The Weekly Take from CBRE

Commercial real estate is entering a new era. CBRE Investment Management’s Julie Ingersoll explains why traditional assumptions are being challenged, where investors should focus next and what it takes to create long-term value in today's environment.

How did a property sub-sector built around equipment and vehicle storage garner the interest of institutional investors? Alterra Property Group’s Leo Addimando and CBRE's Will Pike discuss the evolution and growth of Industrial Outdoor Storage (IOS), current market dynamics and its emergence as an increasingly mainstream institutional asset.

IOS plays a key role in supporting logistics, infrastructure, construction and services businesses.
Location is central to IOS value as users depend on proximity to ports, interstate highways, intermodal facilities, airports and population centers.
Zoning restrictions limit IOS supply growth.
Institutional capital increasingly views IOS as a traditional real estate asset, narrowing the valuation gap with other industrial properties.
Tailwinds like technology and digital infrastructure-driven demand intensify competition for well-located, properly zoned IOS sites.

Before they lifted the Cup, here’s how they built an arena worthy of a champion. Raleigh has long been one of the best-performing secondary markets. Its arena district is poised to be the next engine in its growth. Carolina Hurricanes CEO Brian Fork and Greater Raleigh Chamber CEO Adrienne Cole discuss how the Lenovo Center anchors a mixed-use redevelopment on state-owned land—structured through a complex public-private partnership.

In this episode:
Public-Private Partnerships: The Lenovo Center anchors an 80-acre, 15-year, $1 billion arena-district redevelopment via a public-private/ground-lease structure.

Talent, Talent, Talent: Raleigh’s three tier-one research universities and multi-node job base keep attracting talent, companies and capital.

By the Numbers: Strong population growth (2.2 million to 2.6 million by 2027) plus low cost-of-living (around 3% below national average) signal opportunity for investors.

Local Color: Lenovo Center preserves a tailgating culture while adding retail, restaurants, structured parking and year-round activation.

Sports venues can be powerful urban growth engines. Entrepreneur Larry Botel, co-owner of the Richmond minor-league baseball team, and CBRE’s Pam Strieffler discuss how mixed-use districts anchored by these venues can transform CBD-adjacent areas. They walk through strategies for attracting outside capital, navigating rising construction costs, drawing year-round visitors, and forging public-private partnerships to create districts that propel economic activity.

Sports venues can anchor mixed-use developments, driving urban revitalization.
Public-private partnerships and tax incentives are essential for stadium projects.
Year-round venue activation draws daily traffic, crucial for surrounding businesses and real estate.
Office space is vital for mixed-use success, bringing steady economic activity.
Nearby universities can fuel market growth and attract outside investment.

Data centers are the hottest asset class in CRE right now. Digital Realty CEO Andy Power and CBRE's Pat Lynch discuss the sector’s dynamics, including power constraints, evolving location strategies and international markets. They also offer key insights from CBRE’s hot-off-the-presses Global Data Center Trends Report 2026.

AI demand fuels near-zero data center vacancy rates in some key markets.
Power availability and permitting slow new data center development.
Asia and Southern Europe are seeing data center expansion.
Community engagement can facilitate data center growth.