How have rising interest rates, inflation and geopolitical uncertainty changed the outlook for U.S. commercial real estate investors?
Occupancy rates are still recovering and costs remain a concern, but the long-term outlook for the sector remains positive.
On the heels of setting a new record for fundraising in 2021, the sector got off to a blazing start in the first quarter of 2022.
Duke is a highly attractive takeover target, with assets in markets that Prologis covets. But REIT analysts say Duke needs greater incentives to sell.
Barring major economic headwinds, apartment rents are on track for big rises for the balance of 2022 as developers struggle to keep pace.
High inflation, including rising gas prices, can disrupt the improving performance of restaurant tenants.
Rents for these facilities can often be 50 percent above those at distribution facilities in traditional locations.