Hot Not CRE
By Hot Not CRE
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Category: Investing
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Episodes: 79
Description
What's Hot & What's Not CRE is your daily briefing on commercial real estate trends across America. Each episode delivers a fast, data-driven breakdown of what's working — and what's not — in the CRE market.
Covering multifamily, office, industrial, retail, data centers, hospitality, and capital markets, we cut through the noise to give you the insights that matter: vacancy rates, rent growth, cap rates, transaction volume, regional performance, and emerging opportunities.
Whether you're an investor, broker, developer, lender, or just CRE-curious, this podcast keeps you informed in under
| Episode | Date |
|---|---|
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Episode 80: Friday Investor Outlook — Where Smart Money Is Moving
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Apr 10, 2026 |
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Episode 79: Class B Multifamily — Limited Supply, Durable Demand
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Apr 09, 2026 |
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Episode 78: Treasury at 4.25% — Green Light for Selective Deployment
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Apr 08, 2026 |
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Episode 77: Supply-Constrained Markets Winning — Tuesday Rent Rankings
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Apr 07, 2026 |
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Episode 76: Occupancy Recovering — 89.4% and Climbing
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Apr 06, 2026 |
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Episode 75: Life Companies Back and Competing — Capital Flows Update
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Apr 03, 2026 |
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Episode 74: Institutional Capital Rotating to Class B — Here's Why
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Apr 02, 2026 |
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Episode 73: Yields Drop 53bps in a Week — What It Means for Deal Flow
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Apr 01, 2026 |
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Episode 72: Cleveland at 5% Growth — Why the Midwest Is the Best Play
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Mar 31, 2026 |
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Episode 71: $120K Income Needed for Median Home — Affordability Crisis Continues
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Mar 30, 2026 |
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Episode 70: Office Delinquency Hits Record 12.34% — Weekly Wrap-Up
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Mar 27, 2026 |
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Episode 69: 50% of Phoenix Rentals Offering Free Rent — Class A's Problem
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Mar 26, 2026 |
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Episode 68: $875 Billion Maturity Wall — The 2026 Refinancing Crunch
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Mar 25, 2026 |
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Episode 67: 68% of Denver Rentals Offering Concessions — Where Rents Are Headed
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Mar 24, 2026 |
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Episode 66: Construction Down 50% — The Supply Crunch That's Coming
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Mar 23, 2026 |
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Episode 65: $3 Trillion Data Center Build-Out — Smart Money Friday
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Mar 20, 2026 |
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Episode 64: $208K/Door for Workforce Housing — The Class B Opportunity
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Mar 19, 2026 |
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Episode 63: Fed Decision Day — Why Rate Cuts May Never Come
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Mar 18, 2026 |
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Episode 62: Atlanta 5.8%, Austin -7.3% — The Rent Growth Map Flipped
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Mar 17, 2026 |
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Episode 61: 68% of Denver Rentals Offering Concessions — Where NOT to Buy
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Mar 16, 2026 |
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Episode 60: Data Centers, Industrial, Class B — The 2026 Capital Playbook
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Mar 13, 2026 |
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Episode 59: 95.8% Occupancy vs 10.2% Vacancy — Class B vs A in 2026
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Mar 12, 2026 |
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Episode 58: $100B in CMBS Maturing — The Maturity Wall Meets Rate Stability
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Mar 11, 2026 |
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Episode 57: Minneapolis Construction Drops 60% — Why Midwest Rents Are Surging
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Mar 10, 2026 |
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Episode 56: Occupancy Ticks Up to 94.8% — First Sustained Gain in a Year
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Mar 09, 2026 |
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Episode 55: $620B in Debt Maturing — Private Credit Fills the Gap
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Mar 06, 2026 |
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Episode 54: Class A Vacancy Hits 11% — The Multifamily Class Shakeout
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Mar 05, 2026 |
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Episode 53: 10-Year Treasury Holds at 4.09% — Why Stability Is the New Catalyst
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Mar 04, 2026 |
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Episode 52: San Francisco Up 5.7%, Austin Down 7.3% — The Great Rental Divide
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Mar 03, 2026 |
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Episode 51: Supply Pipeline Down 47% — Multifamily's March Reset
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Mar 02, 2026 |
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Episode 50: $3 Trillion Data Center Supercycle — The 2026 Capital Flow Map
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Feb 27, 2026 |
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Episode 49: Class C Distress Rising to 1.37% — Where Smart Money Is Moving Instead
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Feb 26, 2026 |
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Episode 48: $1 Trillion in Loans Maturing — Why 4.05% Treasury Is the New Normal
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Feb 25, 2026 |
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Episode 47: Virginia Beach Leads Nation at 5% — Hottest Rental Markets Right Now
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Feb 24, 2026 |
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Episode 46: Supply Wave Crests — Deliveries Drop 30% as Occupancy Ticks Up
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Feb 23, 2026 |
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Episode 45: Where Smart Money Is Moving — Data Centers, Industrial & Private Credit Lead 2026
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Feb 20, 2026 |
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Episode 44: Austin Vacancy Hits 13.8% — Class A Struggles While Class B Thrives
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Feb 19, 2026 |
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Episode 43: Rate Stability Unlocks Deal Flow — 10-Year Holds at 4.05%
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Feb 18, 2026 |
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Episode 42: Provo Leads at 4.8% — Silicon Slopes Is America's Hottest Rental Market
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Feb 17, 2026 |
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Episode 41: Occupancy Hits 94.7% — First Uptick in 6 Months Signals Turning Point
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Feb 16, 2026 |
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Episode 40: Where Smart Money Is Moving — Data Centers, BTR, and Class B Win 2026
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Feb 13, 2026 |
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Episode 39: Class B Occupancy at 95.8% — Outperforming Class A at 95.7%
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Feb 12, 2026 |
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Episode 38: Treasury at 4.14% — The Sweet Spot for CRE Deal Flow
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Feb 11, 2026 |
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Episode 37: San Francisco Leads Rent Growth at 6.3% — Bay Area Comeback Is Real
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Feb 10, 2026 |
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Episode 36: Occupancy Up for First Time in 6 Months — Multifamily Turning Point?
