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Extend And Pretend Is Ending. The Buildings That Survive Won’t Be The Ones The Lenders Saved

Reading Time: 3 minutesPropmodo ran a piece this week called “The End of Extend and Pretend.” It’s the cleanest framing I’ve seen on what’s about to happen.

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May 21, 2026

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Real Estate Experience Trends
Extend And Pretend Is Ending. The Buildings That Survive Won’t Be The Ones The Lenders Saved

Reading Time: 3 minutesPropmodo ran a piece this week called “The End of Extend and Pretend.” It’s the cleanest framing I’ve seen on what’s about to happen.

 May 21, 2026
Real Estate Experience Trends
Durst Is Spending Tens Of Millions On A Midtown Office Reposition. Zero Of It Is Going To A New Gym

Reading Time: 3 minutesDurst Organization just put 600,000 square feet on the market at 114 West 47th Street in Midtown Manhattan. A 26-story, LEED Gold tower built in 1989.

 May 18, 2026
Real Estate Experience Trends
Cushman Just Quantified It. AI Is Going To Add 330 Million Square Feet Of CRE Demand. The Room Mix Inside Those Buildings Already Flipped

Reading Time: 3 minutesCushman & Wakefield dropped a report this month that should end the “AI is going to gut office demand” trade for good.

 May 14, 2026
Real Estate Experience Trends
Hudson Pacific’s Q1 Was The Whole 2026 Office Story In One Earnings Report

Reading Time: 3 minutesHudson Pacific Properties reported Q1 2026 results on Wednesday. The headline numbers were straightforwardly good.

 May 12, 2026
Real Estate Experience Trends
European Asset Managers Are Sitting on a Tenant Data Crisis

Reading Time: 2 minutesEuropean asset managers have more tenant data than ever. Most of it is lagging, siloed, and arriving too late. Here’s how the best EMEA portfolios are changing that.

 May 7, 2026
Real Estate Experience Trends
Office Leasing Just Hit a Decade High. The Buildings Getting Leased Aren’t Built for the Demand

Reading Time: 3 minutesBisnow dropped the headline of the year this week. U.S. office tenants signed roughly 120 million square feet of new leases in Q1 2026. Up 25% over Q1 2025.

 May 7, 2026
Real Estate Experience Trends
What Is Tenant Health — and Why It Is the Most Important Number in Your Portfolio

Reading Time: 4 minutesTenant Health is the leading indicator your portfolio has been missing. Here’s what it measures, why it matters, and how the best operators are using it.

 May 6, 2026
Observations
Bottom-Decile Office Isn’t Coming Back. Conversion Is The Honest Answer. Cleveland’s Been Showing The Math For A Decade.

Reading Time: 3 minutes6.6 million square feet of office space converted. Almost 4,000 housing units delivered. Another 1,500 in the pipeline. Roughly 30 landmark buildings repurposed.

 May 5, 2026
Happy Office
The Numbers Behind Tenant Churn

Reading Time: 3 minutesMost CRE portfolios don’t measure tenant churn until it’s already happened. Here’s what the research says about why tenants leave and when the signals appear.

 May 4, 2026
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