
The Weekly Take from CBRE On the Road Again: Coast-to-coast opportunities in commercial real estate
6 snips
Jan 27, 2026 Kelly Carhart, President of CBRE Multifamily Capital Markets, on multifamily supply, gateway vs Sun Belt dynamics and conversion trends. Jessica Lawl, Head of CBRE’s downtown LA office, on LA’s reinvention, event-driven infrastructure and downtown vs countywide shifts. They tour coast-to-coast market themes, industrial and logistics pockets, investor types, and where regional opportunities are emerging.
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Southern California Fundamentals Stabilizing
- Barbara Perrier says Southern California fundamentals are stabilizing and sentiment has shifted toward optimism for next year.
- She expects clarity on lease rates and absorption to improve capital market activity.
New Industrial Themes: Power, Cold Storage
- Barbara Perrier highlights data centers, cold storage, and industrial outdoor storage as growing industrial themes.
- She notes food and cold storage demand is rising because many facilities are antiquated and need modern replacements.
Debt Market Leads, Megabox Demand Returns
- Nicole Welch and Lauren Akdemeyer report debt markets are leading recovery with lenders leaning in and improved spreads.
- Corporates are returning, driving megabox (700k+ sqft) demand and creating scarcity in large-bay options.
