The industry's own research.
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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 midyear update describes a resilient commercial real estate debt market in the first half of 2025, with higher issuance in data center sectors and traditional CMBS consistent with 2024. Maturity defaults remained tied to higher rates and office performance decline.
The Canada office market reached equilibrium in the second quarter, with vacancy and availability largely unchanged on the quarter and slightly positive absorption.
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.
CompStak's biannual office analysis shows the starting rent index rising 4.7 percent since Q1 2024 to a new high, with 57 percent of office leases set to expire between now and 2030 and the office share of NCREIF Property Index value falling to a new low of 19.0 percent.
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.
Moody's reported the national office vacancy rate rising to 20.7 percent in Q2 2025, a record high for the sixth consecutive quarter, reflecting continued deterioration in space market fundamentals.
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.
CRED iQ records the CMBS distress rate climbing back to 11 percent, ending three consecutive monthly reductions as maturity pressures persist.
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 forecast pointed to office demand continuing to rebound, projecting positive net absorption over the balance of 2025. It framed the office market as entering a normalization phase after years of contraction.
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.
Total UK investment transaction volume reached 9.3 billion pounds in the first quarter of 2025. Despite a subdued start the office sector delivered its best quarterly performance in almost two years.
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.
Moody's monthly update examined New York office vacancy dynamics, noting Midtown's return toward pre-pandemic rent levels even as elevated interest rates weighed on the broader market.
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.
JLL reports that the occupier-led recovery of the US office market continued in the first quarter, although new risk factors stemming from macroeconomic uncertainty emerged.
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.
The Q1 2025 report tracked London office leasing and investment activity, highlighting constrained new-build vacancy and continued upward pressure on prime rents.
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.
Savills offers insight into U.S. office leasing dynamics and capital markets trends in the first quarter of 2025. The report highlights shifts in office occupancy and workplace mandates against national benchmarks.
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 survey reports rising office attendance and tenant preference for updated, amenity-rich spaces across GWL Realty Advisors Canadian office portfolio.
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.
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.
Green Street published its 2025 European real estate sector outlooks with market forecasts. The reports assess pricing and fundamentals across European property sectors.
Allsop's February market update reviewed conditions across UK commercial and residential investment markets, noting steady investor appetite where pricing aligned with buyer expectations.
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 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.
VTS sets out its 2025 office leasing prediction outlook, drawing on the VODI to project demand trends, with New York positioned to lead major US markets in expected leasing volume.
Capital Economics expects further capital value declines across all US sectors during the year, with valuations looking stretched and forecasts running below the PREA and ULI consensus.
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.
The C-Suite Outlook compiles the perspectives of senior real estate executives on conditions and strategy for the year ahead. It draws on a respondent base where 82 percent are C-suite or senior executives averaging roughly 25 years of industry tenure.
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
AEW projects European real estate investment volumes to recover to roughly 200 billion euros in 2025 from an estimated 170 billion euros in 2024. Eurozone industrial output growth is expected to gain momentum into 2025 and 2026 as consumer spending gradually recovers.
Savills forecasts an average total return of 7.4 percent for UK real estate in its 2025 cross-sector outlook, up from 6.8 percent for 2024. Twelve UK property sub-sectors are projected to deliver annualised returns above 8 percent between 2025 and 2029.
abrdn judges that most global real estate price corrections have concluded entering 2025, with returns driven by income and net operating income growth rather than yield compression. The firm is most positive on multifamily, expecting excess supply to be absorbed by mid-2025.
AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
BGO argues the first quarter 2025 U.S. commercial real estate market is stronger than widely perceived, with stable fundamentals and emerging investment opportunities. Industrial and multifamily are flagged as the most promising sectors.
abrdn forecasts an annualised 8.4 percent total return for UK real estate over three years, led by the industrial and retail sectors. The outlook expects sector returns to converge, shifting outperformance toward asset selection.
Kastle introduced peak-day occupancy data to its Back to Work Barometer to capture the mid-week concentration of office attendance. The metric highlights the barbell pattern where Tuesday through Thursday occupancy runs roughly double that of Monday and Friday.
M&G Real Estate identifies four themes for 2025, including structurally undersupplied sectors positioned for strongest growth and a return to growth in Asia-Pacific. The firm expects the United Kingdom to lead the global recovery.