The industry's own research.
9 items
Morgan Stanley commentary on Hong Kong real estate market recovery prospects and outlook.
A podcast episode exploring evolving strategies and considerations for net lease real estate investing in the current market environment.
Morgan Stanley's Chief Fixed Income Strategist and Global Head of Private Credit & Equity discuss recent market pressures affecting the private credit sector.
Morgan Stanley's Global Head of Real Assets discusses investment lessons and market calls across industrial and office real estate sectors.

Morgan Stanley strategists lay out forecasts for mortgage rates and home prices in 2026 and 2027 and what they could mean for prospective homebuyers.

Morgan Stanley analyzes why Fed rate cuts alone may not revive the US housing market, identifying the additional factors needed for a meaningful recovery.

Morgan Stanley examines how rising home prices, high mortgage rates and limited supply are reshaping US housing over the next decade and where investors may find growth.

Morgan Stanley explores how higher mortgage rates and limited supply are reshaping affordability, and why homeownership may remain out of reach for many buyers.

Morgan Stanley sees 2026 as an inflection point for real estate, with lower rates, constrained supply and improving capital markets supporting a recovery in valuations and transaction activity.