Real Estate Shifts: Retail Squeeze, Data Center Boom, and Urban Conversions

Explore the evolving landscape of U.S. real estate in 2025, where limited retail supply drives up rents, data centers expand rapidly due to A.I. demand, and office-to-residential conversions reshape urban cores. Join us as we delve into these trends, their implications, and the innovative strategies emerging in response.

Sources:
https://vidtech.com/blog/retail-real-estate-market-outlook-2025-navigating-limited-supply-and-evolving-consumer-trends/
https://www.oldrepublictitle.com/blog/commercial-snapshot-q1-2025/
https://www.prnewswire.com/news-releases/first-national-realty-partners-projects-strong-us-retail-market-in-2025-302394731.html
https://mylestitle.com/six-bright-spots-illuminating-commercial-real-estate-in-2025/
https://www.altusgroup.com/research/cre-this-week/
https://www.matthews.com/shopping-center-comeback/
https://www.openpr.com/news/3899543/united-states-retail-market-key-trends-and-forecast
https://www.us.jll.com/en/views/investment-appetite-for-grocery-anchored-retail-remains-robust
https://www.rentcafe.com/blog/rental-market/market-snapshots/us-hottest-rental-markets/
https://www.prnewswire.com/news-releases/newmark-announces-its-2025-valuation--advisory-north-american-market-survey-302392175.html
https://blog.naiop.org/2025/03/the-feds-policy-shift-and-what-it-means-for-the-commercial-real-estate-outlook/
https://www.nmrk.com/insights/press-releases/newmark-announces-its-2025-valuation-advisory-north-american-market-survey
https://www.credaily.com/briefs/us-cre-prices-green-in-january-positive-yoy/
https://www.globest.com/2025/03/06/end-of-declining-apartment-rents-on-the-horizon/
https://www.nuveen.com/global/insights/real-estate/real-estate-outlook-2025?type=us
https://www.mrisoftware.com/blog/is-it-a-good-time-to-buy-multifamily-2025/
https://www.nuveen.com/en-us/insights/real-estate/real-estate-outlook-2025
https://www.cbre.com/insights
https://www.facilitiesdive.com/news/data-center-supply-construction-surg-2024-ai-boom-cbre-vertiv-Tecogen/741654/
https://www.networkworld.com/article/3840367/data-center-vacancies-hit-historic-lows-despite-record-construction.html
https://www.bizjournals.com/bizjournals/news/2025/03/05/data-center-changing-location-strategy.html
https://camoinassociates.com/resources/growth-investment-in-data-centers-market-creates-real-estate-opportunities/
https://natadvisors.com/news-insights/key-trends-shaping-the-data-center-industry-in-2025/
https://www.commercialsearch.com/news/this-market-tops-the-nation-for-data-center-absorption/
https://www.datacenterknowledge.com/data-center-construction/new-data-center-developments-march-2025
https://www.colliers.com/en/research/nrep-usdc-data-center-marketplace-2025
https://www.latitudemedia.com/news/what-small-investors-have-to-gain-from-the-ai-infrastructure-boom/
https://www.nasdaq.com/articles/4-ai-stocks-poised-explosive-growth-2025-are-you
https://www.abrdn.com/en-us/investor/insights-and-research/a-new-era-healthcare-investing-and-ai-in-2025
https://www.datacenterfrontier.com/cloud/article/55272843/new-reports-show-how-ai-power-and-investment-trends-are-reshaping-the-data-center-landscape
https://natlawreview.com/article/look-us-governments-changed-approach-artificial-intelligence-development-and
https://www.moomoo.com/community/feed/ai-infrastructure-investment-strategies-around-the-world-114133004124166
https://www.etftrends.com/china-insights-channel/agix-expands-ai-private-equity-anthropic/
https://www.launchworks.co/insights/ai-and-platforms-2025-trends-from-platform-leaders/
https://news.broadcom.com/cloud/2025-it-strategies-for-success-striving-for-simplicity-security-and-scale
https://therecursive.com/vc-opportunities-promising-sectors-investment-trends-strategy-cee-europe-2025/
https://www.ropesgray.com/en/insights/viewpoints/102k2ib/u-s-digital-infrastructure-market-offers-opportunity-in-2025-key-insights-from
https://www.pinebridge.com/en/insights/investment-strategy-insights-artificial-intelligence-the-next-wave-in-the
https://www.clearygottlieb.com/news-and-insights/publication-listing/2025-predictions-for-ai-and-private-funds-the-rise-of-agents
https://www.vontobel.com/en/insights/three-trends-key-for-thematic-investing-in-2025/
https://mylestitle.com/six-bright-spots-illuminating-commercial-real-estate-in-2025/
https://www.bisnow.com/new-york/news/construction-development/lenders-open-up-their-pocketbooks-after-new-york-legislators-open-up-their-neighborhoods-to-conversions-128314
https://azbigmedia.com/real-estate/phoenix-ranks-no-11-in-u-s-for-most-office-to-apartment-conversions/
https://www.eliseai.com/blog/the-office-to-apartment-conversion-boom-what-multifamily-leaders-need-to-know
https://www.cbsnews.com/sanfrancisco/news/sf-supes-pass-amendment-ease-office-to-housing-conversions/
https://ipgsf.com/sfs-new-law-aims-to-jumpstart-office-to-residential-conversions/
https://www.bizjournals.com/denver/news/2025/03/04/adaptive-reuse-denver-shea-properties-affordable.html
https://www.pacificresearch.org/office-conversions-can-help-address-l-a-s-housing-shortage/
https://www.bizjournals.com/kansascity/news/2025/03/05/lenexa-block-real-estate-kiewit-office-apartments.html
https://www.globest.com/2025/03/06/williams-equities-seeks-130m-for-possible-office-to-resi-building/
https://denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Housing-Stability/News/Denver-Approves-up-to-29-Million-in-Private-Activity-Bonds-for-4340-South-Monaco-Project
https://www.pryorcashman.com/publications/kaufman-provides-2025-commercial-real-estate-market-insights
https://natlawreview.com/press-releases/still-property-group-leading-charge-revitalizing-existing-properties
https://www.boringbusinessnerd.com/post/can-empty-offices-solve-housing-woes
https://www.arlnow.com/2025/03/06/office-to-residential-project-proposes-94-new-apartments-in-va-square/