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Capital expenditures in commercial real estate

The 2026 CapEx Supercycle: AI, Infrastructure, and the New Real Estate Reality

If 2025 was the year of stabilization, 2026 is shaping up to be the year of infrastructure. As we look at the macro trends driving the market, a clear message is emerging: we are entering a cycle defined by massive capital…

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Leaseback CFO

Why CFOs Are Now Applying Sale-Leaseback Logic to Their Tenant Improvements

According to PERE, corporate sale-leaseback activity surged 45% this year as CFOs race to unlock trapped capital in owned real estate. However, a question remains unanswered: Why don’t we apply the same logic to the millions of dollars that are currently…

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