Research Center

Empty warehouse featuring yellow and blue barriers. CommercialEdge industrial report feature image

Industrial Report: E-Commerce Drives Industrial Demand Growth

Despite short-term uncertainty caused by shifting tariffs, e-commerce continues to be a powerful force, shaping industrial real estate demand, the latest CommercialEdge office report shows. As online shopping gains momentum, the need for logistics and warehouse space is growing rapidly. In 2024, e-commerce sales jumped 8 percent, more than double the growth rate of overall core retail sales, reaching $1.19 trillion, according to the U.S. Census Bureau. Online sales made up 19 percent of core retail, and that share is expected to keep rising. The sector’s appetite for industrial space is especially large, requiring roughly three times more space per…

3D illustration: vintage scales in disbalance with the red cargo container on one side and a sign of us dollar on the other. On white background. Economic balance. Trade war.

What Makes the US Trade Deficit a Capital Magnet

If it were to disappear, we’d have lost our unique attractiveness as an investment destination, writes CPE columnist Peter Linneman.

Abstract technology image with man using VR environment. This is entirely 3D generated image.

2025’s the Year for CRE Modernization

The industry’s moving beyond incremental changes to full platform rebuilds, according to Deloitte’s John D’Angelo.

Chart of office sales volumes from 2024 through 2025

2025 Office Investment Update

This year shows a promising start, with $10.1 billion in office sales at the end of the first quarter, according to CommercialEdge.

graphic chart illustrating year-over-year vacancy changes in the U.S., as per CommercialEdge data

2025 Office Vacancy Update

Major markets show mixed office vacancy trends, with Austin leading in year-over-year increases, CommercialEdge data shows.

A chart of year-over-tear nationwide office visit trends.

Placer.ai Office Index—2025 Recap

Data suggests that nationwide office visits may be trending upwards once again.

Industrial net lease sales and cap rates in the fourth quarter of 2024.

2024 Industrial Net Lease Sales and Cap Rates

Where are these trends heading? The latest update from Northmarq.

A chart of industrial new orders through February 2024

2025 New Orders

The latest update based on U.S. Census Bureau data.

A chart of CMBS delinquency rates as of March 2025

2025 CMBS Delinquency Rates

Trepp’s monthly update. Read the report here.

A chart of commercial mortgage delinquencies in the first quarter of 2024

Mortgage Delinquency Rates Increased in Q4 2024

MBA estimates that almost $1 trillion’s worth of loans are maturing in 2025.