The industry's own research.
116 items
showing 1–60 of 116
SitusAMC released its quarterly ValTrends research report offering data-driven insights into commercial real estate valuation trends for Q1 2026.
Housing isn’t making anyone happy these days. In a survey of more than 100 principals and executives across private real estate investment firms, Berkadia found that 61 percent of respondents characterized their outlook for the multifamily market in the second half of 2026 as negative, Commercial Observer can first…
Artificial intelligence can now produce work that looks remarkably finished. It can summarize a lease, review a rent roll, draft an investment committee memo and explain a change in occupancy in polished language. That creates a new problem for commercial real estate firms: A document can look ready long before it…
CRE firms have now moved through three technology cycles that each asked the same question at the wrong altitude: business intelligence in the 2000s, RPA in the 2010s, and generative AI now. Each time, the industry asks what the license costs. Two decades of watching these cycles play out says the license was never…
Across the 50 largest commercial mortgage-backed securities (CMBS) markets, $45.8 billion of $393.5 billion in outstanding balance is currently distressed, a balance-weighted rate of 11.6 percent, according to CRED iQ data. Minneapolis, Denver and Oklahoma City lead the distress rankings at 55.1 percent, 35.9…
Commercial real estate investment sales activity in the United States reached its strongest pace in the first half of 2026 compared to the same period in 2022.
When equity for ground-up development disappeared in 2022, Opportunity Zone capital didn’t. Four years later that dynamic is largely the same. But Congress has now rewritten the Opportunity Zone (OZ) program, and New York has just over 60 days to decide where the next decade of OZ capital can go. The reason…
U.S. office attendance is on the rise, but the return-to-office trend remains a tale of two cities. In the first half of 2026, office visits nationwide rose 6 percent year-over-year, and achieved the narrowest first-half gap from pre-pandemic levels thus far, data from foot-traffic tracker Placer.ai shows. The…
Highland Park, IL and Overland Park, KS round out the top three. Demand from highly compensated employees of the San Francisco Bay Area’s AI companies earns Noe Valley the No. 7 spot among Redfin’s hottest luxury neighborhoods this year. Strong demand, despite elevated costs, is outpacing supply in many high-end…
There is little doubt at this point that widespread adoption of AI, when used wisely, can lead a company to greater growth and profitability. But the difference between the companies enjoying massive gains from this and those that are not is shocking, and comes down to one factor: full buy-in. A 2026 study by…
For commercial real estate and commercial mortgage-backed securities investors, brokers and lenders trying to separate signal from noise in a choppy market, granularity is everything. CRED iQ‘s July 2026 reporting period data looks to provide exactly that with a loan-level view of distress across the $600…
Image Favorable supply and demand dynamics drive strong performance metrics for this new REIT.
You’re currently enjoying free access to this subscriber-only newsletter. If you find it valuable and want it delivered to your inbox every week, subscribe to TRD Data. Welcome to The Data Drop by TRD Data, a weekly look at the numbers shaping real estate. The New York City Department of Finance last week released…
An earlier post described how the top ten builders in the country accounted for 43.6% of new single-family closings in 2025. BUILDER magazine has now released additional data on the top ten builders within each of the 50 largest new home markets in the U.S., ranked by single-family permits. It is important to note…
Much of the conversation around artificial intelligence and commercial real estate leasing has focused on whether AI will bring people back to the office. I think that’s the wrong question. The more important one is where AI companies are choosing to invest, hire and build because those decisions tell us far more…
A handful of the latest commercial real estate collateralized loan obligation (CLO) deals lean hard into multifamily collateral and full-term interest-only structures. CRED iQ analyzed loan-level collateral across a handful of the latest CRE CLO deals totaling $4.68 billion and 160 loans of collateral with the…
Summary and analysis of New Jersey’s current economic and office real estate market conditions.
