The industry's own research.
647 reports
showing 541–600 of 647
John Burns Research and Consulting reviews homebuilder incentive strategies designed to boost sales without reducing base prices amid muted new home demand.
Brookfield argues that midstream infrastructure, widely viewed as a sector in decline a few years ago, is now benefiting from stronger demand, renewed investment and expanding opportunities to acquire and monetize assets. It positions the sector as essential within an undersupplied energy system.
The June 2026 Beige Book provides a District-by-District summary of current economic conditions, including real estate demand, leasing and lending trends.
Cotality reported U.S. home price growth of 0.3 percent year-over-year and 0.4 percent month-over-month in April 2026, with prices up 0.8 percent since the start of 2026. The firm expects home prices to rise 5.3 percent between April 2026 and April 2027.
Redfin reported there are 46.9 percent more home sellers than buyers in the U.S. housing market, signaling buyers hold the power. In May 2026, 35 of the 50 most populous U.S. metros were buyer's markets, led by Sun Belt locations.
The quarterly snapshot reviews UK commercial real estate performance, returns and investor sentiment, with retail expected to be a standout sector as capital returns at greater scale.
Brookfield explores how institutions can take a more holistic, total-portfolio approach within traditional asset allocation frameworks. The piece argues this shift better integrates private markets and real assets into portfolio construction.
The April 2026 Beige Book reports on regional economic activity, labour markets and prices, with District commentary on commercial real estate and construction conditions.
Cotality's Home Price Index update ahead of the spring 2026 buying season showed home price growth rebalancing as affordability constraints and elevated mortgage rates weighed on demand. The report tracks national and metro-level price movement.
The quarterly publication sets out Nuveen Real Estate's house view on opportunities and risks across global markets. It reports global private real estate values rising for five consecutive quarters through Q4 2025 and trailing transaction volumes of 890 billion dollars, up 17 percent year over year.
The piece describes a multifamily recovery defined by constrained supply and selective capital, taking longer than many anticipated, with rising resident retention.
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.
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.
The quarterly snapshot reports UK real estate delivered a total return of 7.1 percent in 2025, with rental growth and improved investor sentiment heading into 2026.
Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.
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.
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
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.
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.
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.
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.
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.
Morgan Stanley strategists lay out forecasts for mortgage rates and home prices in 2026 and 2027 and what they could mean for prospective homebuyers.
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.
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 quarterly market update covers leasing, investment and pricing conditions across Canadian commercial property. The national office availability rate fell 100 basis points year over year to 16.6 percent.
The outlook argues private real estate is poised for a meaningful recovery in 2026, with values stabilizing and total returns positive for six consecutive quarters. Global institutions begin the year below target allocation, with nearly three times as many investors planning to add capital as to reduce it.
New home sales among the 50 top-selling master-planned communities declined just 3 percent versus the pace set in 2024. The Villages led with 3,611 sales, up 13 percent, while Florida accounted for roughly 42 percent of top-50 sales and Texas around 32 percent.
PGIM Real Estate views valuations as near cyclical lows globally, positioning 2026 as a compelling investment vintage amid supply shortages, rising grade-A rents and structural demand. Investor surveys point to a pick-up in transaction volume across all sectors.
BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.
The 2026 Europe outlook details country, capital, sector and submarket specific opportunities as the regional market emerges from the value reset into a new investment cycle.
TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.
The first quarter 2026 U.S. outlook sets out BGO's house views on the economy and commercial real estate sectors. The report assesses fundamentals across industrial, housing, retail and office as the cycle turns.
KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.
KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.
Fannie Mae's Economic and Strategic Research Group projects the U.S. housing market regaining momentum into 2026 with total housing starts near 1.3 million annually and multifamily construction leveling out as supply and demand rebalance, while the 30-year fixed mortgage stays above 6 percent through much of the forecast.
Nareit's 2026 outlook addresses persistent public-private and REIT-versus-equity valuation divergences, arguing that past cycles suggest the coming convergences will favor REIT outperformance after a volatile 2025.
Brookfield's credit outlook contends that continued investor appetite for private credit underscores confidence in the asset class. The piece makes the case for disciplined underwriting and a focus on asset quality across market cycles.
Jason Thomas argues that major tech companies have shifted from asset-light to capital-intensive models due to AI infrastructure investment, yet retain valuations built on the old model. He contends that when these companies acquire $100 million in data-center assets, shareholders are effectively asked to pay far more at current price-to-book ratios.
The November report finds affordability reshaping where Americans can buy, with buyers increasingly finding opportunities in smaller traditionally affordable refuge markets that have seen notable growth in price per square foot.
Zillow forecasts U.S. home values rising 1.2 percent in 2026 and existing home sales increasing 4.3 percent to 4.26 million, with multifamily rents projected to rise just 0.3 percent and single-family rents up 2.3 percent as affordability improves.
Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.
Montagu Evans assesses a complex UK economic picture at year-end 2025 with slowing GDP growth and easing inflation, noting resilience in Central London leasing and selective investor appetite in industrial and residential.
Redfin's 2026 housing market predictions frame the year as a reset, with buyers gaining leverage amid rising inventory and persistent affordability constraints. The report forecasts price, sales and mortgage rate trends for the year ahead.
The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.
Hines' flagship annual outlook argues global real estate stabilizes and enters a new growth cycle, offering institutional investors strategic analysis of cross-sector and cross-market opportunities for 2026.
The briefing notes Central London office investment up 15 percent year on year and industrial volumes up 13 percent, with cross-border investment into logistics up 27 percent. It frames the UK macro backdrop shaping commercial real estate capital flows.
The monthly snapshot tracks U.S. multifamily rent growth, vacancy and investment activity, with conditions stabilizing as supply pressures eased through late 2025.
The monthly report finds the office market showing tentative improvement in November, with annual absorption losses narrowing sharply although demand remained slightly negative.
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.
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.
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 monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.
Morgan Stanley analyzes why Fed rate cuts alone may not revive the US housing market, identifying the additional factors needed for a meaningful recovery.
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.
Hines research finds the development return premium is typically greatest early in the cycle and diminishes later, helping investors decide when to buy versus build across market phases.