get the full story 👇 https://t.co/s37rMeNcsS

1/ Net lease investment volume surged 57% YoY in Q4, hitting $13.7B! With industrial assets making up 64% of deals and rising cap rates luring investors, is net lease the go-to strategy for stability? Let’s dive in. 👇 #CRE #office #industrial

2/ Full-year net lease volume grew 13% to $43.7B, as investors flocked to low-risk assets. Retail & industrial saw the biggest gains, while NNN energy leases in multifamily are emerging as a creative financing tool. 🧵

3/ With election uncertainty & Fed rate moves ahead, investors rushed to close deals in Q4. Will net lease momentum hold in 2025, or is a slowdown coming? Get the full breakdown 👇 https://t.co/vuDUHd1p62

1/ Self-storage rent declines are slowing as supply pressure eases. With national rent per SF ticking up to $16.32 and new supply down 15% YoY, is the storage market stabilizing? Let’s break it down. 👇 #CRE #SelfStorage

2/ Despite overall YoY declines (-1.2%), cities like DC, Chicago, & Tampa are seeing rent increases. Tampa’s self-storage demand surged 1.7% due to hurricane displacement, while DC’s supply remains tight. Will these trends hold? 🧵

3/ Meanwhile, Phoenix faces pressure with the highest self-storage supply under construction nationwide, keeping rents low. With fewer new developments coming in 2025, will pricing power shift back to landlords? Read more 👇 https://t.co/sM0SVqo5wJ

1/ Prologis CEO Hamid Moghadam is stepping down after 40+ years. Dan Letter, current Prologis president, will take over as CEO on Jan. 1, 2026—while Moghadam stays on as executive chairman. What’s next for the world’s largest industrial REIT? 👇 #retwit #industrial

2/ Moghadam’s impact: 🔹 Built Prologis into the largest industrial REIT 🔹 Q4 2024 earnings doubled YoY 🔹 Expanded into data centers, with $7B+ planned investment With Dan Letter now leading, can Prologis maintain its momentum?

3/ Market reaction is mixed. 🔹 BMO downgraded Prologis to "underperform," citing tariff risks. 🔹 Trump’s reelection is seen as a tailwind for industrial growth. Will Letter push Prologis to new heights—or face bigger headwinds? Read the full story 👇 https://t.co/CvKgS2PDKp

1/ Bill Ackman is making big moves. His Pershing Square just upped its stake in Howard Hughes Holdings to 48% with a $900M investment. Now? Ackman will take over as CEO & chairman. Is he turning HHH into a modern-day Berkshire Hathaway? 👇 #retwit #realestate

2/ The deal breakdown: 🔹 Pershing Square offered $90/share—a 46% premium 🔹 Stake increases from 37.6% to 48% 🔹 Ackman replaces David O’Reilly as CEO His goal? Acquire and build a diversified holding company. But will it work?

3/ Investors are mixed. Despite the premium, HHH shares fell 5.3% in after-hours trading—signaling some skepticism. Ackman sees an opportunity. But can he turn Howard Hughes into a real estate powerhouse? Read more 👇 https://t.co/G0REqnC9V1