Intelligence Library · Global Real Estate Intelligence

MIT Sloan Executive Education

Proptech Innovations: How Technology is Shaping the Future of Real Estate

MIT Sloan overview of proptech across smart buildings, property management platforms, construction tech, and RE fintech, with market projected to $104.6B by 2034.

Harvard Joint Center for Housing Studies

America's Rental Housing 2026

Biennial rental report: cost burdens at record high (22.7M renters, 49%), cooling rents, and a 9.3M decline in sub-$1,400 units from 2014-2024.

Affordable Housing

JLL

6 Trends Shaping Healthcare Portfolio Decisions in 2026

JLL advisory on how health systems are realigning real estate portfolios toward outpatient care amid Medicaid changes, CMS payment shifts, and compliance pressures.

Healthcare

Lincoln Institute of Land Policy

Second Annual Manufactured Housing Benchmark Report Shows Growing Availability of Quality Homes Nationwide

Lincoln Institute Land Lines coverage of its second annual benchmark report: increased 2024 manufactured housing production and its potential to address the affordability crisis.

PGIM Real Estate

Constrained Supply, Durable Demand: The Case for Investing in Manufactured Housing Communities

PGIM Real Estate research report making the institutional case for MHC investment: stable, growing cash flows, low capex, sticky tenants, constrained supply and expanding institutional adoption from a low base.

The Boulder Group

Q1 2026 Net Lease Tenant Profiles

Financial and operational profiles of 87+ net lease tenants across multiple sectors, used to benchmark credit and pricing in the single-tenant net lease market.

Net LeaseU.S. National

Newmark

4Q25 U.S. Life Science Market Conditions & Trends

Newmark's Q4 2025 US life science report: national vacancy declined for the first time in over a year as the sector reached the bottom of its correction cycle.

Life Sciences

Cushman & Wakefield

MOB Capital Markets 2026 Outlook

MOB investment volume surpassed $14B in 2025, up 34% YoY; improved financing and investor confidence position the sector for an active 2026.

HealthcareU.S. National

Image published by Lincoln | Global Commercial Real Estate Services with the article “Healthcare Real Estate Strategy in 2026: Navigating Hospital Growth, Outpatient Demand, and Compliance Risk” — Image: Lincoln | Global Commercial Real Estate Services

Lincoln Property Company

Healthcare Real Estate Strategy in 2026: Navigating Hospital Growth, Outpatient Demand, and Compliance Risk

Lincoln Property Company on aligning healthcare real estate strategy with hospital growth and outpatient demand while managing Stark Law and regulatory compliance risk.

Janus Henderson Investors

Don't you (forget about me) – Why real estate deserves a fresh look in 2026

Janus Henderson on global REITs' attractive 2026 setup: historically low valuations, strengthening fundamentals and diversification benefits.

REITsGlobal

Enterprise Community Partners

Curbing the Insurance Spiral: Policy and Practitioner Strategies to Help Stabilize Multifamily Affordable Housing

Examines how rising insurance premiums, shrinking coverage and climate risk threaten preservation of multifamily affordable housing, with policy and practitioner strategies.

RSM US

How build-to-rent is reshaping U.S. housing for developers and renters

Examines BTR as purpose-built single-family communities; renters-by-choice rose from 27% to 36% YoY; covers proptech, Sun Belt expansion, Blackstone's $3.5B Tricon deal and rate risks.

Arbor Realty Trust

Single-Family Homes for Rent Reach 7-Year High

Arbor analysis: households renting single-family homes rose 1.7% in 2025 to a seven-year high, driven by build-to-rent communities and homeownership affordability pressures.

Single-Family RentalU.S. National

JLL

2026 Healthcare Real Estate Trends: What CRE Leaders Need to Know

Healthcare real estate leaders must adopt technology, data analytics and patient-centered design to navigate policy and financial pressures reshaping the sector in 2026.

Healthcare

CBRE

Strategic Decarbonization Planning: Turning Vision into Value in Commercial Real Estate

CBRE viewpoint with RMI and ULI on practical CRE decarbonization strategies; cites nearly 70% of office occupiers rejecting or paying less for buildings without sustainable features.

