Episode 60: Data Centers, Industrial, Class B — The 2026 Capital Playbook

from What's Hot & What's Not In CRE · host Alan Pavlosky

Episode 60 of "What's Hot, What's Not C.R.E." — Friday, March 13th, 2026Topic: Investor Outlook — Where Smart Money Is Deploying Capital🔥 WHAT'S HOT:Data Centers: $87B projected in 2026, 13%+ CAGR, Big Five hyperscalers spending $600B (75% AI-related), Tier 2 markets with power capacity surgingIndustrial Logistics: Demand forecasts revised higher, supply dropping, reshoring and e-commerce driving demand, cap rates 5.5-6.25%Multifamily: Institutional capital returning to core stabilized assets, Class B workforce housing favored for durable cash flowCMBS Issuance: Post-2008 high expected, up 18% from 2025, SASB deals with strong sponsors getting doneMedical Office: Defensive sector supported by aging demographics and healthcare spending❄️ WHAT'S NOT:Office: CMBS delinquency at all-time high 12.34%, $100B+ maturing, 50%+ expected to default, older buildings hit hardestHospitality: Liquidity limited, lenders cautious, thin transaction volumeOverleveraged 2021 Deals: Maturity wall real, 3% debt costs now 6%, extensions buying time💡 WHY IT MATTERS:Capital is bifurcating — flowing to income-driven, operationally sound sectors (data centers, industrial, workforce housing, medical office) and avoiding structural headwinds (office, hospitality, overleveraged deals).🎯 INVESTOR TAKEAWAY:Follow the capital. Data centers and industrial are growth plays. Class B multifamily and medical office are income plays. Avoid office unless buying distress with clear repositioning. Durable income beats speculative upside in 2026.Have a great weekend! Visit hotnotcre.com to learn more and subscribe to our newsletter.#CommercialRealEstate #CRE #DataCenters #IndustrialRealEstate #Multifamily #WorkforceHousing #ClassB #InvestorOutlook #SmartMoney #CapitalAllocation #CMBSDelinquency #OfficeDistress #MaturityWall #MedicalOffice #Hyperscalers #AIInfrastructure #RealEstateInvesting #CREInvesting #PropertyInvestment #RealEstateNews #MarketUpdate #CRENews #RealEstateTrends #InstitutionalCapital #ValueAdd #CorePlus #RealEstateStrategy #CRE2026 #WhatsHot #WhatsNot #DailyPodcast #RealEstatePodcast #CREPodcast #FridayOutlook #WeekendWrapUp

What this episode covers

Friday investor outlook: Where smart money is deploying capital in 2026 — data centers ($87B, 13% CAGR), industrial logistics, Class B workforce housing, and medical office lead. Office distress peaks at 12.34% CMBS delinquency.

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Episode 60: Data Centers, Industrial, Class B — The 2026 Capital Playbook

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This episode was published on March 13, 2026.

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