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The One-Industry Town Trap: How Tenant Concentration Risk Is Shaking Commercial Real Estate
Introduction Over 29 million square feet of office space now sits empty in San Francisco – roughly one-third of the city’s total office inventory – an unprecedented glut driven by the tech sector’s retreat. Across the country in Houston, more than 66 million square feet of offices (about 1,522 acres, or 1,153 football fields) are vacant as the Energy Capital grapples with an oil downturn layered atop the remote-work era. These stark numbers illustrate a quiet vulnerability h
Jan 2841 min read


Tenant Demand Outlook Scoreboard: Industries Driving Space Needs in 2026
Demand for commercial real estate is surging in early 2026, propelled by a diverse set of industries. Technology, logistics, healthcare, finance, and more are leading a national rebound in leasing activity. Our Q1 2026 Scoreboard ranks the Top 10 industries driving space needs – complete with a clear table and sharp analysis for each sector. From Atlanta’s and Dallas’s leasing trends to macroeconomic drivers like AI, e-commerce, and reshoring, this briefing delivers data-rich
Jan 1429 min read


RV Storage Demand Opportunity Index: Top U.S. Metros Poised for Growth
Rising RV ownership, expanding HOAs, and increasingly restrictive parking rules are creating a national shortage of off-site RV storage. Using the Loan Analytics RV Storage Demand Opportunity Index, this report identifies the U.S. metros and rural pockets with the highest unmet demand, quantifies the five-year outlook, and outlines strategic implications for developers, lenders, RV dealers, and municipal planners.
Dec 1, 202533 min read


US Road & Highway Construction Industry Outlook (2025–2030)
Industry Overview The US road and highway construction industry consists of companies that build and repair roads, highways, streets, and related infrastructure (e.g. airport runways, parking lots, lighting, and signage). This industry is a large segment of the construction sector, with total annual revenue reaching about $193.4 billion in 2025 . Industry activity has grown in recent years, driven by increased government infrastructure spending. Over 2019–2024, industry reven
Sep 19, 202531 min read
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