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The Numbers Behind Tenant Churn.

Reading Time: 4 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.

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The Market Isn’t Shrinking. It’s Sorting.

Reading Time: 3 minutesThe State of REX 2026 is here. See the data behind CRE’s experience-led divide, and what the operators pulling away are doing differently.

AI Is the Office Market’s Best Tenant and Its Biggest Long-Term Problem.

Reading Time: 4 minutesTech firms leased 11.5 million square feet of office space in Q1 2026. A decade-high 23% of all U.S. leasing activity, according to CBRE.

Debt Is Cheap. Conviction Is the Scarce Resource.

Reading Time: 3 minutesJLL published new data yesterday. Its Global Credit Intensity Rating hit all-time highs. Lenders are fighting to put money to work in commercial real estate.

New Tenants Are Back. What the Data Says They’re Actually Coming For.

Reading Time: 3 minutesPiedmont REIT announced on June 1 that it had signed 240,000 square feet of new leases in the second quarter through that date.

AI Isn’t Killing Commercial Real Estate. It’s the Most Disruptive Landlord It’s Ever Had.

Reading Time: 3 minutesIn mid-May, Meta cut 8,000 employees. In the same earnings call, the company raised its 2026 data center spending forecast to $125-145 billion. Up 8 percent from its prior estimate.

The Office Is Back. The Strategy Isn’t.

Reading Time: 3 minutesOffice utilization hit 53% in 2026. That’s up from 38% a year ago and 35% the year before. CBRE’s 2026 Global Workplace and Occupancy Insights found that the #1 reason employees show up is to collaborate with colleagues.

The Institutions Are Back in Office. What They’re Actually Buying.

Reading Time: 3 minutesOffice investment sales hit $20.5 billion in the first quarter of 2026. That’s up 38.6% from the same quarter last year, per Avison Young’s latest report.

The Office Isn’t Back. The Meeting Room Is.

Reading Time: 3 minutesNew research from OfficeSpace Software covers 954 organizations, 3.9 million in-office employees, and 116 million square feet of office.

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.