Oil's War Premium Returned on Schedule. Why Did It Reach Your Building Through the Bond Market?
Brent returned to $95 and the 10-year hit 4.80 percent in the same week. The energy shock now reaches property income through yields and through tenants.
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The True Cost of Power: Oil Just Gave Back Its War Premium. Why Did the Cost of Powering a Building Rise Anyway?
Oil gave back its war premium this week while 50 percent tariffs raised construction costs and Canada put electricity exports on the table. The structural cost of power rose.
The True Cost of Power: Three Pressures Squeeze Real Estate at Once This Week. Which One Should an Owner Act On?
Borrowing costs, oil, and electricity all rose this week for unrelated reasons. Why an owner should sort the temporary pressures from the structural one, and act on the cost of power.
The True Cost Of Power: Oil Is Up, And Gas Is Cheap This Morning. What Should That Split Tell A Building Owner?
Oil rose on Middle East shipping attacks while natural gas stays cheap on record production. Why the split is the moment to manage a building's energy as a portfolio, hedge the forward risk, and lift NOI.
The True Cost Of Power: Power Is the New Location. That Changes What Your Building Is Worth, Right as Its Debt Comes Due.
JLL finds power is now a primary driver of property value, with high-power leases renting up to 49% higher. Why that lands hard as $875 billion in CRE debt matures, and how distributed energy answers both.
The True Cost of Power: Oil Fell Again on Hopes of a Deal. Why Didn't the Cost of Power Move With It?
Oil fell below $85 on deal hopes, but the cost of powering a building held. Why the five-year grid connection queue, not oil, is the real cost, and how onsite generation beats the wait.