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The GRE Intelligence Brief

The key commercial real estate research, verified and summarised, from real sources. Free, and you can unsubscribe anytime.

Global Real Estate Intelligence

GREI is an independent research index. For third-party research we summarise and link to the original; all rights remain with the publishers. Public-record, regulatory and market data (e.g. SEC EDGAR, SEDAR+) is public information that we compile and host, with its source cited.

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© 2026 Global Real Estate Intelligence. An independent research index.Third-party research remains owned by its publishers; we summarise and link to the original. Public-record, regulatory and market data is compiled and hosted by GREI, with its source cited.
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Image published by Blackstone with the article “Market Views: Dealmaking, Disruption, and Real Estate's Recovery”
Image: Blackstone
Blackstone

Market Views: Dealmaking, Disruption, and Real Estate's Recovery

Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.

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Image published by fanniemae.com with the article “Fannie Mae Expands U.S. Rental Housing Supply Through Nearly $74 Billion in Multifamily Loan Production Volume in 2025”
Image: fanniemae.com
Fannie MaeNews

Fannie Mae Expands U.S. Rental Housing Supply Through Nearly $74 Billion in Multifamily Loan Production Volume in 2025

Fannie Mae provided approximately $74 billion of multifamily financing in 2025, up 34 percent year over year, including more than $8.3 billion in affordable housing and $1.9 billion in manufactured housing, marking its largest annual multifamily volume since 2020.

Not interested
Yardi Matrix

Matrix Multifamily National Report, January 2026

Yardi Matrix reports average advertised asking rent rose $3 to $1,741 in January, snapping a five-month decline, with the firm forecasting a 1.2% national rent increase for 2026.

MultifamilyU.S. NationalUnited States
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Stock photograph illustrating “Commercial real estate”
Photo by Luis Quintero / Pexels on Pexels
Moody's CRE / Analytics

Commercial real estate

Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.

Capital MarketsDebt & Financing
Not interested
Stock photograph illustrating “Berkadia 2026 Multifamily Investor Sentiment Survey”
Photo by Phát Trương / Pexels on Pexels
Berkadia

Berkadia 2026 Multifamily Investor Sentiment Survey

Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.

Multifamily
Not interested
Stock photograph illustrating “ISA Outlook 2026”
Photo by Luis Quintero / Pexels on Pexels
LaSalle Investment Management

ISA Outlook 2026

LaSalle's annual Investment Strategy Annual outlook for 2026 sets out the firm's global, European, North American, and Asia Pacific real estate strategy views to help clients navigate the year ahead.

Capital Markets
Not interested
Image published by Redfin Real Estate News with the article “2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up”
Image: Redfin Real Estate News
Redfin

2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up

Redfin's early 2026 housing market update found buyers cautious and sellers returning, with agents anticipating a busier spring. The report tracks inventory, listing activity and buyer-seller dynamics nationally.

Economy
Not interested
Stock photograph illustrating “2026 North American Data Center Investor Intentions Survey”
Photo by panumas nikhomkhai / Pexels on Pexels
CBRE

2026 North American Data Center Investor Intentions Survey

CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.

Data Centers
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Stock photograph illustrating “2026 Valuation & Advisory North American Market Survey”
Photo by Phát Trương / Pexels on Pexels
Newmark

2026 Valuation & Advisory North American Market Survey

Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.

Capital Markets
Not interested
Image published by marcusmillichap.com with the article “2026 Employment Outlook”
Image: marcusmillichap.com
Marcus & Millichap

2026 Employment Outlook

The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.

Economy
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Image published by marcusmillichap.com with the article “2026 Equity Capital Outlook”
Image: marcusmillichap.com
Marcus & Millichap

2026 Equity Capital Outlook

The brief examines the availability and pricing of equity capital for commercial real estate as transaction activity recovers in 2026.

Capital Markets
Not interested
Image published by AFIRE with the article “AFIRE International Investor Survey: February 2026 Report”
Image: AFIRE
AFIRE

AFIRE International Investor Survey: February 2026 Report

AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.

Capital MarketsEconomy
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Stock photograph illustrating “Radius+ Forecast: Self-Storage Industry 2026 Annual Report”
Photo by Luis Quintero / Pexels on Pexels
Radius+

Radius+ Forecast: Self-Storage Industry 2026 Annual Report

The 80-plus page annual forecast combines proprietary Radius+ analytics with industry commentary, built on full-year 2025 data and historical insight from 1984 onward. It covers 2026 supply growth, demand dynamics, rental rate performance, and market-level regional divergence.

