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New York State remains one of the nation’s largest economic engines, but growth increasingly is concentrated downstate and in a few upstate urbanized employment centers, the Citizens Budget Commission (CBC) reported Monday. Outside the opportunity corridor, encompassing the New York City metro area and the Capital…
Paul Fiorilla and Jacob Gonzalez of Yardi Matrix look at the state of US housing in mid-2026, including opportunities at the submarket level. The post An Update on US Housing: The Interplay Between Market-Rate and Affordable Rents appeared first on AFIRE .
The share of new single-family homes with two or more stories declined from 52.5% in 2024 to 51.4% in 2025 according to Census Bureau data, while single-story homes rose from 47.5% to 48.6%. Regional variations showed the Midwest and South favoring single-story construction while the Northeast and West maintained higher shares of multi-story homes, with three-or-more-story homes comprising 5.2% of new homes nationally in 2025.
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Disclaimer: This is an excerpt from Trepp's June 2026 CMBS Special Servicing Report. To access the full report, click here. The Trepp commercial mortgage-backed securities (CMBS) special servicing rate increased by 34 basis points in June to 11.20%, reversing May's decline. Across property types, special servicing…
California shipped $16.735 billion in merchandise abroad in May while the rest of the country surged ahead, dropping the state’s share of national export trade to 8 percent and raising fresh questions about demand for the warehouse and port infrastructure built to serve it. The Golden State’s exporters posted a…
Overall single-tenant net lease cap rates increased two basis points to 6.82% in the second quarter of 2026, The Boulder Group reported. Retail cap rates increased five bps to 6.60% and industrial cap rates increased 10 bps to 7.25%, while office cap rates remained unchanged at 7.90%, according to the Second…
Class-C apartment operators in Chicago are buoyed by many of the tailwinds bolstering the city’s multifamily market as a whole: limited new supply, rising rent growth and recovering investor interest. But rising operating costs have squeezed margins...
Texas has surpassed California as the top data center market in the western half of the U.S., and the gap between the two states is only getting wider. But while California may be a more challenging place to develop digital infrastructure, there is...
Despite soaring demand for artificial intelligence capacity, there are signs that the pipeline of data centers is slowing. While the development of data centers is still at record levels and is driving overall growth in U.S. construction, the number...
Reemerging inflation and stubbornly high interest rates — paired with shifting consumer preferences — are driving a surge in corporate bankruptcy filings, resulting in widespread real estate portfolio cullings and restructurings.
The life sciences real estate sector in Greater Boston still has a deep hole to dig out of, with millions of square feet of lab buildings sitting vacant, but a new report shines a positive light on the future of the market’s demand.
More than six years after the pandemic cratered demand for greater Philadelphia office space, the region’s construction pipeline has officially hit zero. The delivery of Chubb’s long-awaited 438K SF build-to-suit space at 2000 Arch St. last quarter...
The Federal Reserve is growing increasingly worried about inflation.
It’s not just New York and California — the office market is getting healthier across the country.
Top leaders in commercial real estate finance aren’t exactly sanguine about the year ahead, but they are at least feeling less pessimistic, a new CRE Finance Council survey found.
Six months into 2026, Dallas-Fort Worth’s retail market is on pace for another historic year, with the region delivering approximately 75% more than it did in 2025. In 2026, 4.2M SF of new retail projects have been delivered and are in the pipeline,...
The document presents responses from 62 commercial real estate executives across more than 30 markets regarding their investment activity at mid-2026, following a year marked by geopolitical turmoil, elevated interest rates, and a 33% decline in CRE sales in April year-over-year. The executives' responses reveal a split market: some are actively moving forward on selective deals despite unfavorable conditions, while others remain on the sidelines awaiting rate cuts or improved market clarity, with deal activity heavily concentrated in industrial, multifamily, affordable housing, and office repositioning sectors.
