Related is building a $36 billion data center for Oracle, which will then be leased to OpenAI.

Limited partners are pressuring commercial real estate private equity funds to return capital before they will commit to new funds, which is forcing transaction volume.

In 2025, 63% of Walker & Dunlop's $16.8 billion in agency lending was comprised of 5-year paper.

It is currently significantly cheaper to rent a home in the United States than to own one, based on a comparison of average rent versus mortgage principal and interest payments.

JPMorgan Chase has reduced its New York-based workforce from 45,000 to 35,000 while increasing its Texas-based workforce from 5,000 to 30,000 during Jamie Dimon's tenure.

Economist Peter Linneman believes data centers are the real estate asset class in which one is most likely to "get poor."

Consumer credit card default rates have risen from post-pandemic lows but remain in line with historical averages.

Online sales account for 16% of total U.S. retail sales, while bricks-and-mortar stores account for 84%.

The U.S. federal government is projected to run a $2 trillion deficit in 2026.

Multifamily assets built since 2020 are trading at higher cap rates, and therefore lower values, than properties from the 2000s and 2010s vintages.

The construction of a new Taiwan Semiconductor plant in Phoenix is expected to be a major growth driver for the local real estate market.

There is currently $7 trillion of capital held in money market funds.

Current immigration policy has not impacted the supply of construction labor for merchant builders and single-family home builders.

Since January 2023, consumer spending has been primarily driven by the top segment of the economy, individuals earning over $250,000 annually.

Current multifamily investment sales volumes have returned to pre-pandemic levels.

A large volume of both 5-year and 10-year commercial real estate loans are expected to mature simultaneously around 2030, creating a potential refinancing bottleneck.

At the end of Q4 2025, only 4% of multifamily market survey respondents identified as sellers.

Capital flows into non-traded BDCs (private credit) surpassed flows into non-traded REITs starting in 2022.

Austin, Texas is experiencing negative 7.7% trailing 12-month rent growth due to significant oversupply.

Owner's Equivalent Rent (OER), which is described as a "completely made up number," accounts for 25% of the CPI and is keeping the inflation print artificially high.