Insights

Q2 2025 Dallas-Fort Worth Retail Market Report Market Overview Increased new deliveries and tenant demand are important indicators of the market’s performance for the rest of the year. Dallas-Fort Worth continues to earn its spot as one of the nation’s leaders by total net absorption, despite a recent surge in tenant move-outs. Store closures by […]

Navigating Co-Tenancy Clauses in Retail Co-tenancy clauses, which allow tenants to reduce rent or terminate leases if certain occupancy conditions aren’t met, are under renewed scrutiny. The California Supreme Court recently upheld such a clause, affirming its enforceability as an alternative rent structure rather than a penalty. This decision underscores the importance of carefully negotiated […]

Economic Effects on Self-Storage The self-storage sector has experienced a slowdown over the past two years, a direct consequence of the current gridlock in the housing market, coupled with elevated new supply from deliveries since 2021. High interest rates and low housing inventory have kept homeowners in place, reducing the need for extra space. This […]

Q2 2025 Dallas-Fort Worth Industrial Market Report Highlights The market’s vacancy rate stands at 9.2%, ranking among the highest across the 10 largest U.S. markets, second only to Phoenix, AZ. Uncertainty around trade policy has become the most significant factor affecting new leasing and acquisition activity, prompting many decision-makers to postpone transactions until greater clarity […]

An Evening of Vision and Partnership: SoCal Development Market Overview The fourth annual SoCal Development Market Overview brought together a mix of industry veterans, emerging leaders, and forward-thinking professionals. Hosted in collaboration with AO and Arcus Harbor, the event drew a packed crowd despite notorious San Diego traffic. The event featured appreciation for key sponsors, […]

How Rochester is Becoming America’s City for Health: Inside the Destination Medical Center Initiative In the heart of southeastern Minnesota, a transformative economic development project is reshaping the future of healthcare, research, and urban planning. At the center of it all is the Destination Medical Center (DMC)—a 20-year, $5.6 billion initiative anchored by the world-renowned […]

The State of Florida’s Walgreens Market Walgreens is undergoing a major restructuring, planning to close up to 1,200 underperforming U.S. stores—including 500 in 2025—due to mounting financial pressures, operational cost increases, and a shift toward a more healthcare-focused model in response to changing consumer habits and online competition. Florida, with about 800 locations (9% of […]

Q1 2025 Tampa Industrial Market Report Highlights Leasing Momentum: Tampa’s industrial leasing volume is 15-20% above pre-pandemic norms, led by strong demand in the sub-50,000SF segment. Small-Bay Strength: Over 450 leases under 50,000SF were signed in 2024, (up from 340 in 2022) underscoring the resilience of the market’s core tenant base. Modern Buildings Win: Six […]

Q1 2025 Los Angeles Retail Market Report Highlights Los Angeles faces major long-term economic setbacks due to the January wildfires, causing over $54B in damages. Retail rents in Los Angeles remain among the highest in the nation, averaging $37/SF, 40% above the national average—despite declining demand. Due to high housing costs, a population plateau, and […]