{"id":1004793901,"date":"2026-04-02T05:33:14","date_gmt":"2026-04-02T13:33:14","guid":{"rendered":"https:\/\/www.commercialsearch.com\/news\/?p=1004793901"},"modified":"2026-04-17T05:50:43","modified_gmt":"2026-04-17T13:50:43","slug":"executive-council-cre-trends-that-are-overhyped-and-underestimated","status":"publish","type":"post","link":"https:\/\/www.commercialsearch.com\/news\/executive-council-cre-trends-that-are-overhyped-and-underestimated\/","title":{"rendered":"CPE Executive Council: CRE Trends That Are Overhyped\u2014or Underestimated"},"content":{"rendered":"
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\"CPE<\/figure><\/div>\n\n\n

It’s hard to know whether to jump on the bandwagon or to wait and see if something will become popular. This month, our experts share which CRE trends are worth your attention.<\/p>\n\n\n\n

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\"headshot
Todd Stender<\/figcaption><\/figure><\/div>\n\n\n

Prioritize Stickiness<\/strong><\/p>\n\n\n\n

There is a prevailing market hype that most commercial real estate ground-up development is on pause until interest rates, labor and material costs stabilize. Much of this wait-and-see narrative rests on the hope of the Federal Reserve cutting short-term rates. While several property types have experienced slowing new supply (e.g., office, multifamily and self-storage), the pause is far from universal.<\/p>\n\n\n\n

In reality, the best-capitalized landlords and tenants have already moved past the shock phase of 2022\u20132023 triggered by the Fed\u2019s 11 consecutive rate hikes. Today, growth is being fueled by tailwinds far more powerful than the Fed Funds Rate: U.S. domestic migration and business-friendly states with open arms. For developers, waiting for a perfect rate environment risks missing the window where asset pricing is most attractive and prime locations remain available.<\/p>\n\n\n\n

We see this most directly in the essential retail sector [e.g., quick-service restaurants (QSR), convenience stores (C-Stores) and automotive services]. Expansion in the space is driven by population trends and site availability, not just the cost of debt. These recession-resistant concepts can provide durable cash flows that can outperform more high-profile, cyclical asset classes during periods of consumer spending slowdowns.<\/p>\n\n\n\n

Retailers with multi-year growth plans and well-capitalized balance sheets are moving forward to capture high-visibility locations across growing markets. They recognize that losing the best corner in town to a competitor is a much greater long-term risk than financing a deal at current market rates.<\/p>\n\n\n\n

While the broader market waits for the Fed to act, the essential retail sector is proving that operational necessity and population growth remain catalysts for value creation. In a bifurcated market, the winners are those who prioritize tenant stickiness and trending market demographics over the near-term direction of interest rates. \u2014Todd Stender, Managing Director, LNL Capital<\/a><\/p>\n\n\n\n

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\"Randy
Randy Blankstein<\/figcaption><\/figure><\/div>\n\n\n

A Once-in-a-Generation Reordering<\/strong><\/p>\n\n\n\n

The Southeast investment thesis is still meaningfully underestimated\u2014even after the capital rotation we\u2019ve already seen. What gets overlooked are the structural, multi-decade tailwinds that are frankly generational.<\/p>\n\n\n\n

Domestic migration into low-tax, business-friendly states like Florida, Georgia, North Carolina and Tennessee isn\u2019t slowing. Corporate relocations, manufacturing reshoring, logistics and port-driven demand, quality-of-life draws pulling both talent and retirees from high-cost coastal markets\u2014these forces are creating durable, diversified absorption across multifamily, industrial, retail, and emerging sectors like data centers and life sciences that the Northeast and West Coast simply can\u2019t match anymore.<\/p>\n\n\n\n

The supply wave has also done something useful: it reset valuations. Cap rates and entry points in these markets far outperform saturated gateways on a risk-adjusted basis.<\/p>\n\n\n\n

This isn\u2019t hype. It\u2019s a once-in-a-generation reordering of U.S. economic geography\u2014and once deliveries taper sharply through 2027, the rent and occupancy numbers on the ground will make that very clear. The Southeast investment thesis is still meaningfully underestimated\u2014even after the capital rotation we\u2019ve already seen. There\u2019s too much focus on short-term noise: the 2024\u20132025 multifamily supply digestion, post-pandemic growth normalization. What gets overlooked are the structural, multi-decade tailwinds that are frankly generational. \u2014Randy Blankstein, President, The Boulder Group<\/a><\/p>\n\n\n\n

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Interested in joining the CPE Executive Council and being featured in future articles? Email Jessica Fiur<\/a>.<\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Discover what you should actually pay attention to in the industry.<\/p>\n","protected":false},"author":443,"featured_media":1004794149,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[52209],"tags":[52828,32940],"class_list":["post-1004793901","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-executive-council","tag-lnl-capital","tag-the-boulder-group"],"acf":[],"yoast_head":"\nCPE Executive Council: CRE Trends That Are Overhyped\u2014or Underestimated - Commercial Property Executive<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.commercialsearch.com\/news\/executive-council-cre-trends-that-are-overhyped-and-underestimated\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CPE Executive Council: CRE Trends That Are Overhyped\u2014or Underestimated\" \/>\n<meta property=\"og:description\" content=\"Discover what you should actually pay attention to in the industry.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.commercialsearch.com\/news\/executive-council-cre-trends-that-are-overhyped-and-underestimated\/\" \/>\n<meta property=\"og:site_name\" content=\"Commercial Property Executive\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CPExecutive\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-02T13:33:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-17T13:50:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2026\/04\/CPE_Executive_Council_Headshots-0426.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"620\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jessica Fiur\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpexecutive\" \/>\n<meta name=\"twitter:site\" content=\"@cpexecutive\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.commercialsearch.com\/news\/executive-council-cre-trends-that-are-overhyped-and-underestimated\/\",\"url\":\"https:\/\/www.commercialsearch.com\/news\/executive-council-cre-trends-that-are-overhyped-and-underestimated\/\",\"name\":\"CPE Executive Council: CRE Trends That Are Overhyped\u2014or Underestimated - 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