The industry's own research.
2,798 reports
showing 2,641–2,700 of 2,798
The October 2025 VTS Office Demand Index reports San Francisco became the top US office market with a VODI of 123, up 112 percent annually, versus New York at 78. Nationally, demand rose 16 percent year over year while declining 4 percent quarter over quarter.
The total U.S. pipeline stands at 6,205 projects and 728,416 rooms at the third quarter close, holding steady by projects and up 1 percent by rooms year over year, with extended-stay hotels comprising 40 percent of total projects.
The third quarter 2025 NPI press release reports continued stability in institutional returns across the major property types, with income returns holding steady.
A total of 161 senior executives responded to the October survey, with borrowing conditions continuing to improve while most respondents reported an unchanged market.
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
Goldman Sachs Research finds US housing affordability has declined sharply and estimates at least 3-4 million additional homes are needed to close the supply shortage and improve affordability.
Fannie Mae's October 2025 outlook details the Economic and Strategic Research Group's expectations for home sales, housing starts, home prices and mortgage rates amid elevated borrowing costs and affordability constraints.
Brookfield argues the real estate recovery is underway, with an active credit market supporting a rise in transactions. The firm sees selectivity and operational value creation as the keys to returns as the asset class moves into a new cycle.
CRED iQ's third-quarter 2025 market update reviews CMBS distress trends and broader commercial real estate conditions across major property sectors.
NIC reports the senior housing occupancy rate increased 0.7 percentage points to 88.7 percent in the third quarter of 2025, the seventeenth consecutive quarter of increases, with independent living surpassing 90 percent.
The Q3 2025 office report shows trophy direct vacancy dropping below 10 percent for the first time in a decade. Tech firms increased their share of leasing activity, driven by AI demand.
Newmark's third quarter 2025 industrial report reviews absorption, vacancy and transaction trends as the sector moved toward stabilization following a period of elevated supply.
The 3Q 2025 Board of Governors Sentiment Index rose 9.3 percent to 122.8 from 112.3 in 2Q 2025, reaching its highest level since 4Q 2024 and solidifying the market's recovery momentum.
The report ranks leading U.S. multifamily investment markets, with U.S. fundamentals stabilizing during the third quarter of 2025 as supply imbalances eased and investment activity climbed.
In 2025, 1,002 fund managers submitted 2,382 assessments, including 239 entities in the inaugural Residential Component. Standing Investments average score rose to 79, up 3.1 points versus 2024, and net-zero policy adoption increased to 81.5 percent.
Marcus and Millichap's October 2025 investor insights brief reviews macroeconomic conditions, interest rate expectations and capital markets activity shaping commercial real estate investment decisions.
The US industrial market continued toward stabilization in Q3 2025 with strengthening demand, limited new deliveries and steady vacancy. National vacancy rose just four basis points to 7.4 percent, the slowest rate of increase since 2022, marking the first alignment of demand and supply in nearly three years.
The October 2025 national snapshot tracks softening pre-lease velocity even as effective rates continue to rise across US student housing markets.
RealPage's third quarter update reports apartment occupancy easing 30 basis points to 95.4 percent, with strong resident retention offsetting cooling demand and reshaping multifamily strategy heading into 2026.
Northmarq's multi-tenant net lease MarketSnapshot reports private buyers accounted for 56 percent of multi-tenant acquisitions through the third quarter of 2025, with institutional investors at 22 percent and institutional share up 9 percent since 2023.
The quarterly statistics release compiles vacancy, net absorption, rent and deliveries data across US industrial markets. National vacancy reached 7.4 percent as new supply moderated.
The quarterly office report tracks leasing, vacancy and absorption across leading US office markets. It captures the bifurcation between higher-quality assets drawing demand and weaker stock facing elevated availability.
Northmarq's net lease MarketSnapshot tracks cap rates, pricing, and buyer composition across the single-tenant net lease market, with private buyers continuing to dominate acquisition activity.
The average U.S. advertised asking rent slid 4 dollars to 1,743 dollars in October, up 0.5 percent year over year.
Total net lease inventory rose 7 percent quarter-over-quarter to 4,648 properties in Q3 2025, with the car wash and convenience store sectors driving the increase as inventories surged 71 percent and 20 percent respectively. Car wash cap rates held steady at 6.24 percent with an average remaining lease term of 18.5 years.
Newmark's third quarter 2025 capital markets report tracks transaction volume, pricing and debt market conditions across the major U.S. property sectors as the recovery continued.
KBRA reports the office delinquency rate decreased 90 basis points to 12.3 percent in September 2025, while overall KBRA-rated CMBS delinquency stood at 7.7 percent.
In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.
The monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.
