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Retail net lease cap rates climbed roughly 100 bps since Q4 2022 to about 6.6% by year-end 2024, driven by higher rates and reduced 1031-exchange activity as sales slowed.

MHI economic report: December 2024 production up 11.3% YoY, full-year up 15.9%; SAAR shipments 103,571 homes (+7.3% vs 2023); MH captured 8.9% of single-family starts in December.

CBRE annual US life sciences outlook: Q4 lab leasing up 28% YoY, positive net absorption, ~8M sq ft of new lab space due in 2025, rising concessions in Boston and the Bay Area.

JLL's 8th annual survey: 78% of investors plan to increase seniors housing exposure in 2025; assisted living top pick; development at 16-year lows against rising demand.

MHI's industry economic report with production and shipment data by state, division and product mix (single- vs multi-section); December 2024 shipments of 7,048 homes vs 6,394 a year earlier.

W&D 2025 outlook identifying manufactured housing among innovative construction methods to address cost and timeline challenges in the affordability crisis.
Gino Sabatini's 2025 predictions: 25-33% volume growth (per Colliers), surging data-center and healthcare demand, and continued stability in industrial and retail net lease.
Sector-by-sector sustainability outlook for 2025 covering energy efficiency, green leases, renewable adoption in data centres, and tightening energy regulations.

JLL Spark's four 2025 proptech themes: sustainability, data-center growth, CRE market rebound and AI, with ROI/payback emerging as the deciding factor for adoption.

CBRE IM projects global listed real estate can outperform broad equities in 2025 via accelerating earnings, favorable capital access and range-bound yields.

Arbor/Chandan snapshot: SFR sector well positioned to capture housing demand as ~7% mortgage rates and near-record prices push households toward rental alternatives.

CRETI on AI's expanding 2025 role across real estate: AI agents replacing chatbots, predictive analytics, automation of financial processes and predictive maintenance.

Forecasts modest 2.2% rent growth and 6.2% vacancy; covers mission-driven affordable lending and long-term multifamily demand drivers.

Chilton projects 10-15% total return for public REITs in 2025, citing accretive acquisitions and AFFO multiple expansion despite flat rates.

NMHC note showing new supply puts downward pressure on rents and lifts renter mobility from multi-decade lows, with implications for affordability.

Global REIT outlook across U.S., Europe, and Asia Pacific; projects new deliveries declining ~20% in 2025 and notes office sector bifurcation favoring top-tier product.

Moody's CRE analysis positioning affordable and mid-market units as the true stabilizer of multifamily performance amid Class A oversupply and record LIHTC deliveries.

Newmark Valuation & Advisory survey of North American multifamily markets including affordable/LIHTC product, cap rates, and investor sentiment.

JBREC: buying a starter home costs $1,091/month more than renting (vs $233 historical average), driving demand toward single-family rentals; market-by-market premiums analyzed.
Listed real assets outlook tied to deglobalization, digitalization and decarbonization, expecting REITs to turn acquisitive and REIT earnings to accelerate as CRE values bottom.

Record $3.2B in VC into AI-powered proptech in 2024; US captured $2B+, Europe $700M, APAC $500M across leasing, construction, energy, and workplace use cases.

Analysis of worldwide REIT trends across the FTSE EPRA Nareit Global Real Estate Index (497 constituents, 38 countries) spanning North America, Europe, and Asia.
Tyler Swann on 2025 net lease trends: cross-border expansion into Mexico and Canada, and growing demand for data centers and healthcare beyond traditional industrial assets.

Aging population, growing healthcare spending and new technologies underpin 2025 demand; medical outpatient buildings positioned to benefit with declining vacancy and modest rent growth.

Ranks 67 Power 4 (SEC, ACC, Big Ten, Big 12) university student-housing markets using 18 enrollment and market-performance metrics via a proprietary scoring formula.

Walker & Dunlop insight on the MHC sector: lower entry cost vs multifamily ($77k/site vs $221k/unit), 94.7% occupancy and 7.3% rent growth at end-2023, institutionalization, GSE financing, and rent-control/insurance headwinds.

Clarion Partners research thesis on healthcare real estate (life sciences, medical, seniors housing) positioned for long-term growth from aging demographics and rising healthcare spend.

CBRE overview of the U.S. build-to-rent sector: BTR helping ease the single-family housing shortage, strong institutional interest, exit optionality, and accelerating domestic/global capital.
Deloitte's CRE outlook with heavy technology focus: 81% prioritize data/technology spend, 76% researching/piloting AI; covers digital twins, predictive rent forecasting and legacy-system barriers.

Berkadia SFR/BTR overview report: institutional ownership concentrations in Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte; affordability-driven rental demand.

Metro-level net lease retail report covering Houston's Southeast Outlier and NASA/Clear Lake submarkets, with vacancy (3.8% and 5.9%), rent growth and sales-volume data as of Q3 2024.

JBREC analysis using the Burns Single-Family Rent Index (+3.9% YoY as of May 2024); affordability challenges support SFR demand; compares proprietary data with SFR REIT earnings.

CBRE Healthcare identifies five trends—financial excellence, equity, site-of-care shifts, workforce enablement, and technology—shaping real estate and facilities strategy.

Five predictions for US student-housing investment sales covering deal volume, operational performance and capital allocation following a challenging 2023 financing environment.

Healthcare practitioners relocating from CBDs to suburban traditional office buildings, following the work-from-home population shift.

CBRE analysis of single-family rental performance, with tightening vacancy and decelerating but multifamily-beating rent growth across the SFR sector.

