The industry's own research.
910 items
showing 721–780 of 910
23 April 2026 There is real merit in making changes to the Capital Gains Tax (CGT) discount and Negative Gearing in Australia. Given we have a national housing crisis, this debate needs to include the State and Territory Governments, and it is essential to also bring Stamp Duty, Land Tax and the various Foreign…
On Thursday evening, 26 February, Charter Keck Cramer participated in the launch of the Urban Development Institute of Australia (UDIA) Victoria 2026 State Election Platform, contributing independent research and market analysis to the broader policy discussion – Repositioning Victoria in 2026. With Victoria…
Stewart Rubin and Marshall Swett of New York Life Real Estate Investors explores how tariffs they could signal a fundamental departure from the longstanding US commitments. The post Trade Winds Redrawn: US Tariffs and Commercial Real Estate appeared first on AFIRE .
What happens when uncertainty shakes the global economy, and investors start questioning where to put their money? The post AFIRE Podcast 2026.19: 2026 Economic Outlook with Moody’s Analytics Chief Economist Mark Zandi appeared first on AFIRE .
Despite continued economic uncertainty and geopolitical rebalancing, the latest AFIRE International Investor Survey underscores continued confidence in US real estate . . . with some important qualifications. The post The Case for US Real Estate in 2026 appeared first on AFIRE .
The CEO Perspective, by Michael Brooks March 11, 2026 Spring Economic Statement: Industry Priorities Each year, I try to speak to at least half of our Executive Members to understand, up to the moment, what’s going on in their business, […] The post Spring Economic Statement: Industry Priorities appeared first on…
Retiree discretionary spending is growing, driven by increased leisure demand and wealth transfer, shaping the future of consumer real estate.
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.
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.
Canada's labour market rebound supports commercial real estate stability, with the economy adding 88,000 jobs in May, the largest monthly gain since late 2024.
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.
The Bank of Canada held the overnight rate at 2.25 per cent; a higher-for-longer rate environment is curbing commercial real estate investment momentum.
Lower rate volatility is supporting further housing recovery as Canada's average single-family home price finds a floor after nearly a year of decline.
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.
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.
June 2026 brief: job growth defies constraints as employers added 176,000 roles, supporting rental demand and consumer spending across commercial property types.
June 2026 brief: industrial demand is set to rise as a manufacturing recovery broadens, with output up 4.2 per cent month-over-month across most subsectors.
Cross-asset European commercial real estate forecast, with investment moderating as stakeholders await price clarity and the Eurozone economy projected to grow 1.0% in 2026.
JLL's quarterly perspective analyzes global real estate trends across investment, office, logistics, retail, living, and hospitality sectors amid economic uncertainty and geopolitical risk.
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.
A thematic study quantifying how AI-driven workforce change is expected to reshape U.S. office space demand through 2030.
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.
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.
Knight Frank's flagship global corporate real estate research bringing data-led insight on the future direction of office occupancy, workplace strategy and corporate space requirements.
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.
The Europe chapter of LaSalle's ISA Outlook 2026, arguing European real estate is breaking out of the cycle with strong occupier demand in luxury high streets and prime city-center offices.
The Asia Pacific chapter of LaSalle's ISA Outlook 2026, as long-standing assumptions about trade, demographics and inflation give way to more intricate market dynamics.
PGIM Real Estate's 2026 view on Asia Pacific markets, highlighting the flight to quality and ongoing rental outperformance of CBD over non-CBD offices.
PGIM's house view for US commercial real estate in 2026 argues that uncertainty is prolonging the early phase of the recovery cycle, while tepid capital availability creates a favorable vintage for selective acquisitions, development and credit.
Field report from the MBA Commercial/Multifamily Finance Convention covering capital availability, lending competition, and credit-spread compression across CRE sectors. Notes spreads as tight as 2021 and shifting lender risk tolerance.
LaSalle's ISA Outlook 2025 North America chapter, forecasting that US and Canadian real estate is on the verge of a new cycle as interest rates fall from peak and transaction volume grows slowly.
Heitman and ULI's fifth climate-risk report examines the impact of rising property insurance costs on commercial real estate, with strategies for securing affordable coverage and emerging trends reshaping the market.
Knight Frank's review of US residential market dynamics, covering pricing, demand and prime-market trends across major American cities.
Invesco's Listed Real Assets team's recurring commentary on the listed real estate market and outlook, covering market and sector performance, sub-sector reviews and regional forecasts.
