Episode 60: Data Centers, Industrial, Class B

What this episode covers

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 spendingOffice: 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❄️ WHAT'S NOT:💡 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

PodParley-generated summary based on available episode metadata and transcript content.

Share this episode

Similar Episodes

Discworld 13 - Small Gods by Terry Pratchett - 9 of 9 Episodes

Sep 26, 2023 ·65m

Discworld 13 - Small Gods by Terry Pratchett - 7 of 9 Episodes

Sep 26, 2023 ·66m

Discworld 13 - Small Gods by Terry Pratchett - 5 of 9 Episodes

Sep 26, 2023 ·69m

Discworld 13 - Small Gods by Terry Pratchett - 3 of 9 Episodes

Sep 26, 2023 ·64m

Discworld 13 - Small Gods by Terry Pratchett - 1 of 9 Episodes

Sep 26, 2023 ·66m

Discworld 12 - Witches Abroad by Terry Pratchett - 7 of 8 Episodes

Sep 26, 2023 ·61m

Similar Podcasts

HOMELAND HOMELAND The Church is a body not a building. It's the bride of Jesus Christ! Jesus is coming back for a mature bride. That means it's time for the church of Jesus Christ to move from milk to meat. This is the hour of maturity!HOMELAND is an announcement that the church is being set free. Only the church has the ability to transform the world. The kingdom's of this world will become the kingdoms of our Lord and Savior!All of creation has been waiting for this moment! Sons and daughters of God are rising up and taking their seat! Discworld 03 - Equal Rites Raghvendra Singh Equal Rites is a comic fantasy novel by Terry Pratchett. Published in 1987, it is the third novel in the Discworld series and the first in which the main character is not Rincewind. It introduces the character of Granny Weatherwax, who reappears in several later Discworld novels. Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. NEWMORROW SESSIONS - A PodCast Series on the Future of Hospitality Mario C. Bauer, Florian Schneider, Axel Weber & Dr. Tillman Bardt The Newmorrow PodCast is more than a podcast — it's a platform for open dialog on the future of our business, a platform for those building what doesn’t exist yet. Here, we share and embrace our passion for the hospitality industry, but we won’t romanticize the journey. We ask the tough questions, confront uncomfortable truths, and prepare for a future that resists easy answers. We believe that the tougher and wilder times become, the more openly, honestly and humanely people need to talk to each other and act together. We believe, openness, togetherness, and truthfulness should also be cornerstones of a professional community to develop our utopian idea of „open source“. This is a space where visionaries don’t just imagine the future — they wrestle with the paradoxes that shape it: success vs. happiness, data vs. instinct, stability vs. reinvention. Join leaders, entrepreneurs, and thinkers as they share not what made them — but what’s actively shaping them, now and next. So tune in

Frequently Asked Questions

How long is this episode of Hot Not CRE?

This episode is 3 minutes long.

When was this Hot Not CRE episode published?

This episode was published on March 13, 2026.

What is this episode about?

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%...

Can I download this Hot Not CRE episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.