Loading…
Colliers
The Ideal Timeline for Market Exploration Before Your Lease Ends
Effective real estate decisions begin with providing sufficient time to determine the need and review options. Those tenants that start evaluating the market early are better positioned to align space with business priorities, control costs, and avoid operational disruption. A practical baseline is to begin no…
Capital MarketsOfficeU.S. National
·Read
Colliers
Economic Incentive Insights | Conditionality Rising for Data Centers and Foreign-Owned Projects
Navigating the New Standard: Incentives Are No Longer Automatic For years, economic incentives for data centers and large-scale industrial projects followed a fairly predictable path. That’s no longer the case. The landscape has shifted, with states introducing stricter eligibility criteria, performance…
Capital MarketsIndustrial & LogisticsData CentersU.S. National
·Read
Colliers
The Growing Intersection of Behavioral Health and Real Estate
Recent data shows that more than 150 million Americans live in areas where mental health providers are scarce, underscoring a system-wide gap in access that continues to grow as demand accelerates. For commercial real estate owners, developers, and investors, it’s an opportunity to align capital with one of the…
Capital MarketsHealthcareU.S. National
·Read
Oxford Economics
How retiree discretionary spending is supporting consumer-facing CRE in the UK
Retiree discretionary spending is growing, driven by increased leisure demand and wealth transfer, shaping the future of consumer real estate.]]>
EconomyRetailGlobalUnited Kingdom
·Read
.jpg)
Savills
Parks in Motion: UK Holiday Parks Sector Poised for Growth This Year
Savills commentary: UK holiday park sector enters 2026 with renewed confidence as 2025 deal volumes doubled YoY, led by established operators; pitch values stabilising.
Manufactured HousingHospitalityAlternativesUnited Kingdom
·Read
Freddie Mac
Duty to Serve Underserved Markets Plan 2025–2027 (Manufactured Housing pillar)
Freddie Mac's three-year Duty to Serve plan with a substantive manufactured-housing section detailing objectives for MH loan purchases, MHC pad-lease protections and chattel.
Manufactured HousingDebt & FinancingFinancing & CMBSU.S. NationalUnited States
·Read
Fannie Mae
Duty to Serve: Manufactured Housing — Research and Publications
Fannie Mae Duty to Serve MH hub linking public research (Innovations in Manufactured Housing, Multifamily Market Commentary) and the 2025-27 MH plan section.
Manufactured HousingMultifamilyU.S. NationalUnited States
Read
CBRE Investment Management
U.S. Student Housing: Why All News Is Local and What It Means Beyond the Headlines
Argues US student-housing demand is highly local: high-school graduates peaked and decline 15 years nationally, yet specific universities and markets will see growth.
Student HousingU.S. National
·Read
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.
Manufactured HousingU.S. National
·Read
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.
HealthcareU.S. National
·Read
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.
Affordable HousingMultifamilyU.S. NationalUnited States
·Read
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.
SustainabilityOfficeU.S. National
·Read
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 LeaseCapital MarketsU.S. National
·Read
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.
SustainabilityData CentersGlobalU.S. National
·Read
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.
REITsCapital MarketsU.S. National
·Read
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.
Affordable HousingU.S. National
·Read
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.
SustainabilityU.S. NationalUnited States
·Read
Janus Henderson Investors
Global Perspectives: REITs - a forgotten compounder ready for a comeback
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
REITsData CentersSenior HousingGlobalU.S. National
·Read
Center for Real Estate Technology & Innovation (CRETI)
June 2025 Reveals the New Logic of Late-Stage Proptech Investing
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.
PropTech & DataDebt & FinancingFinancing & CMBSGlobalU.S. National
·Read
Nareit
Health Care REITs' Defensive Attributes Keep Sector in Favor in 2025
Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.
HealthcareREITsU.S. NationalUnited States
·Read
National Association of Home Builders (Eye On Housing)
Manufactured Homes: An Alternative Means of Housing Supply
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.
