The industry's own research.
5 items
CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.
2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.
Q2 2025 REIT cap-rate report; industrial cap rates expanded ~45bps versus ~11bps for REITs overall amid trade-policy uncertainty.
Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.
Global REIT outlook across U.S., Europe, and Asia Pacific; projects new deliveries declining ~20% in 2025 and notes office sector bifurcation favoring top-tier product.