The industry's own research.
2,798 reports
showing 2,521–2,580 of 2,798
The monthly Capital Trends report tracks U.S. transaction volumes, pricing and capital flows across property types, supporting investors, lenders and other market participants.
The annual migration study analyzes the search preferences of users who registered between January and December 2025 to map where renters are moving across US metros. It highlights the metros gaining and losing renter interest amid affordability pressures.
The piece describes a multifamily recovery defined by constrained supply and selective capital, taking longer than many anticipated, with rising resident retention.
Yardi Matrix revised its multifamily completions forecast upward, projecting roughly 450,000 units delivered in 2026, a drop from recent years but not enough to push rents to robust levels.
The March 2026 Beige Book compiles anecdotal information on economic conditions gathered from business contacts across the Federal Reserve Districts ahead of the FOMC meeting.
Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.
Moody's Analytics CRE insights forecast roughly $805 billion in CRE lending for 2026, a 38% increase from 2025, with office and retail stabilizing and multifamily facing short-term headwinds.
JLL reports the U.S. lab market now exceeds 200 million square feet with a supply-to-demand ratio near 6 to 1, as AI and tough-tech firms take a growing share of leasing, including 30% of Boston signings in 2025.
Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.
Yardi Matrix reports average advertised asking rent rose $3 to $1,741 in January, snapping a five-month decline, with the firm forecasting a 1.2% national rent increase for 2026.
Fannie Mae provided approximately $74 billion of multifamily financing in 2025, up 34 percent year over year, including more than $8.3 billion in affordable housing and $1.9 billion in manufactured housing, marking its largest annual multifamily volume since 2020.
Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.
Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.
LaSalle's annual Investment Strategy Annual outlook for 2026 sets out the firm's global, European, North American, and Asia Pacific real estate strategy views to help clients navigate the year ahead.
CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.
Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.
Redfin's early 2026 housing market update found buyers cautious and sellers returning, with agents anticipating a busier spring. The report tracks inventory, listing activity and buyer-seller dynamics nationally.
The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.
The brief examines the availability and pricing of equity capital for commercial real estate as transaction activity recovers in 2026.
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.
The 80-plus page annual forecast combines proprietary Radius+ analytics with industry commentary, built on full-year 2025 data and historical insight from 1984 onward. It covers 2026 supply growth, demand dynamics, rental rate performance, and market-level regional divergence.
J.P. Morgan Global Research projects US house prices will stall near 0% growth in 2026, with home sales gradually improving as mortgage rates ease and builders use rate buydowns to clear inventory.
ICSC's post-holiday consumer survey found shoppers increased spending over the 2025 holiday season while price sensitivity influenced behavior. The findings track retail demand and consumer resilience.
The 4Q 2025 index rose 2.1 percent to 125.4 from 122.8 in 3Q 2025, approaching the all-time survey high of 126.6 set in 4Q 2024 as financing demand expectations reached a survey record.
The January 2026 survey reported updated readings across the Market Tightness, Sales Volume, Equity Financing and Debt Financing indices, gauging apartment market conditions at the start of the year.
Walker & Dunlop's annual intelligence report examines where the multifamily market stands and how the next phase of the cycle is taking shape, with 62.7% of surveyed owners expecting acquisitions to increase in 2026.
The Dallas-Fort Worth office market closed 2025 with its strongest performance since 2019, supported by robust net absorption, rising leasing activity and continued tenant preference for trophy and Class A space.
Freddie Mac Multifamily reports 2025 production volume topped 77 billion dollars, up 17 percent year over year, supporting over 577,000 affordable rental housing units.
JLL forecasts robust growth in hotel transaction volumes for 2026 on stronger debt markets and near-record dry powder, with the Americas leading 2025 volumes up 27% and luxury resorts a top target.
NIC reports senior living occupancy rose through 2025 as new construction remained at or near record-low levels, limiting future supply for older adults.
Newmark Research frames its 2026 base case as a decaf stagflation environment, with industrial supply and demand rebalancing, office demand building and slowing multifamily supply shaping rent growth.
MSCI notes acquisitions by traditional core real estate investors are at extremely low levels even as inflation falls and valuations stabilize, creating conditions for renewed price discovery in 2026.
Colliers' annual investor outlook surveys global capital intentions for 2026, pointing to recovering transaction volumes as pricing stabilizes and investors re-enter the market.