東京の大丸有・日八京エリアでおなじみの複合再開発が米国でも注目されている。ニューヨーク・マンハッタンのハドソンヤードや、シカゴのフルトンマーケットは多様な用途の不動産が集積し、「職住遊」が近接したライフスタイルを提供している。JLLでは複合再開発で成功を遂げたエリアを「ライフスタイル地区」と定義した。
Summary and analysis of Long Island’s current economic and office real estate market conditions.
The real estate version of the “butterfly can flap its wings in Peking, and in Central Park you get rain instead of sunshine” goes something like this: Eli Lily introduces a GLP-1 for weight loss — the local Pizza Hut becomes a Pilates studio. At least that’s the takeaway for retailers from the barrage of […]
Not long ago, Miami sold itself as the affordable alternative to New York. Lower taxes, cheaper housing and sunshine drew a wave of businesses, investors and wealthy transplants during and after the pandemic. But now, consumer prices have climbed 36 percent since 2019, home values have surged nearly 80 percent and,…
Summary and analysis of Westchester County’s current economic and office real estate market conditions.
J.P. Morgan outlines key 2026 trends for New York multifamily investors, including trade velocity shifts and persistent interest rate environment.
NEW YORK CITY — Solo agers are contributing to the heightened demand for seniors housing, says a new Berkadia white paper composed by Ezekiel Duprey, a lead research analyst at the… The post Solo Agers Are Driving, Defining Seniors Housing Demand, Says Berkadia White Paper appeared first on Seniors Housing Business .
Manhattan remained the primary driver of New York City’s investment sales market during the first half of 2026 with total dollar volume increasing 50% year-over year to $9.87 billion across 238 transactions, according to Ariel Property Advisors’ Manhattan 2026 Mid- Year Commercial Real Estate Trends report. The…
Although Florida and Texas are touted as the strongest magnets for in-migration, South Carolina and Delaware actually set the pace last year, Placer.ai says in a new white paper. With the exodus from coastal markets seen during the pandemic having cooled, no state recorded net inflows or outflows exceeding 0.7% of…
New York's single-tenant retail market delinquency rate is more than double Los Angeles's. But the real story isn't how much distress exists, but what kind of distress it is. The New York City metropolitan statistical area (MSA) carries an 18.5% delinquency rate, compared with 8.0% in Los Angeles, the…
By Danny Fishman, CEO, co-founder, GAIA Real Estate The country’s broader middle class is facing a housing crisis: a growing gap in available, high-quality rental options. High-demand markets like Miami and New York City are now appearing in headlines on two lists at once. Miami is called out as oversupplied but is…
Capital Economics analysis of global commercial property market conditions, examining tariff impacts, investment trends, and economic growth headwinds across asset classes.
New York City investment sales dipped 10 percent over the second quarter of 2026, according to Avison Young’s latest property sales report. Under the hood, however, the city’s commercial real estate market is barreling past its 2025 pace. Overall investment sales in New York City rose annually by 60 percent in the…
The gap between single-family rents and multifamily rents has widened massively. A look at 14 big markets.
Analysis of Boston's office development activity relative to Northeast peers and national construction trends.
In a market where finding a development opportunity is akin to “finding a needle in a haystack,” and existing policy can “break the backs” of developers who want to build housing, it follows that a majority of the development community has “redlined” it to curtail future investment. It’s no surprise to hear that…
The long-awaited wave of distressed commercial real estate strategies has not materialized. That was the contrarian conclusion in a new Avison Young national capital markets brief released Tuesday showing that fundraising has not matched years of predictions for increased investments in distressed properties. The…
Area 15 in Las Vegas is a retail and entertainment complex featuring shops and food and beverage outlets in addition to attractions that take the complex far beyond traditional retail. Inside Area 15, which New York-based Fisher Brothers developed, Interstellar Arc bills itself as “the world’s largest VR…
Analysis of Manhattan's recovery in cross-border commercial real estate investment activity despite broader market headwinds.
