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Northmarq
2025 National Multifamily Outlook Report: An Anticipated Slowdown in New Construction
Northmarq's 2025 national multifamily outlook reports a combination of optimism and uncertainty, with stronger than forecast conditions and robust renter demand stabilizing the sector, alongside an anticipated slowdown in new construction.
MultifamilyU.S. National
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Marcus & Millichap
2025 U.S. Multifamily Investment Forecast
Marcus and Millichap's 2025 multifamily forecast projects supply and demand to re-align for the first time in four years. Rent growth was expected to remain tepid through much of 2025 with momentum building later in the year, supported by average rents remaining well below typical mortgage payments.
MultifamilyCapital MarketsU.S. NationalUnited States
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abrdn
Global real estate market outlook Q1 2025
abrdn judges that most global real estate price corrections have concluded entering 2025, with returns driven by income and net operating income growth rather than yield compression. The firm is most positive on multifamily, expecting excess supply to be absorbed by mid-2025.
Capital MarketsMultifamilyIndustrial & LogisticsGlobalU.S. National
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AEW
U.S. Research Perspective Q1 2025
AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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Principal Asset Management
2025 Inside Real Estate Outlook: Poised for Growth
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalGlobal
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BGO
The Chief Economist: 1Q2025 U.S. CRE Outlook - Better Than You Think
BGO argues the first quarter 2025 U.S. commercial real estate market is stronger than widely perceived, with stable fundamentals and emerging investment opportunities. Industrial and multifamily are flagged as the most promising sectors.
EconomyIndustrial & LogisticsMultifamilyU.S. National
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Apartment List
Introducing Our Newest Data Product: Time On Market
Apartment List introduced a Time On Market index measuring how long listed units take to lease, complementing its rent estimates and vacancy index. Units were taking roughly 30 days to lease in recent readings as elevated supply kept the market soft.
MultifamilyPropTech & DataU.S. NationalUnited States
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Structure Research
Market Share ESG Report 2025: State of Environmental Impact
The report provides an overview of the sustainability impact of data centers, focusing on greenhouse gas emissions, energy consumption and water usage across leading providers and hyperscale cloud platforms.
Data CentersSustainabilityGlobalU.S. National
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Berkadia
Berkadia 2025 Forecast National Apartment Research Report
Berkadia's national forecast projected unit absorption to outpace deliveries in 2025, with vacancy rates having decreased in Q3 2024 for the first time in three years.
MultifamilyU.S. NationalUnited States
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TPG
Real Estate Credit: Poised to Outperform
TPG Real Estate leaders argue that ongoing dislocation in real estate credit markets, with a multitrillion-dollar CRE maturity wall, has created one of the best moments to be a real estate lender.
Debt & FinancingCapital MarketsCMBSU.S. National
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KKR
Investing in the Real Estate Recovery
After a two-year downturn in which property values dropped 22% from a recent peak as interest rates increased, KKR argues the current real estate investment environment is one of the most attractive it has ever seen. The piece lays out the case for investing into the early stage of the recovery.
Capital MarketsEconomyGlobalU.S. National
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Hines
Seizing the "Debt-First" Office Moment
Hines argues that 2025 brings attractive opportunities for debt investment in the U.S. office sector, outlining market trends and strategies for risk-adjusted returns.
OfficeDebt & FinancingFinancing & CMBSU.S. National
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Ares Management
Liquidity Solutions: The Growth Drivers of the Credit Secondaries Asset Class
Ares examines the growth drivers behind the emerging credit secondaries asset class and its role in providing liquidity solutions to credit investors. The analysis details how the market has expanded as private credit has scaled.
Debt & FinancingAlternativesCapital MarketsGlobalU.S. National
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KKR
The Real Estate Credit Opportunity Is Here
KKR discusses four ideas real estate credit investors need to know about today's markets, arguing that a scarcity of capital and rising transaction volume is creating the chance to earn equity-like returns on real estate debt.
Debt & FinancingCMBSCapital MarketsGlobalU.S. National
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TPG
Navigating the Real Estate Landscape: Perspectives from TPG Real Estate Co-Heads, Kelvin Davis and Avi Banyasz
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Capital MarketsAlternativesOfficeGlobalU.S. National
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Ares Management
The Evolving Real Estate Environment
Julie Solomon, Head of Real Estate at Ares, discusses how a dramatic repricing of high-quality assets has created an attractive entry point. She notes slowing construction is reducing supply, which she expects to drive further rent growth.
MultifamilyDebt & FinancingREITsGlobalU.S. National
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Hines
Power Play: The Emerging Powered Land Opportunity
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
Data CentersIndustrial & LogisticsAlternativesGlobalU.S. National
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Hines
Better Together: Where Infrastructure and Real Estate Converge
A Hines guide to the roles of private infrastructure and real estate in institutional portfolios, weighing benefits, risks, and liquidity as the two asset classes converge.
AlternativesData CentersCapital MarketsGlobalU.S. National
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Morgan Stanley
Housing Affordability Squeeze: A New Normal for Buyers
Morgan Stanley explores how higher mortgage rates and limited supply are reshaping affordability, and why homeownership may remain out of reach for many buyers.
EconomyAffordable HousingHomebuildersU.S. National
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Ares Management
Ares Global Credit Monitor - Third Quarter 2025
Ares' Q3 2025 credit monitor tracks renewed credit issuance, refinancing and repricing activity, and a pickup in M&A volumes globally. It assesses credit fundamentals across public and private markets amid an evolving macro backdrop.
Debt & FinancingCapital MarketsCMBSGlobalU.S. National
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Morgan Stanley
Real Estate Market Outlook 2026: Lower Rates Drive Recovery
Morgan Stanley sees 2026 as an inflection point for real estate, with lower rates, constrained supply and improving capital markets supporting a recovery in valuations and transaction activity.
AlternativesOfficeMultifamilyGlobalU.S. National
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Hines
Positioning for the Real Asset Cycle
Research on how private real estate complements public markets, offering diversification, income stability, and recovery potential for institutional investors positioning for the next cycle.
AlternativesCapital MarketsEconomyGlobalU.S. National
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