Green Street strategists expect a repeat of last year, with cap rates little changed and property values quietly inching higher on income growth.
Lument's annual seniors housing and healthcare outlook projects continued recovery as occupancy approaches pre-pandemic levels and valuations firm, with ample financing opportunities for borrowers, buyers and sellers across the sector.
The capital markets chapter expects transaction activity to broaden in 2026 as pricing stabilizes and the cost of capital eases, with income growth the primary driver of returns.
The January 2026 Beige Book summarises commentary on current economic conditions across the twelve Federal Reserve Districts, including commercial real estate, construction and lending activity.
The data center chapter highlights record-low vacancy, mounting power constraints and pricing at all-time highs as hyperscale and AI demand continues to outpace new supply.
The Greater Los Angeles edition reviews local office, industrial, retail and multifamily conditions for 2026, noting the lagging office market is bottoming out.
CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.
The Denver edition reviews local sector conditions for 2026, with the office market expected to follow other lagging metros toward a bottom by year-end.
CBRE expects a continued flight to quality among occupiers in 2026, with minimal speculative development given oversupply of first-generation space and tighter construction financing.
Houston recorded its first year of positive office net absorption since 2015, with 625,082 square feet of positive absorption for 2025, reversing nine consecutive years of tenant space reductions.
Commercial and multifamily mortgage debt outstanding increased 53.4 billion dollars, or 1.1 percent, to 4.93 trillion dollars at the end of the third quarter of 2025. Multifamily mortgage debt alone rose 40.3 billion dollars to 2.24 trillion dollars.
Morgan Stanley strategists lay out forecasts for mortgage rates and home prices in 2026 and 2027 and what they could mean for prospective homebuyers.
The outlook notes 2025 office originations were the highest since the Great Recession even as office delinquencies stayed elevated, creating a bifurcated environment. Morningstar DBRS maintains a stable view on hotel, retail and multifamily sectors despite asset- and market-specific stress.
Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.
Retail enters 2026 with solid momentum on resilient consumer spending, with net absorption expected to exceed 10 million square feet and vacancy edging up 20 basis points to 5.2%.
Marcus & Millichap projects net absorption of about 240,000 units against 270,000 completions, lifting vacancy 10 basis points to 4.7%, with units under construction down 53% from the 2023 peak.
The forecast expects office space demand to rise on net in almost every major market in 2026, with many investors viewing the sector as having passed its greatest challenges.
CRED iQ reports the overall CMBS distress rate rose to 11.70 percent in December 2025, a third consecutive monthly increase, with a delinquency rate of 8.89 percent and a specially serviced rate of 11.15 percent.
U.S. housing inventory expanded in December 2025, marking the 26th consecutive month of year-over-year gains, with active listings up 12.1 percent versus December 2024. National inventory levels remain 12.5 percent below typical 2017 to 2019 norms.
J.P. Morgan's 2026 commercial real estate outlook sees multifamily and industrial staying strong, retail steady and office recovering in select metros, with improving transaction volumes despite macro headwinds.
KBRA reports the delinquency rate among KBRA-rated US private label CMBS decreased to 7.7 percent in December 2025 from 7.8 percent in November, while the distress rate ticked up to 10.6 percent.
Produced with Savills, this CompStak report finds that large bulk warehouse assets are leading the industrial recovery, with leasing demand and rent performance concentrated in the largest size segments.
The Office of the CIO outlook highlights macro events on the horizon in 2026, including Federal Reserve leadership changes, tariffs and US trade policy uncertainty, and the US midterm elections. The views draw on insights from more than 270 portfolio companies and roughly 13,000 real estate assets.
The U.S. industrial vacancy rate reached 7.1 percent in the fourth quarter of 2025, with the Midwest tightest at 4.9 percent and the South and West at 7.9 percent. The report details supply, demand and pricing across national markets.
B+E's Q4 2025 net lease cap rate report provides a real-time snapshot of pricing, supply and investor demand across retail, industrial and specialty sectors. QSR properties averaged a 5.68 percent cap rate with 13.4 years of remaining lease term, while convenience store cap rates sat at 5.62 percent.
The quarterly report covers U.S. apartment demand, supply deliveries, occupancy and rent growth. It assesses national multifamily fundamentals and capital markets activity.