Tag: AI infrastructure demand
GLOBAL REAL ESTATE DAILY BRIEFING April 23, 2026 | Bernd Pulch Intelligence Archive Classification: Open-Source Market Intelligence
U.S. mortgage rates hit 6.23%—lowest in three spring seasons—driving purchase applications up 10% and new listings up 3%. But Brent crude surges above $103 as Iran ceasefire remains fragile. CMBS delinquency climbs to 7.55%, multifamily hits record 7.15%, and $76.6 billion in hard maturities looms. Data center REITs surge 30%+ YTD on AI demand. JPMorgan,…
GLOBAL REAL ESTATE DAILY BRIEFING April 21, 2026 | Bernd Pulch Intelligence Archive Classification: Open-Source Market Intelligence
U.S. pending home sales rise 1.5% in March to 73.7 despite mortgage rates surging above 6.5%. Global REITs gain 3.51% YTD with stark divergence: data centres +21.9% vs. student housing -15.5%. Federal Reserve Beige Book confirms CRE improvement with industrial and data center strength. Asia-Pacific net buying intentions hit 4-year high of 17%. Moody’s warns…
GLOBAL REAL ESTATE INTELLIGENCE REPORT 2026: THE POLYCENTRIC SHIFT Classification: Strategic Market Intelligence | Latent Risk Assessment | Capital Flow
Executive Summary: The Great Divergence The 2026 global real estate landscape is defined not by a uniform recovery, but by a polycentric shift—a fragmentation of capital flows and performance metrics driven by deglobalization, AI infrastructure demand, and chronic housing scarcity. While aggregate market capitalization is projected to expand from $4.74 trillion in 2026 to $6.27…
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