The industry's own research.
2,798 reports
showing 2,761–2,798 of 2,798
The monthly report finds office demand showing signs of recovery while retail remained tight and industrial vacancies continued to climb.
Brookfield highlights a recovering real estate market with improving fundamentals and rising transaction activity, identifying housing, data centers, hospitality and logistics as the most attractive sectors where supply constraints meet sustained demand and operational improvements drive returns.
McKinsey finds the US was short 8.2 million housing units in 2023, a gap that could grow to 9.6 million by 2035, and estimates closing it would require about $2.7 trillion of investment while potentially adding nearly $2 trillion to GDP. It identifies five themes for making housing more affordable and advancing economic mobility.
Green Street issued its 2025 U.S. sector outlooks with detailed market forecasts. The reports project performance across the major commercial property types for the year ahead.
Cotality reported U.S. home prices increased 3.4 percent year-over-year in December 2024 and forecast a 4.1 percent year-over-year gain from December 2024 to December 2025. A slight month-over-month dip was anticipated for January 2025.
LaSalle's Investment Strategy Annual outlook for 2025 frames the start of a new real estate cycle, with separate chapters covering the global outlook and deep dives on Europe, North America, and Asia Pacific.
The CoStar Commercial Repeat-Sale Indices showed the value-weighted U.S. Composite Index flat at 248 with data through January 2025, posting its first year-over-year gain of 0.6 percent since October 2022.
The first-quarter forecast described cooling but still positive industrial demand, projecting continued net absorption through 2025. It tracked the moderation in warehouse leasing following the post-pandemic boom.
Berkadia surveyed its investment sales advisors and mortgage bankers on the 2025 outlook, finding 83 percent of multifamily investors planned acquisitions during the year and only 2 percent intended to shrink portfolios.
McKinsey examines why global demand for office space has continued to decline even after the pandemic ended, and what that implies for the future of the office. It analyzes attendance patterns, vacancy, and the outlook for office values.
All four indices came in below the breakeven level of 50: Market Tightness at 40, Sales Volume at 41, Equity Financing at 48 and Debt Financing at 32, signaling looser conditions and reduced deal flow to start the year.
Fannie Mae's annual multifamily outlook anticipates conditions improving in most markets through 2025, while flagging negative rent growth in high-supply metros such as Austin, Phoenix, San Antonio and Raleigh.
Lument's 2025 outlook expects seniors housing and care valuations to rise above 2024 levels as occupancy nears pre-COVID norms, while a tight labor market and compressed margins remain the predominant headwinds to value appreciation.
Freddie Mac forecasts positive but weaker multifamily growth in 2025, projecting rent growth of 2.2 percent and vacancy rising to 6.2 percent, with origination volume expected at 370 to 380 billion dollars.
Nareit's 2025 REIT market outlook examines economic conditions and investment opportunities for the year ahead, including the outlook for REIT operating performance and access to capital markets.
Structure Research tracks 15.3 gigawatts of operational capacity, 12.9 gigawatts under development and 55.8 gigawatts of land in US data center markets, driven by hyperscale cloud and AI demand.
The fifth annual outlook reports strengthening investor sentiment as asset values stabilize on subsiding inflation, lower interest rates and expansive fundraising. Colliers expects private investors, especially family offices and private equity funds, to be among the more active buyers.
CREFC's quarterly Compendium compiles data on the state of the CRE debt capital markets, including outstanding debt, issuance volumes and lending activity across the 6.2 trillion dollar sector.
The survey reported a median hotel development cost of 219,000 dollars per room across surveyed properties, with luxury hotels exceeding 1,057,000 dollars per room, reflecting stabilizing construction costs.
VTS sets out its 2025 office leasing prediction outlook, drawing on the VODI to project demand trends, with New York positioned to lead major US markets in expected leasing volume.
Capital Economics expects further capital value declines across all US sectors during the year, with valuations looking stretched and forecasts running below the PREA and ULI consensus.
The year-end sentiment survey found optimism returning to commercial real estate, with the Real Estate Market Index moving into recovery territory. Respondents projected further improvement in market conditions over the following 12 months.
The C-Suite Outlook compiles the perspectives of senior real estate executives on conditions and strategy for the year ahead. It draws on a respondent base where 82 percent are C-suite or senior executives averaging roughly 25 years of industry tenure.
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
The explainer details how Apartment List derives a daily and monthly vacancy rate from listed units across its platform. The national vacancy index reached 6.9 percent in January 2025, the highest level since tracking began in 2017.
Northmarq's 2025 national multifamily outlook reports a combination of optimism and uncertainty, with stronger than forecast conditions and robust renter demand stabilizing the sector, alongside an anticipated slowdown in new construction.
Marcus and Millichap's 2025 multifamily forecast projects supply and demand to re-align for the first time in four years. Rent growth was expected to remain tepid through much of 2025 with momentum building later in the year, supported by average rents remaining well below typical mortgage payments.
abrdn judges that most global real estate price corrections have concluded entering 2025, with returns driven by income and net operating income growth rather than yield compression. The firm is most positive on multifamily, expecting excess supply to be absorbed by mid-2025.
AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
BGO argues the first quarter 2025 U.S. commercial real estate market is stronger than widely perceived, with stable fundamentals and emerging investment opportunities. Industrial and multifamily are flagged as the most promising sectors.
Kastle introduced peak-day occupancy data to its Back to Work Barometer to capture the mid-week concentration of office attendance. The metric highlights the barbell pattern where Tuesday through Thursday occupancy runs roughly double that of Monday and Friday.
Apartment List introduced a Time On Market index measuring how long listed units take to lease, complementing its rent estimates and vacancy index. Units were taking roughly 30 days to lease in recent readings as elevated supply kept the market soft.
The report provides an overview of the sustainability impact of data centers, focusing on greenhouse gas emissions, energy consumption and water usage across leading providers and hyperscale cloud platforms.
Berkadia's national forecast projected unit absorption to outpace deliveries in 2025, with vacancy rates having decreased in Q3 2024 for the first time in three years.
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
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Ares' Q3 2025 credit monitor tracks renewed credit issuance, refinancing and repricing activity, and a pickup in M&A volumes globally. It assesses credit fundamentals across public and private markets amid an evolving macro backdrop.
Morgan Stanley sees 2026 as an inflection point for real estate, with lower rates, constrained supply and improving capital markets supporting a recovery in valuations and transaction activity.