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.

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.