If you are waiting for interest rates to drop before you sell, you might be missing the most aggressive buyer pool we’ve seen this cycle.

Right now, debt is hovering in the high 5% to low 6% range. Logically, this should stall low-cap rate acquisitions due to negative leverage. But South Florida is operating in an alternate reality.

We recently took a larger retail plaza to market with a sub-4.5% in-place cap rate and generated over 200 registered buyers in 30 days. Capital is completely ignoring the cost of debt to secure prime assets in Palm Beach and Broward counties.

In this week’s issue of Vision Into The Market:

• The Market Monitor: Massive news for landlords as property insurance costs are finally dropping, with some renewals coming in 30%+ lower. This is rapidly improving NOI and reigniting buyer activity.
• Sector Spotlight: Why the South Florida office market is defying national trends, boasting some of the lowest vacancy rates in the country thanks to massive executive migration.
• Firm Update: We recently secured $2 Million in hard money deposits across three Under Contract properties, and Partners Adam H. Klein and Elon Gerberg were just named Top CRE Influencers nationwide for the 3rd consecutive year by the CREi Summit.

Two weeks ago, we saw the “buy” signal with a $520M land trade in Brickell. This week, we got the “refi” signal. With Wynwood Plaza securing a massive $335 million refinancing package, the message from the capital markets is clear: The freeze is thawing for premier assets. Institutional capital has officially re-entered the chat.

However, the view from the ground is different. We are witnessing a “Tale of Two Markets.” While Wall Street doubles down on South Florida, “blue collar” tenants are facing real operational headwinds from labor shortages and rising costs.

In this week’s issue of Vision Into The Market:

• The Market Monitor: Why the “price discovery” phase is ending.

• Sector Spotlight: The new “Labor & Power” constraints hitting development.

• Firm Update: We are now 7 months in with $21M closed and $30M in active inventory.

Featured in this Report: CALL FOR OFFERS: VILLAGE PLAZA (Margate, FL) We have set a formal Call for Offers date of February 18th for this 65,000 SF value-add retail center. Demand has been aggressive, and we anticipate a sub-5% cap rate trade.

Institutional capital is no longer just chasing Miami high-rises—it is rolling up the middle market.

This week, an 11-building, small-bay industrial portfolio in Broward County traded for a massive $81 million. Meanwhile, Publix dropped $83 million on a shopping center in Boca Raton. The message from Wall Street is clear: The real leverage in South Florida lies in suburban retail and small-bay warehouses.

In this week’s issue of Vision Into The Market:

• The Market Monitor: Why Boca Raton has officially decoupled from national commercial real estate headwinds.
• Firm Update: We are in the final rounds of negotiation on a major industrial portfolio and a retail plaza, proving the immense depth of the local buyer pool.
• Coming Soon: Get the early details on a highly coveted retail strip center we are preparing to launch in Boca Raton.

The divergence between South Florida and the rest of the country continues to widen. While national headlines focus on commercial distress, we are experiencing a massive wave of leasing and transaction activity on the ground.

Elevated construction costs and tight lending have choked the new supply pipeline, creating a “Space Squeeze.” Tenants are aggressively competing for existing inventory, and landlords with stabilized assets now hold total pricing power.

In this week’s issue of Vision Into The Market:

• The Market Monitor: Why the “Turnkey” premium is driving record leasing activity across the tri-county area.

• Firm Update: We just secured two major new assignments: a 3-building industrial portfolio in Broward County and a vacant 2nd-generation restaurant. Furthermore, our platform just put $15 million in listings under contract at record price-per-square-foot valuations across Miami and Broward Counties.

• Team Activity: The leasing surge is real. Alex Stevens inks his first 2,000 SF professional lease within 30 days of joining the firm, and our landlord representation desk is driving top-of-market rents.

Two weeks ago, we saw the “buy” signal in Brickell. Last week, the “refi” signal in Wynwood. This week, we got the “build” signal.

With a massive $324 million construction loan closing for the Four Seasons in Coconut Grove, the message is clear: The capital freeze is thawing across every stage of the deal cycle.

However, not all capital is created equal. While the national market waits for the Fed, South Florida is building a “Cash Moat” that is insulating our core markets from rate volatility.

In this week’s issue of Vision Into The Market:

• The Market Monitor: Why West Palm Beach is leading the nation in all-cash deals.
• Sector Spotlight: The new “Parking Premium” driving value in retail.
• Firm Update: We celebrate $25.6M closed and welcome a new advisor to the team.
• New Inventory: Fresh exclusively listed investment opportunities in Broward and Palm Beach Counties.

If the first two weeks of 2026 were about “testing the waters,” this week was the cannonball.

We are officially seeing the re-entry of institutional capital into the South Florida core, signaled by Oak Row Equities’ $520 million land acquisition at 1111 Brickell Bay Drive. When a developer drops half a billion dollars on dirt in this environment, the debate about South Florida’s longevity is over.

In this week’s Pulse:

• The Market Monitor: Why the “price discovery” phase is ending.
• Sector Spotlight: The new “Power Constraints” hitting industrial sites.
• Firm Update: Celebrating 6 months, $21M closed, and $30M in active inventory.

Also Included: Exclusive Inventory – Access the full Offering Memorandum for our newest listing, Village Plaza (65,000 SF Value-Add), along with a snapshot of our current active retail opportunities.