The industry's own research.
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The November report finds affordability reshaping where Americans can buy, with buyers increasingly finding opportunities in smaller traditionally affordable refuge markets that have seen notable growth in price per square foot.
Zillow forecasts U.S. home values rising 1.2 percent in 2026 and existing home sales increasing 4.3 percent to 4.26 million, with multifamily rents projected to rise just 0.3 percent and single-family rents up 2.3 percent as affordability improves.
Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.
Montagu Evans assesses a complex UK economic picture at year-end 2025 with slowing GDP growth and easing inflation, noting resilience in Central London leasing and selective investor appetite in industrial and residential.
Redfin's 2026 housing market predictions frame the year as a reset, with buyers gaining leverage amid rising inventory and persistent affordability constraints. The report forecasts price, sales and mortgage rate trends for the year ahead.
The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.
Hines' flagship annual outlook argues global real estate stabilizes and enters a new growth cycle, offering institutional investors strategic analysis of cross-sector and cross-market opportunities for 2026.
The briefing notes Central London office investment up 15 percent year on year and industrial volumes up 13 percent, with cross-border investment into logistics up 27 percent. It frames the UK macro backdrop shaping commercial real estate capital flows.
The monthly snapshot tracks U.S. multifamily rent growth, vacancy and investment activity, with conditions stabilizing as supply pressures eased through late 2025.
The monthly report finds the office market showing tentative improvement in November, with annual absorption losses narrowing sharply although demand remained slightly negative.
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
Goldman Sachs Research finds US housing affordability has declined sharply and estimates at least 3-4 million additional homes are needed to close the supply shortage and improve affordability.
Fannie Mae's October 2025 outlook details the Economic and Strategic Research Group's expectations for home sales, housing starts, home prices and mortgage rates amid elevated borrowing costs and affordability constraints.
Brookfield argues the real estate recovery is underway, with an active credit market supporting a rise in transactions. The firm sees selectivity and operational value creation as the keys to returns as the asset class moves into a new cycle.
The 3Q 2025 Board of Governors Sentiment Index rose 9.3 percent to 122.8 from 112.3 in 2Q 2025, reaching its highest level since 4Q 2024 and solidifying the market's recovery momentum.
Marcus and Millichap's October 2025 investor insights brief reviews macroeconomic conditions, interest rate expectations and capital markets activity shaping commercial real estate investment decisions.
The monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.
Morgan Stanley analyzes why Fed rate cuts alone may not revive the US housing market, identifying the additional factors needed for a meaningful recovery.
Morgan Stanley examines how rising home prices, high mortgage rates and limited supply are reshaping US housing over the next decade and where investors may find growth.
Hines research finds the development return premium is typically greatest early in the cycle and diminishes later, helping investors decide when to buy versus build across market phases.
Patrizia's flagship annual research report finds capital values across Europe's top 25 residential city markets returning to positive territory, with city fundamentals, affordability and energy efficiency emerging as decisive factors for future returns rather than broad-brush multifamily strategies.
The monthly report notes elevated borrowing costs continued to challenge commercial real estate in September, with performance varying across sectors.
The Q3 2025 edition of the Global Real Estate Lens provides a guide to global property markets, with valuations and transaction prices continuing to stabilize and recover despite ongoing macro uncertainty.
McKinsey analyzes why hyperscale data centers are expanding rapidly across the United States and why they represent a major new investment opportunity for states. It weighs the economic upside against challenges such as power demand and infrastructure constraints.
Conducted by Ferguson Partners with 59 participating organizations, the survey provides competitive compensation benchmarks and details on the design and administration of compensation and benefits programs across Canadian real estate.
The monthly report finds the multifamily market continuing to stabilize, with absorption steady at about 506,000 units and new completions down 18 percent.
Barings reports that US commercial real estate valuations held steady in the second quarter of 2025 following a basis reset, though transaction activity was limited by economic uncertainty and post-tariff volatility.
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.
Goldman Sachs Research lifts its S&P 500 targets and recommends an overweight allocation to the real estate sector for the second half of 2025 as rate-sensitive sectors stand to benefit.
Nareit's mid-year update finds REITs maintaining disciplined balance sheets and low debt costs, positioning the sector to withstand market volatility and pursue growth through the remainder of 2025.
The index surged 27.8 percent to 112.3 from 87.9 in 1Q 2025, returning above the neutral 100 baseline, with 86 percent of respondents expecting more borrower demand, up from 48 percent in the prior quarter.