RICS quarterly survey of commercial property market conditions across North America for Q4 2025.
RICS quarterly survey of commercial property market sentiment and activity across North America.
The Manhattan market has been experiencing a prolonged post-pandemic occupancy recovery, despite strong ADR gains. Although legislative and supply changes should bolster this recovery, recent geopolitical factors and the tariffs and policy changes enacted by the new federal…
This is a market report published by Fitch Ratings examining how New York City rent freeze policies affect rent-stabilized multifamily properties and create pressure on Commercial Mortgage-Backed Securities risk at a national level.
This is a global retail market report published by Cushman & Wakefield in April 2026 covering major cities including London, New York, Los Angeles, San Francisco, Chicago, and Dallas-Fort Worth. The report addresses retail sector conditions alongside office, industrial, and data center markets at national and global levels.
This is a market report published by Cushman & Wakefield on June 13, 2024, examining office sector dynamics and resurgence in New York City using location intelligence analysis. The report is categorized as covering office and industrial sectors, though the title indicates a focus on Manhattan's office market.
This is a market report published by Cushman & Wakefield in February 2023 covering flight to quality trends in the office and industrial sectors as of year-end 2022, with a geographic focus on Dallas.
Class A vacancy in prime Manhattan submarkets returned to pre-pandemic levels below 4% and rent growth neared 5%, while softer job growth pressures lower-income and rent-regulated apartments.
Finance and tech momentum aids core office districts, reigniting investor appetite.
Retail recovery diverges by borough as capital flows approach peak levels.
Wolf Commercial Real Estate provides a comprehensive analysis of commercial real estate conditions across Southern New Jersey, Philadelphia, Northern New Jersey, and New York Metro markets.
CBRE publishes capital markets transaction data and figures for the first quarter of 2025 across US real estate.
And 28 were down from their peaks in prior years, led by Austin -27% and Oakland -25%.
This is a market report published by CBRE in September 2025 covering data center trends in the first half of 2025 for the New York Tri-State region. The report addresses the data center sector across New York and broader national geography.
This is a national self-storage market report published by Yardi Matrix in April 2025 covering multiple U.S. markets including Washington D.C., Chicago, San Francisco, New York, and Boston. The report presents data and figures on the self-storage sector.
This is a strategic white paper published by CBRE in April 2025 that addresses market selection frameworks within the self-storage sector. The analysis covers multiple U.S. markets including Houston, Atlanta, Boston, New York, San Francisco, and Los Angeles, as well as national-level considerations.
This is a market report published by CBRE in April 2025 covering the life sciences sector in the New York City market. The report is part of CBRE's Global Life Sciences Atlas series and includes geographic focus on New York State and national scope.
Cushman & Wakefield research examining the persistent appeal and performance dynamics of high-profile retail corridors across the Americas.
Cushman & Wakefield analysis of luxury retail market dynamics and trends across two major U.S. metropolitan markets.
Cushman & Wakefield research examining performance dynamics and drivers in the New York hotel market.
Northeast multifamily completions declined further in Q1 2026, with approximately 5,000 units delivered across the region, contributing to vacancy softening.
New York City multifamily sales totaled $2.46 billion across 298 transactions in the second quarter of 2026, representing a 25% year-over-year increase in dollar volume but 4% decline in transaction volume compared to Q2 2025, Ariel Property Advisors reported. The number of properties traded was down 11% Y-O-Y to…
After heavy supply growth in 2022-2023, Buffalo's self-storage market is stabilizing. Slowing deliveries and strong fundamentals point to continued rate gains. The post Buffalo Self-Storage Market Poised for Rate Growth as Supply Slowdown Meets Steady Demand appeared first on Radius+ .
This is a market report published by Commercial Observer in July 2026 covering retail sector vacancy conditions in South Florida, indicating sub-5% vacancy rates. The report includes capital markets analysis and carries both national and Florida geographic classifications.