The industry's own research.
6,693 items
showing 6,121–6,180 of 6,693
Q2 2025 SFR performance: build-to-rent construction robust as demand for purpose-built communities climbed; rent growth moderated below pre-pandemic averages but still outpaced inflation.
Berkadia monthly manufactured-housing insight: updated sector fundamentals, shipment trends and MHC investment-sales activity in the affordable land-lease community space.
Quarterly CIO video update covering global REIT sector developments, residential housing dynamics, AI's impact on commercial real estate, and the 2025 outlook.
Q2 2025 REIT cap-rate report; industrial cap rates expanded ~45bps versus ~11bps for REITs overall amid trade-policy uncertainty.
CRETI on the structural shift in proptech capital: debt and structured late-stage rounds supplementing/replacing venture equity, with continued VC interest in AI workflow tools.
JCHS annual flagship: record 22.6M cost-burdened renters, 50% of renters paying over half their income on rent, and a deepening affordability and supply crisis.
CBRE talent trends: US life sciences employment hit a record 2.1M in March 2025; Boston-Cambridge and SF Bay Area lead talent rankings. Substantial data shown free on page.
JLL's June 2025 US Life Sciences Property Report PDF covering six trends in current lab market dynamics across the major US clusters.
Arbor/Chandan quarterly: rent growth outpacing inflation as operators prioritize retention; robust SFR/BTR construction and $7.8B 2024 CMBS issuance.
Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.
CRETI quarterly note: Q1 2025 proptech raised $2.06B, with a structural tilt toward infrastructure, backend systems and AI-driven operational platforms over consumer-facing features.
MHC sector performance review across ELS, Sun Communities and UMH: Sun Communities posted 7.3% revenue growth and 8.9% same-property MH NOI growth; affordability driving demand.
JBREC Q1 2025 BTR survey: blended rents +1.3% YoY; most move-outs are renters buying homes, not rent hikes; Midwest leads, Southwest lags.
How tariffs, rising construction costs and rate uncertainty are reshaping net lease retail strategy, with sale-leasebacks and credit analysis as disciplined-investor opportunities.
Association research on net lease REITs: 2024 capital deployment (Realty Income $3.9B, W.P. Carey $1.6B, Essential Properties $1.2B, Agree $951M) and 2025 acquisition outlook amid rate/tariff uncertainty.
Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.
Newmark's Q1 2025 US life science market perspectives covering vacancy, leasing, venture funding and capital-markets liquidity.
CBRE IM perspectives piece on affordable housing as an institutional investment opportunity and its social impact thesis.
Berkadia 'State of the Manufactured Housing Industry' monthly insight: sector data on rents, occupancy, shipments and MHC transaction activity, with affordability-driven demand commentary.
SFR enters 2025 well-positioned: structured capital markets rebounded in 2024, rent growth settled to pre-pandemic trends, and loan distress negligible.
NAHB economics blog examining manufactured homes (5.4% of U.S. housing stock) as affordable supply for rural and lower-income households, plus financing and zoning barriers.
CBRE analysis of how data centers can advance sustainability despite high energy intensity, addressing the AI-driven carbon paradox in the asset class.
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Bay Area Q1 2025 life sciences market: vacancy, leasing and rent trends across the region's lab clusters.
Berkadia's monthly manufactured-housing data brief covering sector fundamentals, shipments, transaction volume and affordability dynamics in the manufactured home community market.
Nearly half of tracked US life sciences markets saw negative net absorption, but biotech R&D employment rose 3%+ in 2024 to an all-time high; long-term fundamentals remain strong.
W. P. Carey's Jason Patterson on navigating Treasury volatility and widening bid-ask spreads, with emphasis on lease structuring, tenant selection, and active asset management.
CRETI monthly note: February 2025 proptech raised $544M across 32 rounds (median $9.8M), with debt at 41.7% of total funding and early-stage VC focused on AI-driven solutions.
Annual data report finding a national shortage of 7.1 million affordable and available rental homes for extremely low-income renters; only 35 such homes exist per 100 ELI households.
Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.
Yardi Matrix data note: single-family build-to-rent advertised asking rents inched up 0.2% year-over-year through February 2025 to $2,165.
