Commercial Real Estate Now

Construction Is the New Constraint: How Developers and Investors are Adapting

In this episode of Commercial Real Estate Now, professionals from Pinnacle Development, Langan Engineering, and PH&C Construction examine the key constraints influencing development decisions today including material availability and labor dynamics to zoning complexity, power infrastructure, and evolving hard and soft costs. This isn’t a discussion about stalled projects. It’s a look at how the market is adjusting. They explore where friction still exists, how experienced developers are planning around it, and what investors and policymakers need to understand to underwrite risk accurately and move projects forward. The takeaway: development hasn’t stopped, it’s become more disciplined and more strategic. Those who understand today’s constraints are better positioned to allocate capital effectively and identify opportunities others may overlook ⸻ Who Should Watch • Commercial real estate investors • Developers and operators • Lenders and capital markets professionals • Policymakers and municipal leaders • Anyone underwriting or planning new development #CommercialRealEstate#RealEstateDevelopment#CREInvesting#CapitalMarkets#Infrastructure#ZoningAndEntitlements#PowerGrid#realestatepodcast Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Grocery Won 2025: Demand, Traffic, and the Investment Case

In this episode of What's in Store?, Karly Iacono and Chris Ressa break down why grocery emerged as one of the strongest and most resilient asset classes in 2025 and what that means for investors underwriting retail today. We cover: • Why Amazon’s physical grocery closures are a net positive for landlords • The rise of independent and regional grocers reshaping demand • Why 2025 grocery growth reflected real traffic, not just inflation • Why online grocery complements physical stores, not replaces them The takeaway: grocery didn’t just survive 2025, it validated the long-term investment thesis for necessity-based retail with real demand and durable cash flow. ▶️ Subscribe for investor-focused insights on retail real estate, capital markets, and strategy. #commercialrealestate #retailrealestate #groceryanchored#cre #realestateinvesting #CREpodcast Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

2026 CRE Outlook: From Freeze to Recalibration (Princeton Keynote Replay)

Enjoy this full replay of Karly Iacono’s keynote presentation from the 2026 Princeton Real Estate Market Forecast event. In this session, Karly breaks down why 2026 is shaping up to be a year of clarity as the real estate market thaws and expectations reset. She highlights the economic backdrop, the state of the capital markets, and the most important trends across office, retail, industrial, and multifamily assets. You’ll hear what’s beginning to stabilize, where pricing is shifting, and why disciplined underwriting is more critical than ever. Karly also explores how emerging technologies, including artificial intelligence, are starting to transform commercial real estate workflows and reshape risk management. Key Timestamps: • 00:07 Introduction • 01:49 Economic impacts to CRE • 06:26 Capital markets • 08:06 Buyer mix • 10:32 Lending profile • 13:43 Cap rates • 14:33 Office • 18:17 Retail • 23:02 Industrial • 26:16 Multifamily • 29:03 Future of CRE: technology and tools shaping workflow + risk analysis • 40:22 2026 summary • 41:02 Where to learn more + connect Read CBRE's U.S. Real Estate Market Outlook for 2026: https://www.cbre.com/insights/books/us-real-estate-market-outlook-2026 #commercialrealestate #realestate #marketoutlook #economicoutlook #capitalmarkets #realestateinvesting #marketforecast #cre Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

The Contract Clauses Causing the Most Friction in Commercial Real Estate Deals

Most commercial real estate deals don’t fail on price, they stall on contracts. In this episode of Commercial Real Estate Now, we dig into the contract clauses creating the most friction in today’s CRE transactions, including indemnities, reps and warranties, escrow holdbacks, survey and title risk, and contracts contingent on entitlements. This conversation focuses on where buyer and seller expectations diverge, why legal review becomes a pressure point, and what investors should be thinking about before signing a contract. If you’re actively buying, selling, or advising on deals, this is worth the time. Connect with Dee Kelley: https://www.stark-stark.com/bio/dolores-r-kelley/ Karly Iacono l karly.iacono@cbre.com #CommercialRealEstate #CreContracts #RealEstateDueDiligence #RealEstateInvesting #CreTransactions Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Retail Real Estate's Next Leg up: Why 2026 Outperforms 2025

In this episode of What’s in Store, Karly Iacono and Chris Ressa discuss why the current data and market structure suggest retail may be entering its next leg up in 2026. They walk through how consumer behavior, pricing dynamics, and cost pressures are shaping the outlook and how this cycle compares to prior periods. They also share how they think about risk, resilience, and where retail fundamentals appear best positioned as the market moves forward. This episode provides context for why 2026 may build on 2025 rather than reverse it. Connect with Karly! karly.iacono@cbre.com (201) 600-3237 #retailrealestate #commercialrealestate #creinvesting #retailoutlook #retailinvesting Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.