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BisnowNews
Why CRE's Fed Rate Cut Obsession Might Be Backward
CRE has spent years focusing on Federal Reserve rate cuts as the key to unlocking the market. But recent research from Newmark argues that the framing gets causality backward — Fed decisions to lower rates typically coincide with deteriorating labor...
Capital MarketsEconomyU.S. NationalUnited States
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McKinsey & Company
How AI is reshaping value creation in residential real estate
McKinsey’s Alex Wolkomir discusses how housing leaders can win with AI by improving customer experiences, redesigning workflows, and building trust between parties in the ecosystem.
EconomyMultifamilyHomebuildersGlobalU.S. National
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Urban Land Institute
The Private Credit Headlines Don’t Tell the Whole Story in Multifamily
Corporate financing troubles have dominated the conversation, but multifamily continues to benefit from active competition among real estate lenders.
Capital MarketsMultifamilyDebt & FinancingU.S. National
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AFIRE
Migration Myth: NIMBYism and Why Coastal Movers Aren't Affecting Sunbelt Housing Supply
AFIRE Summit #19 examines whether migration patterns from coastal to Sunbelt regions are meaningfully constrained by NIMBYism and local zoning policies affecting housing supply.
Affordable HousingHomebuildersU.S. NationalGlobal
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AFIRE
Beyond Oil: Why Gulf Family Offices Are Doubling Down on US Logistics, Data, and Housing
AFIRE Summit #19 featured analysis of Gulf family office investment strategies shifting toward U.S. logistics, data centers, and housing sectors.
Industrial & LogisticsData CentersMultifamilyU.S. NationalGlobal
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John Burns Research and Consulting
Discipline, Demand, and Affordability: Inside LGI Homes with Eric Lipar
Interview or commentary featuring LGI Homes leadership discussing company strategy, market positioning, and approaches to housing affordability in the current environment.
HomebuildersAffordable HousingU.S. NationalUnited States
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Colliers
Quick Hits | Less Guidance, More Volatility: What a Warsh Fed Means for CRE Capital Markets
The Federal Reserve’s first meeting under Chair Kevin Warsh marks a shift in how monetary policy is communicated. By shortening statements and removing forward guidance, the Fed is emphasizing flexibility over a pre-signaled path, leaving markets to infer policy direction from data and dispersed Fed commentary. The…
Capital MarketsU.S. National
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Charter Keck Cramer
The Invisible 45%: Why Next Time Buyers Really Drive the Housing Cycle
July 2026 Housing commentary focuses too heavily on First Home Buyers and Investors. This is because they are easy to measure and politically visible. Charter Keck Cramer research shows that the more important cohort is the Next Time Buyer. These are existing homeowners who re-enter the market to move, resize,…
MultifamilyCapital MarketsSingle-Family RentalAustraliaU.S. National
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Capright (valuation & advisory)
CRE Investors Find Ways to Temper Foreclosure Risk
There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled The post CRE Investors Find Ways to Temper Foreclosure Risk appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. NationalUnited States
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Trepp
The Midwest Multifamily Investment Mirage: Why the “Safe Haven” Trade Is More Complicated Than the Headlines Suggest
Disclaimer: This is an excerpt from Trepp's "The Midwest Multifamily Investment Mirage" paper. Click here to access it . The Sunbelt has become the market everyone loves to hate. Oversupply, concessions, elevated vacancies, and slowing r ent growth have pushed many investors toward a new narrative: that the Midwest…
CMBSDebt & FinancingCapital MarketsU.S. NationalTexas
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National Multifamily Housing Council
Fee Transparency: Practical Considerations for Rental Housing Providers
A member resource guide addressing practical implementation of fee transparency requirements for rental housing providers.
MultifamilySingle-Family RentalU.S. NationalUnited States
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Urban Land Institute
New Open-Source Tool to Help Real Estate Investors Quantify the Financial Risks of Falling Behind in the Climate Transition
Preserve’ developed by industry to support investment teams in consistently assessing how the transition to a low-carbon economy could affect real estate asset performance and value.
Capital MarketsAlternativesPropTech & DataU.S. National
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Morningstar DBRSNews
Morningstar DBRS Publishes Updated Methodology for Rating and Monitoring Credit Tenant Lease Transactions
Morningstar DBRS released an updated methodology document for rating and monitoring credit tenant lease transactions.
Net LeaseCapital MarketsU.S. NationalCanada
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Morningstar DBRS
Global Data Centers and War/Terror Risk: Implications for Structured Finance Transactions
Morningstar DBRS examines geopolitical and terrorism risk exposure in global data center infrastructure and its impact on structured finance deals and credit performance.
Data CentersCapital MarketsCMBSU.S. NationalCanada
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Morningstar DBRS
Servicing Fees in EU Securitisations: VAT Implications Following the EU General Court Decision
Analysis of VAT treatment and implications for servicing fees in European securitised assets following recent EU General Court ruling.
CMBSCapital MarketsFinancing & CMBSU.S. NationalCanada
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Morningstar DBRS
European Depositor Preference Reform: Implications for Bank Credit Ratings
Analysis of how European regulatory reforms to depositor preference frameworks may affect bank credit rating assessments and risk profiles.
Capital MarketsDebt & FinancingFinancing & CMBSU.S. NationalCanada
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Horwath HTL
How Asia Pacific is Defining the Future of Luxury Outdoor Lodging
Horwath HTL explores the evolving definition of luxury hospitality in Asia Pacific, examining the shift from material excess toward experiential, wellness-focused, and technology-integrated outdoor lodging concepts.
