★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Rising Rates Could Reverse Fed Progress on Key Shelter Inflation Gauge Amid Home Construction Slowdown The latest data on US home construction showed a significant deceleration in starts and permitting activity, which each fell to…McAlinden Research PartnersApril 16, 2024
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology US Utilities Could Supercharge CapEx to Keep Pace with Deluge of Data Center Electricity Demand Hyperscalers like Amazon and Microsoft are expected to spend hundreds of billions of dollars expanding their vast data center networks throughout…McAlinden Research PartnersMarch 28, 2024
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Properties May See Steeper Rent Declines, Office Building Discounts in Wake of WeWork Bankruptcy WeWork's bankruptcy marks the latest blow to the commercial real estate (CRE) market - particularly the office building segment. Despite…McAlinden Research PartnersNovember 8, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyReal Estate & ConstructionTransportation Nonresidential Construction Spending Boosted by Dam and Rail Allocations in Infrastructure Bill Nonresidential construction spending continues to grow at a double-digit pace YoY in the US. A wave of infrastructure projects, funded…McAlinden Research PartnersOctober 4, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China Descends Into Deflation as Exports Crumble and New Home Sales Tumble Recent Chinese data releases have painted a worrying picture for the world's leading manufacturing economy, as PMIs, trade flows, and…McAlinden Research PartnersAugust 9, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyReal Estate & Construction Strong Nonresidential Construction Revamps US GDP Prospects, Steadies Outlook for Builders Despite a small downturn in nonresidential construction in May, the annual change in spending on those projects jumped to a…McAlinden Research PartnersJuly 24, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyReal Estate & Construction Pummeling of European Commercial Property Markets May Worsen as Inflation Remains Entrenched Dealmaking and valuations in European commercial real estate (CRE) continue to weaken amid high interest rates and slowing growth. There seems…McAlinden Research PartnersJuly 11, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Property Valuations and Sales Volumes Continually Slammed by Vacant Office Space Office REITs have continued to sell off in recent weeks, coinciding with news that metropolitan office property sales have slowed to…McAlinden Research PartnersMay 31, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyReal Estate & Construction Commercial Real Estate Price Drop, Potential US Debt Default Raise Risks for Regional Banking Space Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…McAlinden Research PartnersMay 18, 2023