Self Storage
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Stock photograph illustrating “4Q 2025 Data Center Market Recap”
Photo by panumas nikhomkhai / Pexels on Pexels
datacenterHawk

4Q 2025 Data Center Market Recap

The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.

Data Centers
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ICSC

ICSC's 2025 Post-Holiday Consumer Survey Results Show Shoppers Increased Spending

ICSC's post-holiday consumer survey found shoppers increased spending over the 2025 holiday season while price sensitivity influenced behavior. The findings track retail demand and consumer resilience.

Retail
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Image published by jpmorgan.com with the article “The outlook for the US housing market in 2026”
Image: jpmorgan.com
J.P. Morgan

The outlook for the US housing market in 2026

J.P. Morgan Global Research projects US house prices will stall near 0% growth in 2026, with home sales gradually improving as mortgage rates ease and builders use rate buydowns to clear inventory.

EconomyHomebuilders
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Image published by nmhc.org with the article “NMHC Quarterly Survey of Apartment Conditions (January 2026)”
Image: nmhc.org
National Multifamily Housing Council

NMHC Quarterly Survey of Apartment Conditions (January 2026)

The January 2026 survey reported updated readings across the Market Tightness, Sales Volume, Equity Financing and Debt Financing indices, gauging apartment market conditions at the start of the year.

Multifamily
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Image published by prnewswire.com with the article “CREFC 4Q 2025 BOG Sentiment Index Approaches All-Time High as Financing Demand Hits Survey Record”
Image: prnewswire.com
CRE Finance Council

CREFC 4Q 2025 BOG Sentiment Index Approaches All-Time High as Financing Demand Hits Survey Record

The 4Q 2025 index rose 2.1 percent to 125.4 from 122.8 in 3Q 2025, approaching the all-time survey high of 126.6 set in 4Q 2024 as financing demand expectations reached a survey record.

Not interested
Image published by United States with the article “Avison Young releases Fourth Quarter 2025 DFW Office Market Report”
Image: United States
Avison Young

Avison Young releases Fourth Quarter 2025 DFW Office Market Report

The Dallas-Fort Worth office market closed 2025 with its strongest performance since 2019, supported by robust net absorption, rising leasing activity and continued tenant preference for trophy and Class A space.

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J.P. Morgan

Commercial real estate: An opportunity too good to pass up

J.P. Morgan Asset Management argues commercial real estate valuations have fallen roughly 25% from their 2022 peak even as operating income rose, creating an attractive entry point as the recovery extends through 2026.

Alternatives
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Stock photograph illustrating “2026 Market Intelligence Report (NMHC)”
Photo by Phát Trương / Pexels on Pexels
Walker & Dunlop

2026 Market Intelligence Report (NMHC)

Walker & Dunlop's annual intelligence report examines where the multifamily market stands and how the next phase of the cycle is taking shape, with 62.7% of surveyed owners expecting acquisitions to increase in 2026.

Multifamily
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Image published by jll.com with the article “Global Hotel Investment Outlook 2026”
Image: jll.com
JLL

Global Hotel Investment Outlook 2026

JLL forecasts robust growth in hotel transaction volumes for 2026 on stronger debt markets and near-record dry powder, with the Americas leading 2025 volumes up 27% and luxury resorts a top target.

HospitalityCapital Markets
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Image published by mf.freddiemac.com with the article “2025: A Banner Year!”
Image: mf.freddiemac.com
Freddie Mac

2025: A Banner Year!

Freddie Mac Multifamily reports 2025 production volume topped 77 billion dollars, up 17 percent year over year, supporting over 577,000 affordable rental housing units.

MultifamilyCapital MarketsDebt & Financing
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HeitmanNews

Heitman Raises $2.6 Billion for Value-Add Investment Series

Heitman announced the final close of Heitman Value Partners Fund VI with 2.6 billion dollars in commitments, providing roughly 6.55 billion dollars of dealmaking capital across medical office, student housing, senior housing, self storage, multifamily and industrial assets.

Not interested
Green Street

Quiet Year Ahead for Property Pricing

Green Street strategists expect a repeat of last year, with cap rates little changed and property values quietly inching higher on income growth.