Full-year 2024 MH REIT review (ELS, Sun, UMH): ELS 5.8% YoY rent growth, SUI 97.6% occupancy and $570M asset sales, UMH 7.9% same-property rental income growth; insurance up 15-20%, Sunbelt migration tailwind.
Arbor/Chandan quarterly report: rent growth resuming pre-pandemic patterns, robust SFR/BTR construction starts, and rising CMBS activity.
18-page JLL research report on the U.S. medical outpatient building sector covering demand, occupancy, rent growth and investment fundamentals for 2025.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Retail net lease cap rates climbed roughly 100 bps since Q4 2022 to about 6.6% by year-end 2024, driven by higher rates and reduced 1031-exchange activity as sales slowed.
MHI economic report: December 2024 production up 11.3% YoY, full-year up 15.9%; SAAR shipments 103,571 homes (+7.3% vs 2023); MH captured 8.9% of single-family starts in December.
CBRE annual US life sciences outlook: Q4 lab leasing up 28% YoY, positive net absorption, ~8M sq ft of new lab space due in 2025, rising concessions in Boston and the Bay Area.
JLL's 8th annual survey: 78% of investors plan to increase seniors housing exposure in 2025; assisted living top pick; development at 16-year lows against rising demand.
MHI's industry economic report with production and shipment data by state, division and product mix (single- vs multi-section); December 2024 shipments of 7,048 homes vs 6,394 a year earlier.
Chilton outlines ten foundational principles for REIT investing, emphasizing management quality, balance-sheet strength and transparent reporting.
W&D 2025 outlook identifying manufactured housing among innovative construction methods to address cost and timeline challenges in the affordability crisis.
Gino Sabatini's 2025 predictions: 25-33% volume growth (per Colliers), surging data-center and healthcare demand, and continued stability in industrial and retail net lease.
Sector-by-sector sustainability outlook for 2025 covering energy efficiency, green leases, renewable adoption in data centres, and tightening energy regulations.
JLL Spark's four 2025 proptech themes: sustainability, data-center growth, CRE market rebound and AI, with ROI/payback emerging as the deciding factor for adoption.
JLL Spark research mapping the gap between what CRE users demand from AI (predictive analytics, tenant-experience tools) and what proptech developers supply; 90.1% plan to run CRE with AI supporting human experts.
CBRE IM projects global listed real estate can outperform broad equities in 2025 via accelerating earnings, favorable capital access and range-bound yields.
Arbor/Chandan snapshot: SFR sector well positioned to capture housing demand as ~7% mortgage rates and near-record prices push households toward rental alternatives.
CRETI on AI's expanding 2025 role across real estate: AI agents replacing chatbots, predictive analytics, automation of financial processes and predictive maintenance.
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
Forecasts modest 2.2% rent growth and 6.2% vacancy; covers mission-driven affordable lending and long-term multifamily demand drivers.
Chilton projects 10-15% total return for public REITs in 2025, citing accretive acquisitions and AFFO multiple expansion despite flat rates.
NMHC note showing new supply puts downward pressure on rents and lifts renter mobility from multi-decade lows, with implications for affordability.
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.
Moody's CRE analysis positioning affordable and mid-market units as the true stabilizer of multifamily performance amid Class A oversupply and record LIHTC deliveries.
Newmark Valuation & Advisory survey of North American multifamily markets including affordable/LIHTC product, cap rates, and investor sentiment.
NMHC research note reconciling record apartment completions with the persistent multi-million-unit shortage constraining affordability for lower-income renters.
JBREC: buying a starter home costs $1,091/month more than renting (vs $233 historical average), driving demand toward single-family rentals; market-by-market premiums analyzed.
Listed real assets outlook tied to deglobalization, digitalization and decarbonization, expecting REITs to turn acquisitive and REIT earnings to accelerate as CRE values bottom.
Record $3.2B in VC into AI-powered proptech in 2024; US captured $2B+, Europe $700M, APAC $500M across leasing, construction, energy, and workplace use cases.
Analysis of worldwide REIT trends across the FTSE EPRA Nareit Global Real Estate Index (497 constituents, 38 countries) spanning North America, Europe, and Asia.