Novogradac's affordable-housing read of the JCHS 2025 report, focused on cost burden, the supply gap, and implications for LIHTC-financed rental housing.

Colliers 2025 outlook with proptech/technology adoption themes; industrial and multifamily recovery noted, office grappling with elevated vacancy.

PGIM's Q4 2025 outlook projecting monetary easing to support global REIT returns, favoring data centers, senior housing and resilient retail with selectivity in office.

CRETI's 2024 proptech funding report analyzing the sector's shift toward financial discipline and profitability across construction, residential, multifamily and office, by tech category and geography.

Analysis of the 2025 Novogradac LIHTC Income & Operating Expenses dataset: LIHTC rental income up 8.7% in 2024 vs 0.8% market-rate, expenses up 10.5%, NOI at a nine-year high.

Will McIntosh and Shaun Moura, writing for the NAIOP Research Foundation, look at new capital markets and real estate data to analyze the current debt and equity landscape. The post US Capital Market and CRE Trends: H2 2025 appeared first on AFIRE .

The NAHB analysis compares net new jobs created in 2024 (approximately 1.8 million) against housing permits issued in 2023 (1.51 million units) to assess whether housing construction is keeping pace with employment-driven demand, finding an overall jobs-to-permits ratio of 1.2 and elevated ratios of 1.84 for single-family permits and 2.61 for multifamily permits. The document identifies metropolitan areas with the highest housing supply pressures (Fairbanks, Morgantown, Battle Creek) and lowest pressures (Weirton, Wheeling, Elkhart), attributing imbalances to factors including construction costs, labor shortages, land availability, and regulatory barriers, while noting that multifamily development has played a more significant role in high-demand markets than single-family construction.
The Chief Economist's Weekly Watch for June 22, 2026 covers three key developments affecting commercial real estate: May PCE inflation data released Thursday with implications for Treasury yields and refinancing assumptions; Federal Reserve communication shifts following Chair Kevin Warsh's first FOMC meeting, which shortened the statement and removed forward guidance while projections turned hawkish toward a possible rate hike; and the Federal Reserve's annual bank stress test results released Wednesday, which assume a severe global recession and commercial real estate stress while maintaining current capital requirements without resetting stress capital buffers.

Nearly half of U.S. home sellers gave concessions to buyers in May, the highest May share in our records Concessions were most common in Nashville, the nation’s strongest buyer’s market, where three-quarters of sellers handed out concessions to attract buyers. They were least common in the Bay Area and other…
Indianapolis ranked as the top multifamily investment market in the U.S., in the latest Top Markets for Multifamily Investment Report from Arbor Realty Trust and @Chandan Economics. The market has been supported by strong labor market conditions, tight occupancy levels, and a favorable affordability profile. The…

Record CRE pricing persists despite macro shocks, with a shift toward smaller, older properties at higher valuations.
Chicago's West Loop is one of the most resilient downtown office submarkets, with the lowest vacancy among peers.

Q1 2026 Essential Housing Research Perspective covering the U.S. essential/affordable housing market.
Key trends shaping the U.S. medical outpatient building sector, including demand, leasing and investment.

Restaurant franchisors shift focus to franchisee support, with implications for net lease real estate performance.

Slight overweight to real assets as real estate valuations approach trough.
The CRE market is no longer waiting for lower rates or policy clarity; it is learning to operate without either.

Inflation accelerated to 4.2% in May 2026, the highest in three years, driven by surging energy costs.

The annual outpatient development report is now available. Produced with collaboration from HREI (Healthcare Real Estate Insights), the 2026 report covers all the outpatient construction projects that broke ground or . . . The post 2026 Outpatient Development Report Recap appeared first on RevistaMed .

Lodging Econometrics' Q1 2026 U.S. Construction Pipeline Trend Report shows that Dallas leads all U.S. markets with 184 projects and 22,861 rooms in its hotel pipeline, followed by Atlanta, Phoenix, Nashville, and Austin, while Phoenix recorded year-over-year gains of 19% in projects and 11% in rooms under construction. The report details construction activity across pipeline stages, with Phoenix forecasted to top new hotel openings in 2026 with 27 hotels and 3,640 rooms, and Dallas expected to lead in 2027 with 27 new hotels and 2,484 rooms.

Oklahoma City's office market in Q1 2026 showed a 28.8% vacancy rate with $19.78 asking rent per square foot, driven by an economy with 3.6% unemployment (below the 3.4% national average) and diversified employment across energy, aerospace, technology, and manufacturing sectors. The market has experienced measured supply growth with 6,000 square feet of year-to-date net absorption, sustained leasing in North and Northwest submarkets, and is seeing tenant demand shift toward smaller, higher-quality spaces supported by generous tenant improvement allowances ranging from $30–$50 to $75–$100 per square foot for shell space.

This is a first-quarter 2026 data report on Pittsburgh office market figures published by CBRE, with geographic scope including Pittsburgh, Pennsylvania, and national comparisons.

The Pittsburgh industrial market posted 166,330 square feet of net absorption in Q1 2026 following its first year of negative absorption since 2017, with the overall vacancy rate holding steady at 6.3% while warehouse/distribution space continued to drive leasing activity at approximately 400,000 square feet leased for the quarter. Manufacturing space accounted for 43.6% of total new leasing activity in Q1 2026 compared to 13.7% in 2025, pushing total quarterly leasing to just under 920,000 square feet, a 42.8% increase over Q1 2025, with just 385,000 square feet under construction across the entire metro.

This is a retail market report for Pittsburgh published by Colliers in March 2026, covering the Pittsburgh, Pennsylvania market within a national context.