Industry Contributors & Editorial
JCPenney Leaves San Bruno, Allbirds Exits Jackson Square: A Retail Reckoning
By Billy the Broker (I just want to stay anonymous) JCPenney and Allbirds, two retailers with starkly different beginnings, now find themselves in oddly similar...
Election, Inflation, and Rate Cuts: CRE Market Outlook for 2025
The closing months of 2024 were marked by significant events — including a presidential election, Federal Reserve rate cuts, and shifting economic trends....
Kingbird Sees a “Once-in-a-Generation” Opportunity for Multifamily Investment, Akin to Post-GFC
By Mark Pasierb, president of Kingbird Investment Management Looking ahead into 2025, there are many opportunities in commercial real estate—specifically in the resilient...
McNellis: How Remote Work Reshaped San Francisco’s Apartment Market
By John McNellis Rather than another dreary epistle about San Francisco, this is a tale about the only law of economics worth knowing....
Revealing Character in Adaptive Reuse
By Ariane Fehrenkamp It’s easy to imagine the once-buzzing activity of the large commercial and industrial buildings that supported the economies of another...
C-PACE Financing: How It Works and Recent Transactions
By Diana Ovsepian C-PACE Financing Stuck between a rock and a hard place, the challenging interest rate environment of the past several years...
Navigating the California Small and Rural Hospital Relief Program: Key Considerations for Healthcare Providers
By Cynthia NeSmith-Montanez The California Small and Rural Hospital Relief Program offers a lifeline to healthcare providers serving some of the state’s most vulnerable...
Starbucks Shutters Seven Downtown San Francisco Locations: What’s Brewing?
By Billy the Broker (I just want to stay anonymous) San Francisco has always had a love affair with its coffee, but this October, it...
McNellis: Empty Stores, Empty Logic – A Palo Alto Retail Vacancy Conundrum
By John McNellis Palo Alto’s city council is considering a “vacancy tax” on empty shop space in its downtown, penalizing owners stuck with...
Opinion: Will Fed Inaction Lead to More of the Same for CRE Investors?
By Brian Hatcher, President & COO of Kidder Mathews With the cost of capital staying put, buyers and sellers must do more to...
Economic Commentary: Softening Labor Market Could Lead to Interest Rate Cuts Earlier Than Expected
By John Beuerlein, Chief Economist at the Pohlad Companies At the midpoint of the year, the economy has clearly slowed from the faster pace...
McNellis: The Pacaso of Time Shares
By John McNellis More often than not, the movie bad guy is a drug lord or a nature-paving developer. While these two villains...
