
Everyone keeps looking at the sexy parts of real estate.
Rates. Airbnb. “Crash” headlines.
Meanwhile the more important question is where serious capital is actually willing to go.
From @cbre U.S. CRE volume is projected around $562B this year, and the concentration is what matters.
Multifamily and industrial keep standing out.
One is tied to the affordability squeeze.
The other is tied to logistics, manufacturing, and reshoring.
That tells you a lot more about where this market is headed than another recycled take about STRs.
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