The Weekly Take from CBRE On the Road Again: Coast-to-coast opportunities in commercial real estate
Jan 26, 2026
Kelly Carhart, President of CBRE Multifamily Capital Markets, on multifamily supply, gateway vs Sun Belt dynamics and conversion trends. Jessica Lawl, Head of CBRE’s downtown LA office, on LA’s reinvention, event-driven infrastructure and downtown vs countywide shifts. They tour coast-to-coast market themes, industrial and logistics pockets, investor types, and where regional opportunities are emerging.
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Repricing Mostly Done, Liquidity Returning
- Sabina Reeves says repricing is largely complete and capital is returning to markets, signaling improving liquidity and transaction momentum.
- She warns leasing weakness persists in US logistics and multifamily, but expects 2026 to be a better year.
LA Is A Tale Of Two Cities
- Jessica Lawl highlights Los Angeles as reinventing with uneven pockets like high-performing Century City and higher vacancy downtown.
- She notes buildings with stable ownership and TI investment exceed 92% occupancy, showing asset-level differentiation.
Use Events To Drive Lasting Infrastructure
- Invest in infrastructure upgrades that remain after events rather than temporary venues to create lasting value.
- Use major events as deadlines to coalesce jurisdictions and accelerate projects that benefit communities long term.