Home prices fell from prior peaks in 28 of 33 major expensive U.S. cities tracked in May 2026, with the largest declines in Austin (-27%), Oakland (-26%), and New Orleans (-19%), while prices rose year-over-year in only eight cities, notably Chicago and New York City which reached new all-time highs, and San Francisco where AI-driven compensation packages created a "mansion shortage" effect that boosted mid-tier prices 7.8% year-over-year. The analysis attributes prior price spikes from mid-2020 to mid-2022—led by Austin (+62%), Phoenix (+60%), and Fort Worth (+50%)—to Federal Reserve monetary policies including near-zero mortgage rates through quantitative easing, which created the current affordability crisis.
Lennar reported Q2 2026 earnings showing its average sales price per home fell 4.6% year-over-year to $371,000 (down 24.4% from Q3 2022 peak), reflecting approximately 12.9% in incentives and base price adjustments to sustain sales volume in an affordability crisis. The company increased deliveries by 2% to 20,519 homes and cut construction costs by 13% over several years, but gross margin fell to 15.6% from 17.8% year-over-year, while net income plunged 36% year-over-year to $305 million and Lennar's stock price declined 49% from its September 2024 peak.
Weekend: • Schedule for Week of January 11, 2026 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data…
I’ve been thinking about this for some time. After 21 years of writing this blog almost daily, I’ve decided to stop writing the daily updates on the blog. However, the economic data "IV" is still in my arm, and I’ll be writing a weekly economic summary at the end of each…
Hotel occupancy was weak in 2025. It is difficult to tell early in the year because travel is always weak in early January. From STR: U.S. hotel results for week ending 3…
At the Calculated Risk Real Estate Newsletter this week:
The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. …
The headline jobs number in the December employment report was slightly below expectations, however October and November were revised down by 76,000. The unemployment rate decreased to 4.4%. Earlier:
The document announces four U.S. economic data releases scheduled for Friday, January 10, 2026: the December employment report (consensus expectation of 55,000 jobs added and unemployment declining to 4.5%), Housing Starts for September and October, the University of Michigan Consumer Sentiment Index preliminary reading for January, and Q3 Flow of Funds Accounts from the Federal Reserve.
Today, in the Calculated Risk Real Estate Newsletter: The "Home ATM" Mostly Closed in Q3 A brief excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity -…
The Federal Reserve released the Q3 2025 Flow of Funds report today: Financial Accounts of the United States . The net worth of households and nonprofits rose to $181.6 trillion during the third quarter of 2025. The…
From the BLS: Employment Situation Both total nonfarm payroll employment (+50,000) and the unemployment rate (4.4 percent) changed little in December, the U.S. Bureau of Labor Statistics reported today. Employment continued to…
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.246 million Annual Rate in October A brief excerpt: Note: The Census Bureau is still catching up. They released Start data…
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in October were at a seasonally adjusted annual rate of 1,246,000 . This is 4.6 percent below the…
From Manheim Consulting today: Manheim Used Vehicle Value Index: December 2025 Trends The Manheim Used Vehicle Value Index (MUVVI) rose to 205.5, reflecting a 0.4% increase for wholesale used-vehicle prices…
On Friday at 8:30 AM ET, the BLS will release the employment report for December. The consensus is for 55,000 jobs added, and for the unemployment rate to decrease to 4.5%. There were 64,000 jobs added in November, and the unemployment rate was at 4.6%. From Goldman Sachs: We forecast…
The DOL reported : In the week ending January 3, the advance figure for seasonally adjusted initial claims was 208,000 , an increase of 8,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 199,000…
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $29.4 billion in…
The post previews two economic reports scheduled for release on Thursday at 8:30 A.M. ET: the Census Bureau's Trade Balance report for November, with a consensus forecast of a $59.4 billion trade deficit, and the initial weekly unemployment claims report, with a consensus expectation of 205,000 claims up from 199,000 the prior week.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 41,000 Jobs in December; Annual Pay was…
The post from Calculated Risk announces the economic indicators scheduled for release on Wednesday, January 8, 2026, including the ADP Employment Report for December (with a consensus expectation of 50,000 private jobs added, up from a loss of 32,000 in November), the Job Openings and Labor Turnover Survey for November, the ISM Services Index for December, and the Mortgage Bankers Association mortgage purchase applications index. The document provides the release times and basic descriptions of each report without presenting final findings or analysis.
From the MBA: MMortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 9.7 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA)…
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.1 million in November , the U.S. Bureau of Labor Statistics reported today. Over the month, hires were little changed and…
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: Last year (2025) might have seen the lowest number of existing home sales since 1995.…
(Posted with permission). The ISM® Services index was at 54.4%, up from 52.6% the previous month. The employment index increased to 52.0%, up from 48.9%. Note: Above 50 indicates expansion, below 50 in…