The industry's own research.
6,694 items
showing 6,061–6,120 of 6,694
Colliers' forward outlook for US life sciences real estate, covering supply absorption, demand drivers, and market recalibration heading into 2026.
2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.
C&W's national life sciences MarketBeat: full-year 2025 sales volume of $9.8B (+39% YoY), vacancy and rent trends, and a shrinking construction pipeline.
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Chicago Q4 2025 life sciences market report on lab vacancy, leasing and rents in an emerging cluster.
Annual REIT forecast projecting 13-15% annualized total returns over 2026-2028 in the base case, citing accelerating growth and attractive valuations.
W. P. Carey's Tyler Swann on three drivers of 2026 sale-leaseback growth: lower 10-year Treasury (~4%), trade-policy clarity enabling long leases, and accelerating private-equity M&A.
Survey of 145 VC investors: market stabilizing around capital efficiency, institutional AI adoption, and operator-driven demand, with AI as core infrastructure.
Arbor/Chandan quarterly: SFR's investment return profile grown more attractive over the year; year-end rent gains averaged 2.9% with 98 of 100 largest markets positive.
JBREC 2026 outlook: renter population to grow sharply; Sunbelt rental supply absorption, Midwest/Northeast rent growth, and build-to-rent moving from prep to production.
Three forces reshaped net lease in 2025: interest-rate relief, cap-rate stabilization, and demand for mission-critical assets. Net lease volume rose 24% to $48.1B for the year ending Q3 2025.
Yardi Matrix BTR data: SFR-BTR rents slid to $2,185 in November (-0.5% YoY); Midwest metros (Twin Cities, Chicago) up while Sun Belt (Austin -3.9%) declined.
Nareit market commentary on diversifying across global REIT regions and property sectors, with data as of Nov. 30, 2025, framing 2026 allocation opportunities.
Examines the public-private valuation gap and the REIT-vs-equity multiple divergence, arguing both set the stage for REIT outperformance in 2026.
Survey-based piece: 88% of institutions view REIT investing as real estate investing and 89% plan to maintain or raise allocations, with sovereign-wealth and pension case studies.
Institutional research framing net lease as an asset class between fixed income and real estate: bond-like income, inflation protection, low default rates, and large untapped sale-leaseback supply.
Six trends reshaping U.S. healthcare real estate in 2026: declining MOB construction, record rents, cost pressures driving outpatient focus, federal policy impact, AI, and rising investment.
Healthcare chapter of CBRE's 2026 outlook: MOB construction completions projected to fall 26% in 2026 while average rents climb to record highs on tight supply.
HUD's 20th worst-case needs report: 8.46M very low-income renters with worst-case needs in 2023; only 38 affordable/available units per 100 extremely low-income renters.
US off-campus deliveries slowed in 2025 while on-campus deliveries surged to 23,143 beds; new development concentrated within 0.25 miles of campus, supporting rent growth.
Investment-bank net lease market update covering transaction trends, sale-leaseback activity and capital flows into the net lease sector.
CBRE's 2026 outlook chapter: lab/R&D vacancy expected to stabilize at a cyclical peak of 23.3% as new supply dwindles and capital re-engages; construction near a 10-year low.
JLL City Climate & Resilience Policy Tracker: nearly half of 75 studied cities now enforce building performance standards (e.g. NYC Local Law 97, EU EPBD), shifting from ambition to enforcement.
Q3 review of ELS, Sun Communities and UMH covering occupancy, rental rates, expenses, transaction activity and macro context for the manufactured housing sector.
Q3 2025 US life science conditions: early stabilization as leasing and tenant demand modestly improved across Boston, San Diego and the Bay Area.
CRETI monthly funding note: October 2025 proptech rounds concentrated in residential electrification, owner-operating financial infrastructure and construction AI with single-project payback.
MSCI analyzes how booming data-center development conflicts with investors' climate commitments, quantifying construction-stage carbon and renewable-procurement strategies.
Analysis of medical outpatient and life sciences transaction activity in H1 2025; MOB transaction volume reached $2.8B in Q3 2025 amid awaited rate cuts.
PERE's ranking of the top 20 proptech investors by capital raised 2020-2024; Hidden Hill Capital leads at $2.3B, Fifth Wall second; top-20 fundraising down 23% YoY.
JLL survey of 1,000+ senior decision-makers across 16 markets: 92% of CRE teams are piloting AI but only 5% have hit program goals; leaders prioritize portfolio optimization, energy management and data workflows.