Prices rose 2.2% year over year in June to a record high, mainly because of growing demand. Existing U.S. home sales ticked up to a seasonally adjusted annual rate of 4.4 million, the highest level since 2022, and pending home sales reached their second-highest level since 2023. Wealthy Bay Area and South Florida…
The US data centre construction boom is reshaping the industry, driving record investment while creating regional capacity constraints, rising construction costs, and growing labour shortages. As spending surpasses traditional office construction, developers and contractors face increasing challenges in securing…
The US government sold $743 billion in Treasury securities during one week in July 2026, comprising $612 billion in bills and $131 billion in notes and bonds, with the 30-year bond yield reaching 5.058%, the highest since 2007. The article attributes rising long-term yields to inflation running above 4%, expectations of future Federal Reserve rate hikes despite recent cuts, and market concerns about the volume of new Treasury supply that must find buyers at potentially higher yields.
As we reach the midpoint of 2026, healthcare real estate continues to sit at the intersection of shifting care models, financial pressure, and accelerating operational change. The direction of travel is no longer in question, as care becomes more distributed and technology-enabled. What is still evolving is how…
Bank multifamily loan delinquencies at FDIC-insured institutions rose to 1.47% in Q1 2026, up 5 basis points from 1.42% at year-end 2025, with delinquent balances reaching $9.78 billion despite continued portfolio expansion to $665.3 billion. The analysis finds that seriously delinquent loans (90+ days past due or nonaccrual) increased to 1.07%, while the net charge-off rate remained low at 0.11% annualized, suggesting banks are resolving troubled credit through extensions and workouts rather than write-downs.
According to NAHB analysis of the 2025 Survey of Construction, new single-family housing starts nationwide totaled 939,182 units, representing a 6.9% decline compared to 2024, with the South Atlantic division leading at 308,189 starts followed by West South Central at 171,247 starts. Only three of nine Census divisions posted year-over-year growth—East South Central rising 13.7%, East North Central up 8.0%, and Middle Atlantic up 4.0%—while the remaining six divisions declined, with New England experiencing the steepest drop at 26.3%.
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part Three appeared first on CompStak .
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part Two appeared first on CompStak .
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part Four appeared first on CompStak .
The industrial market’s headline rent index has been flat for eight straight quarters, but that stability is hiding a split. […] The post 2026 Biannual Industrial Market Overview: Part One appeared first on CompStak .
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The Fed has released the minutes of its June 2026 Federal Open Market Committee meeting, the detailed record of the committee’s discussion that arrives three weeks after each decision. Chair Warsh has moved away from forward guidance, so markets get fewer signals about the Fed’s thinking in real time, and that…
A new Redfin analysis takes a look at how much Bay Area real estate OpenAI and Anthropic employees could hypothetically purchase with their IPO earnings, in the wake of two massively valuable AI companies filing confidentially to go public. OpenAI employees could buy 20% of all homes in San Francisco, or 15% of all…
Supply of existing single-family homes reached a 10-year high of 4.6 months in June 2026, while condo supply hit a 14-year high of 6.4 months, as sales of single-family homes fell 2.4% month-over-month to an annual rate of 3.73 million and condo sales fell 2.7% to a record low annual rate of 360,000. The 30-year fixed mortgage rate rose to 6.49%, and the national median single-family home price inched up 1.8% year-over-year to $446,400, with dramatic regional divergences including prices down 26% in Austin and up 5.1% in New York City.
Existing home sales fell 2.4% to a seasonally adjusted annual rate of 4.09 million units in June 2026, pulled back by record-high home prices and elevated mortgage rates around 6.5%, though year-over-year sales were up 2.8%. The median existing home price reached an all-time high of $440,600 (up 1.8% annually), inventory stood at 4.6 months' supply, and first-time buyer share was 33% of transactions.
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Self-storage commercial mortgage-backed securities (CMBS) remains one of the cleaner credit stories in commercial real estate, but the sector is sending a more nuanced signal than the headline delinquency rate suggests. While delinquency remains just 0.05%, nearly 30% of the outstanding balance is now on the…
The 46th edition of ULI's annual report examines shifting market dynamics, preferred investment locations, and sector opportunities shaping real estate across North America.
Urban Land Institute's annual global real estate outlook examining emerging trends, market drivers, and investment opportunities across property sectors and geographies.
Urban Land Institute's comprehensive global real estate outlook examining market trends, property sectors, and investment drivers across major geographies.
