Contents
Trending
Top Stories
The Skeptic’s Corner
Weekly Roundup
Quote of the Week
Trending
AI is Impacting Real Estate in Unexpected Ways that go well beyond Data Centers and Prompts.
As data center construction marches on, some communities are booming with construction and welcoming the income while others are mobilizing opposition.
Industry professionals are ramping up their AI skills and disrupting traditional systems, marketing, and testing its limits.
And the AI boom is driving investment in cities and industries beyond data centers.
Top Stories
Is now the time to buy Commercial? The news was dominated by positive CRE news last week.
Commercial Property Sales Through Mid-Year Are Up 30%, as Activity Surges Amid Macro Risks. - GreenStreet
Commercial Real Estate Cycle 2026: Still Early Innings. - America’s Commercial Real Estate Show podcast
Now Is the Time to Buy in Commercial Real Estate: Morgan Stanley. - Commercial Observer
From Waco, Texas, to St. George, Utah, smaller commercial markets climb in demand, index says. - CoStar
Light Industrial Absorption Surpasses Deliveries for the First Time Since 2022. - GlobeSt.
Why Outdoor Storage Is Becoming a Serious Industrial Play. - GlobeSt
Top 10 Metros for Industrial Deliveries in H1 2026. - Commercial Property Executive
Can Office Conversions Deliver Class B? - Real Estate Espresso Podcast
More Office Markets See Dip in Vacancy, Pipeline Remains Modest, Medical Office Space Trends Toward Growth. - Commercial Cafe
Medical Outpatient Building Sales Surge in H1 2026. - ConnectCRE
And Retail wasn’t far behind in media interest despite mixed economic health signals.
Industrial, Retail Drive Small-Cap CRE Sales Recovery in 2026. - CRE Daily
The Retail Story Everyone Gets Wrong. - The Trepp Wire podcast
Retail Demand Rebounds as Scarce Supply Preserves Landlord Leverage. - GlobeSt.
Retail Regains Its Footing as Demand Returns and Supply Stays Soft. - ConnectCRE
How the “Vanity Economy” Is Impacting Retail. - ConnectCRE
Seeing Is Believing: Why Retail Investors Are Looking to the Southeast. - CBRE
Retail Landlords Need to Underwrite Their Tenants’ Customer Base, Too. - Commercial Observer
Mall Traffic Rises as Shoppers Begin Staying Longer. - GlobeSt
Grant Cardone Turns Deposition into Content
The luxury lifestyle that is the Grant Cardone brand now includes protracted legal inquisitions. The Real Deal summarized the 12-hour video. There may or may not be a legal case here, but based on the YouTube comments, the case for unflinching confidence and charisma is strong.
If you want more fodder for the shrewd versus scandalous debate, this article dives deep into a recent Cardone deal.
The Skeptic’s Corner
The power of a nice smile and a good story is undeniable.
Look at the adoration on Cardone’s YouTube page lauding his dominant male persona - not the validity of his statements.
The ability to package the overwhelming world of jargon and numbers that is syndicated real estate into a nice, neat package that channels hopes and dreams is worth multi-millions.
Compare this week’s quote:
“walk away with a 15 percent annualized return” (and over 10 years) “you’re going to earn 150 percent.”
versus:
Based on standard financial term definitions, “an annualized return” is a compounded return, which at 15% annually would yield ~300% total in returns (a 4.05x equity multiple) on the invested capital over 10 years - not the stated 150%. Calculating the returns in the other direction, a total return of 150% (a 2.5x equity multiple) is an annualized return of ~9.5% (not 15%). The statement appears to be calculating the total value of annual returns of 15% received over 10 years (15% x 10), which is a simple interest return - not an annualized return.
Which one do you think will sell faster?
Weekly Roundup
Market Place
Columbia CompStak (CCRI) Rent Index National Update: August 14, 2026. - CompStak
Early Investors May Gain Most in Evergreen Funds. - Wealth Management
Inflation Is Down. But Consumers Aren’t Out of the Woods Yet. - ConnectCRE
A Treasury buyback boost sent long-term yields lower, offering a potential glimmer of relief for CRE financing. - CRE Daily
Fed Hawks Add To CRE Debt Concerns. - GlobeSt
CRE Borrowers Shift to Fixed Rates as Borrowing Cost Relief Stalls. - GlobeSt
Multifamily
Most Multifamily Investors Just Turned Negative on H2 2026 - REI Prime
S2 rolls out another offering for investors. - The Promote
Multifamily starts tumbled in July. - Multifamily Dive
CRE Loan Modifications Shift Toward Multifamily. - CRE Daily
Multifamily Rents Shift From Stabilization to Reacceleration. - CRE Daily
2026 Rent Growth. - Multi-Housing News
Apartment Vacancy Drops as Demand Absorbs Construction Wave. - GlobeSt
Why Multifamily Property Values Reset Even as Cash Flow Grew. - Trepp
Midwest Apartment Markets Face Stability and Soft Growth. - CRE Daily
Rockefeller Group targets multifamily in the Southeast. - Multifamily Dive
Camden CEO talks Sun Belt optimism.- Multifamily Dive
Extreme indoor heat is a housing violation. - Multifamily Dive
Single Family
ROAD Act Spurs Institutional Shift Toward Build-to-Rent. - CRE Daily
Once banished to trailer parks, manufactured homes are moving to suburbia. - Washington Post
Lower mortgage rates could bolster housing activity heading into fall. - CoStar
Housing market shows ‘surprising’ resilience despite rising inventory. - CoStar
Private Debt
Hard Money Fund in an Evergreen Wrapper: First Eagle Real Estate Debt Fund - Accredited Investor Insights 🔒
Is the ‘semiliquid’ label misleading, or just an uncomfortable reality? - PitchBook
Why Today's Private Credit Headlines Miss the Bigger Story. - Wealth Management
Rising non-accruals signal growing risk in private credit. - PitchBook
Senior Housing
Introduction to Multifamily and Senior Housing Investment - Mailbox Money podcast
Welltower drops $100M on San Jose senior housing complex as silver tsunami washes across Silicon Valley. - The Real Deal
Hospitality
Investor Education
The Simple Secret to Becoming a Better Investor. - Morningstar podcast
The Lessons of Howard Marks’ Memos Pt.3 (’11-’15) - The Intellectual Edge
8 Financial Tasks That Are Intimidating . . . Until You Do Them Once. - The White Coat Investor
Beyond the 401(k) - Cascade Business News
Passive Income Isn’t Passive. Here’s What It Actually Is. - PIMD podcast
The Limits of Funds of Funds, Part 1. - The Best Ever CRE Show podcast
LP Roundtable: Return of Capital, Reinvesting Distributions, and Sponsor Due Diligence. - Passive Pockets podcast
27 Million Clients Walk Into an RIA. - Talking Wealth podcast
ONE QUESTION: Pat Zingarella | How should LPs use GP reviews in their vetting process? - Net Zero is a Win
What does it really take to create cash flow in today's real estate market? - The Real Estate Guys podcast
GP News
The latest in GP Fundraising. - M1 Capital
The Systems Behind Consistent Capital Raising. - Cashflow Connection
Quote of the Week
“walk away with a 15 percent annualized return” (and over 10 years) “you’re going to earn 150 percent.”
-Grant Cardone (2019)
The statement is not necessarily false and without context it’s impossible to know if it’s misleading, but it does illustrate that while finance is not terribly complex it is widely misunderstood and can be easily bent to fit a narrative that sounds good in a two-second social media clip.
What did we miss?
Comment below on news and resources worth sharing.