Yardi Matrix

National Multifamily Market Report — December 2025 (Single-Family Build-to-Rent section)

Yardi Matrix BTR data: BTR rents fell to $2,180 in December (-1% YoY, steepest drop in over a decade); occupancy stable at 94.9% as owners concede price to hold occupancy.

Single-Family RentalMultifamily

Arbor Realty Trust

Single-Family Rental Investment Snapshot — January 2026

Arbor/Chandan Economics snapshot: SFR sector showed strength in 2025 with durable demand and a maturing institutional ecosystem; elevated mortgage rates keep homeownership out of reach, sustaining rental demand.

Single-Family Rental

Berkadia

Affordable HOMES Act Reshapes Manufactured Housing

Berkadia analysis of the Affordable HOMES Act consolidating federal MH standards under HUD, streamlining oversight to create more predictable conditions for manufacturers, lenders and investors.

Manufactured HousingDebt & Financing

W. P. Carey

2026 Net Lease Outlook

Gino Sabatini's three 2026 predictions: transaction-volume rebound as spreads narrow, continued industrial dominance driven by e-commerce, and M&A-fueled sale-leaseback growth.

Net LeaseIndustrial & Logistics

Center for Real Estate Technology & Innovation (CRETI)

The State of Proptech Venture Capital: 2025 Year-End Analysis

CRETI year-end report: $16.7B invested in proptech in 2025 (+67.9% YoY), 77% structured as debt/PE, AI as baseline expectation, Europe softening while the Middle East emerges.

Cushman & Wakefield

U.S. National Life Sciences MarketBeat Q4 2025

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.

Life Sciences

Colliers

Life Sciences Market Outlook 2026

Colliers' forward outlook for US life sciences real estate, covering supply absorption, demand drivers, and market recalibration heading into 2026.

Life SciencesU.S. National

Savills

Chicago Q4 2025 Life Sciences Market Report

Chicago Q4 2025 life sciences market report on lab vacancy, leasing and rents in an emerging cluster.

Life SciencesChicago

Chilton Capital Management

2026 Chilton REIT Forecast: A Golden Opportunity

Annual REIT forecast projecting 13-15% annualized total returns over 2026-2028 in the base case, citing accelerating growth and attractive valuations.

REITs

CenterSquare Investment Management

2026 Global REITs Outlook - Regional Divergence and Sector Opportunities

2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.

REITs

Savills

Washington, D.C. Metro Region Q4 2025 Life Sciences Market Report

Quarterly Washington DC metro life sciences market report covering vacancy, leasing, rents and supply.

Life Sciences

W. P. Carey

Sale-Leaseback Activity Expected to Grow as Capital Conditions Improve in 2026

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.

Net Lease

Center for Real Estate Technology & Innovation (CRETI)

The 2026 Proptech Venture Capital Outlook: A New Era of Investing

Survey of 145 VC investors: market stabilizing around capital efficiency, institutional AI adoption, and operator-driven demand, with AI as core infrastructure.

PropTech & Data

Arbor Realty Trust

Single-Family Rental Investment Trends Report Q4 2025

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.

Single-Family Rental

John Burns Research and Consulting

Dear Consultant: What is your recipe for a stronger housing market in 2026?

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.

Yardi Matrix

National Multifamily Market Report — November 2025 (Single-Family Build-to-Rent section)

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.

Single-Family RentalMultifamily

W. P. Carey

From Volatility to Resilience: Net Lease Real Estate in 2025

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.

Net Lease

Nareit

Commercial Real Estate and REITs: Dual Divergences Set Stage for REIT Rebound in 2026

Examines the public-private valuation gap and the REIT-vs-equity multiple divergence, arguing both set the stage for REIT outperformance in 2026.

REITsU.S. National

Nareit

Optimizing Global REIT Returns: Key Trends and Insights for 2026

Nareit market commentary on diversifying across global REIT regions and property sectors, with data as of Nov. 30, 2025, framing 2026 allocation opportunities.

REITsGlobal

Nareit

Institutional Investors Embrace REITs to Drive Performance, Innovation

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.

REITs

J.P. Morgan

Net Lease Real Estate: Unlocking a $13.4 Trillion Opportunity

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.

Net Lease

CBRE

U.S. Healthcare Real Estate: 6 Key Trends to Watch in 2026

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.

