Changing Markets: AI, Layoffs, and the Real Estate Demand Nobody Is Underwriting

Posted by Tim Bray on May 24th, 2026

Market Commentary • Issue 10

AI, Layoffs, and the Real Estate Demand Nobody Is Underwriting

Companies may still grow revenue, increase profits, and expand market share. But what happens to real estate when they no longer need the same number of people to do it?

For years, real estate professionals have watched job announcements as one of the clearest signals of future demand.

A company expands. A company hires. People move. Office space fills. Apartments lease. Homes sell. Restaurants get busier. Municipal tax bases strengthen.

That relationship has helped shape how communities, developers, landlords, lenders, and brokers think about growth.

But what happens when companies grow without adding people?

Why…

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The Meetings Behind the Market: How Local Decisions Are Reshaping Multifamily Housing in Southeastern Connecticut

Posted by Tim Bray on May 13th, 2026

Seaport Multifamily Brief Issue 6 Public Meeting Intelligence Multifamily Market Watch Powered by CoStar Data and Seaport Due Diligence

The Meetings Behind the Market

How local decisions, zoning conversations, regulatory risk, and capital movement are reshaping the multifamily conversation in Southeastern Connecticut and coastal Rhode Island.

Research • Valuation • Marketing • Due Diligence

The market is being shaped before the shovel hits the ground.

The multifamily market is not only being shaped by interest rates, rents, cap rates, lenders, developers, and investors.

It is being shaped in town halls.

Across Southeastern Connecticut and coastal Rhode Island, the most important housing decisions often begin with…

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