The industry's own research.
2,370 items
showing 2,161–2,220 of 2,370
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.
JLL finds the EMEA residential investment market facing declining new supply and affordability pressures, while larger deals and cross-border capital activity drive growth into 2026.
Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.
MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.
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.
Avison Young's annual Canadian CRE outlook, with 97% of surveyed experts expecting activity to increase or hold steady and the strongest sales quarter since 2022 in Q3 2025.
Avison Young's annual US CRE outlook, drawing on a survey of 270+ market experts showing confidence rising to nearly 70% heading into 2026, with sector-by-sector guidance.
A Barings and Artemis roundtable across the U.S., Europe, and Asia Pacific arguing 2026 is a stock picker's market requiring active selection and granular analysis as performance disperses by quality and location.
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.
PGIM Real Estate's 2026 outlook for private commercial real estate credit, noting rising multifamily origination share and demand for transitional bridge-to-agency financing amid upcoming loan maturities.
AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.
Analysis of how a federal shutdown affects GSE (Fannie/Freddie) and HUD-insured multifamily lending, concluding GSE markets remain fully operational while HUD processing may slow. Includes the $73B-per-GSE 2025 cap context.
Nuveen makes the case for a global approach to real estate, focusing on high-quality assets in leading cities and emerging sectors tied to megatrends like aging populations and technological innovation.
Examines how multifamily owners can use expanded financing options when facing maturing construction debt or lease-up properties, advocating parallel execution paths including agency takeouts, bridge financing, and sales. Draws on RealPage and Zelman data.
Second quarter 2025 U.S. multifamily capital markets report, noting record-setting demand, resilient absorption and vacancy compression despite robust new supply.
A financing guide comparing ten factors borrowers should weigh when selecting small-balance multifamily debt sources, including loan structure, hold period, and lender type. Contrasts direct lenders versus intermediaries.
Newmark's U.S. capital markets report covering investment sales, debt maturities and pricing trends, including an estimated $582 billion of potentially troubled debt maturing in 2025-2026.
Survey of 200+ clients on 2025 multifamily expectations: 65% plan moderate portfolio expansion, Fannie Mae and Freddie Mac expected as most active lenders, and stable cap rates with exit rates 25-50 bps higher than entry.
Sector-by-sector breakdown of the outlook for UK commercial real estate investment in 2025, assessing how economic recovery and interest-rate moves shape each asset class.
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.
CBRE projects a gradual recovery in U.S. commercial real estate investment in 2025, with cap rates moderately compressing and industrial and multifamily assets remaining investor favorites.
Europe faces a housing shortage of roughly 9.6 million homes amid declining construction permits and rising rents, framing the investment case and policy debate for the living sector.
European real estate investors face new climate-disclosure and retrofitting requirements in 2025, with sustainability-compliant assets commanding premiums and stronger financial performance.
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.
MBA's quarterly research series tracking the level of commercial and multifamily mortgage debt outstanding by capital source, with a downloadable latest report.
Housing starts fell 15.4% in May 2026 to a seasonally adjusted annual rate of 1.18 million units, with multifamily construction dropping 40.2% month-over-month and single-family starts declining 1.9%, attributed to high interest rates, rising construction costs, and labor shortages. The total number of housing units under construction declined 7.1% year-over-year to 1.27 million units, while regional performance varied, with the Northeast showing strength but the South and West posting declines.
Through April 2026, single-family residential permits declined 6.4 percent year-over-year to 299,642 units nationwide due to affordability challenges and elevated borrowing costs, while multifamily permits increased 7.5 percent to 166,252 units with strong regional gains led by the Northeast's 33.5 percent increase. Regionally, single-family permitting fell in all four regions with the Northeast declining 13.8 percent, while multifamily permits rose in three of four regions with only the South experiencing an 8.4 percent decrease.
