Sector · serious

Commercial Real Estate

Office attendance, REIT ETFs, hotel & hospitality.

The commercial side of the property economy. Kastle Systems badge-swipe data for 10 major metros (a real-time office-occupancy proxy), REIT ETFs (VNQ), the architecture billings index (a 9-12 month forward look at nonresidential construction demand), and hospitality tickers (Hilton, Marriott, Host Hotels). Useful when paired with banking-lending to read CRE-loan stress.
Analyst · previewYou're seeing the public read on the Commercial Real Estate sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
the verdict —
10 of 12 tracked tickers in commercial real estate are positive on the week. 6 of 18 mapped indicators are firing. Biggest 7-day mover: CCI +4.3%.
The Sector Mood Ring
mood
HOT
10↑ · 0— · 2↓ · 12 names · 7d basis
18 indicators in this sector·12 tickers tracked·← All sectors·Full universe explorer →

Top movers · last 7 days

Ranked by absolute price change. Refreshes every 15 min.
ARE
-9.30%
Alexandria Real Estate Equities, Inc.
CCI
+4.33%
Crown Castle Inc.
PLD
+3.92%
Prologis, Inc.

Tickers we track in commercial real estate

Top 12 by market cap. Click to view per-ticker page with live news + related indicators.
WELL+1.9%
Welltower Inc.
PLD+3.9%
Prologis, Inc.
EQIX+2.6%
Equinix, Inc.
AMT+2.1%
American Tower Corporation
VNQ+1.0%
Vanguard Real Estate Index Fu…
DLR+0.9%
Digital Realty Trust, Inc.
O+3.8%
Realty Income Corporation
PSA-0.4%
Public Storage
VTR+2.7%
Ventas, Inc.
CBRE-0.2%
CBRE Group, Inc.
IRM+0.4%
Iron Mountain Incorporated
CCI+4.3%
Crown Castle Inc.

Latest commercial real estate newslive

Live from Alpaca / Benzinga. Headlines mentioning WELL, PLD, EQIX
No recent headlines for WELL, PLD, EQIX, AMT, VNQ, DLR in the last 7 days.

Voices on commercial real estatecommentarylive

Curated commentary (Kobeissi, Doomberg, Lyn Alden, QuoteTheRaven, Pomp, ZeroHedge) mentioning WELL, PLD, EQIX… Opinion, not wire.
No recent commentary mentioning WELL, PLD, EQIX, AMT, VNQ, DLR in the last 7 days.

Flagship signals

StandardmacroSP-4695

Vanguard Real Estate ETF (VNQ)

95.5 0%vs ~6 weeks ago
Broad REIT exposure across commercial real estate sectors. The market's collective vote on commercial real estate health.
last fired 2 months ago

When this fires, SPY averaged +0.33% over the next year — moving in the same direction as the signal 55% of the time.

+0.51%SPY 1 mo into the 1 yr window so far
OPPOSITE OF HISTORY
50%
−0.03%
1 d
51%
+0.01%
1 wk
52%
−0.19%
1 mo
54%
+0.04%
3 mo
53%
+0.06%
6 mo
55%
+0.33%
1 yr
StandardmacroSP-5486

Architecture Billings Index (monthly)

AIA Architecture Billings Index 9-12 month leading indicator for non-residential construction spending. Diffusion >50 means more architects reporting increased billings than decreased.

Historically barely better than chance over the next trading day.

50%
1 d
50%
1 wk
50%
1 mo
50%
3 mo
50%
6 mo
50%
1 yr
StandardmacroSP-4756

Kastle 10-City Average Office Occupancy (weekly)

Weekly average office occupancy across 10 major US metros (Kastle's tracked footprint), expressed as % of pre-pandemic baseline. The headline number for return-to-work / office-RE demand.

Historically barely better than chance over the next trading day.

50%
1 d
50%
1 wk
50%
1 mo
50%
3 mo
50%
6 mo
50%
1 yr

All commercial real estate indicators