Firm / Insights & Press
Market intelligence for the next-generation office cycle.
Fortuneo publishes quarterly research on Class A office fundamentals, tenant demand patterns, and capital markets. Written by our investment team and reviewed by our LP advisory councils.
Market Commentary
Perspective. Data. Discipline.
The bifurcation between trophy Class A and commodity space is the defining story of the office market. Fortuneo's research desk publishes on tenant flight-to-quality, leasing velocity, cap rate discovery, and repositioning economics — grounded in the deals we underwrite every week.
Market Commentary · Q2 2026
The Trophy Premium: Why Class A is Widening Its Lead
Rent spreads between top-quintile and commodity office assets in the ten largest U.S. markets reached historic highs in the first half of 2026. What tenants are paying for — and what they're walking away from.
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Sector Focus · Q2 2026
Medical Office: Long WALT in a Short-Duration World
Health systems continue to consolidate ambulatory footprints into purpose-built medical office. Weighted average lease terms on core MOB have expanded by nearly two years since 2022. The demand drivers behind Fund IV.
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Repositioning · Q1 2026
Suburban Conversion Economics: Basis, Program, and Exit
Distressed suburban office acquired at replacement-cost discounts is being repositioned into multifamily, medical, life-science, and mixed-use. Where the math works — and where it does not.
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Sector Focus · Q1 2026
Grocery-Anchored Retail as a Defensive Yield Sleeve
Grocery-anchored neighborhood centers have delivered some of the most consistent NOI growth in commercial real estate over the past decade. The tenant credit and site-selection frameworks Fund V uses.
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Capital Markets · Q4 2025
Where Debt Meets Equity: Structured CRE Credit in the Reset
Bank retrenchment has reopened the middle-market and large-loan CRE debt window for institutional private credit. Fortuneo's Fund VIII origination framework.
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Portfolio Spotlight · Q4 2025
Mixed-Use Placemaking: The New Anchor is a Neighborhood
Successful mixed-use is no longer about stacking uses — it's about placemaking. Fund VII's approach to hospitality-integrated, live-work-play environments in high-income secondary markets.
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