Capital MarketsU.S. National
Posted 27 days ago
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Image published by Lument with the article “Steady Growth Accelerates: 2026 Seniors Housing and Healthcare Market Outlook”
Image: Lument
Lument

Steady Growth Accelerates: 2026 Seniors Housing and Healthcare Market Outlook

Lument's annual seniors housing and healthcare outlook projects continued recovery as occupancy approaches pre-pandemic levels and valuations firm, with ample financing opportunities for borrowers, buyers and sellers across the sector.

Not interested
Stock photograph illustrating “2026 Global Investor Outlook”
Photo by Luis Quintero / Pexels on Pexels
Colliers

2026 Global Investor Outlook

Colliers' annual investor outlook surveys global capital intentions for 2026, pointing to recovering transaction volumes as pricing stabilizes and investors re-enter the market.

Capital MarketsGlobal
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Image published by msci.com with the article “Real Assets in Focus: Trends to Watch for 2026”
Image: msci.com
MSCI Real Assets

Real Assets in Focus: Trends to Watch for 2026

MSCI notes acquisitions by traditional core real estate investors are at extremely low levels even as inflation falls and valuations stabilize, creating conditions for renewed price discovery in 2026.

Capital MarketsAlternatives
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Stock photograph illustrating “U.S. Commercial Real Estate in 2026: A Sector-by-Sector Outlook”
Photo by Sonny Sixteen / Pexels on Pexels
Newmark

U.S. Commercial Real Estate in 2026: A Sector-by-Sector Outlook

Newmark Research frames its 2026 base case as a decaf stagflation environment, with industrial supply and demand rebalancing, office demand building and slowing multifamily supply shaping rent growth.

Not interested
Image published by National Investment Center with the article “Occupancy Rate for Senior Living Communities Increased in 2025 as Construction Stalled”
Image: National Investment Center
National Investment Center for Seniors Housing and Care

Occupancy Rate for Senior Living Communities Increased in 2025 as Construction Stalled

NIC reports senior living occupancy rose through 2025 as new construction remained at or near record-low levels, limiting future supply for older adults.

Not interested
Stock photograph illustrating “U.S. Real Estate Market Outlook 2026”
Photo by Sonny Sixteen / Pexels on Pexels
CBRE

U.S. Real Estate Market Outlook 2026

CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.

Office
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Stock photograph illustrating “Denver 2026 U.S. Real Estate Market Outlook”
Photo by Sonny Sixteen / Pexels on Pexels
CBRE

Denver 2026 U.S. Real Estate Market Outlook

The Denver edition reviews local sector conditions for 2026, with the office market expected to follow other lagging metros toward a bottom by year-end.

Office
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Stock photograph illustrating “Greater Los Angeles 2026 U.S. Real Estate Market Outlook”
Photo by Sonny Sixteen / Pexels on Pexels
CBRE

Greater Los Angeles 2026 U.S. Real Estate Market Outlook

The Greater Los Angeles edition reviews local office, industrial, retail and multifamily conditions for 2026, noting the lagging office market is bottoming out.

Office
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Stock photograph illustrating “U.S. Real Estate Market Outlook 2026: Industrial”
Photo by Altaf Shah / Pexels on Pexels
CBRE

U.S. Real Estate Market Outlook 2026: Industrial

CBRE expects a continued flight to quality among occupiers in 2026, with minimal speculative development given oversupply of first-generation space and tighter construction financing.

Industrial & Logistics
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Stock photograph illustrating “U.S. Real Estate Market Outlook 2026: Capital Markets”
Photo by Luis Quintero / Pexels on Pexels
CBRE

U.S. Real Estate Market Outlook 2026: Capital Markets

The capital markets chapter expects transaction activity to broaden in 2026 as pricing stabilizes and the cost of capital eases, with income growth the primary driver of returns.

Capital Markets
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Stock photograph illustrating “U.S. Real Estate Market Outlook 2026: Data Centers”
Photo by panumas nikhomkhai / Pexels on Pexels
CBRE

U.S. Real Estate Market Outlook 2026: Data Centers

The data center chapter highlights record-low vacancy, mounting power constraints and pricing at all-time highs as hyperscale and AI demand continues to outpace new supply.

Data Centers
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Image published by Board of Governors of the Federal Reserve System with the article “Beige Book - January 2026”
Image: Board of Governors of the Federal Reserve System
Federal Reserve Board

Beige Book - January 2026

The January 2026 Beige Book summarises commentary on current economic conditions across the twelve Federal Reserve Districts, including commercial real estate, construction and lending activity.

