Supply Plays and Capital Shifts

Podcast: Commercial Real Estate Investment Conference Podcast (CREIC) · Commercial Real Estate Investment Conference

Opublikowano: 2026-10-02

There's a lazy narrative running through real estate right now. All supply is overbuilt and rents are done. But the operators printing cash know better. The real story is granular. While some markets are drowning in new units, others have genuine supply scarcity. Austin, Dallas, and Phoenix industrial remain constrained despite recent construction. Columbus, Raleigh, and Nashville multifamily have rents accelerating because demand is outrunning deliveries. Meanwhile, hotel fundamentals are recovering. Groups, conventions, and leisure travel are all back, but cap rates remain compressed compared to pre-COVID. That gap means something has to give. Either...