Trepp analyzed 1,419 re-securitization pairs of 1970s-vintage multifamily properties across 1,299 unique properties from 2021 through May 2026, finding a median value increase of 63.08% ($9.0 million) with median NOI growth of 39.38% and 81 basis points of cap rate compression, though value gains have slowed significantly after 2022 with median increases declining from 76% in 2022 to 38% in 2026 and cap rate compression largely disappearing. The strongest valuations occurred in Sun Belt markets like Houston and Phoenix (101-103% increases) and when properties transitioned from conduit loans to CRE CLOs (313% median increase), but properties already in CLO structures showed minimal re-pricing gains, suggesting future value growth will depend more on operational improvements than market-wide multiple expansion.
The annual outlook reviews Canadian commercial real estate fundamentals and investment themes across the office, industrial, multifamily and retail sectors.
TPG leaders discuss how asset-based finance is expanding across housing, commercial real estate, and digital infrastructure as bank retrenchment and structural demand reshape private credit.
John Burns Research and Consulting analyzes tightening commercial real estate capital markets, covering inflation, Sunbelt rental growth and shifting build-to-rent policy across the apartment sector.
The June 2026 Beige Book provides a District-by-District summary of current economic conditions, including real estate demand, leasing and lending trends.
The monthly national rent benchmark reports a median rent of 1,379 dollars, up 0.5 percent in May 2026 and the fourth straight monthly increase entering the summer leasing season. National rents remain down 1.5 percent year over year and 4.4 percent below the 2022 peak.
The report finds small multifamily prices and lending activity continuing to recover, supported by steady rent growth, rising occupancy and declining expense ratios that have lifted average net operating incomes.
Multifamily posted strong absorption and slowing deliveries in 1Q26, while debt market liquidity remained robust with originations up 46% year over year.
Net absorption totaled 78,100 units in Q1 2026 and the national vacancy rate fell 20 basis points to 4.8%, with deliveries down 30% year over year as supply moderated.
Colliers' multifamily capital markets report covers investment volumes, pricing and debt conditions as the apartment sector emerges from its cyclical trough.
The MarketBeats hub aggregates quarterly office, industrial, retail and multifamily statistics across U.S. metros, updated each quarter.
Average advertised rent rose $4 in Q1 2026, a 0.2% gain and the weakest March growth since 2012, as heavy supply and slowing absorption weighed on the market.
The semiannual ranking identifies the strongest U.S. metropolitan markets for multifamily investment based on demand, supply and economic fundamentals.
Commercial and multifamily mortgage debt outstanding rose 1.5 percent, or 75.2 billion dollars, to 4.99 trillion dollars in the fourth quarter of 2025. Multifamily debt grew 57.3 billion dollars during the quarter and 142.9 billion dollars for the full year.
The annual migration study analyzes the search preferences of users who registered between January and December 2025 to map where renters are moving across US metros. It highlights the metros gaining and losing renter interest amid affordability pressures.
The piece describes a multifamily recovery defined by constrained supply and selective capital, taking longer than many anticipated, with rising resident retention.
Yardi Matrix revised its multifamily completions forecast upward, projecting roughly 450,000 units delivered in 2026, a drop from recent years but not enough to push rents to robust levels.
McKinsey examines how agentic AI can automate multistep workflows across property management, leasing, and other core real estate functions, enabling humans to work in partnership with autonomous AI agents. It frames agentic AI as the next wave beyond earlier generative-AI applications in the sector.
The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.
Walker & Dunlop Investment Partners argues the transition phase in multifamily offers attractive entry points as fundamentals improve and new supply declines.
Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.
Moody's Analytics CRE insights forecast roughly $805 billion in CRE lending for 2026, a 38% increase from 2025, with office and retail stabilizing and multifamily facing short-term headwinds.
Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.
Yardi Matrix reports average advertised asking rent rose $3 to $1,741 in January, snapping a five-month decline, with the firm forecasting a 1.2% national rent increase for 2026.
Fannie Mae provided approximately $74 billion of multifamily financing in 2025, up 34 percent year over year, including more than $8.3 billion in affordable housing and $1.9 billion in manufactured housing, marking its largest annual multifamily volume since 2020.
Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.
Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.
The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
The January 2026 survey reported updated readings across the Market Tightness, Sales Volume, Equity Financing and Debt Financing indices, gauging apartment market conditions at the start of the year.