Tag: inflation persistence
GLOBAL REAL ESTATE INTELLIGENCE REPORT JULY 17 2026
Global real estate enters mid-July 2026 with the AI Arms Race accelerating past $700 billion in hyperscaler spending, while a $1.8–$2 trillion commercial mortgage refinancing wall looms. The 30-year fixed mortgage averages 6.52% this week, up from 6.49%. U.S. office vacancy holds at 17.6% as legacy buildings face adaptive reuse or distressed sales. German residential…
🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT JULY 10 2026
Global Real Estate Intelligence Report for July 10, 2026: The AI Arms Race accelerates with hyperscalers expected to spend $700 billion in 2026 and nearly 100 GW of new data center capacity planned through 2030. U.S. office vacancy holds at 17.6% with legacy buildings facing adaptive reuse or distressed sales. A $1.8-$2 trillion commercial mortgage…
GLOBAL REAL ESTATE INTELLIGENCE REPORT
Global real estate markets enter a decisive new phase. AI infrastructure attracts record investment with hyperscalers planning $600–$630 billion in 2026 capex, while traditional office markets face an 18.6% vacancy rate and a $1.8–$2 trillion maturity wall. U.S. housing inventory rises 8.1% year-over-year, 30-year mortgage rates stand at 6.56%, and CMBS delinquency climbs to 6.1%.…
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