The industry's own research.
6,691 items
showing 6,181–6,240 of 6,691
Aging population, growing healthcare spending and new technologies underpin 2025 demand; medical outpatient buildings positioned to benefit with declining vacancy and modest rent growth.
Ranks 67 Power 4 (SEC, ACC, Big Ten, Big 12) university student-housing markets using 18 enrollment and market-performance metrics via a proprietary scoring formula.
Walker & Dunlop insight on the MHC sector: lower entry cost vs multifamily ($77k/site vs $221k/unit), 94.7% occupancy and 7.3% rent growth at end-2023, institutionalization, GSE financing, and rent-control/insurance headwinds.
Clarion Partners research thesis on healthcare real estate (life sciences, medical, seniors housing) positioned for long-term growth from aging demographics and rising healthcare spend.
CBRE overview of the U.S. build-to-rent sector: BTR helping ease the single-family housing shortage, strong institutional interest, exit optionality, and accelerating domestic/global capital.
Deloitte's CRE outlook with heavy technology focus: 81% prioritize data/technology spend, 76% researching/piloting AI; covers digital twins, predictive rent forecasting and legacy-system barriers.
Berkadia SFR/BTR overview report: institutional ownership concentrations in Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte; affordability-driven rental demand.
Metro-level net lease retail report covering Houston's Southeast Outlier and NASA/Clear Lake submarkets, with vacancy (3.8% and 5.9%), rent growth and sales-volume data as of Q3 2024.
Five-pillar framework for real estate decarbonization, noting nearly 60% of global RE CFOs lack the data and controls to comply with current environmental regulations.
JBREC analysis using the Burns Single-Family Rent Index (+3.9% YoY as of May 2024); affordability challenges support SFR demand; compares proprietary data with SFR REIT earnings.
Sixth annual report on the top 100 equity REITs: 94% report GHG emissions and 78% report on-site clean-energy generation, with REITs developing decarbonization pathways.
CBRE Healthcare identifies five trends—financial excellence, equity, site-of-care shifts, workforce enablement, and technology—shaping real estate and facilities strategy.
JLL Research on AI's implications for CRE: market impact, AI firms as occupiers, and industry adoption; ~700 AI-powered RE tech firms at end-2024.
Five predictions for US student-housing investment sales covering deal volume, operational performance and capital allocation following a challenging 2023 financing environment.
RMI's bottom-up carbon model of the US building stock, identifying where retrofit capital should flow, including under-invested small and medium commercial buildings.
Healthcare practitioners relocating from CBDs to suburban traditional office buildings, following the work-from-home population shift.
Cushman & Wakefield feature on its Fifth Wall proptech partnership, arguing firms should adopt existing market technology and collaborate industry-wide rather than build proprietary tools.
CBRE capital-markets piece outlining MH/RV investment approaches (REITs, direct ownership, mortgage-backed securities) with sector performance context.
CBRE analysis of single-family rental performance, with tightening vacancy and decelerating but multifamily-beating rent growth across the SFR sector.
Novogradac's affordable-housing read of the JCHS 2025 report, focused on cost burden, the supply gap, and implications for LIHTC-financed rental housing.
CBRE valuation advisory explaining why MH/RV properties require specialized valuation methods given depreciation, mobility and location factors.
Colliers 2025 outlook with proptech/technology adoption themes; industrial and multifamily recovery noted, office grappling with elevated vacancy.
PGIM's Q4 2025 outlook projecting monetary easing to support global REIT returns, favoring data centers, senior housing and resilient retail with selectivity in office.
CRETI's 2024 proptech funding report analyzing the sector's shift toward financial discipline and profitability across construction, residential, multifamily and office, by tech category and geography.
Analysis of the 2025 Novogradac LIHTC Income & Operating Expenses dataset: LIHTC rental income up 8.7% in 2024 vs 0.8% market-rate, expenses up 10.5%, NOI at a nine-year high.
