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In May 2026, nonfarm payroll employment increased in 38 states with a net gain of 172,000 jobs nationally, while construction employment added 17,000 jobs with 23 states recording gains, though performance varied considerably across states. Over the 12-month period ending in May 2026, total nonfarm employment rose by 503,000 jobs nationally (0.3% gain), with construction employment increasing by 68,000 jobs (0.8% gain), though 19 states and D.C. experienced employment declines, and state unemployment rates ranged from 2.1% in South Dakota to 6.1% in D.C.
Total outstanding commercial real estate debt reached $5.1 trillion through Q1 2026, with banks holding $1.91 trillion (37.4% of income-producing debt), followed by GSEs at $1.16 trillion (22.7%) and insurance companies at $808 billion (15.9%), while securitized debt comprised $771 billion (15.1%). Key findings included securitized balances rising 8.6% year-over-year, banks growing 4.1% year-over-year in the income-producing segment, and near-term maturities of $311 billion and $186 billion concentrated among banks and securitized lenders respectively through 2026, with approximately $1.7 trillion of debt maturing in 2031 and beyond.

Home prices rose 0.3% month over month on a seasonally adjusted basis. Prices rose 2.5% on a year-over-year basis–the fastest growth rate in six months. On a local level, prices rose in 29 major metros month over month, with the biggest increases in Cleveland, Providence and New York. This is based on the Redfin…

More than half of homes are selling above asking price in Newark, San Francisco, San Jose and Nassau County, making them the most competitive markets in the nation. The AI boom is leading to bidding wars in the Bay Area, and in the Northeast, many metros are seller’s markets. The least competitive markets are in…

Like other legislatures around the United States, the New York State Legislature spent the first half of this year considering policy on controversial topics that affect commercial real estate development. When both chambers adjourned their 2026 legislative session in early June, two bills they had passed…

Confirms ratings on two CMBS Re-REMIC transactions, reflecting stable performance of underlying Freddie Mac securitizations.

Virginia Beach ranks among the nation's strongest apartment rent-growth markets in May 2026.

Ranks U.S. markets by concentration of Fortune 500 corporate headquarters and the office-demand implications.

Second annual I'm HOME benchmark (free, 30pp) analyzing 2024 MH production, certification, placement, federal policy and financing; notes progress plus durability/titling roadblocks.

Berkadia Research monthly insight on improving RV-industry key market indicators within the manufactured housing sector heading into 2026.

Berkadia Research monthly MH insight documenting rising manufactured housing financing/lending activity through 2025.

September 2025 issue of Berkadia's monthly MHC research, including state-level trends (e.g. North/South Carolina). Verified first-party PDF (HTTP 200, 1.3MB).

June 2025 issue; reports MH loan originations near $860.7M in Q1 2025 (up 19.6% YoY) and ~$8.2B in MH loans maturing by year-end 2026. Verified first-party PDF.

Inaugural I'm HOME benchmark (free, 22pp) assessing MH production, HUD/EPA/DOE regulation and financing; finds production holding steady though below historical levels.

Land Lines analysis of 2024 federal MH initiatives: the $225M PRICE program, FHA Title I loan-limit increases, and FHA 223(f) resident-cooperative financing.

Duty to Serve research mapping MHROCs: only 1,065 of ~45,600 US MHCs (2.4%) are resident-owned; over three-quarters sit in Florida, California and New Hampshire.

US REITs gained 18% YTD (double the S&P 500) despite rising yields; M&A at a decade high, ~6.3% projected 2026 earnings growth, ~30% average loan-to-value.

Latest MH REIT quarterly: ELS 93.9% occupancy with 5.7% YoY rent growth, Sun above 98% occupancy integrating $450M of acquisitions, UMH 7.1% NOI growth; affordability and aging demographics drive demand.

Annually updated MH industry statistics: ~20M Americans in manufactured/mobile homes, plus rent, occupancy, production and resident-satisfaction data with infographics.

Quarterly MOB figures: investment volume up, cap rates compressing, record-high asking rents, and sustained positive net absorption across U.S. markets.

MOB investment volume surged 78% YoY in Q1 2026 to $2.9B, with cap rates declining to 6.9% and rents at record highs.
Savills US analysis of how financial strain and shifting student demand are reshaping the higher-education landscape and its implications for student housing demand.

Data-driven report on 30+ net lease tenants covering tenant credit, rental growth, cap rates and NNN investment strategies.

Q1 2026 net-lease volume fell 4% YoY to $12.2B, just under the pre-pandemic Q1 average; trailing-12-month volume up 8% to $52.4B. Industrial was 58% of activity; office and retail fell 22% and 21%.

Insight on accelerating affordable deal flow: stabilized capital markets, 44,600 LIHTC units exiting extended-use 2025-27, generational portfolio sales, and institutional maturation.

Three years of BTR data: rent growth flatlined from 5.5% in early 2023 to -0.1% by Q1 2026 as the sector hit an affordability ceiling, while occupancy held near 92%.

