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U.S. Payrolls Contract by 92,000 in February as Labor Market Stumbles, Fed Outlook Dims
Wells Fargo Economics says one-off factors only partially explain the unexpected decline, with the Iran conflict adding new complexity to an already uncertain...
US Public Pension Funds Deploy Over $4.7 Billion in Real Estate and Infrastructure Commitments
CalSTRS leads a wave of capital deployment as major retirement systems target industrial, multifamily, and value-add strategies heading into 2026. A string of...
Compass Quantifies $20MM in AI Savings, Setting a New Template for How Real Estate Talks to Wall Street
Following a record fourth quarter and the close of its Anywhere acquisition, Compass has turned vague AI promises into measurable margin expansion—and the...
McKinsey: Agentic AI Could Unlock Up to $550 Billion in Global Real Estate Value
A new report urges industry leaders to move beyond isolated AI pilots and instead redesign entire operational domains around human-agent collaboration. A March...
Public Storage and Welltower Forge Landmark Cross-Sector AI Partnership, Rewriting the REIT Playbook
The two S&P 500 REITs will cross-license proprietary data science models for capital allocation and operations, signaling a new era for technology-driven real...
California Commercial Real Estate Enters 2026 With Stabilizing Fundamentals and Selective Momentum
The latest Allen Matkins/UCLA Anderson Forecast survey finds industrial and multifamily sectors outperforming while office recovery remains slow and uneven across the state’s...
Wells Fargo Economists Signal Disinflation Progress Is Stalling as February CPI Looms
Rising energy costs, tariff pass-through, and sticky shelter inflation are expected to keep consumer prices advancing at a pace well above the Federal...
Wells Fargo Forecasts Modest Housing Recovery in 2026, but Affordability Remains at Historic Lows
A new Wells Fargo Economics report projects incremental gains in home sales and price appreciation, even as the national home price-to-income ratio remains...
California’s Factory-Built Housing Sector Needs Policy Overhaul to Unlock Scale, Terner Center Report Finds
A new UC Berkeley study outlines more than 40 policy levers that could help industrialized construction reach the scale needed to meaningfully reduce...
Steel Peak Properties and Tarsadia Investments Target $500MM IOS Portfolio Across Western U.S.
The Encinitas-based firm, founded just two years ago by former brokers, has already acquired 11 properties and is now scaling rapidly with institutional...
Amazon’s Empty Chairs
By Billy the Broker (I just want to stay anonymous) To put the size of Amazon’s office downsizing in perspective, one of its...
California Secures $18.4MM in Federal Transit Funding Ahead of FIFA World Cup 2026
LA Metro and VTA to lead transit preparations at SoFi Stadium and Levi’s Stadium as state seeks additional resources to close operational funding...