EconomyOffice
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Stock photograph illustrating “Will Mortgage Rates Go Down in 2026?”
Photo by Luis Quintero / Pexels on Pexels
Morgan Stanley

Will Mortgage Rates Go Down in 2026?

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

Economy
Not interested
Image published by United States with the article “Avison Young releases Fourth Quarter 2025 Office Market Report for Houston”
Image: United States
Avison Young

Avison Young releases Fourth Quarter 2025 Office Market Report for Houston

Houston recorded its first year of positive office net absorption since 2015, with 625,082 square feet of positive absorption for 2025, reversing nine consecutive years of tenant space reductions.

Not interested
Mortgage Bankers AssociationNews

Commercial and Multifamily Mortgage Debt Outstanding Increased in Third-Quarter 2025

Commercial and multifamily mortgage debt outstanding increased 53.4 billion dollars, or 1.1 percent, to 4.93 trillion dollars at the end of the third quarter of 2025. Multifamily mortgage debt alone rose 40.3 billion dollars to 2.24 trillion dollars.

Not interested
Image published by dbrs.morningstar.com with the article “U.S. CRE 2026 Outlook: Momentum Is Healthy, but Office Dynamics and CMBS Maturity Wall Bring Challenges”
Image: dbrs.morningstar.com
Morningstar DBRS

U.S. CRE 2026 Outlook: Momentum Is Healthy, but Office Dynamics and CMBS Maturity Wall Bring Challenges

The outlook notes 2025 office originations were the highest since the Great Recession even as office delinquencies stayed elevated, creating a bifurcated environment. Morningstar DBRS maintains a stable view on hotel, retail and multifamily sectors despite asset- and market-specific stress.

CMBS
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Image published by clarionpartners.com with the article “The U.S. Commercial Real Estate Investable Universe”
Image: clarionpartners.com
Clarion Partners

The U.S. Commercial Real Estate Investable Universe

Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.

Capital Markets
Not interested
Image published by marcusmillichap.com with the article “2026 U.S. Office Investment Forecast”
Image: marcusmillichap.com
Marcus & Millichap

2026 U.S. Office Investment Forecast

The forecast expects office space demand to rise on net in almost every major market in 2026, with many investors viewing the sector as having passed its greatest challenges.

Office
Not interested
Image published by marcusmillichap.com with the article “2026 U.S. Multifamily Investment Forecast”
Image: marcusmillichap.com
Marcus & Millichap

2026 U.S. Multifamily Investment Forecast

Marcus & Millichap projects net absorption of about 240,000 units against 270,000 completions, lifting vacancy 10 basis points to 4.7%, with units under construction down 53% from the 2023 peak.

Multifamily
Not interested
Image published by marcusmillichap.com with the article “2026 U.S. Retail Investment Forecast”
Image: marcusmillichap.com
Marcus & Millichap

2026 U.S. Retail Investment Forecast

Retail enters 2026 with solid momentum on resilient consumer spending, with net absorption expected to exceed 10 million square feet and vacancy edging up 20 basis points to 5.2%.

Retail
Not interested
Image published by CRED iQ Blog with the article “CMBS Distress Rate Climbs to 11.70% in December 2025 Amid Ongoing Refinancing Pressures”
Image: CRED iQ Blog
CRED iQ

CMBS Distress Rate Climbs to 11.70% in December 2025 Amid Ongoing Refinancing Pressures

CRED iQ reports the overall CMBS distress rate rose to 11.70 percent in December 2025, a third consecutive monthly increase, with a delinquency rate of 8.89 percent and a specially serviced rate of 11.15 percent.

Not interested
Realtor.com

Monthly Housing Report: Inventory Keeps Growing, but 2025 Revealed a Market of Exceptions, Not Averages

U.S. housing inventory expanded in December 2025, marking the 26th consecutive month of year-over-year gains, with active listings up 12.1 percent versus December 2024. National inventory levels remain 12.5 percent below typical 2017 to 2019 norms.

Not interested
Image published by jpmorgan.com with the article “2026 Commercial Real Estate Outlook”
Image: jpmorgan.com
J.P. Morgan

2026 Commercial Real Estate Outlook

J.P. Morgan's 2026 commercial real estate outlook sees multifamily and industrial staying strong, retail steady and office recovering in select metros, with improving transaction volumes despite macro headwinds.