CBRE quarterly figures across the top 13 US life sciences markets: vacancy, absorption, rental rates and employment data for lab/R&D space.

SFR sector resilient in early 2026 as home-price appreciation cooled; stable occupancy near historical averages, normalized rent growth, and active capital markets supporting investment expansion.

Full-year wrap on MH REITs: ~98.1% same-property occupancy, 8.8% Q4 / 8.9% FY same-property NOI growth on 7.3% revenue growth vs 3.2% opex; 5-7.6% rent growth across operators.

Power 4 schools capturing 82% of 2025-2026 student housing deliveries; premier institutions achieving 2.7% annual effective rent increases vs 1.9% national average.

CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.

Aging population and limited new development drive record 92.7% occupancy and rent growth; consolidation reshapes leasing dynamics and attracts institutional investment.

MIT Sloan overview of proptech across smart buildings, property management platforms, construction tech, and RE fintech, with market projected to $104.6B by 2034.

Biennial rental report: cost burdens at record high (22.7M renters, 49%), cooling rents, and a 9.3M decline in sub-$1,400 units from 2014-2024.
Lincoln Institute Land Lines coverage of its second annual benchmark report: increased 2024 manufactured housing production and its potential to address the affordability crisis.

Financial and operational profiles of 87+ net lease tenants across multiple sectors, used to benchmark credit and pricing in the single-tenant net lease market.

Newmark's Q4 2025 US life science report: national vacancy declined for the first time in over a year as the sector reached the bottom of its correction cycle.
MOB investment volume surpassed $14B in 2025, up 34% YoY; improved financing and investor confidence position the sector for an active 2026.
Janus Henderson on global REITs' attractive 2026 setup: historically low valuations, strengthening fundamentals and diversification benefits.

Examines BTR as purpose-built single-family communities; renters-by-choice rose from 27% to 36% YoY; covers proptech, Sun Belt expansion, Blackstone's $3.5B Tricon deal and rate risks.
Arbor analysis: households renting single-family homes rose 1.7% in 2025 to a seven-year high, driven by build-to-rent communities and homeownership affordability pressures.

Healthcare real estate leaders must adopt technology, data analytics and patient-centered design to navigate policy and financial pressures reshaping the sector in 2026.
Yardi Matrix BTR data: BTR rents fell to $2,180 in December (-1% YoY, steepest drop in over a decade); occupancy stable at 94.9% as owners concede price to hold occupancy.

Arbor/Chandan Economics snapshot: SFR sector showed strength in 2025 with durable demand and a maturing institutional ecosystem; elevated mortgage rates keep homeownership out of reach, sustaining rental demand.

Gino Sabatini's three 2026 predictions: transaction-volume rebound as spreads narrow, continued industrial dominance driven by e-commerce, and M&A-fueled sale-leaseback growth.

CRETI year-end report: $16.7B invested in proptech in 2025 (+67.9% YoY), 77% structured as debt/PE, AI as baseline expectation, Europe softening while the Middle East emerges.

Quarterly Washington DC metro life sciences market report covering vacancy, leasing, rents and supply.

Colliers' forward outlook for US life sciences real estate, covering supply absorption, demand drivers, and market recalibration heading into 2026.

2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.

C&W's national life sciences MarketBeat: full-year 2025 sales volume of $9.8B (+39% YoY), vacancy and rent trends, and a shrinking construction pipeline.
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Chicago Q4 2025 life sciences market report on lab vacancy, leasing and rents in an emerging cluster.

Annual REIT forecast projecting 13-15% annualized total returns over 2026-2028 in the base case, citing accelerating growth and attractive valuations.

W. P. Carey's Tyler Swann on three drivers of 2026 sale-leaseback growth: lower 10-year Treasury (~4%), trade-policy clarity enabling long leases, and accelerating private-equity M&A.

Survey of 145 VC investors: market stabilizing around capital efficiency, institutional AI adoption, and operator-driven demand, with AI as core infrastructure.

Arbor/Chandan quarterly: SFR's investment return profile grown more attractive over the year; year-end rent gains averaged 2.9% with 98 of 100 largest markets positive.

JBREC 2026 outlook: renter population to grow sharply; Sunbelt rental supply absorption, Midwest/Northeast rent growth, and build-to-rent moving from prep to production.

Three forces reshaped net lease in 2025: interest-rate relief, cap-rate stabilization, and demand for mission-critical assets. Net lease volume rose 24% to $48.1B for the year ending Q3 2025.
Yardi Matrix BTR data: SFR-BTR rents slid to $2,185 in November (-0.5% YoY); Midwest metros (Twin Cities, Chicago) up while Sun Belt (Austin -3.9%) declined.

Examines the public-private valuation gap and the REIT-vs-equity multiple divergence, arguing both set the stage for REIT outperformance in 2026.

Survey-based piece: 88% of institutions view REIT investing as real estate investing and 89% plan to maintain or raise allocations, with sovereign-wealth and pension case studies.