Real Assets Investments Blog - Versus Capital

Three Pillars of Commercial Real Estate - Part 1

Written by Versus Capital Investment Team | Jul 17, 2025 3:30:00 PM

In commercial real estate, the market stands on three legs: supply, demand and the flow of capital.

In the first video of our three-part series, we focus on supply, and why a sharp 70% drop in new development is shaping a more favorable landscape for landlords and investors.

Rising labor, construction and financing costs have made it harder to break ground, which is helping preserve pricing power, support NOI growth and drive long-term value across portfolios.

Below is a preview of the first video.  Interested in learning more?  Watch the full video (click here) to explore how all three legs are influencing our outlook for commercial real estate.


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