Mark Murphy

shaping the future of work at Banner

[Mark Murphy @justmurph]

@keithdunn on go the notifications!

[Mark Murphy @justmurph]

If you’re interested in learning more about Jamison’s 10th office-to-apartment remodel, all the information can be found here:

https://t.co/S1yE5pVseV

[Mark Murphy @justmurph]

Jamison is remodeling their office space into apartment units.

Here’s why this matters more than investors realize:

[Mark Murphy @justmurph]

Although not every REIT that undergoes office-to-apartment transitions will flourish, many certainly will. Several areas have struggling office markets while their apartment sector is simultaneously booming.

[Mark Murphy @justmurph]

Here’s some bullish news for CRE:

Private-label Commercial Mortgage-Backed Securities are projected to exceed $100 billion in 2024, making huge rebounds from 2023 lows.

If you’re unaware, private label refers to smaller banks and lenders as opposed to industry giants like Fannie Mae and Freddie Mac. This is bullish because private-label lenders typically set the trend regarding loans before big banks get involved.

Despite still being in a high interest rate environment, rate cuts and subsequent cuts are enough for many small-time lenders to get involved in CRE, which means institutional players aren’t far behind.

Here’s a breakdown of exactly what’s going on:

https://t.co/hSDlRRiZQr

[Mark Murphy @justmurph]

Overall, CRE is looking extremely bullish. But even in the office sector space where landlords are struggling, there are always golden nuggets for landlords and REIT holders to find.

If you’re interested in a detailed breakdown, here’s the Bisnow article reporting on ULI’s findings: https://t.co/wRXXeH4MdN

[Mark Murphy @justmurph]

The Urban Land Institute’s 2025 CRE projections are out.

Here’s what they expect for various sectors of CRE going forward:

[Mark Murphy @justmurph]

Data Centers

Demand for data centers is skyrocketing, but new supply is bottlenecked by limitations in power constraints on energy production. Regardless of this pitfall, investing in data centers is a great idea going forward.

[Mark Murphy @justmurph]

It looks like self-storage continues to succeed, as industry giants are increasingly repurposing old industrial and retail spaces, adding 191 million square feet to the nation’s storage capacity via adaptive reuse projects.

A long-term outlook that few investors talk about is that baby boomers are retiring en masse. They’re downsizing to smaller homes but not selling their possessions. This means self-storage is the only logical answer for them.

If you’re interested in self-storage, that’s an incredibly bullish indicator that few people talk about. Consider taking the leap into self-storage.

If you’d like to learn more about these self-storage conversions, check out

https://t.co/OqjDxmJ6sK

[Mark Murphy @justmurph]

If you’d like to read the full article where I first learned about the Atlanta office boom, here it is: https://t.co/kjqFOeDX3V

[Mark Murphy @justmurph]

Atlanta office deals are picking up fast.

Here’s what’s going on and why REIT investors should pay attention:

[Mark Murphy @justmurph]

If you’re an investor looking to sink your teeth in the office space sector, either directly or through REITs, lifestyle office spaces are worth keeping on your radar. There are many variables to account for in office spaces, but few of us are factoring in lifestyle.