Urban Land Institute's annual global real estate outlook covering cross-sector trends, market conditions, and investment perspectives across major regions and asset classes.
NCREIF's quarterly snapshot of the Classic NPI (Net Property Index) tracking institutional real estate fund performance across core property sectors.
NCREIF's quarterly snapshot of the National Property Index tracking performance metrics across major real estate asset classes and markets.
NCREIF's Expanded NPI Snapshot provides quarterly performance data and metrics across its diversified real estate investment portfolio.
NCREIF's snapshot report of 4Q2023 debt fund performance and aggregate metrics.
NCREIF reports on open-end debt fund performance and aggregate metrics for the first quarter of 2024.
NCREIF's preliminary performance snapshot for the NFI-ODCE open-end diversified core equity fund covering third quarter 2024 results.
NCREIF publishes quarterly performance data and metrics for the NFI-ODCE (NCREIF Fund Index – Open-End Diversified Core Equity) tracking institutional real estate fund performance.
Analysis of assisted living market penetration across U.S. geographic markets, introducing a time-based methodology for assessing older adults' affordability of private-pay assisted living services.
Analysis of second-quarter market conditions covering housing affordability challenges, capital market tightness, and legislative developments affecting commercial real estate.
In the second quarter of 2026, the NAHB Remodeling Market Index posted a reading of 61, down one point from the previous quarter, with the Current Conditions Index averaging 70 and the Future Indicators Index averaging 52. Remodelers reported strong sentiment supported by homeowners' record real estate asset gains and mortgage rate incentives to remodel rather than purchase, though 74% of remodelers noted suppliers increased material prices by an average of 6.7% since March due to higher fuel costs and economic uncertainty.
Pending home sales ticked up as housing payments temporarily dipped down. U.S. pending home sales rose 1.3% from a week earlier to their highest level since the first half of May during the four weeks ending July 5. This data is seasonally adjusted. Homebuying demand picked up partly because of temporarily…
Analysis of Sacramento's hospitality market positioning and growth trajectory despite near-term economic headwinds.
Zillow research examines residential market dynamics during the spring home shopping season, analyzing trends in sales activity and new housing inventory.
With the 2026 FIFA World Cup making headlines, a recent PropertyShark market study revealed that in five of the 11 hosting cities, the cheapest available ticket for the most expensive game is now on par with – or above – a full month of rent or mortgage payments. Even at the low end, seats for many of the most…
Mortgage applications remained essentially flat in June 2026 with a 0.3% month-over-month decline, driven by a 2.5% drop in refinancing applications that offset a 0.7% gain in purchase applications, while the 30-year fixed-rate mortgage average contract rate increased 5 basis points to 6.59%. Adjustable-rate mortgage (ARM) applications declined 9.4% during the month, reducing the ARM share of total applications to 8.2%, and the overall average loan size decreased 3.4% to $393,800.
RCLCO's Compensation Consulting practice surveyed board composition approaches among privately held real estate firms to understand competitive positioning through board structure and compensation.
The number of major metros where you can buy a luxury home for less than $1 million is down five from eight last year. Detroit is the most affordable metro for luxury homes, with a median price of $719,252—47.7% less than the typical luxury home nationwide, $1,374,470. San Francisco is the most expensive, with a…
Forecast analysis of office space demand for Q2 2026 by academic researchers in commercial real estate.
Analysis of pending home sales trends spanning the low-rate environment of 2020–2021 through the subsequent rate-driven decline and recovery period.
Analysis of baby boomer participation in residential real estate, showing ages 61–79 represent 42% of buyers and 55% of sellers in the current market.
Analysis of seasonal sales patterns, inventory levels, and buyer behavior during July, examining the impact of weather, daylight, and school-year timing on residential real estate activity.
Brandi Snowden, NAR director of member and consumer survey research, presents key insights from the 2026 Member Profile report analyzing realtor demographics and market participation.
NMHC quarterly survey tracking multifamily construction starts, completions, and development pipeline activity.
Arbor Realty Trust and Chandan Economics rank the top 50 metropolitan markets for multifamily investment opportunities in a landscape shaped by easing interest rate pressure.