The industry's own research.
8 reports
This is an outlook and forecast report published by BGO in July 2026 presenting eleven major economic themes for the middle of 2026, covering industrial, multifamily, and office sectors across global and national markets.
BGO's annual sustainable investing report examines trends, strategies, and performance across real estate markets with emphasis on environmental, social, and governance considerations.
BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.
The first quarter 2026 U.S. outlook sets out BGO's house views on the economy and commercial real estate sectors. The report assesses fundamentals across industrial, housing, retail and office as the cycle turns.
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.
BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.
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.
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.