Real Estate Alert – 9.16.2025 Big Auto Dealership Portfolio Hits the Road  A portfolio of 24 properties — 22 of which are auto dealerships — is up for grabs and expected to command bids of $500 million, setting the stage for one of the niche sector’s largest trades ever.  Legacy Auto Capital, of Malvern, Pa., has […]

Across the retail property sector, the primary factor in calculating the financial return of an asset is its rental income. Therefore, gaining a detailed view and understanding of the potential risk to total income is vital when evaluating tenants within a portfolio. Why Is Measuring Risk Important to Retail Investors? The UK retail sector has been […]

Proven and trusted in the U.S., Green Street’s Trade Area Power (TAP) Scores have become a go-to benchmark for assessing the local demographic strength of an asset, with TAP scores referenced in our research notes widely to support analysis of assets. Now, this powerful tool is set to launch in the UK, within Retail Analytics […]

Over the last decade, London’s iconic shopping streets have undergone dynamic changes in both vacancy rates and retail mix. In this post, we examine how these changes have unfolded across five key locations – Carnaby Street, King’s Road, Long Acre, Marylebone High Street, and Regent Street – and what these trends reveal about the Capital’s […]

High Street Rental Auctions (HSRAs) mark a notable shift in retail and town centre policy. Introduced by the UK government, this initiative is designed to tackle long-term vacancies in commercial properties by empowering local councils to auction leases on retail units that have been unoccupied for over a year.  At Green Street, our granular data […]

Over the course of 2024, Green Street have seen that investment activity in the retail sector is gaining significant momentum. Last week, PwC published their bi-annual report, featuring proprietary data from Green Street, highlighting the positive shift in retail through the latest openings and closures of chain stores, leisure venues, and service outlets across Great […]

In light of the recent news that Prada has acquired the building housing its flagship Miu Miu store on New Bond Street for approximately £250 million, we take a closer look at the historical retail landscape of this iconic shopping destination and explore how it compares to other leading luxury retail hubs across Europe. Luxury […]

Estimating the total retail floorspace across Great Britain has long been a complex challenge for stakeholders in the retail property sector. However, Green Street, following its acquisition of LDC’s granular POI dataset, has harnessed cutting-edge data science and analytical capabilities to model floorspace across 700,000 plus retail units across GB. This landmark development provides new […]

The narrative around brick & mortar retail has changed dramatically over the last few years, particularly relative to the outright negativity from the late 2010s. At the time, mounting concerns that ecommerce would quickly dominate the retail industry – compounded by high-profile bankruptcies such as that of Toys R Us or Sports Authority – prompted […]

Canadian macroeconomic expectations have deteriorated in the second half of 2024. Immigration policies are becoming more conservative, adding to uncertainty. Unemployment rates have lately jumped off as the private sector employment is in recession. In such context, personal income growth per capita should decelerate meaningfully across the country in 2025, while households remain impacted by […]

What are commercial mREITs:  At their core, commercial mREITs operate simple businesses. They write short-term, floating-rate loans collateralized by pre-stabilized (transitional) commercial real estate assets. They then turn around and lever up the returns on these loans using financing from bank warehouse facilities and CLOs.   The business model is a win-win-win for the mREITs, their […]

Real estate is a simple business, but the devil is always in the detail. Nowhere is this more apt than with the retail sector. Where an industrial building usually has one tenant and an office building often only has a few, retail assets can have many dozens. To complicate matters, these tenants operate in numerous […]

It’s been a tough few years for real estate professionals tasked with monitoring the goings on in the office market in the U.K. and Europe, to say the least. But in these uncertain times, surprisingly few grasp the chance presented by the public market to supplement other information sources with regular, detailed insights into what […]

In the Farrelly Brothers 1996 comedy classic Kingpin, actor Randy Quaid’s character Ishmael Boorg famously states “I want to go to Reno.” The storyline of the movie centers around a young Amish bowler making it to Reno, Nevada for a $1 million winner-take-all bowling tournament…accompanied by a lot of mishaps and hilarity along the way […]

The fate of the theater industry has been a topic of debate in recent years. Not only did the industry endure a zero-revenue environment throughout Covid, but since then, theaters have suffered from a lack of content due to the ’23 writer’s strike and face growing competition from at-home streaming platforms (i.e., Hulu, Netflix, Peacock, […]