National asking rent reached $1,017/bed (+3.4% YoY) at 91.6% occupancy; $27bn in valuations over 12 months averaging $129,230/bed; institutional capital now 35% of volume.
Matthews reviews 2025 cap-rate performance across retail, net lease, multifamily and industrial, showing stabilization as rate volatility eased and investors recalibrated.
Arbor/Chandan snapshot showing SFR occupancy across property types averaging 94.5% in Q2 2025, highlighting the sector's operational strength.
JBREC Q3 2025 housing recap covering the rental rebound and the interplay of build-to-rent and apartments as rental supply tapers from its peak and the sector firms.
CBRE quarterly data note on US lab/R&D vacancy, absorption, leasing and venture funding for Q3 2025.
Altus Group on proptech's move from AI hype to the application layer: point solutions deliver measurable time savings while broader strategic/financial impact remains unproven.
47th-edition outlook from 1,700+ industry leaders; housing affordability is the sector's top issue, driving migration, zoning reform and multifamily trends.
Argues for an abundance-plus-affordability approach, cataloging state/local financing and operating incentives beyond LIHTC and rental assistance.
Q3 2025 US life sciences data: 24.7% vacancy, $66.35 psf asking rent (-4.4% YoY), and -1.3M sq ft net absorption.
USGBC report on three decades of LEED impact: certified projects estimated to save 120M metric tons CO2, with LEED buildings using 25% less energy and 34% lower carbon emissions.
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
US student housing occupancy reached 95.1% in Sept 2025, second-highest since 2019; rent growth decelerated to 0.8% YoY; ~27,000 new beds delivered in 2025.
24-page PDF ranking US life science clusters across AI, startups, biomanufacturing, talent and medtech; forecasts availability falling toward 20% by 2030.
JLL's flagship US life sciences outlook: 61M sq ft of available lab space, ~27% vacancy, and how AI-native biotechs (one-sixth of biotech VC deals) reshape lab demand across major clusters.
CBRE research on integrating climate-risk assessment with business strategy to drive value creation in commercial real estate amid expanding disclosure requirements.
Analysis of the 2025 net lease recovery: stabilizing cap rates, new tenant opportunities (auto service, QSR, urgent care) and ongoing challenges in drugstore and casual-dining categories.
MHI economic update: July 2025 production up 5.1% YoY, multi-section shipments up 7.9% YTD, with 150 plants and 37 manufacturers operating nationwide.
Berkadia's national affordable housing mid-year report on sector resilience, deliveries peaking near 80,000 units in 2025, the 7.3M-unit supply gap, and institutional investment trends.
MHI national fact sheet on manufactured housing's role in housing supply: production, affordability and industry statistics.
MH REIT performance: ELS 6.4% core NOI growth with flat opex, Sun Communities raised guidance after $5.25B marina sale, UMH 10% same-property NOI growth on occupancy and rental-home gains.
Examines the US affordability crisis: home prices at record highs vs income, the shortage of starter homes, zoning barriers, and a ~2 million-home supply gap with policy solutions.
Yardi Matrix BTR data: national BTR advertised rent $2,205 in July (+0.4% YoY); top markets Chicago (5.9%) and Harrisburg (4.9%); occupancy 95.0% in June.
Colliers' Shawn Janus on four mid-2025 healthcare RE trends: outpatient expansion into suburban/rural areas, labor-driven facility design, technology integration and adaptive planning.
Savills Impacts examines how 'green' office standards vary by city - operational carbon, embodied carbon limits and climate resilience - across New York, Oslo, Singapore, Amsterdam and others.
Berkadia quarterly research on the SFR/BTR asset class: single-family starts ramp-up, institutional under-allocation, and rent-vs-own affordability driving demand.
J.P. Morgan defines proptech and explores four applications: digital marketing, smart building tech, operational efficiency, and energy management.
IPA national MHC report: nationwide vacancy 5.2% entering 2025, ~100,000 units delivered in 2024 (up ~50% from 2015), constrained new community development, Pacific subregion vacancy near 1.0%.
Altus Group on proptech's shift from nice-to-have to ROI-driven essentials, with operator-validated case studies (Twin-Knowledge, Whale) and tech-stack consolidation trends.
MHI overview of Census Bureau MHS data: national average new-home prices around $121,700 (Dec 2024) / $120,900 (Jan 2025) with regional variation.
Three-part case for US REITs: high domestic revenue, defensive sector mix (healthcare, residential, needs-based retail) and attractive valuations versus broad equities.