The mid-year update forecasts an improving real estate cycle with rising transaction activity and stabilising borrowing costs. Debt markets are expected to remain very active as the AI infrastructure boom drives data center demand.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
Hines Research's mid-year 2025 outlook argues that global shocks and dislocation have created a generational opportunity for well-positioned real estate investors. The report assesses sector and regional positioning across global markets.
CBRE's midyear review finds cap rates relatively stable despite bond market volatility, with incremental compression in certain sectors expected to materialize more broadly in 2026.
The monthly report reviews U.S. commercial real estate demand, vacancy and rent trends across the office, retail, industrial and multifamily sectors.
A mid-year update to Hines' global investment thesis, addressing geopolitical risk, sustainability, and the role of AI in shaping real estate market dynamics.
The Q2 2025 edition of the Global Real Estate Lens reports that valuations and transaction prices continued to stabilize and recover despite uncertainties, supporting a cautiously improving outlook for global property markets.
The monthly report reviews U.S. commercial real estate sector performance and the impact of macroeconomic conditions on demand.
The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.
The outlook anticipates tariff pressures weighing on office, retail and industrial through slower economic growth, while multifamily recovers as excess supply diminishes and renter demand stays robust.
The Q1 2025 pulse survey identifies Dallas as the most preferred US market for 2025, followed by New York, Miami, Boston and Atlanta, reflecting international investor allocation intentions.
The Q2 2025 update introduces an augmented base case combining macroeconomic scenarios with a machine-learning behavioral model. The forecast points to growth near 1.5 percent, disinflation, Federal Reserve rate cuts and stabilizing commercial real estate fundamentals.
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.
The 1Q 2025 Sentiment Index fell 30.5 percent to 87.9 from 126.6 in 4Q 2024, the second largest drop on record, coinciding with the Liberation Day tariff announcements on April 2.
The monthly report finds office demand showing signs of recovery while retail remained tight and industrial vacancies continued to climb.
This interview with McKinsey senior partner Aditya Sanghvi examines where office attendance stands today and the growing opportunity for commercial real estate to adapt to new ways of working. It revisits demand projections from the firm's earlier hybrid-work research.
The Q1 2025 edition of the Global Real Estate Lens notes deal activity picked up at the end of 2024, reflecting improving sentiment, with clear evidence of prices recovering following significant earlier falls.
McKinsey finds the US was short 8.2 million housing units in 2023, a gap that could grow to 9.6 million by 2035, and estimates closing it would require about $2.7 trillion of investment while potentially adding nearly $2 trillion to GDP. It identifies five themes for making housing more affordable and advancing economic mobility.
Blackstone President and COO Jon Gray argues the conditions are in place for a strong dealmaking environment in 2025, including in real estate, which he sees continuing on a path of recovery alongside infrastructure investment opportunities.
Cotality reported U.S. home prices increased 3.4 percent year-over-year in December 2024 and forecast a 4.1 percent year-over-year gain from December 2024 to December 2025. A slight month-over-month dip was anticipated for January 2025.
McKinsey examines why global demand for office space has continued to decline even after the pandemic ended, and what that implies for the future of the office. It analyzes attendance patterns, vacancy, and the outlook for office values.
The quarterly snapshot reviews UK commercial real estate market trends, performance and outlook entering 2025.
Fannie Mae's annual multifamily outlook anticipates conditions improving in most markets through 2025, while flagging negative rent growth in high-supply metros such as Austin, Phoenix, San Antonio and Raleigh.
Global allocations to real estate averaged 8.7 percent of AUM against a 9.0 percent target, a small underallocation. European investors now match their 9.4 percent target, and operating platforms ranked as the top preferred access route in Europe, followed by debt funds.
Freddie Mac forecasts positive but weaker multifamily growth in 2025, projecting rent growth of 2.2 percent and vacancy rising to 6.2 percent, with origination volume expected at 370 to 380 billion dollars.
Nareit's 2025 REIT market outlook examines economic conditions and investment opportunities for the year ahead, including the outlook for REIT operating performance and access to capital markets.
The first quarter 2025 European outlook reviews growth, inflation and monetary policy across the region and their implications for commercial real estate. The report assesses sector fundamentals as European markets stabilize.
The year-end sentiment survey found optimism returning to commercial real estate, with the Real Estate Market Index moving into recovery territory. Respondents projected further improvement in market conditions over the following 12 months.