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[Relli @InvestWithRelli]

Don't mistake the top 1% for the whole market. 👀

Mor on a dangerous illusion:

mega operators are posting incredible highlight reels, but most mid-market sponsors are quietly fighting to buy, sell, and raise.

The giants' wins mask real pain underneath. So the question is: more mega deals ahead — or more maturities and more pressure? What's your read? 👇

#realestate #wealth #investing #investor #wealthbuilding

[Relli @InvestWithRelli]

Retail sales are up 6% YoY, vacancy is tight, and new supply is at a record low. Retail real estate is quietly winning.

Highlights:
-U.S. retail sales rose 6% YoY in August, with YTD growth averaging 5.2%, or 2.5% after inflation
-Multi-tenant retail vacancy held at 5.8%, and just 4.9% excluding malls, supporting 2.2% YoY rent growth
-Retail construction is at a record low, while single-tenant transaction velocity hit a record high

Strong spending is also lifting industrial, where H1 net absorption topped 86M SF, though supply still outpaces demand and vacancy sits at 7.8%.

Is retail the most underrated CRE sector heading into year-end?

#RetailRealEstate #ConsumerSpending #CRE

[Relli @InvestWithRelli]

What happens to real estate when

Treasury yields spike? 📊

Mor breaks the chain: higher yields mean pricier debt, tougher affordability, and price compression, which forces sellers to make concessions.

Stack on the loan maturities coming due in 2026–27, and refinancing gets painful. Add AI-driven inflation in markets like SF and Austin, and you've got a genuinely unusual setup. 👇

#realestate #wealth #investing #investor #wealthbuilding

[Relli @InvestWithRelli]

August's record CRE volume was one deal. Strip out the Vivmark merger, and the real recovery story is much quieter.

Highlights:
-Entity-level sales hit $119B YTD, with $70B in August alone from the Equity Residential-AvalonBay merger
-Individual asset sales fell 28% YoY in August, but MSCI expects the drop to narrow
-Individual sales are up 12% YTD, slowing from a 29% gain in 2025

Headline volume can be distorted by a few corporate combinations, so individual asset sales are the cleaner read on pricing and liquidity.

Is headline volume hiding how slowly the recovery is really moving?

#CREInvesting #Multifamily #CapitalMarkets

[Relli @InvestWithRelli]

Mortgage rates have climbed six straight weeks to the highest level since November 2023, and demand is cracking.

Highlights:
-The average 30-year fixed rate rose to 7.30% from 7.12%, and total weekly mortgage demand fell 6%
-Refinance applications dropped 9% for the week and are 56% lower than a year ago
-Purchase applications fell 4% and are 14% below last year, even as July home prices rose 1.9% YoY

Buyers are turning to adjustable-rate mortgages, which hit 10.3% of applications, the highest share since October 2025.

Is 7%+ the point where buyer demand finally breaks?

#MortgageRates #HousingMarket #CRE

[Relli @InvestWithRelli]

AI needs $6T in annual revenue by 2031 to justify the data center boom. Today's products cover only about $1.8T.

Highlights:
-Bain says AI must generate $6T in annual revenue by 2031 to justify current data center spending
-Existing consumer and enterprise AI could produce up to $1.8T, leaving a $4.2T gap
-Google, Amazon and Microsoft project full-year capex of $205B, $220B and $190B

The gap has to come from new markets like physical AI (~$900B), autonomous vehicles and industrial automation (~$400B) and AI search ads (~$200B).

Is data center development getting ahead of the revenue meant to pay for it?

#DataCenters #AIInfrastructure #CRE

[Relli @InvestWithRelli]

CRE's recovery is splitting in two: small deals near record highs, large assets still falling.

Highlights:
-CoStar's value-weighted index, which tracks larger deals, fell 1.3% in August, its fifth straight monthly decline, and sits 19.4% below its July 2022 peak
-The equal-weighted index, reflecting smaller deals, rose 1.4% in August and is just 0.5% shy of its record
-Office repeat sales lost a combined $324.5M versus prior sale values, while industrial gained $825.9M

Higher borrowing costs hit debt-heavy institutional deals hardest, and August repeat-sale volume fell 10.3% YoY.

Is deal size now a bigger driver of CRE values than property type?

#CRE #CREValuations #RealEstateInvesting

[Relli @InvestWithRelli]

Apartment construction looks spread out on a metro map. Zoom in, and a handful of cities are doing the heavy lifting.

Highlights:
-The top 10 permitting metros issued 150,614 multifamily permits in the 12 months through August, up 25% YoY
-New York led with 36,496 units, followed by Los Angeles, Dallas and Houston
-The city of Los Angeles issued 13,608 permits, about three-quarters of its metro total

Dallas stayed a leader despite ~2,300 fewer permits YoY, while Orlando (-3,496) saw a sizable decline.

Is city-level permitting the better lens for finding the next apartment pipeline?

#Multifamily #HousingSupply #CRE

[Relli @InvestWithRelli]

CRE is heading into 2027 with capital to spend. Now deployment is getting selective, and that's the real story.

Highlights:
-51% of 950 surveyed executives expect revenue growth above 5%
-~80% plan to upgrade or reposition assets in the next 12 to 18 months
-Cross-border CRE investment rose 18% YoY in Q1 2026
-90%+ will raise tech spend, but only 8% say AI is integrated

Capital is moving, but elevated rates and the cost of capital are still the top concern for owners.