MBA's quarterly Commercial/Multifamily Mortgage Debt Outstanding report finds total debt rose $26.3 billion (0.5%) to $5.02 trillion in Q1 2026, with multifamily debt up $23.0 billion to $2.32 trillion.
Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.
AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.
MBA's complimentary Commercial Mortgage Delinquency Rates report analyzes delinquency trends across the five largest investor groups—banks/thrifts, CMBS, life companies, Fannie Mae and Freddie Mac.
June 2026 research brief: job creation is rising while inflation worsens, creating a mixed outlook for commercial real estate as the labor market regains footing after a prolonged slowdown.
May CPI data shows the most disruptive phase of the price shock may be easing, with contained core inflation and implications for retail tenant demand and big-box absorption.
June 2026 brief: job growth defies constraints as employers added 176,000 roles, supporting rental demand and consumer spending across commercial property types.
Mid-year review of multifamily lending: agency lending volumes rising, third-party capital remains accessible, and transaction activity concentrating in higher-quality assets amid disciplined underwriting.
Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.
Principal's research on ODCE fund performance shows a selection-driven cycle, with top-quartile U.S. funds returning 5.9% annualized versus 0.1% for the bottom quartile and European funds leading on capital appreciation.
Examines why HUD-insured financing is becoming more attractive for long-term capital, citing improved processing timelines, competitive economics, and streamlined environmental requirements. References the firm's 2026 HUD Outlook.
Drawing on MBA's 2025 Annual Origination Volume Summation, this chart shows CRE lending recovered to roughly $706 billion in 2025, a 40% increase over 2024, led by depositories and agency lenders.
MBA's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations shows Q1 2026 originations up 52% year-over-year, led by an 80% rise in depository lending.
Examines how AI and machine learning firms concentrate in the Bay Area, New York and London, with AI leasing remaining strong across San Francisco and Manhattan's AI leasing already surpassing all of 2025.
MBA's 2025 Commercial Real Estate/Multifamily Finance Annual Origination Volume Summation estimates total CRE borrowing and lending reached $706 billion in 2025, a 40% increase over 2024.
Examines how data centers blend real estate and infrastructure characteristics, assessing demand sustainability, power constraints, and why high-quality, power-secured assets remain strategically compelling.
Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.
Global capital markets analysis finding that credit markets remain open and transaction volume has moved off recent lows, with cross-border activity building cyclical momentum despite elevated risks.
A thematic study quantifying how AI-driven workforce change is expected to reshape U.S. office space demand through 2030.
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
Based on MBA's 2025 Commercial Real Estate Survey of Loan Maturity Volumes, 17% ($875 billion) of the $5.0 trillion in outstanding commercial mortgages is scheduled to mature in 2026, down 9% from 2025.
Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.
Record data center demand in H2 2025 drove North American vacancy to a historic low of 1.4% while pricing rose 6.5% year-over-year amid constrained supply and surging AI infrastructure needs.
Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.
JLL reports record-low ~1% data center vacancy across North America at year-end 2025, with 64% of new construction concentrated in emerging markets such as Texas and Tennessee.
Colliers' Q4 2025 U.S. Office Market Outlook finds the office market ended 2025 with renewed momentum as recovery spreads to additional markets beyond the early leaders.
The Q4 2025 U.S. Industrial Market Outlook reports vacancy stabilized at 7.3% as new supply fell to its lowest level since 2017, setting up a pivot toward tightening conditions in 2026.
MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.
Fourth quarter 2025 review of U.S. retail market conditions, covering leasing demand, vacancy and rent trends across retail formats.
Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.
AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
JLL identifies six interconnected forces reshaping commercial real estate in 2026, spanning cost pressures, supply constraints, AI implementation, energy-system convergence, and broadened investment access.
The Americas chapter of LaSalle's ISA Outlook 2026, with stabilizing valuations, improving debt market liquidity and a sharp pullback in new development signaling early signs of a new cycle.