Real Estate Supply-Demand Imbalances Seeking Equilibriums

Space market fundamentals can differ markedly across property types. Net absorption (demand) and net deliveries (supply) for the four traditional property types (retail, apartments, industrial, and office) highlight the ups and downs of the space markets and can illustrate excess net demand (net absorption less net deliveries) for each sector.

Recent data from CoStar showcase the supply and demand differences across property types. In the fourth quarter of 2024, retail was the only sector where quarterly demand exceeded supply. For the other property types, net absorption continued to fall short of net deliveries. Despite these shortfalls, each sector has been making progress toward reaching its equilibrium...   ...more

RSK: Some interesting graphs....I might have done it a bit different and simplified it a bit.