CBRE

U.S. Real Estate Market Outlook 2026 - Healthcare

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.

Healthcare

CBRE

U.S. Real Estate Market Outlook 2026 - Life Sciences

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.

Life Sciences

Berkadia

2025 U.S. Student Housing Pipeline Report

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.

Student Housing

Houlihan Lokey

Net Lease: From Bricks to Balance Sheets (December 2025)

Investment-bank net lease market update covering transaction trends, sale-leaseback activity and capital flows into the net lease sector.

Net Lease

HUD Office of Policy Development and Research (PD&R)

Worst Case Housing Needs: 2025 Report to Congress

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.

SkyView Advisors

Q3 2025 Manufactured Housing Industry Report

Q3 review of ELS, Sun Communities and UMH covering occupancy, rental rates, expenses, transaction activity and macro context for the manufactured housing sector.

Manufactured HousingU.S. National

JLL

City policy is driving building transformation

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.

SustainabilityGlobal

Newmark

3Q25 U.S. Life Science Market Conditions & Trends

Q3 2025 US life science conditions: early stabilization as leasing and tenant demand modestly improved across Boston, San Diego and the Bay Area.

Life Sciences

Center for Real Estate Technology & Innovation (CRETI)

October 2025: $2.9 Billion Invested in Proptech

CRETI monthly funding note: October 2025 proptech rounds concentrated in residential electrification, owner-operating financial infrastructure and construction AI with single-project payback.

PropTech & Data

Image: msci.com

MSCI Real Assets

Desire for Data Centers Creates Carbon Dilemma for Property Investors

MSCI analyzes how booming data-center development conflicts with investors' climate commitments, quantifying construction-stage carbon and renewable-procurement strategies.

Sustainability

PERE (PEI Group)

PERE Proptech 20: The top proptech investors of 2025

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.

PropTech & DataGlobalU.S. National

Berkadia

Fall 2025 U.S. Medical & Life Sciences Report

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.

Healthcare

Cushman & Wakefield

U.S. Student Housing Trends and Valuation Indices

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.

Student Housing

Image published by jll.com with the article “Reality check: The true pace and payoffs of AI adoption in corporate real estate (2025 Global Real Estate Technology Survey)” — Image: jll.com

JLL

Reality check: The true pace and payoffs of AI adoption in corporate real estate (2025 Global Real Estate Technology Survey)

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.

Matthews Real Estate Investment Services

2025 Cap Rate Recap

Matthews reviews 2025 cap-rate performance across retail, net lease, multifamily and industrial, showing stabilization as rate volatility eased and investors recalibrated.

Net LeaseRetailMultifamily

Arbor Realty Trust

Single-Family Rental Investment Snapshot — October 2025

Arbor/Chandan snapshot showing SFR occupancy across property types averaging 94.5% in Q2 2025, highlighting the sector's operational strength.

Single-Family Rental

John Burns Research and Consulting

Q3 2025 recap: cooling prices, multifamily rebounds, and other fundamental shifts

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.

U.S. Green Building Council

USGBC Impact Report (2025)

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.

Sustainability

Stock photograph illustrating “Affordable Abundance: How State and Local Governments Are Pairing Abundance-Style Reforms with Affordability Incentives” — Photo by Luis Quintero / Pexels on Pexels

Urban Institute

Affordable Abundance: How State and Local Governments Are Pairing Abundance-Style Reforms with Affordability Incentives

Argues for an abundance-plus-affordability approach, cataloging state/local financing and operating incentives beyond LIHTC and rental assistance.

Chilton Capital Management

Tipping Point: The New Diversified Portfolio Needs REITs

Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.

REITs

PwC and Urban Land Institute

Emerging Trends in Real Estate 2026 (US and Canada)

47th-edition outlook from 1,700+ industry leaders; housing affordability is the sector's top issue, driving migration, zoning reform and multifamily trends.

CBRE

Q3 2025 U.S. Life Sciences Figures: Lab/R&D Vacancy Rises Despite More Favorable Industry Conditions

CBRE quarterly data note on US lab/R&D vacancy, absorption, leasing and venture funding for Q3 2025.

Life Sciences

Altus Group

AI at the forefront of proptech

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.

PropTech & DataGlobal