Why it matters
One of the few publicly-available forward absorption forecasts with stated methodology and academic authorship. Updates semi-annually. Useful for sanity-checking sponsor and broker absorption assumptions.
How CRE teams consume it
Semi-annual — manual PDF download per release.
Caveats & limitations
Model-based forecasts; absorbs forecasting error like any econometric series.
Use cases
- Forward absorption framing
- Sponsor assumption checks
- IC memo support