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Feb 09, 2026 |
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Episode 35: Where Smart Money Is Going — Data Centers, Industrial, and BTR Lead 2026
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Feb 06, 2026 |
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Episode 34: Class B Wins 2026 — 95% Occupancy While Class A Offers Concessions
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Feb 05, 2026 |
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Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts
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Feb 04, 2026 |
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Episode 32: San Francisco Rents Surge 16% — Hottest Market in a Decade
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Feb 03, 2026 |
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Episode 31: Supply Wave Cresting — 422K Units vs 536K Last Year
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Feb 02, 2026 |
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Episode 30: $602B Flowing Into Data Centers — Where Smart Money Is Moving
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Jan 30, 2026 |
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Episode 29: $419B in Multifamily Loans Targeting Workforce Housing
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Jan 29, 2026 |
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Episode 28: Why 4.22% Is the Magic Number for CRE Right Now
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Jan 28, 2026 |
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Episode 27: Bay Area Rent Growth Leads Nation at 4.3% — Sun Belt Still Struggling
|
Jan 27, 2026 |
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Episode 26: Supply Relief (34% Decline in Deliveries, 70% Drop in Starts)
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Jan 26, 2026 |
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Episode 25: Debt Dominating Over Equity; Senior Loans Yielding 8-10% With Downside Protection; Credit Is the New Equity
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Jan 23, 2026 |
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Episode 24: Class B Properties Seeing High Retention Rates
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Jan 22, 2026 |
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Episode 23: 10-Year Treasury at 4.29%, Down 0.01% From Yesterday
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Jan 21, 2026 |
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Episode 22: San Jose Leading at 4.3% Projected Rent Growth
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Jan 20, 2026 |
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Episode 21: Why Apartment Developers Stopped Building (And What Happens Next)
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Jan 19, 2026 |
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Episode 20: Follow the Money — Where $562B in CRE Capital Is Flowing
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Jan 16, 2026 |
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Episode 19: The #1 Apartment Class Smart Money Is Buying in 2026
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Jan 15, 2026 |
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Episode 18: 10-Year Treasury — What Today's 4.18% Yield Means for CRE
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Jan 14, 2026 |
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Episode 16: Midwest Markets Leading — Indianapolis, Columbus, Kansas City posting 4-5% YoY rent growth
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Jan 12, 2026 |
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Episode 15: What Are Family Offices Buying Right Now?
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Jan 09, 2026 |
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Episode 14: The Case for Class C — Hidden Value or Value Trap?
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Jan 08, 2026 |
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Episode 13: 10-year peaked at 4.79% (Jan 2025); settling into 4.2-4.5% range through 2026
|
Jan 07, 2026 |
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Episode 12: Which Sunbelt Markets Are Finally Recovering?
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Jan 06, 2026 |
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Episode 11: Starts Down 74% — Is the Multifamily Supply Cliff Here?
|
Jan 05, 2026 |
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Episode 10: 100% Pre-Leased — Why Data Centers Are the Hottest Play in CRE
|
Jan 02, 2026 |
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Episode 9: Why Class B Beats Class A in 73% of Recessions
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Jan 01, 2026 |
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Episode 8: The Fed Is Cutting — So Why Aren't Rates Falling?
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Dec 31, 2025 |
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Episode 7: Austin Down 5%, San Jose Up 4.3% — What's Driving the Split?
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Dec 30, 2025 |
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Episode 6: Investment Volume Strong — $370-380B multifamily sales; cap rates stabilizing; capital access improving
|
Dec 29, 2025 |
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Episode 5: Investor Outlook — Where Smart Money Is Heading in 2026
|
Dec 26, 2025 |
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Episode 4: Asset Class Deep Dive — Class B Multifamily Leads for 2026
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Dec 25, 2025 |
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Episode 3: Interest Rate Watch — 10-Year Treasury Outlook
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Dec 24, 2025 |
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Episode 2: Regional Spotlight — Hottest Rent Growth Markets for 2026
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Dec 23, 2025 |
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Episode 1: Multifamily & Residential Real Estate — December 2025
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Dec 22, 2025 |