Of Note

While there are incremental investment risks in Mexico, Mexican and US industrial share more characteristics than might be expected and the risk premium could justifiably be narrower than called for by sovereign bond spreads. 

The AFIRE H2 2025 Investor Survey provides key insights into the commercial real estate strategy of global investors.

With strong fundamentals and tailwinds, good quality and high volume of deal flow with ample debt availability, there are many reasons to consider looking at Canada.

Summit Journal Issue #20, to be published in February 2026, is currently seeking article proposals from across the commercial real estate community. Proposal deadline: October 31, 2025.

Population size, migration patterns, aging, household composition, and the rise of remote work are reshaping demand structures, presenting both challenges and investment opportunities across the commercial real estate landscape.

Rather than reacting impulsively to short-term market fluctuations, institutional investors have the resources (and patience) to recognize the US market as a continued cornerstone of global diversification strategies focused on attractive long-term returns.

In an increasingly uncertain environment, investors should be more selective, prioritizing investments that can offer durable income and seek to perform even in flat or faltering markets.

The latest survey of AFIRE members covers contradicting economic outlooks for the US, but a investors are more unified in their view of the energy transition and solving America’s ongoing housing availability and affordability challenge.

Amidst rising geopolitical tensions, economic uncertainty, and adjacent pressures, Summit Journal #19 explores the key question for global CRE: is the US still the right place for investment?

Now that the One Big Beautiful Bill has been signed into law, what does it all mean for cross-border investors in property markets? Shiukay Hung answers.

Multifamily buildings are evolving from captive energy consumers to grid-connected assets. This transformation unlocks financial returns, mitigates risk, and delivers on rising regulatory and capital market expectations.

Melissa Román Burch, COO of NYCEDC, provides an update on New York City’s commercial real estate environment.

As electricity demand accelerates across global markets, real estate is emerging as both a constraint and a solution. From microgrids to distributed generation, buildings are evolving into critical energy infrastructure—and capital strategy must evolve with them.

The current climate crisis is the result of centuries of industrialization—and the economic and social factors that have driven this evolution. The fix will require investors to reconsider the problem from the ground up.

Michael Neiberg answers the question: Can understanding history’s patterns be the key to figuring out what’s coming next?

Technology is transforming the face of real estate. Government stimulus is incentivizing the buildout of critical infrastructure in innovations hubs, which is driving demand for advanced manufacturing, residential and retail assets in these areas.

The rapid expansion of digital demand is transforming middle America into a strategic hub where commercial real estate and energy sectors collaborate to leverage renewable power, existing rail infrastructure, and rural land for the future of digital infrastructure.

Boff questions cross-border investment strategies, and if earlier periods in history can teach us lessons about what to expect in future.

For years, data center development was largely a real estate discussion. But now, it is pivoting into an energy discussion—leaving data center developers and Big Tech “offtakers” to figure out how to ensure sufficient and affordable power at their sites.

Geopolitical instability, rare earth supply constraints, and decarbonization mandates are redefining the long-term value of real estate, prompting greater alignment between energy, policy, and investment strategy across global markets.