The industry's own research.
2,798 reports
showing 2,701–2,760 of 2,798
The mid-year national Apartment Update reviewed supply, demand, rent and occupancy trends, noting absorption gains as elevated deliveries continued to be absorbed across major markets.
Newmark's second quarter 2025 industrial report tracks leasing demand, absorption and vacancy trends across U.S. logistics and manufacturing markets.
The Q2 2025 report documents a bifurcated office recovery in which trophy and modern Class A space tightens while older buildings face persistent vacancy. Occupiers continue a decisive flight to quality.
The July 2025 national snapshot reports continued pre-lease momentum and rate growth across US student housing markets heading into the fall move-in period.
The index surged 27.8 percent to 112.3 from 87.9 in 1Q 2025, returning above the neutral 100 baseline, with 86 percent of respondents expecting more borrower demand, up from 48 percent in the prior quarter.
AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.
CompStak's biannual industrial report finds bulk rents falling for a third straight quarter with the rent index down 4.7 percent from its late 2023 peak, as over one-third of industrial leases expire by the end of 2027 with the majority paying 33 to 75 percent below current market rents.
CBRE's mid-2025 survey gathered 3,600 cap rate estimates from more than 200 professionals across over 50 markets, indicating broadly stable cap rates despite bond market volatility.
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Life sciences venture capital funding reached 20.8 billion dollars in the first half of 2025, equal to 44.9 percent of the 2024 total. High rents in Boston-Cambridge, the Bay Area and San Diego pushed companies toward lower-cost markets.
Principal reported commercial real estate in its strongest position in three years, with private-market pricing likely having reached its trough and operating income supporting an investment performance rebound.
The mid-year update forecasts an improving real estate cycle with rising transaction activity and stabilising borrowing costs. Debt markets are expected to remain very active as the AI infrastructure boom drives data center demand.
The rise in the nationwide multifamily vacancy rate halted in the second quarter of 2025, holding essentially unchanged at 6.5 percent as peak deliveries appeared to have already occurred.
The midyear update describes a resilient commercial real estate debt market in the first half of 2025, with higher issuance in data center sectors and traditional CMBS consistent with 2024. Maturity defaults remained tied to higher rates and office performance decline.
CompStak's biannual office analysis shows the starting rent index rising 4.7 percent since Q1 2024 to a new high, with 57 percent of office leases set to expire between now and 2030 and the office share of NCREIF Property Index value falling to a new low of 19.0 percent.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
Hines Research's mid-year 2025 outlook argues that global shocks and dislocation have created a generational opportunity for well-positioned real estate investors. The report assesses sector and regional positioning across global markets.
CBRE's midyear review finds cap rates relatively stable despite bond market volatility, with incremental compression in certain sectors expected to materialize more broadly in 2026.
Moody's reported the national office vacancy rate rising to 20.7 percent in Q2 2025, a record high for the sixth consecutive quarter, reflecting continued deterioration in space market fundamentals.
Retail demand turned negative for the first time since the Covid lockdown, with net absorption of negative 8.9 million sq ft in the second quarter. Overall office vacancy fell 10 basis points to 8.1 percent as Class A demand exceeded supply.
Commercial and multifamily mortgage debt outstanding increased 46.8 billion dollars, or 1.0 percent, to 4.81 trillion dollars at the end of the first quarter of 2025. Multifamily mortgage debt rose 19.9 billion dollars to 2.16 trillion dollars.
J.P. Morgan Research expects REIT funds-from-operations growth of about 3% in 2025 accelerating to nearly 6% in 2026, examining sector valuations and headwinds from rates and tariffs.
Trepp's Mid-Year 2025 publication highlights strong multifamily fundamentals despite signs of growing distress across other commercial real estate sectors.
CRED iQ records the CMBS distress rate climbing back to 11 percent, ending three consecutive monthly reductions as maturity pressures persist.
Total global real estate assets under management reached US 3.8 trillion dollars at the end of 2024. Blackstone topped the overall ranking with more than US 530 billion dollars of real estate AUM, followed by Brookfield and Prologis, with the top 10 managers accounting for over half of capital allocated globally.
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The outlook frames the repricing of commercial real estate as creating disciplined deployment opportunities through bridge lending and value-add equity strategies. It positions multifamily as transitioning from a supply-heavy correction toward improving fundamentals.
The monthly report reviews U.S. commercial real estate demand, vacancy and rent trends across the office, retail, industrial and multifamily sectors.
The June 2025 leasing insights report analyzes student housing pre-lease velocity and performance across collegiate markets during the peak of the leasing cycle.
Investment grade repeat sales volume rose 38 percent in the 12 months ending April 2025 versus the prior year, signalling a recovery in institutional transaction activity.
The study counts 16.68 million household self-storage renters in 2024, lifting penetration to 12.6 percent from 11.1 percent in 2022. Millennials account for roughly 40 percent of renters, with 78 percent valuing round-the-clock access.
