The industry's own research.
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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 report documents the single-family rental sector transitioning to stable growth after a long expansion, with national rent gains moderating toward pre-pandemic levels.
The Q3 2025 edition of the Global Real Estate Lens provides a guide to global property markets, with valuations and transaction prices continuing to stabilize and recover despite ongoing macro uncertainty.
Second quarter GAAP net income was 129.8 million dollars and Distributable Earnings were 151.1 million dollars, with commercial real estate lending representing about half of the company's asset base.
The CCRSI reported that commercial repeat-sale prices were mostly lower in the second quarter of 2025, reflecting continued pricing pressure across the broader composite indices.
Brookfield examines why reset property values have created an attractive entry point for private real estate lending, offering the potential for reduced risk and higher returns. It maps how the pullback of traditional lenders has opened a structural opportunity for private credit.
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.
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.
Goldman Sachs Research lifts its S&P 500 targets and recommends an overweight allocation to the real estate sector for the second half of 2025 as rate-sensitive sectors stand to benefit.
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.
Nareit's mid-year update finds REITs maintaining disciplined balance sheets and low debt costs, positioning the sector to withstand market volatility and pursue growth through the remainder of 2025.
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.
UK property investment slipped to a two-year low in the second quarter of 2025, with 8.8 billion pounds of assets changing hands. The total was 6 percent below the first quarter and the lowest since the second quarter of 2023.
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.
The index surged 27.8 percent to 112.3 from 87.9 in 1Q 2025, returning above the neutral 100 baseline, with 86 percent of respondents expecting more borrower demand, up from 48 percent in the prior quarter.
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.
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.
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 summer 2025 update assessed UK commercial and residential investment activity, covering national investment, the hotel market, build to rent and auction performance.
Hines Research's mid-year 2025 outlook argues that global shocks and dislocation have created a generational opportunity for well-positioned real estate investors. The report assesses sector and regional positioning across global markets.
HVS London and HVS Hodges Ward Elliott reviewed first-half European hotel investment activity, tracking transaction volumes and the most liquid single-asset markets across the region.
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.
The quarterly table compiles index, dividend yield and performance metrics across the global listed real estate universe at the second quarter of 2025.
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.
J.P. Morgan Research expects REIT funds-from-operations growth of about 3% in 2025 accelerating to nearly 6% in 2026, examining sector valuations and headwinds from rates and tariffs.
Trepp's Mid-Year 2025 publication highlights strong multifamily fundamentals despite signs of growing distress across other commercial real estate sectors.
Green Street expanded its Canadian private market commercial real estate intelligence. The release adds data and analytics across Canadian property sectors.
CRED iQ records the CMBS distress rate climbing back to 11 percent, ending three consecutive monthly reductions as maturity pressures persist.
Total global real estate assets under management reached US 3.8 trillion dollars at the end of 2024. Blackstone topped the overall ranking with more than US 530 billion dollars of real estate AUM, followed by Brookfield and Prologis, with the top 10 managers accounting for over half of capital allocated globally.
Total global real estate assets under management stood at US 3.8 trillion dollars at the end of 2024. Blackstone led the ranking with more than US 530 billion dollars, and upper quartile managers accounted for over 83 percent of total global real estate AUM.
Despite market volatility, KKR says it is seeing abundant opportunities in real estate credit and expects its lending pipeline to remain elevated. The note details why the firm's real estate lending pipeline reached record highs.
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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.
A mid-year update to Hines' global investment thesis, addressing geopolitical risk, sustainability, and the role of AI in shaping real estate market dynamics.
Investment grade repeat sales volume rose 38 percent in the 12 months ending April 2025 versus the prior year, signalling a recovery in institutional transaction activity.
KBRA's May 2025 report details delinquency and distress trends across KBRA-rated US private label CMBS, including new loan additions to distress and notable resolutions.
The Q2 2025 edition of the Global Real Estate Lens reports that valuations and transaction prices continued to stabilize and recover despite uncertainties, supporting a cautiously improving outlook for global property markets.
TPG Angelo Gordon's Reid Liffmann and Matt Jackson outline a U.S. real estate strategy built on collaborating with local partners to source deal flow and execute value-add programs.
CRED iQ reports the CMBS special servicing rate climbed to 9.9 percent as loans continued transferring to special servicing ahead of imminent default and maturity.
First quarter GAAP net income was 112.3 million dollars and Distributable Earnings were 156.3 million dollars, with commercial lending originations already surpassing the prior full year.
Allsop raised 32 million pounds at its May commercial auction with a success rate of 76 percent. Retail investments dominated the sale as priced-to-sell lots attracted strong buyer competition.
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 quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.
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.