Is disciplined deployment enough to separate winners from laggards?

#CRE #CapitalMarkets #RealEstateInvesting

[Relli @InvestWithRelli]

Self-storage built too much during the pandemic. Now the pipeline is shrinking, and that's the real recovery story.

Highlights:
-Inventory grew ~4%/year through the pandemic era
-~57.3M SF completed in 2025 alone
-New deliveries are expected to average just 1.9% of inventory annually through 2030
-Extra Space grew revenue 2.4%, but Public Storage's NOI still fell 2.2%

Occupancy is stabilizing, but rising expenses are eating into NOI at several operators.

Is the supply pullback enough to fix Sun Belt oversupply?

#CRE #SelfStorage #RealEstate

[Relli @InvestWithRelli]

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Schedule a meeting today to learn more. Comment "Passive Income" below if you would like to learn more.

#investwithrelli

[Relli @InvestWithRelli]

Follow the defense money

it leads straight to industrial real estate. 🎯

Mor's take: as defense scales up amid global tension, it demands manufacturing space, power, and infrastructure. That's driven meaningful lease growth in industrial over the last year.

When an industry this big expands, the real estate underneath it booms right along with it. 👇

#realestate #wealth #investing #investor #wealthbuilding

[Relli @InvestWithRelli]

The Fed just hiked again in September, and markets are pricing in more before year-end. For CRE, that's not a macro headline; it's a direct hit to refinancing costs.

Highlights:
-CME FedWatch shows a 67.5% chance of another quarter-point hike on Oct. 28, and 56.8% for December
-The 10-year Treasury yield sits at 5.18%, with the 30-year at 5.47%
-Fed officials project core PCE inflation at 3.4% in 2026, still well above target
-Business activity just hit its fastest growth pace in five years, giving companies more pricing power

Higher-for-longer isn't just a forecast anymore: with maturities coming due and refinancing options tightening, are owners underwriting for relief that isn't coming?

#CRE #InterestRates #CMBS

[Relli @InvestWithRelli]

A SoCal hospital giant just made a $207M bet

in our backyard. 🏥

Mor on Hoag's purchase of the landmark Ziggurat building here in Orange County: it's a long term play to expand their hospital footprint across Southern California.

What it signals: healthcare assets are always needed, always expanding, always drawing new investment. That's a powerful category for investors. 👇

#realestate #wealth #investing #investor #wealthbuilding

[Relli @InvestWithRelli]

Data centers are pulling labor and materials away from every other construction project in the country.

Highlights:
-Hyperscalers expected to spend $700B on data centers in 2026 alone
-U.S. construction input costs up 9% annually and accelerating
-Steel up 22%, aluminum up 40% YoY; data centers alone use ~1M tons of steel a year
-Diesel hit a record $6.53/gallon, up 74% YoY

Contractors describe getting "bumped": subs and suppliers pulled off routine jobs for higher-paying data center work.

Is AI quietly becoming the biggest cost driver in U.S. construction, beyond data centers themselves?

#CRE #Construction #DataCenters

[Relli @InvestWithRelli]

Real estate as a bridge to U.S. residency? It exists. 🌎

Mor explains how programs like EB-5 let international investors participate in the U.S. economy through property and business investment — with a green card pathway attached.

For global investors looking to put down roots here, it's one door worth knowing about. 👇

#realestate #wealth #investing #investor #wealthbuilding

[Relli @InvestWithRelli]

Retailers are opening stores faster than they can build them, and construction costs are why.

Highlights:
-Net store openings hit +127 this year, reversing last year's -1,954
-Retail vacancy sits at just 4.4%, while construction volume is ~40% below 2016 levels
-Q2 completions hit a record-low 5.2M SF
-Retail rents are up 19% since Q2 2020, but construction costs are up 30-60%

Landlords hold the cards: with little new supply coming, is this the tightest retail market in a decade?

#CRE #Retail #RealEstate

[Relli @InvestWithRelli]

Opportunity Zones are back

and the map just got bigger. 🗺️

Mor on the shift: over 25,000 tracts are now eligible, with thousands carrying extra rural benefits.

The draw? Investors can put capital into property AND target significant tax advantages. Come January 2027, expect fresh attention on these zones including overlooked rural markets. Position early. 👇

#realestate #wealth #investing #investor #wealthbuilding

[Relli @InvestWithRelli]

Multifamily's pandemic-era darling status is colliding with a $1.8T debt wall, and the timing couldn't be worse.

Highlights:
-Roughly $757B in multifamily debt matures through 2028, with nearly $300B due in 2026 alone
-Loans priced around 3% are refinancing closer to 6%, adding millions in annual costs
-CMBS delinquencies jumped from 1% in October 2023 to 7.1% this year
-Apartment values sit more than 20% below their 2022 peak

Lenders are done extending: foreclosures are rising, and buyers like Cityview are scooping up distressed assets at ~40% discounts.

Is this debt wall actually the best buying window multifamily has seen in years?

#CRE #Multifamily #RealEstate

[Relli @InvestWithRelli]

Been sitting on California land you couldn't rezone?

Read this. 👀

Mor on the by right shift: instead of fighting for rezoning approval on the city map, owners are gaining the right to permit and convert land through a clear, step by step process.

Land that's been stuck and unprofitable for decades can finally become real, income-producing property. 👇

#realestate #wealth #investing #investor #wealthbuilding