Data Centers CRE 2026: The $700B Industrial Adjacency
No commercial real estate sector is absorbing capital faster than data centers right now — and for HB Capital’s industrial and logistics clients, that is not a side story. It is increasingly the same story. Data centers are, at their core, specialized industrial buildings: mission-critical boxes built on industrial-zoned land, financed against long-term leases to […]
Self-Storage CRE Q1 2026: Values Reset, Supply Hits 11-Year Low
Self-storage has spent the last two years in a correction — a well-earned one after the most explosive demand surge in the sector’s history. Pandemic-era tailwinds drove occupancy to record highs, rents to all-time peaks, and valuations to levels that left little room for error. When the cycle turned, it corrected hard: asset values fell […]
Multifamily CRE Q1 2026: Rent Growth Is Back, Supply Has Peaked, and Capital Is Quietly Moving
For two years, multifamily sponsors have been telling the same story: too much supply, too little rent growth, and lenders that won’t play ball on speculative deals. That story is changing. Q1 2026 delivered the first meaningful positive signals the sector has seen since 2023 — rent growth turned positive, new deliveries fell off a […]
Industrial CRE Q1 2026: Big-Box Leasing Surges and the Quiet Return of Pricing Power
After 18 months of softening fundamentals, U.S. industrial real estate turned a corner in the first quarter of 2026. Big-box leasing surged, vacancy stopped climbing, and rent growth crept back into positive territory. For sponsors and capital allocators, the data marks a tentative but real inflection — and a clear sign of where 2026 capital […]