HospitalityAsia-PacificGlobal
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NAIOP
Understanding Trends in Spec Suites
Tenants demands have been evolving since the start of COVID-19. While today’s tenants generally need less overall space, the full picture is more complicated than that. When a company is moving into a new space – whether due to right-sizing, relocation, or another need – they need to make the space their own. This…
Industrial & LogisticsOfficeU.S. NationalUnited States
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Wolf Street
My Take on the Zero-Sum New-Vehicle Market in the US: Decades of Stagnation & Decline Interrupted by Steep Plunges
U.S. new light vehicle sales rose 0.5% year-over-year in Q2 2026 to 4.22 million units, but remain down 2.8% for the first half of 2026 compared to a year ago, with the market characterized by decades of stagnation and steep plunges interrupted by sharp declines. General Motors and Ford suffered double-digit percentage drops in Q2 deliveries, while Hyundai-Kia and other non-traditional automakers gained share in what the author describes as a zero-sum market where major U.S. automakers have pursued upscale pricing strategies that have ceded volume to competitors, particularly Japanese and Korean manufacturers.
EconomyU.S. NationalUnited States
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Montagu Evans
The structural drivers that will see the industrial & logistics market through uncertain times
read in PDF format This paper explores the tension in... Read more The post The structural drivers that will see the industrial & logistics market through uncertain times appeared first on Montagu Evans . ]]>
Capital MarketsIndustrial & LogisticsUnited KingdomU.S. National
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Multifamily & Affordable Housing Business
Preparing for Hurricane Season: A Guide for Owners and Operators
Hurricane season officially began on June 1, and for property owners and managers across the Gulf Coast and Southeast, preparation should already be underway. While NOAA predicts less hurricane activity… The post Preparing for Hurricane Season: A Guide for Owners and Operators appeared first on Multifamily &…
MultifamilyAffordable HousingOfficeFloridaTexas
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Moody's CRE / Analytics
GSEs and Their Counterparts - A Multifamily Agency Financing Primer
Moody's CRE provides an educational overview of government-sponsored enterprises and alternative financing mechanisms in the multifamily agency lending market.
MultifamilyDebt & FinancingCapital MarketsU.S. NationalEurope
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Moody's CRE / Analytics
Climate Change Definitions & Progress – A New Climate Series
Moody's CRE Analytics examines climate change definitions and progress within commercial real estate, launching a new research series on climate-related topics.
SustainabilityCapital MarketsU.S. NationalEurope
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Moody's CRE / Analytics
Reducing Default Risk with Wildfire Resilient Design
Analysis of how wildfire-resilient building design and practices can mitigate credit risk and default potential in commercial real estate portfolios.
Capital MarketsSustainabilityAlternativesU.S. NationalEurope
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Cushman & Wakefield
Unlocking New Opportunities: The Removal Of PDR Restrictions For Commercial-To-Residential Conversions
Examines the impact of permitted development rights (PDR) policy changes enabling commercial-to-residential conversions in the UK market.
Affordable HousingOfficeMultifamilyUnited KingdomLondon
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Cushman & Wakefield
From Megawatts to Meaning: Why Cost per Token Matters in AI Data Centres
Cushman & Wakefield analysis examining the economics of AI data center operations, focusing on cost per token as a key metric beyond traditional power consumption measures.
Data CentersAsia-PacificGlobal
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Cushman & Wakefield
Keeping Pace with GPUs: The New Challenge for Data Centre Development
Cushman & Wakefield examines how data centre infrastructure must evolve to meet the rapidly escalating power and cooling demands driven by GPU-intensive artificial intelligence workloads.
Data CentersAsia-PacificU.S. National
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Cushman & Wakefield
Middle East Conflict Impact on Asia-Pacific Economy and Commercial Real Estate
Analysis of how Middle East geopolitical tensions are affecting economic conditions and commercial real estate markets across the Asia-Pacific region.
EconomyAlternativesAsia-PacificMiddle East
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Cushman & Wakefield
How the Middle East Conflict Is Shaping Europe's Economy and Commercial Real Estate
Cushman & Wakefield research examining the economic and commercial real estate impacts of Middle East geopolitical tensions on European markets.
EconomyAlternativesAsia-PacificEurope
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Cushman & Wakefield
Reimagining Workplaces: Why Past Efforts Fell Short and What Success Requires
Cushman & Wakefield examines workplace transformation strategy, analyzing obstacles to previous initiatives and identifying critical success factors for workplace redesign.
OfficeAsia-PacificU.S. National
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Cushman & Wakefield
Middle East Conflict: Implications for Energy, Inflation, and Commercial Real Estate
Research examining the interconnections between Middle East geopolitical tensions, energy market dynamics, inflationary pressures, and their effects on commercial real estate markets.
EconomyCapital MarketsAsia-PacificMiddle East
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Cushman & Wakefield
HQE-BD en Exploitation: Comprendre la V4 et Ses Évolutions Clés
Cushman & Wakefield examines the V4 version of the HQE-BD (Haute Qualité Environnementale - Bâtiment Durable) certification standard and its key evolutions for operational buildings.
SustainabilityAlternativesEurope
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Cushman & Wakefield
Environmental Regulation Challenges for Logistics and Commercial Real Estate
White paper examining the regulatory and compliance challenges facing logistics and commercial real estate sectors from environmental legislation.
Industrial & LogisticsSustainabilityRetailEuropeU.S. National
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