Field Notes from 32 years of tenant-side CRE.

Municipal Move To Mandate Retail Lease Extensions Raises Tenant-Landlord Balance Questions

Phoenix Commercial Real Estate Briefing — Q3 2026

A Federal Reserve rate hike and rising energy costs are reshaping Phoenix commercial real estate. What higher rates mean for tenants weighing a lease or renewal.

An AI Valuation Correction Is Coming and It Will Be Brutal On All Of US

AI is truly transformative but the hype is geared toward its valuations.

Large-Scale Industrial Activity Continues Across the Southeast Valley

Supply Shock or Window of Opportunity? How the Southeast Valley Industrial Boom Alters Tenant Leverage

Private Credit and Debt Funds Expand Their Role in Commercial Real Estate Lending