Market Research

Quarterly market reports for 21 US markets plus international deal-flow analysis, built from tracked inventory, 6,593 lease comparables, 1,660 sale comparables, 1,110 loans and 1,128 live activity records.

21Market reports
6,593Lease comps
1,660Sale comps
1,110Loans tracked
386Maturing before 2029
$17.21BValue maturing
3,934Leases expiring < 2028
1,128Activity records

What the tracked set says right now

Year-over-year asking rent growth by market

Blended across asset classes

-4.6%-2.3%+2.3%+4.6%0Northern New Jersey: +4.6%Northern New Jersey+4.6%Dallas-Fort Worth: +3.4%Dallas-Fort Worth+3.4%Tyler-Longview: +3.4%Tyler-Longview+3.4%Laredo: +3.3%Laredo+3.3%Beaumont: +3.2%Beaumont+3.2%Washington DC: +3.0%Washington DC+3.0%San Antonio: +2.9%San Antonio+2.9%Houston: +2.9%Houston+2.9%Austin: +2.7%Austin+2.7%El Paso: +2.7%El Paso+2.7%Richmond: +2.2%Richmond+2.2%College Station: +2.2%College Station+2.2%Waco-Temple: +2.1%Waco-Temple+2.1%New York City: +2.0%New York City+2.0%Midland-Odessa: +1.9%Midland-Odessa+1.9%Abilene-San Angelo: +1.8%Abilene-San Angelo+1.8%Lubbock: +1.8%Lubbock+1.8%Amarillo: +1.5%Amarillo+1.5%Corpus Christi: +1.1%Corpus Christi+1.1%Wichita Falls: +1.0%Wichita Falls+1.0%Rio Grande Valley: +0.5%Rio Grande Valley+0.5%
Rent growth is the clearest single read on whether a market has pricing power. Cross-check it against the construction pipeline before extrapolating: rent rising into heavy delivery flattens on completion.
Show the ranking as data
MarketYear-over-year asking rent growth by market
Northern New Jersey+4.6%
Dallas-Fort Worth+3.4%
Tyler-Longview+3.4%
Laredo+3.3%
Beaumont+3.2%
Washington DC+3.0%
San Antonio+2.9%
Houston+2.9%
Austin+2.7%
El Paso+2.7%
Richmond+2.2%
College Station+2.2%
Waco-Temple+2.1%
New York City+2.0%
Midland-Odessa+1.9%
Abilene-San Angelo+1.8%
Lubbock+1.8%
Amarillo+1.5%
Corpus Christi+1.1%
Wichita Falls+1.0%
Rio Grande Valley+0.5%

Cap rate against vacancy, by market

Each point is one market, blended across asset classes

7%5.6%15%6.1%22%6.6%29%7.1%37%7.6%Average asking cap rate (%)Vacancy (%)New York City — Average asking cap rate (%) 6.6%, Vacancy (%) 14%Dallas-Fort Worth — Average asking cap rate (%) 6.7%, Vacancy (%) 20%Austin — Average asking cap rate (%) 6.6%, Vacancy (%) 15%Washington DC — Average asking cap rate (%) 6.4%, Vacancy (%) 13%Houston — Average asking cap rate (%) 6.4%, Vacancy (%) 19%Richmond — Average asking cap rate (%) 6.3%, Vacancy (%) 14%San Antonio — Average asking cap rate (%) 6.6%, Vacancy (%) 12%Northern New Jersey — Average asking cap rate (%) 6.6%, Vacancy (%) 17%El Paso — Average asking cap rate (%) 6.7%, Vacancy (%) 13%Beaumont — Average asking cap rate (%) 6.8%, Vacancy (%) 17%Laredo — Average asking cap rate (%) 7.2%, Vacancy (%) 21%LaredoMidland-Odessa — Average asking cap rate (%) 7.1%, Vacancy (%) 9%Midland-OdessaCorpus Christi — Average asking cap rate (%) 6.8%, Vacancy (%) 11%Waco-Temple — Average asking cap rate (%) 6.5%, Vacancy (%) 15%Rio Grande Valley — Average asking cap rate (%) 6.6%, Vacancy (%) 18%Lubbock — Average asking cap rate (%) 7.0%, Vacancy (%) 18%LubbockTyler-Longview — Average asking cap rate (%) 6.4%, Vacancy (%) 11%Amarillo — Average asking cap rate (%) 7.0%, Vacancy (%) 23%AmarilloAbilene-San Angelo — Average asking cap rate (%) 6.1%, Vacancy (%) 8%College Station — Average asking cap rate (%) 6.6%, Vacancy (%) 34%College StationWichita Falls — Average asking cap rate (%) 6.3%, Vacancy (%) 23%Wichita Falls
Higher yields generally compensate for softer occupancy. Points that sit low-and-loose — thin cap rate with high vacancy — are where the pricing is hardest to defend.
Show the plot as data
MarketAverage asking cap rate (%)Vacancy (%)
Laredo7.2%21%
Midland-Odessa7.1%9%
Lubbock7.0%18%
Amarillo7.0%23%
Beaumont6.8%17%
Corpus Christi6.8%11%
Dallas-Fort Worth6.7%20%
El Paso6.7%13%
Austin6.6%15%
College Station6.6%34%
San Antonio6.6%12%
New York City6.6%14%
Northern New Jersey6.6%17%
Rio Grande Valley6.6%18%
Waco-Temple6.5%15%
Tyler-Longview6.4%11%
Houston6.4%19%
Washington DC6.4%13%
Wichita Falls6.3%23%
Richmond6.3%14%
Abilene-San Angelo6.1%8%

