{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Commercial Real Estate Investment Conference Podcast (CREIC)","title":"The Supply Squeeze","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/0a5bea2d\"></iframe>","width":"100%","height":180,"duration":373,"description":"Q1 apartment deliveries hit a four-year low. Oversupplied markets finally getting relief as builders slow down. Blackstone crosses 1.3 trillion in assets under management with data centers and energy carrying the quarter. The Sun Belt isn't overbuilt, it's uneven. Metro-wide rent data masks sharp neighborhood divides. Nearly a quarter of all Manhattan office relocations landed in Penn Station area with companies upsizing, not downsizing. Apartment supply tightening. Capital flowing to data centers. Office consolidating in the right locations. Winners understand where actual demand is.","thumbnail_url":"https://img.transistorcdn.com/PkdcFoklt6Pt1rv3cF5LhC5NMbLiO82QPyaLOkUVqc8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lOTZm/YmE3MTkwMDcyMGI2/ZTZiOGE3MmYzZThk/ZjE3Ni5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}