Manufactured HousingAffordable HousingU.S. National
·Read
CBRE
Data Centers, AI and Sustainability: Navigating the Carbon Paradox
CBRE analysis of how data centers can advance sustainability despite high energy intensity, addressing the AI-driven carbon paradox in the asset class.
SustainabilityData CentersU.S. National
·Read
Chilton Capital Management
Demographic Trends Shaping REIT Portfolio Construction
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
REITsSenior HousingHealthcareU.S. National
·Read
JLL Spark
The future of AI in PropTech: Where demand is creating investment opportunity
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.
PropTech & DataGlobalU.S. National
·Read
Urban Land Institute
C Change for Housing: A Systems Approach to Affordable Low Carbon Homes
ULI Europe systems map and report identifying 12 intervention areas to decarbonize existing and new affordable housing across Europe.
Affordable HousingEuropeGlobal
·Read
RMI
Strategic Decarbonization Planning: Turning Vision into Value in Commercial Real Estate
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
SustainabilityCapital MarketsAlternativesU.S. National
·Read
National Multifamily Housing Council
Reconciling the Apartment Shortage with Recent Record Apartment Completions
NMHC research note reconciling record apartment completions with the persistent multi-million-unit shortage constraining affordability for lower-income renters.
Affordable HousingMultifamilyU.S. NationalUnited States
·Read
CBRE
Resilience and Opportunity: The Future of Affordable Housing Investment
CBRE Capital Markets Conversations with the firm's Affordable Housing Vice Chairman on sector resilience, bipartisan policy support, and 2025 acquisition-rehab investment strategies.
Affordable HousingU.S. National
·Read
Cushman & Wakefield
Rethinking European Offices: Turning Obsolescence into Opportunity
Over 70% of Western European office stock risks functional, financial or legal obsolescence by 2030 as EPBD and sustainability rules tighten; repositioning preserves asset value.
SustainabilityOfficeEurope
·Read
CBRE
Shrinking Supply of Rental Housing Further Constrains Students in Need of Housing
CBRE Netherlands viewpoint on how declining rental supply and policy measures are worsening the student housing shortage in cities such as Amsterdam, Utrecht and Groningen.
Student HousingEurope
·Read
JLL
Investor focus on sustainability is no longer an option but a strategic imperative
JLL guide on why sustainability is essential for real estate investors: buildings drive ~40% of global carbon emissions, raising stranded-asset and green-lease considerations.
SustainabilityAlternativesGlobal
·Read
Cushman & Wakefield
Implementing Sustainability: Leading Change in Commercial Real Estate
Five strategies for embedding sustainability into CRE capital planning and operations, noting ~40% of global CO2 emissions come from commercial real estate buildings.
SustainabilityAlternativesGlobal
·Read
Cushman & Wakefield
Innovating the industry with PropTech (The Edge, Volume 3)
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.
PropTech & DataGlobalU.S. National
·Read
CBRE
Exploring Investment Strategies for Manufactured Housing and RV Real Estate in the Capital Markets
CBRE capital-markets piece outlining MH/RV investment approaches (REITs, direct ownership, mortgage-backed securities) with sector performance context.
Manufactured HousingCapital MarketsCMBSU.S. National
Read
CBRE
The Importance of Accurate Valuation in Manufactured Housing and RV Real Estate
CBRE valuation advisory explaining why MH/RV properties require specialized valuation methods given depreciation, mobility and location factors.
Manufactured HousingU.S. National
Read
Blackstone
Hard Assets in a Changing World
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.
AlternativesData CentersIndustrial & LogisticsGlobalU.S. National
·Read
AEW
New Logistics Demand Drivers Offset Impact from Iran Conflict - Europe Research Perspective
AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.
Industrial & LogisticsEconomyEurope
·Read
Principal Asset Management
Where real estate meets infrastructure: The evolution of data center investing
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.
Data CentersAlternativesU.S. NationalGlobal
·Read