transcript
show notes
In this episode, Chad Lavender, president of capital markets for North America at Newmark, breaks down today’s commercial real estate landscape, calling it a constructive market driven by strong debt liquidity and smarter capital. He explores recovery signals across asset classes – from tightening industrial supply to surging interest in retail, senior housing and data centers – while highlighting pricing trends and investor behavior. Lavender also unpacks challenges for developers, the rise of private credit, and the growing impact of AI on real estate demand, offering a grounded, forward-looking view on where opportunities lie. Recorded on April 13, 2026.