via Commercial Observer
Custom Data Requests Don’t Have to Stymie Commercial Real Estate Teams
An asset manager opens an operating report, an equity partner asks for a custom slice of debt service coverage across a...
Oct 13, 202600
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15 articles
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Office Tenants Should Negotiate Cell Coverage Like a Lease Issue
For most of the past two decades, connectivity in office buildings followed a simple division of labor. Tenants bought t...
Sep 22, 202600
via Commercial Observer
Where AI Stops in Commercial Real Estate, Judgment Begins
In this column on July 14, I wrote about something I believe is going to become increasingly important in business , par...
Aug 31, 202600
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Retail Landlords Need to Underwrite Their Tenants’ Customer Base, Too
Landlords underwrite the retail tenant. But they almost never underwrite the tenant’s customer. They should. That gap co...
Aug 21, 202600
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New York’s 485-x Is Teaching Developers to Stay Below 100 Apartments at a Time
In New York City, 485-x is one of the few tools capable of restarting rental construction at a meaningful scale. It is a...
Aug 19, 202600
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In Commercial Real Estate, a Plausible Answer From AI Is Not Enough
Artificial intelligence can now produce work that looks remarkably finished. It can summarize a lease, review a rent rol...
Aug 11, 202600
via Commercial Observer
Commercial Real Estate Needs a Company Brain, Not a Bigger AI Model
Every quarter, the same scene repeats across institutional real estate. A firm signs an enterprise AI deal or rolls out...
Jul 7, 202600
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REITs Deserve a Second Look for Safe Haven Investing
Investors entered 2026 with a degree of confidence in a playbook that, for much of the past decade, had proved reliable:...
Jul 1, 202600
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Commercial Real Estate Should Stop Overlooking Qualitative Data
Quantitative data drives and informs decision-making in the multitrillion-dollar commercial property sector, but what ul...
Jun 25, 202600
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There’s Been a Big Shift in the Commercial Real Estate Capital Markets
Conventional wisdom suggests that as banks return to commercial real estate lending, private credit should begin losing...
Jun 12, 202600
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Agentic AI’s Impact on Commercial Real Estate Goes Beyond Time Saved
Five years ago, underwriting a mixed-use deal took a commercial real estate analyst more than a week. Today, an agentic...
May 4, 202600
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Record New York Apartment Rents? Blame Policymakers, Not Landlords.
New York City’s market-rate apartment rents are reaching levels that would have seemed unimaginable just a few years ago...
Mar 23, 202600
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Artificial Intelligence Is Commercial Real Estate’s James Bond Moment
I’ve loved James Bond movies since I was a boy. Everything about them — the music, the cars, the villains, the confidenc...
Mar 3, 202600
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AI Reaches Its Execution Phase in Commercial Real Estate
Artificial intelligence is no longer an emerging concept in commercial real estate. It is being tested, piloted and deba...
Feb 11, 202600
via Commercial Observer
2026 Is the Tipping Point for AI in Commercial Real Estate. Here’s How to Benefit.
Historically, commercial real estate has been defined by long cycles, “gut feelings” from industry experts, and relation...
Jan 22, 202600