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Houstonomics
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Houstonomics
@Houstonomics
Your daily briefing on economic trends, commercial real estate, finance, housing, retail, energy, healthcare and tech.
Texas شامل ہوئے Mart 2010
3.2K فالونگ10.8K فالوورز
By end of 2026, nearly every law firm in the country will have attorneys in the office more than 50% of the week. The RTO debate in legal is over.
The Tenant Advisor@CoyDavidsonCRE
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WEDNESDAY MARKET RECAP
Stocks surge as oil pulls back on Iran war developments.
The closing bell:
🔺Dow jumps 304 pts (+0.66%)
🔺S&P 500 +0.54%
🔺Nasdaq +0.77%
🛢️ WTI crude drops 2.2% to $90.32 Brent falls 2.17% to $102.22
📉 Treasury yields tumble on peace hopes.
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Houstonomics ری ٹویٹ کیا
2026 Data Center Marketplace Report
Facilitating AI with Unprecedented Infrastructure Investment
▫️Power Certainty Has Become the Primary Differentiator
▫️Capital Is Deploying Earlier and Resembling Infrastructure Finance
▫️Alternative Power Strategies Are Now Central to Project Economics
▫️Execution Capability Is Superseding Market Classification
▫️Data Centers Are Increasingly Underwritten as Energy Infrastructure
▫️Community and Regulatory Risk Has Become a Core Investment Consideration
🔗 hcre.short.gy/imlzop
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Houstonomics ری ٹویٹ کیا
Healthcare is not just growing, it is propping up the entire labor market. Over the last year, the U.S. added about 156K jobs overall, but healthcare alone accounted for 375K new positions. This massive growth is masking a lot of weakness in other sectors.
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Houstonomics ری ٹویٹ کیا
Houston is expecting a 16% jump in outpatient patient visits by 2029.
New MOB construction under way? Less than 1% of existing supply.
What little is being built is already spoken for: roughly 80% of that space is preleased before it even opens.
Health Space Insider@HREAdvisor
The MOB Supply-Demand Gap Right now, about 93% of medical outpatient space across the country is already filled. Despite this, new construction has slowed to a crawl. This is hitting fast-growing areas like Houston and Orlando the hardest. Rising Demand: An aging population and a preference for convenient, local clinics over massive hospitals are driving more people to outpatient centers. Stalled Supply: High labor costs and expensive materials make it risky for private developers to start new projects unless they already have a major tenant signed on the dotted line.
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US Import prices jumped 1.3% in February, with nonfuel imports up 1.1% and capital goods posting one of the strongest increases on record.
Export prices rose 1.5%, led by industrial materials and energy.
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Mortgage Rates are up and applications are down.
10.5% drop in total mortgage demand last week.
Refinance demand, which had been surging just a few months ago, dropped 15% WoW.
Purchase apps dipped 5% on the week, sitting just 5% higher than this time last year.
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Medical outpatient clinics are running at 93% occupancy nationwide.
Yet building new spec medical office is expensive and risky and most developers won’t touch it without a signed anchor tenant.
The result? Rents are finally starting to move.
The Tenant Advisor@CoyDavidsonCRE
Constrained MOB supply keeps occupancy high and rents growing. 5 Things to Know: 1⃣ MOB occupancy hit a record 92.7% in 2025, up 30 basis points from the end of 2024. Demand is outpacing every new square foot being delivered to the market right now. 2⃣ MOB construction starts fell to 1.1% of total inventory in Q4 2025. 3⃣New construction rents (~$40/s.f.) are nearly double average in-place rents (mid-$20s). 4⃣ Lease escalations in MOBs are shifting to 3% annual bumps or CPI-tied provisions. 5⃣ Health systems represent 46% of all MOB leases.
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Higher-income consumers are increasingly shopping at dollar stores, driven largely by inflation and broader economic pressure
retaildive.com/news/wealthy-c…
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TUESDAY MARKET RECAP
Markets dropped today:
🔻S&P 500: -0.4%
🔻Nasdaq: -0.8%
🔻Dow: -0.2% (-85 pts)
🛢️📈 Brent Crude: Surged over 4%, climbing back above $104/bbl. WTI : Jumped 4% to trade above $92/bbl.
GIF
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Houstonomics ری ٹویٹ کیا
A new federal bill introduced would cut off Medicare funding to hospitals and nursing homes owned by private equity firms.
The legislation, called the Taking Back Our Hospitals Act, targets 400+ healthcare facilities nationwide.
Becker's Hospital Review@BeckersHR
Bill eyes cutting Medicare to 400 PE-owned health facilities hubs.ly/Q0485vLv0
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Richmond Fed Manufacturing index hits 0 in March, up from -10 in Feb. 📈
The "flat" reading marks a significant recovery from contraction territory as all key components trend upward:
🔺New Orders: 4 (from -9)
🔺Shipments: -2 (from -13)
🔺Employment: -2 (from -7)
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Latest U.S. Bureau of Labor Statistics data:
• Productivity: +1.8% (Q4), +2.1% (2025)
• Unit labor costs: +4.4% (Q4)
• Wages still rising faster than output
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JUST IN: OpenAI to raise additional $10 billion at $730,000,000,000 valuation.
The Tenant Advisor@CoyDavidsonCRE
Wake up and log into X ... See a bunch of posts about OpenAI ... feel like I have seen this movie before
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The office market is basically a tale of two cities right now. If you own a new trophy building, demand is actually back.
The lack of new construction and more conversions & demolitions are re-setting the office market.
The Tenant Advisor@CoyDavidsonCRE
We’re currently seeing the lowest level of office construction since 2011. ▫️A+ is full ▫️A is almost full What happens to B space is the question? Some B+ will be competitive in good locations and with renovations. Tear Downs and Conversions are up. In the late 2010s, we typically demolished about 6 million SF of office space every quarter. By the end of 2025, that number jumped to nearly 10 million. Not every tenant can justify Class A Rents
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For the 3rd straight quarter, existing homes are MORE expensive than new:
• Existing: $414.9K
• New: $405.3K
Builders cutting prices, shrinking product, offering incentives
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@CoyDavidsonCRE This is the supply-side correction we have been waiting for.
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We’re currently seeing the lowest level of office construction since 2011.
▫️A+ is full
▫️A is almost full
What happens to B space is the question? Some B+ will be competitive in good locations and with renovations.
Tear Downs and Conversions are up. In the late 2010s, we typically demolished about 6 million SF of office space every quarter. By the end of 2025, that number jumped to nearly 10 million.
Not every tenant can justify Class A Rents
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Bullish Monday! 📈 Wall Street just saw its best session since early February as de-escalation hopes sparked a massive relief rally.
The Closing Bell:
🔹 Dow: +631 pts (+1.38%)
🔹 S&P 500: +1.15%
🔹 Nasdaq: +1.38%
GIF
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The labor market and factory output are losing steam simultaneously
The Chicago Fed National Activity Index dropped to -0.11 for February.
• Employment: -0.10 (The biggest drag)
• Production: -0.01 (Fell from +0.21 in Jan)
• Sales/Orders: -0.01
🔗 hcre.short.gy/nS0qN3
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