KBRA's May 2025 report details delinquency and distress trends across KBRA-rated US private label CMBS, including new loan additions to distress and notable resolutions.
CRED iQ reports the CMBS special servicing rate climbed to 9.9 percent as loans continued transferring to special servicing ahead of imminent default and maturity.
First quarter GAAP net income was 112.3 million dollars and Distributable Earnings were 156.3 million dollars, with commercial lending originations already surpassing the prior full year.
The monthly report reviews U.S. commercial real estate sector performance and the impact of macroeconomic conditions on demand.
The forecast pointed to office demand continuing to rebound, projecting positive net absorption over the balance of 2025. It framed the office market as entering a normalization phase after years of contraction.
The NCREIF Fund Index Open End Diversified Core Equity reported final first quarter 2025 results, continuing the recovery in core open-end fund total returns.
The NPI reported that institutional property returns continued to improve in the first quarter of 2025, extending the recovery in private real estate performance.
The Market Tightness Index came in at 52, above the breakeven level of 50 for the first time since July 2022, indicating tighter conditions such as lower vacancies and higher rent growth.
The outlook anticipates tariff pressures weighing on office, retail and industrial through slower economic growth, while multifamily recovers as excess supply diminishes and renter demand stays robust.
The Q1 2025 pulse survey identifies Dallas as the most preferred US market for 2025, followed by New York, Miami, Boston and Atlanta, reflecting international investor allocation intentions.
KBRA's CMBS Trend Watch reports year-over-year issuance doubled to 37.1 billion dollars through March 2025, alongside rating activity and surveillance trends across the sector.
B+E examined Q1 2025 net lease market activity including real-time on-market data and cap rates. Supply decreased across several asset classes, with the largest drops in casual dining, banking and car wash, down 12 percent, 12 percent and 31 percent respectively.
Apartment leasing momentum accelerated through the first half of 2025 as elevated mortgage rates restrained both renter transition to ownership and sales by existing owners. Aggregate demand for retail property slowed materially amid heightened economic uncertainty, increased bankruptcies and store closures.
Moody's monthly update examined New York office vacancy dynamics, noting Midtown's return toward pre-pandemic rent levels even as elevated interest rates weighed on the broader market.
US retailers shuttered roughly 7.1 million sq ft of space in the first quarter following one of the weakest annual absorption totals in a decade. Canada posted negative net absorption of 5.2 million sq ft in retail over the same period.
JLL reports that the occupier-led recovery of the US office market continued in the first quarter, although new risk factors stemming from macroeconomic uncertainty emerged.
The Q2 2025 update introduces an augmented base case combining macroeconomic scenarios with a machine-learning behavioral model. The forecast points to growth near 1.5 percent, disinflation, Federal Reserve rate cuts and stabilizing commercial real estate fundamentals.
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
Savills offers insight into U.S. office leasing dynamics and capital markets trends in the first quarter of 2025. The report highlights shifts in office occupancy and workplace mandates against national benchmarks.
BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.
Moody's reported the national office vacancy rate climbing to 20.4 percent in Q1 2025, a record high, while multifamily found equilibrium after years of frictional oversupply.
The 1Q 2025 Sentiment Index fell 30.5 percent to 87.9 from 126.6 in 4Q 2024, the second largest drop on record, coinciding with the Liberation Day tariff announcements on April 2.
Savills reports a stabilizing U.S. industrial market in the first quarter of 2025, though tariff uncertainty injected caution into a sector dependent on global trade. The report covers supply, demand and pricing across the national market.
Barings notes US real estate fundamentals improved in the first quarter of 2025 with positive absorption across core sectors and senior housing occupancy reaching its highest level since 2017.
The sector report found data centers demonstrating the strongest fundamentals across property types, supported by structural demand from cloud computing and artificial intelligence, with development constrained primarily by power availability.
The annual student housing outlook reviews preleasing, rent growth and investment trends across university markets. It complements the firm's core multifamily research with a dedicated view of the purpose-built student housing sector.
Newmark's first quarter 2025 industrial report assesses net absorption and vacancy, which was expected to hover near a cyclical high of 6.9 percent in 2025. Industrial transaction cap rates fluctuated around the low-to-mid 5 percent range.
Lument reports 221 skilled nursing transactions closed in 2024, 36 percent above 2023, with a median cap rate near 12 percent and an average price of $88,000 per bed, supported by a favorable 4.2 percent net Medicare Part A reimbursement increase for 2025.
The first quarter 2025 recap analyzes data center demand patterns across North America and Latin America amid measured hyperscaler activity early in the year.
The quarterly table compiles index, dividend yield and performance metrics across the global listed real estate universe at the first quarter of 2025.
The report finds multifamily showing positive signs amid economic uncertainty, with early indicators suggesting resilience for the sector in 2025.