The Q3 snapshot reports US capital markets showing renewed momentum amid economic uncertainty, supported by strong liquidity and record-setting CMBS activity. It outlines forces shaping capital flows into year end.
The statistics report compiles vacancy, absorption, rent and construction data across US office markets for the third quarter of 2025. It provides the underlying metrics behind the firm's office market narrative.
The report records 12 million sq ft of net absorption in the US and 5.4 million sq ft in Canada in the third quarter. It describes a landscape pausing as tariffs, legal uncertainty, high costs and AI considerations produced mixed results across property types.
The Q3 2025 industrial report covers net absorption against rising vacancy and broader market indicators as the sector normalises from its post pandemic surge.
Commercial and multifamily mortgage debt outstanding increased 47.1 billion dollars, or 1.0 percent, to 4.88 trillion dollars at the end of the second quarter of 2025. Multifamily mortgage debt rose 27.7 billion dollars to 2.19 trillion dollars.
Morgan Stanley examines how rising home prices, high mortgage rates and limited supply are reshaping US housing over the next decade and where investors may find growth.
NORC and NIC analyzed Medicare data from 2016 to 2023 and found senior housing residents had fewer emergency department visits, hospitalizations and skilled nursing admissions. Residents with neurodegenerative disease in top-performing communities showed lower care costs and more healthy days at home.
CRED iQ reports the CMBS distress rate reached a record 11.8 percent, driven by maturity defaults and continued stress in the office sector.
The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
The report covers low physical occupancy persisting in U.S. office properties as hybrid work remains the norm.
The analysis finds national multifamily vacancy holding near 6.5 percent in the first half of 2025 as steady demand paused further deterioration, with asking rents above 1,900 dollars. Affordability constraints are creating opportunities for borrowers focused on workforce and affordable housing.
The report tracks U.S. self storage street rates, occupancy and new supply, detailing the basis for a long-term outlook for the sector.
The forecast projected nearly flat US industrial net absorption of 2.8 million sq ft over the second half of 2025 after a weak first half. It pointed to signs of stabilization following a challenging year for the sector.
The September 2025 US Capital Trends report examines shifting dynamics in commercial real estate lending, tracking transaction volumes, deal structures, liquidity conditions, and investor behavior across property types.
The monthly report notes elevated borrowing costs continued to challenge commercial real estate in September, with performance varying across sectors.
The report documents the single-family rental sector transitioning to stable growth after a long expansion, with national rent gains moderating toward pre-pandemic levels.
Goldman Sachs Research forecasts global data center power demand to rise about 165% by 2030 versus 2023, reshaping the economics and siting of data center real estate.
McKinsey analyzes why hyperscale data centers are expanding rapidly across the United States and why they represent a major new investment opportunity for states. It weighs the economic upside against challenges such as power demand and infrastructure constraints.
Second quarter GAAP net income was 129.8 million dollars and Distributable Earnings were 151.1 million dollars, with commercial real estate lending representing about half of the company's asset base.
The CCRSI reported that commercial repeat-sale prices were mostly lower in the second quarter of 2025, reflecting continued pricing pressure across the broader composite indices.
The monthly report finds the multifamily market continuing to stabilize, with absorption steady at about 506,000 units and new completions down 18 percent.
B+E's August 2025 car wash report provides on-market inventory, cap rate and lease term data for the net lease car wash sector. The report tracks pricing trends across this specialty net lease category.
Primary market vacancy fell to a record-low 1.6% as hyperscale and AI demand absorbed new inventory, with Northern Virginia leading on under-construction capacity and net absorption.
The NFI-ODCE recorded its highest one-year return since the fourth quarter of 2022 in the second quarter of 2025, signalling momentum in core open-end fund performance.
Barings reports that US commercial real estate valuations held steady in the second quarter of 2025 following a basis reset, though transaction activity was limited by economic uncertainty and post-tariff volatility.
The NPI posted its fourth consecutive quarter of positive returns in the second quarter of 2025, confirming a sustained recovery in institutional property performance.
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.
At mid-2025, multifamily, retail and industrial assets proved resilient with rents, vacancies and cap rates holding steady, while the piece flags emerging opportunities in workforce housing and distressed office.
Goldman Sachs Research lifts its S&P 500 targets and recommends an overweight allocation to the real estate sector for the second half of 2025 as rate-sensitive sectors stand to benefit.
Nareit's mid-year update finds REITs maintaining disciplined balance sheets and low debt costs, positioning the sector to withstand market volatility and pursue growth through the remainder of 2025.
The July 2025 VTS Office Demand Index reports a sharp divergence in second quarter office demand across major US markets, with some experiencing strong gains and others a steep deceleration.