The industry's own research.
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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.
Commercial and multifamily mortgage debt outstanding increased 47.1 billion dollars, or 1.0 percent, to 4.88 trillion dollars at the end of the second quarter of 2025. Multifamily mortgage debt rose 27.7 billion dollars to 2.19 trillion dollars.
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.
Charter Keck Cramer's national report found the Build to Rent sector recorded a 378 percent increase in supply, adding 8,590 apartments across capital cities during FY2021 to FY2025, and identified 2024 as the cyclical trough.
The update reviewed Melbourne apartment supply and demand indicators, noting improving development conditions as planning and finance approvals eased relative to recent years.
The analysis finds national multifamily vacancy holding near 6.5 percent in the first half of 2025 as steady demand paused further deterioration, with asking rents above 1,900 dollars. Affordability constraints are creating opportunities for borrowers focused on workforce and affordable housing.
The update analysed Sydney apartment releases, commencements and completions, providing an outlook on Build to Sell and Build to Rent supply dynamics across the metropolitan market.
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.
Patrizia reports that the European living sector has grown larger and more diverse, with solid investment fundamentals across residential, student and senior housing as city-level performance drivers gain importance.
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.
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.
Urbanation reports completed but unsold condominium inventory in the GTHA reached a record high in the second quarter of 2025. The data reflects a sharp slowdown in new condo sales and rising standing inventory.
The mid-year national Apartment Update reviewed supply, demand, rent and occupancy trends, noting absorption gains as elevated deliveries continued to be absorbed across major markets.
AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.
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 rise in the nationwide multifamily vacancy rate halted in the second quarter of 2025, holding essentially unchanged at 6.5 percent as peak deliveries appeared to have already occurred.
Among GTHA purpose-built rental projects completed since 2000, a 65 percent share offered incentives to renters in the second quarter of 2025, up from 36 percent a year earlier. The data signals softening rental conditions amid new supply.
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.
The summer 2025 update assessed UK commercial and residential investment activity, covering national investment, the hotel market, build to rent and auction performance.
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.
Commercial and multifamily mortgage debt outstanding increased 46.8 billion dollars, or 1.0 percent, to 4.81 trillion dollars at the end of the first quarter of 2025. Multifamily mortgage debt rose 19.9 billion dollars to 2.16 trillion dollars.
Trepp's Mid-Year 2025 publication highlights strong multifamily fundamentals despite signs of growing distress across other commercial real estate sectors.
The report examines investment potential in Canada's mid-market apartment segment, citing demand drivers and supply constraints across major markets.
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The outlook frames the repricing of commercial real estate as creating disciplined deployment opportunities through bridge lending and value-add equity strategies. It positions multifamily as transitioning from a supply-heavy correction toward improving fundamentals.
Montagu Evans' Residential Land Survey assesses UK residential land values and development sentiment across key markets in 2025.
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 commentary argues that after near-term disruption the multifamily sector faces a constructive outlook, supported by steady rental demand and a moderating supply pipeline. Mid-market and affordable units continue to see steady absorption.
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 Market Tightness Index came in at 52, above the breakeven level of 50 for the first time since July 2022, indicating tighter conditions such as lower vacancies and higher rent growth.
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.
Apartment leasing momentum accelerated through the first half of 2025 as elevated mortgage rates restrained both renter transition to ownership and sales by existing owners. Aggregate demand for retail property slowed materially amid heightened economic uncertainty, increased bankruptcies and store closures.
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.
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.
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.
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.
The report finds multifamily showing positive signs amid economic uncertainty, with early indicators suggesting resilience for the sector in 2025.
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.
Allsop's February market update reviewed conditions across UK commercial and residential investment markets, noting steady investor appetite where pricing aligned with buyer expectations.