The industrial sector and office sector have both seen significant flux in the past year. In a global macroeconomic environment filled with shifting trends and difficult lending policies, the commercial real estate (CRE) market is filled with market participants hunting for every opportunity they can find. In the UK specifically, this – along with shifting […]

Amidst a continually fluctuating macroeconomy with shifting interest rates, lending regulations, and the like, capital allocation has become a key focus of most commercial real estate investors and participants. Recent bank policies turning away from CRE lending given the uncertainty regarding capital requirements has left a gap in the CRE lending landscape that alternative capital […]

Price transparency is a vital tool for Commercial Real Estate (CRE) investors to leverage in their underwriting and investment strategies. Valuation in any sector or market comes down to valuing your investment and returns appropriately to empower your underwriting with informed data to make sure you’re making the right decision at the right moment. To […]

Demand negatively surprised for the Industrial sector in 1Q24 for many reasons, but primarily for the warehouse inventory issues related to real retail sales drops. This is hardly good news for rent growth projections looking into the coming quarters – and likely into ’25. In fact, Green Street has adjusted our fundamental outlook for the […]

Market participants in Canada are boasting a vast commercial real estate market ripe with opportunity. According to various public sources such as Statista, the Canada CRE market is already valued at nearly $2tn and is expected to boast a Compound Annual Growth Rate (CAGR) of over 2% through 2028. Given such a volatile CAGR, industry […]

Recent ESG changes – and changes in Nature in general – have been challenging the Industrial sector in certain states. But, always known for its toughness and tenacity, Texas is rising above the rest and showing multiple markets with promising growth.   Despite these ESG regulations limiting performance in multiple commercial real estate sectors, the Longhorn […]

There is a myriad of different levels and layers of data that go into commercial real estate analysis – almost too many if you’re looking to insert the value of international data in CRE. But rest assured, even on the smallest scale, international data can play a significant role. Depending on your individual goals, data […]

After the past few years of choppy waters through volatile market shifts, we’re seeing a nice change of pace versus the tail end of 2023 in our latest Pan-European Commercial Property Outlook. In this blog, we’ll be running through the major insights we shared in our Pan-European Commercial Property Outlook webinar and maybe giving a […]

As of April 22, 2024 Green Street just expanded our Market Data offering to include the Data Center sector, covering the top 14 US markets and top 9 European markets. With what has been called the Golden Age of Data Centers, we are looking ahead of the market to provide clients with coverage on valuable […]

Green Street recently expanded our suite of products to include comprehensive Sector Outlook reports and market-level data covering the lodging industry. Clients are now able to access unique insights and data solutions covering the top 50 markets in the U.S. and top 30 markets in Europe. The hospitality industry employs 1 in every 10 individuals […]

Examining how Office occupancy is projected to show different shaped recovery than the optimistic “V-shaped” bounce back. Some market participants are beginning to forecast long-awaited changes in CRE office vacancy rates. But it seems as though certain secondary factors are not being considered with these optimistic projections. New Green Street data shows that without considering […]

April 9, 2024 “It’s not every day one of the top names in commercial real estate brokerage starts his goodbye tour. But as Real Estate Alert exclusively reports, CBRE’s Chris Ludeman is retiring, effective May 1. Even though the 40-year veteran – the firm’s president of global capital markets – will stay on as a […]

Perspectives on Germany’s nuclear backout and its effects in real estate + larger implications   Energy policy in Germany may be providing insight into the importance of nuclear power, and energy’s effect in real estate in general. New Green Street data delivers insights on Germany’s 2002 commitment to move away from nuclear power and the quick […]

Off the back of the recently published 2024 U.S. Sector Outlook Reports, Green Street hosted a discussion for those wanting to navigate U.S. real estate markets and make optimal investment decisions ahead. Senior analysts, Rob Filley and Ryan Miller, identified opportunities on the horizon for several commercial property sectors at the market level.   The two […]

Off the back of the recently published 2024 Pan-European Sector Outlook Reports, Green Street hosted a discussion for those wanting to effectively navigate European real estate markets and capitalize on the best opportunities ahead. Marie Dormeuil, Head of European Market Analytics, opined on changes on the horizon for core commercial property sectors at the market […]