US market reports

MarketInventory SF BuildingsVacancyAvg rent Rent YoYCap rateSale comps
New York City82,937,40019014.4%$45.492.0%6.60%296
Dallas-Fort Worth52,673,00015019.8%$24.743.4%6.70%244
Austin35,795,10011015.2%$26.852.7%6.64%171
Washington DC35,458,50013013.3%$27.893.0%6.36%192
Houston33,855,30013019.2%$24.322.9%6.45%190
Richmond29,098,3009013.7%$23.172.2%6.32%132
San Antonio25,410,9007012.1%$24.162.9%6.61%94
Northern New Jersey21,752,7005517.3%$25.554.6%6.57%88
El Paso10,121,0002513.5%$21.802.7%6.70%39
Beaumont5,670,3001017.4%$15.453.2%6.85%22
Laredo5,134,6001220.8%$15.833.3%7.19%15
Midland-Odessa4,654,900189.4%$24.761.9%7.15%23
Corpus Christi3,861,1001511.5%$18.831.1%6.84%29
Waco-Temple3,606,1001415.1%$20.032.1%6.47%20
Rio Grande Valley3,501,2002018.4%$24.120.5%6.56%21
Lubbock3,257,9001217.8%$23.341.8%7.05%21
Tyler-Longview3,079,9001210.6%$20.903.4%6.45%15
Amarillo2,815,0001023.3%$21.711.5%7.02%14
Abilene-San Angelo2,445,00087.9%$25.501.8%6.06%12
College Station1,971,400834.5%$23.292.2%6.63%11
Wichita Falls884,200623.2%$23.721.0%6.32%11

Methodology

Fundamentals are computed from the tracked inventory for each market and re-cut on every build. Sale and lease comparables are the tracked transaction set for assets in that market; loan records derive from recorded mortgages and tracked lender reporting. Nothing on these pages is a projection except the quarters explicitly labelled forecast in the series.

Two cautions worth carrying into any read. Asking rent is a quote — concessions move first and are not in the face rate, so a flat rent series can sit on top of a falling net effective rent. And cap rates here are asking, computed from listed sale inventory; closed trades sit in each market's sale comparable table, which is the better evidence when the two disagree.

International deal flow

Reference

Frequently asked questions

What is in a market report?

Fundamentals by property type — inventory, vacancy, asking rent, year-over-year growth, cap rate and price per square foot — then recent sale comparables with buyer and seller, then the debt and rollover exposure: how many loans mature inside the window, how much they total, and how much leased area expires alongside them.

Which markets are growing fastest right now?

Northern New Jersey (4.6%), Dallas-Fort Worth (3.4%), Tyler-Longview (3.4%), Laredo (3.3%), Beaumont (3.2%). Weakest: Corpus Christi (1.1%), Wichita Falls (1.0%), Rio Grande Valley (0.5%).

How large is the refinancing wall?

386 tracked loans totalling $17.21B mature before January 2029, against a tracked book of 1,110 loans and $48.24B. Separately, 3,934 leases covering 68,423,680 SF expire before 2028 — where the two land on the same asset is where the risk compounds. How to read that.

How wide is the cap-rate spread across markets?

1.12 percentage points, from 6.06% in Abilene-San Angelo to 7.19% in Laredo. Read it against the ten-year bond rather than in isolation — why.

How often are reports updated?

Every report is regenerated on each build from the current dataset; the build date appears in the methodology note at the foot of each one. There is no stale-quarter lag.

Can I get the underlying data?

Yes — through the MCP server, or by exporting any view from RealStar. There is no export paywall.