The industry's own research.
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Total net lease inventory rose 7 percent quarter-over-quarter to 4,648 properties in Q3 2025, with the car wash and convenience store sectors driving the increase as inventories surged 71 percent and 20 percent respectively. Car wash cap rates held steady at 6.24 percent with an average remaining lease term of 18.5 years.
The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.
The monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.
Both occupier and investor sentiment slipped into negative territory, to minus 12 and minus 10 respectively, with tenant demand at a net balance of minus 10 percent and the Autumn Budget acting as a brake on decision-making.
The report records 12 million sq ft of net absorption in the US and 5.4 million sq ft in Canada in the third quarter. It describes a landscape pausing as tariffs, legal uncertainty, high costs and AI considerations produced mixed results across property types.
The Q3 2025 industrial report covers net absorption against rising vacancy and broader market indicators as the sector normalises from its post pandemic surge.
The quarterly survey aggregates independent forecasts for UK commercial property returns, with West End office leading rental value growth among sectors.
The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.
The forecast projected nearly flat US industrial net absorption of 2.8 million sq ft over the second half of 2025 after a weak first half. It pointed to signs of stabilization following a challenging year for the sector.
The monthly report notes elevated borrowing costs continued to challenge commercial real estate in September, with performance varying across sectors.
The monthly report finds the multifamily market continuing to stabilize, with absorption steady at about 506,000 units and new completions down 18 percent.
The NFI-ODCE recorded its highest one-year return since the fourth quarter of 2022 in the second quarter of 2025, signalling momentum in core open-end fund performance.
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.
The NPI posted its fourth consecutive quarter of positive returns in the second quarter of 2025, confirming a sustained recovery in institutional property performance.
At mid-2025, multifamily, retail and industrial assets proved resilient with rents, vacancies and cap rates holding steady, while the piece flags emerging opportunities in workforce housing and distressed office.
Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.
The mid-year update views real estate as fair value in Europe, the UK and APAC after the big price reset. Questions over US policy direct greater investor interest toward those markets.
With yields expected to hold broadly stable, Capital Economics sees UK commercial property delivering steady income led returns. Retail is positioned as the top performing sector on a strong income return.
Altus Group surveyed more than 300 investors, managers, owners and lenders on value trends across 32 asset classes in Canada's eight largest markets. Single-tenant industrial cap rates moved to 5.91 percent as the national industrial availability rate reached 6.2 percent.
Newmark's second quarter 2025 industrial report tracks leasing demand, absorption and vacancy trends across U.S. logistics and manufacturing markets.
The quarterly industrial and logistics review tracks UK warehouse take-up, supply and investment trends. It continues BNP Paribas Real Estate's recurring coverage of the sector's leasing and capital market dynamics.
Carter Jonas reviews UK commercial property investment volumes for the second quarter of 2025 across the office, industrial, retail and alternative sectors. The report tracks pricing and investor selectivity amid a gradually improving market.
A market-level update on leasing, availability and pricing across the Greater Toronto Area. The report covers office, industrial and retail conditions in Canada's largest market.
Montagu Evans notes gilt yields fell by 20 to 25 basis points over the prior month, providing support for UK property investment and development at mid-year 2025.
CompStak's biannual industrial report finds bulk rents falling for a third straight quarter with the rent index down 4.7 percent from its late 2023 peak, as over one-third of industrial leases expire by the end of 2027 with the majority paying 33 to 75 percent below current market rents.
CBRE's mid-2025 survey gathered 3,600 cap rate estimates from more than 200 professionals across over 50 markets, indicating broadly stable cap rates despite bond market volatility.
Principal reported commercial real estate in its strongest position in three years, with private-market pricing likely having reached its trough and operating income supporting an investment performance rebound.
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 Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.
abrdn forecasts European all-property total returns of 7.1 percent over the 12 months to June 2026. European logistics leasing has softened but is expected to bottom out as the year progresses.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
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.
Retail demand turned negative for the first time since the Covid lockdown, with net absorption of negative 8.9 million sq ft in the second quarter. Overall office vacancy fell 10 basis points to 8.1 percent as Class A demand exceeded supply.
The monthly report reviews U.S. commercial real estate demand, vacancy and rent trends across the office, retail, industrial and multifamily sectors.
The monthly report reviews U.S. commercial real estate sector performance and the impact of macroeconomic conditions on demand.
The NCREIF Fund Index Open End Diversified Core Equity reported final first quarter 2025 results, continuing the recovery in core open-end fund total returns.
The NPI reported that institutional property returns continued to improve in the first quarter of 2025, extending the recovery in private real estate performance.
The overall capitalization rate for the four benchmark asset classes held largely stable at 5.87 percent in the first quarter of 2025. The quarter revealed a Canadian market navigating changing monetary policy and international trade dynamics.
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.
B+E examined Q1 2025 net lease market activity including real-time on-market data and cap rates. Supply decreased across several asset classes, with the largest drops in casual dining, banking and car wash, down 12 percent, 12 percent and 31 percent respectively.
AEW's second quarter 2025 Asia Pacific perspective reviews regional real estate fundamentals and capital markets activity as monetary conditions began to loosen across major markets.
Montagu Evans reports improving UK property return forecasts for 2025, anticipating three further base rate cuts that would leave the rate at 3.5 percent by year-end.
US retailers shuttered roughly 7.1 million sq ft of space in the first quarter following one of the weakest annual absorption totals in a decade. Canada posted negative net absorption of 5.2 million sq ft in retail over the same period.
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.
Carter Jonas reports first quarter 2025 UK commercial property investment volumes and pricing trends across the major sectors. The report assesses investor sentiment as the market entered the year.
A market-level update on leasing, availability and pricing across Metro Vancouver. The report tracks office, industrial and retail performance early in 2025.
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.
The first-quarter industrial and logistics briefing covers UK warehouse demand, vacancy and rental performance. It forms part of the firm's recurring sector tracking series.
Moody's reported the national office vacancy rate climbing to 20.4 percent in Q1 2025, a record high, while multifamily found equilibrium after years of frictional oversupply.
Savills reports a stabilizing U.S. industrial market in the first quarter of 2025, though tariff uncertainty injected caution into a sector dependent on global trade. The report covers supply, demand and pricing across the national market.
Barings notes US real estate fundamentals improved in the first quarter of 2025 with positive absorption across core sectors and senior housing occupancy reaching its highest level since 2017.
The sector report found data centers demonstrating the strongest fundamentals across property types, supported by structural demand from cloud computing and artificial intelligence, with development constrained primarily by power availability.
The report provides Canadian commercial cap rates, sales volumes and capital markets analysis. Industrial and multifamily led activity in 2025 as cap rates began to stabilize or firm in several asset classes.
Newmark's first quarter 2025 industrial report assesses net absorption and vacancy, which was expected to hover near a cyclical high of 6.9 percent in 2025. Industrial transaction cap rates fluctuated around the low-to-mid 5 percent range.
The monthly report finds office demand showing signs of recovery while retail remained tight and industrial vacancies continued to climb.
Brookfield highlights a recovering real estate market with improving fundamentals and rising transaction activity, identifying housing, data centers, hospitality and logistics as the most attractive sectors where supply constraints meet sustained demand and operational improvements drive returns.
Green Street issued its 2025 U.S. sector outlooks with detailed market forecasts. The reports project performance across the major commercial property types for the year ahead.