Sector · serious

Commercial Real Estate

Office attendance, REIT ETFs, hotel & hospitality.

The commercial side of the property economy. Kastle Systems badge-swipe data for 10 major metros (a real-time office-occupancy proxy), REIT ETFs (VNQ), the architecture billings index (a 9-12 month forward look at nonresidential construction demand), and hospitality tickers (Hilton, Marriott, Host Hotels). Useful when paired with banking-lending to read CRE-loan stress.
Analyst · previewYou're seeing the public read on the Commercial Real Estate sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
18 indicators in this sector·← All sectors·Full universe explorer →

Flagship signals

StandardmacroSP-4695

Vanguard Real Estate ETF (VNQ)

95.5 0%vs ~6 weeks ago
Broad REIT exposure across commercial real estate sectors. The market's collective vote on commercial real estate health.
last fired 3 months ago

When this fires, SPY averaged +0.33% over the next year — moving in the same direction as the signal 55% of the time.

+0.51%SPY 1 mo into the 1 yr window so far
OPPOSITE OF HISTORY
50%
−0.03%
1 d
51%
+0.01%
1 wk
52%
−0.19%
1 mo
54%
+0.04%
3 mo
53%
+0.06%
6 mo
55%
+0.33%
1 yr
StandardmacroSP-5486

Architecture Billings Index (monthly)

AIA Architecture Billings Index 9-12 month leading indicator for non-residential construction spending. Diffusion >50 means more architects reporting increased billings than decreased.

Historically barely better than chance over the next trading day.

50%
1 d
50%
1 wk
50%
1 mo
50%
3 mo
50%
6 mo
50%
1 yr
StandardmacroSP-4756

Kastle 10-City Average Office Occupancy (weekly)

Weekly average office occupancy across 10 major US metros (Kastle's tracked footprint), expressed as % of pre-pandemic baseline. The headline number for return-to-work / office-RE demand.

Historically barely better than chance over the next trading day.

50%
1 d
50%
1 wk
50%
1 mo
50%
3 mo
50%
6 mo
50%
1 yr

All commercial real estate indicators