| | Apartment concessions eased, but one class moved the other way |  | | - | Apartment concessions eased in July for Class A and Class B properties, falling to 12.5% and 13.8%. Class C moved the other way, rising to 21.5%. | | - | Class C operators also offered the deepest average discount at 11.4%, showing that value-oriented properties still face the toughest leasing conditions. |
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| | | Why beauty and wellness are taking more retail space | | - | Beauty, wellness and fitness tenants accounted for 37.5% of retail space leased in Q2 2026 as consumer spending in these categories rose from $86 billion in 2020 to $132 billion in 2025. | | - | These businesses generate recurring, in-person visits that are difficult to shift online. With retail completions near a record-low 5 million square feet in Q1 2026, well-located open-air and neighborhood centers stand to benefit. |
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| | THE AI LAYER | AI + REAL ESTATE |
| | TOOLS TO KNOW | | HouseWhisper HouseWhisper.ai is an artificial intelligence (AI) assistant designed to help real estate agents manage their daily operations more efficiently. PITCHBOOK.COM By automating tasks such as customer relationship management (CRM) updates, HouseWhisper allows agents to focus more on client interactions and closing deals. |
| | Reservoir, a residential water-heating company, landed $8 million in seed funding, with Asymmetric leading the round. | | Visoid, a Norwegian architecture-visualization platform, brought in $2.5 million, with Skyfall leading the round. | | Fitting, a Saudi construction supply-chain platform, secured $1.1 million in seed funding. | | Diald, a CRE due-diligence and valuation platform, closed $1 million, with Feedback leading the round. | | Breezemove, a British home-moving platform, landed £160K, with GC Angels leading the round. | | Cordoba, a construction-management platform, brought in funding, with VSS leading the round. |
| | | | Why institutional capital is moving deeper into sale-leasebacks | | - | Sale-leasebacks are drawing more institutional capital because they pair long-term rent tied to corporate credit with ownership of the real estate. | | - | For buyers, tenant credit and lease terms now matter nearly as much as the building itself. |
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| | | The South’s apartment boom is punishing one property class most | | - | Class C apartments are taking the biggest hit from the South's supply boom. Rents fell 4.5% over the past year, their steepest drop since the Great Financial Crisis. | | - | Some renters are using the new supply to trade up. Class A rents still rose 0.3%, widening the gap between higher- and lower-quality apartments. |
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| | | Industrial outdoor storage is becoming investable. Why now? | | - | As warehouse and logistics returns stabilize, industrial investors are moving into outdoor storage. Limited supply, leasing demand and stronger rent structures are making it a yield play. | | - | Sites with heavy power and interstate access can support higher rents. Demand is especially strong around Dallas, TX, and Savannah, GA. |
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| | | Logistics has taken the lead in net lease investment | | - | Logistics now leads net lease investment, capturing 63% of Q2 2026 volume as investment rose 28% to $8.1 billion. | | - | By contrast, office investment fell 21%, shrinking its market share to 14%. |
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| | | UNREAL REAL ESTATE |  | | A Poconos Mansion With an Indoor Slide and Dance Club | | Listed for $1.95 million in East Stroudsburg, Pennsylvania, this 8,494 square foot mansion packs in an indoor slide, hidden passage, jungle themed primary bath, putting green, hot tub room and gigantic dance club. LINK |
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