trepp • MAY 5, 2026

In this week's analysis from Trepp, the future of commercial real estate (CRE) is under the spotlight as we examine critical economic signals. With the April jobs report on the horizon and insights from the Senior Loan Officer Opinion Survey, all eyes are on labor market trends and lending conditions that will shape demand in the multifamily sector. As multifamily REIT earnings reveal intriguing data on rent growth and concessions—especially in the Sun Belt—the upcoming weeks could redefine the landscape for CRE as we move further into 2026.

Clark Hill • MAY 4, 2026

In a significant ruling, the Pennsylvania Supreme Court has upheld the 12-year construction statute of repose, reaffirming that even public entities like Clearfield County cannot evade liability claims tied to construction defects. This landmark decision emphasizes the finality of liability periods for construction professionals, fostering a clearer legal landscape for future cases. The judgment not only highlights the limits of the doctrine of nullus tempus but also strengthens the protection of builders against outdated claims.

Goldman Sachs • MAY 1, 2026

Goldman Sachs' latest report, "Tracking Trillions," reveals a staggering projected investment of $4 to $8 trillion in AI infrastructure over the next five years, driven by critical assumptions about technological development and market dynamics. Highlighting factors like the economic lifespan of AI chips and rising construction costs for data centers, this comprehensive analysis underscores the fluid nature of capital needs that investors must navigate. With nearly $7.6 trillion anticipated by 2031, understanding these key drivers is crucial for anyone looking to capitalize on the AI boom.

trepp • APRIL 29, 2026

In a historic move, the Federal Reserve's April meeting saw an 8-4 vote to maintain interest rates at 3.50% to 3.75%, marking the largest dissent since 1992 amid ongoing inflation concerns. As Kevin Warsh prepares to succeed Jerome Powell as Fed Chair, his approach to inflation measurement could signal a new chapter in monetary policy. Market watchers are keen to see how Warsh’s communications will shape expectations and influence the financial landscape in the coming months.

Goldman Sachs • APRIL 29, 2026

Goldman Sachs' latest report forecasts a 6% surge in US stocks by year-end 2026, propelled by strong corporate earnings and significant investments in artificial intelligence. Anticipated growth in earnings per share, combined with improving investor sentiment and a notable rally in the S&P 500, sets the stage for potential record highs. While the outlook remains optimistic, caution is advised as market participation shows signs of narrowing.

Clark Hill • APRIL 27, 2026

In a rapidly changing market, contractors eyeing expansion into new states must tread carefully to avoid costly legal missteps. A new report from Clark Hill highlights critical legal considerations, from varying licensing requirements to state-specific prompt pay statutes and lien laws. Equip yourself with the essential knowledge to navigate these challenges and seize new opportunities confidently.

Clark Hill • APRIL 23, 2026

Discover the essential insights for importers in the latest episode of CHPS of Insight, where host Chris White sits down with Kelsey Christensen from Clark Hill’s International Trade practice. With the launch of the CAPE Portal for tariff refund requests now live, this conversation reveals the crucial details you need to navigate the filing process and maximize your refund opportunities. Tune in to stay informed about the latest developments and future phases of this vital program!

AGC Construction Data • APRIL 22, 2026

In a promising turn for the construction industry, a recent report reveals that 30 states and D.C. saw an uptick in job growth between February 2025 and February 2026, with 22 states gaining jobs just last month. However, experts warn of regional slowdowns and stress the urgency of a new highway and transportation bill to avoid project delays.

Dodge Construction Network • APRIL 17, 2026

In March 2026, construction starts surged by 12.8%, reaching an impressive $1.22 trillion, as nonbuilding projects led the charge with a remarkable 37.9% rebound. While residential and nonresidential sectors showed mixed performance, electric power and utilities experienced an astounding 353.6% increase, highlighting a dynamic shift in the construction landscape. Regions across the South Central and West saw significant growth, promising a revitalized future for the industry.

Federal Reserve • APRIL 15, 2026

The Federal Reserve's latest Beige Book, released on April 15, 2026, offers a vivid snapshot of economic conditions across its 12 Districts, showcasing insights gathered through interviews and surveys. This report not only highlights emerging trends that numbers alone might miss but also underscores the Fed's commitment to understanding the diverse economic landscape. Dive into this unique blend of qualitative data and regional analysis to grasp the dynamics shaping our economy today.