The industry's own research.
30 items
Author and AlphaGeo Founder Parag Khanna lays out five data-rich maps to forecast the future of US real estate. The post Five Maps to Forecast America’s Real Estate Future appeared first on AFIRE .
Scot Bommarito and William Maher of RCLCO Fund Advisors identify some emergent green shoots in the office sector. The post Green Shoots Spotted in the Office Sector appeared first on AFIRE .
How can investors gain a competitive edge when seeking deals in the hospitality sector? Explore the topic with the co-founder and managing partner of AWH Partners, Russ Flicker, about how his $2 billion hospitality platform leverages proprietary data and AI to make smarter decisions. The post AFIRE Podcast 2026.22:…
Paul Fiorilla and Jacob Gonzalez of Yardi Matrix look at the state of US housing in mid-2026, including opportunities at the submarket level. The post An Update on US Housing: The Interplay Between Market-Rate and Affordable Rents appeared first on AFIRE .
AFIRE Summit #19 featured analysis of Gulf family office investment strategies shifting toward U.S. logistics, data centers, and housing sectors.
AFIRE Summit #19 examines whether migration patterns from coastal to Sunbelt regions are meaningfully constrained by NIMBYism and local zoning policies affecting housing supply.
AFIRE Summit #19 mid-year pulse featuring global investor perspectives on economic conditions, energy, and housing market dynamics.
AFIRE Summit discussion examining Canadian real estate investment opportunities for international capital amid economic conditions.
AFIRE Summit #19 coverage discussing industrial real estate investment opportunities and yield dynamics in Mexico.
AFIRE's quarterly survey of international investor sentiment and real estate market activity, capturing investor positioning and outlook across global markets.
From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history. The post The US Data Center Market: Powering the US Economy appeared first on AFIRE .
Will McIntosh and Shaun Moura, writing for the NAIOP Research Foundation, look at new capital markets and real estate data to analyze the current debt and equity landscape. The post US Capital Market and CRE Trends: H2 2025 appeared first on AFIRE .
Recent CRE capital flows have declined significantly due to heightened interest rates, market uncertainty fueled by trade tariffs, and US governance challenges. What does this mean for the dynamics of capital flows into the US? The post Clarifying Vision: Exploring the Dynamics of Slowing Capital Flows appeared…
There has been a longstanding perception that an investment in affordable housing could not generate alpha, but new economic forces are turning a social challenge into a compelling institutional opportunity. The post Beyond Motivation: Why Invest in US Affordable Housing? And Why Now? appeared first on AFIRE .
Amid an extended period of uncertainty, mission-critical triple-net lease (NNN) investing has emerged as a compelling strategy, offering predictable income, contractual rent escalations, and insulation from expense inflation. The post Inflation Fighters: The Case for Mission-Critical NNN appeared first on AFIRE .
There’s a quiet revolution underway in on-site solar and batteries. What is it and why should commercial real estate investors should pay attention? The post Solar Wave: Community Solar is set to Transform Lease Income appeared first on AFIRE .
How can investors gain a competitive edge when seeking deals in the hospitality sector? Explore the topic with the co-founder and managing partner of AWH Partners, Russ Flicker, about how his $2 billion hospitality platform leverages proprietary data and AI to make smarter decisions. The post AFIRE Podcast 2026.21:…
What began as a municipal policy tool for energy upgrades has matured into an institutional credit product embedded directly in the capital stack. The post How C-PACE (and Stretch PACE) are Rewiring Global Real Estate Finance for the Energy Transition appeared first on AFIRE .
Berkshire Residential Investments weighs the pros and cons of private apartment equity and private debt and asks - why not both? The post Private Apartment Equity or Private Debt: Comparing Investment Performance of the Two Quadrants appeared first on AFIRE .
Put and Call options on REITs provide forward-looking risk indicators that incorporate both historical property sector trends and views on the outlook. The post REIT Puts and Calls: Public Market Signals for Private Real Estate Investors appeared first on AFIRE .
Scott Crowe of RXR talks about the "less obvious bull market" currently unfolding in one of the most overlooked sectors: New York City office. The post NYC Office Recovery: Repricing Physical Infrastructure in the Age of AI appeared first on AFIRE .
Donal Warde, Richard Cadena and Wenpeng Ding discuss how supply, inventory, and long-term demand drivers are elevating the NYC rental market. The post The Complexity Premium: Leveraging the Alpha Opportunity in Regulated Gateway Cities appeared first on AFIRE .
How can investors gain a competitive edge when seeking deals in the hospitality sector? Explore the topic with the co-founder and managing partner of AWH Partners, Russ Flicker, about how his $2 billion hospitality platform leverages proprietary data and AI to make smarter decisions. The post AFIRE Podcast 2026.20:…
Stewart Rubin and Marshall Swett of New York Life Real Estate Investors explores how tariffs they could signal a fundamental departure from the longstanding US commitments. The post Trade Winds Redrawn: US Tariffs and Commercial Real Estate appeared first on AFIRE .
RCLCO Fund Advisors suggests that the supply response taking shape for data centers calls for more measured analysis. The post The Data Center Pipeline: Is it a Boom, or a Bubble? appeared first on AFIRE .
What happens when uncertainty shakes the global economy, and investors start questioning where to put their money? The post AFIRE Podcast 2026.19: 2026 Economic Outlook with Moody’s Analytics Chief Economist Mark Zandi appeared first on AFIRE .
Despite continued economic uncertainty and geopolitical rebalancing, the latest AFIRE International Investor Survey underscores continued confidence in US real estate . . . with some important qualifications. The post The Case for US Real Estate in 2026 appeared first on AFIRE .
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
The Q1 2025 pulse survey identifies Dallas as the most preferred US market for 2025, followed by New York, Miami, Boston and Atlanta, reflecting international investor allocation intentions.