Multifamily
Not interested
Image published by KBRA with the article “CMBS Loan Performance Trends: December 2025”
Image: KBRA
KBRA

CMBS Loan Performance Trends: December 2025

KBRA reports the delinquency rate among KBRA-rated US private label CMBS decreased to 7.7 percent in December 2025 from 7.8 percent in November, while the distress rate ticked up to 10.6 percent.

CMBSCapital Markets
Not interested
Image published by bgo.com with the article “The Chief Economist: 2026 Global Outlook and House Views”
Image: bgo.com
BGO

The Chief Economist: 2026 Global Outlook and House Views

BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.

Economy
Not interested
Stock photograph illustrating “Nearly 10,000 GTHA Rentals Started Construction in 2025”
Photo by Phát Trương / Pexels on Pexels
Urbanation

Nearly 10,000 GTHA Rentals Started Construction in 2025

A total of 9,821 purpose-built rental units started construction in the GTHA in 2025, a 42 percent increase over 2024 and the highest annual total since the 1970s. Purpose-built rental completions reached a more than 40-year high of 6,379 units.

Multifamily
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Stock photograph illustrating “U.S. office market report Q4 2025”
Photo by Sonny Sixteen / Pexels on Pexels
Avison Young

U.S. office market report Q4 2025

The Q4 2025 office report closes the year with trophy properties outperforming historical norms while overall leasing remains below pre pandemic levels and recovery varies widely by market.

OfficeU.S. National
Not interested
Image published by Cushman & Wakefield with the article “U.S. Office MarketBeat - Q4 2025”
Image: Cushman & Wakefield
Cushman & Wakefield

U.S. Office MarketBeat - Q4 2025

U.S. office inventory declined for a fifth consecutive quarter and is down 0.7 percent from its peak of 5.5 billion square feet. National vacancy was mostly flat over the year, rising just 5 basis points since the first quarter of 2025.

Office
Not interested
Image published by altusgroup.com with the article “Canadian commercial real estate market update - Q4 2025”
Image: altusgroup.com
Altus Group

Canadian commercial real estate market update - Q4 2025

The quarterly market update covers leasing, investment and pricing conditions across Canadian commercial property. The national office availability rate fell 100 basis points year over year to 16.6 percent.

Economy
Not interested
Stock photograph illustrating “QSR Net Lease Investment Trends: What Year-End 2025 Data Signals for 2026”
Photo by atelierbyvineeth . . . / Pexels on Pexels
B+E

QSR Net Lease Investment Trends: What Year-End 2025 Data Signals for 2026

B+E analyzes quick-service restaurant net lease investment trends using its proprietary 1031 trade database. The report tracks QSR on-market supply, cap rate movement and remaining lease term heading into 2026.

Not interested
Stock photograph illustrating “4Q25 U.S. Multifamily Capital Markets Conditions & Trends”
Photo by Phát Trương / Pexels on Pexels
Newmark

4Q25 U.S. Multifamily Capital Markets Conditions & Trends

Newmark's fourth quarter 2025 multifamily capital markets report reviews transaction volume, pricing, debt availability and investor demand for U.S. apartment assets.

Multifamily
Not interested
Image published by infogram.com with the article “December 2025 CMBS Delinquency Report”
Image: infogram.com
Trepp

December 2025 CMBS Delinquency Report

Trepp reports the CMBS delinquency rate rose 4 basis points to 7.30 percent in December 2025, with lodging up 44 basis points to 6.61 percent and office retreating 37 basis points to 11.31 percent.

CMBSCapital Markets
Not interested
Image published by TPG with the article “The Year Ahead: Perspectives from TPG CEO Jon Winkelried”
Image: TPG
TPG

The Year Ahead: Perspectives from TPG CEO Jon Winkelried

TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.

Economy
Not interested
Stock photograph illustrating “4Q25 U.S. Industrial Market Conditions & Trends”
Photo by Altaf Shah / Pexels on Pexels
Newmark

4Q25 U.S. Industrial Market Conditions & Trends

Newmark's fourth quarter 2025 industrial report tracks net absorption, vacancy, leasing and investment sales activity. Demand continued to favor modern, efficient facilities as occupiers upgraded supply chains.

Industrial & Logistics
Not interested
Image published by Invesco with the article “Renewed potential for real estate investors in 2026”
Image: Invesco
Invesco

Renewed potential for real estate investors in 2026

Invesco argues listed real estate enters 2026 with improving fundamentals, attractive valuations and sector-specific opportunities. Restrained development pipelines and accelerating growth expectations provide a favorable setting for active managers.

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