The industry's own research.
876 reports
showing 781–840 of 876
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 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 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.
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%.
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.
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 Boulder Group reported single tenant net lease cap rate stabilization continued in the fourth quarter of 2025, with overall cap rates increasing one basis point to 6.81 percent and retail cap rates compressing to 6.55 percent. High-credit retailers commanded sub-6 percent cap rates while challenged tenants traded above 7 percent.
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.
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 ANREV Australia Core Open End Fund Monthly Index gross return report covering October to December 2025, tracking the net asset value performance of Australian core open-end non-listed real estate funds.
The quarterly report tracks U.S. shopping center leasing, absorption and rent trends. It covers supply, demand and pricing conditions across national retail markets.
B+E analyzes quick-service restaurant net lease investment trends using its proprietary 1031 trade database. The report tracks QSR on-market supply, cap rate movement and remaining lease term heading into 2026.
A total of 17.5 billion pounds was traded in UK commercial property in Q4 2025, a 78 percent increase quarter-on-quarter and 13 percent rise year-on-year, roughly 32 percent above the five-year quarterly average. Industrial investment rose sharply while office and retail activity also recovered.
Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.
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.
Annual net absorption fell from 20.5 million sq ft in 2024 to 852,722 sq ft in 2025 despite more than 12 million sq ft of tenant growth in the fourth quarter. Deliveries in 2025 totaled 253.6 million sq ft, down 52 percent from the 526 million sq ft record set in 2023.
The overall capitalization rate for the four benchmark asset classes eased 1 basis point to 5.92 percent in the fourth quarter of 2025. Halifax, Vancouver and Toronto led investor preference, with food-anchored retail strips remaining the most sought-after property type for an eighth consecutive quarter.
An ICSC survey found nearly 9 in 10 consumers planned to shop in the final days before December 25. The data underscores the durability of last-minute holiday retail demand.
The December 2025 RCA CPPI release reports the National All-Property Index up 2.4 percent from a year earlier, with recent momentum stronger as the annualized change averaged 9.7 percent over the prior three months. The indexes cover the major property sectors and US metros.
The quarterly survey aggregates independent forecasts for UK commercial property rental value growth, capital value growth and total returns across sectors through 2029.
Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.
The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.
In its 23rd edition, the report found sentiment shifting from cautious optimism to pragmatism, with the share of leaders concerned about deglobalisation more than doubling to 70 percent, while London, Madrid, Paris and Berlin led the city rankings.
Savills tracks UK commercial investment activity and pricing across sectors. UK 2025 investment volume reached 54 billion pounds, 4 percent up on the prior year.
The monthly report finds the office market showing tentative improvement in November, with annual absorption losses narrowing sharply although demand remained slightly negative.
The third quarter 2025 NPI press release reports continued stability in institutional returns across the major property types, with income returns holding steady.
CRED iQ's third-quarter 2025 market update reviews CMBS distress trends and broader commercial real estate conditions across major property sectors.
The Q4 2025 chart pack shows European commercial property valuations holding steady in the third quarter, supported by lower equity dividend yields despite higher government bond yields.
Altus Group analyzes valuation parameters and capitalization rate movements across benchmark Canadian property types. The analysis tracks pricing shifts shaped by monetary policy and trade conditions.
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.
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.
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.
The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
The monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.
Both occupier and investor sentiment slipped into negative territory, to minus 12 and minus 10 respectively, with tenant demand at a net balance of minus 10 percent and the Autumn Budget acting as a brake on decision-making.
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 quarterly survey aggregates independent forecasts for UK commercial property returns, with West End office leading rental value growth among sectors.
The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.
The monthly report notes elevated borrowing costs continued to challenge commercial real estate in September, with performance varying across sectors.
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.
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.
The NPI posted its fourth consecutive quarter of positive returns in the second quarter of 2025, confirming a sustained recovery in institutional property performance.
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.
The mid-year update views real estate as fair value in Europe, the UK and APAC after the big price reset. Questions over US policy direct greater investor interest toward those markets.
With yields expected to hold broadly stable, Capital Economics sees UK commercial property delivering steady income led returns. Retail is positioned as the top performing sector on a strong income return.
Altus Group surveyed more than 300 investors, managers, owners and lenders on value trends across 32 asset classes in Canada's eight largest markets. Single-tenant industrial cap rates moved to 5.91 percent as the national industrial availability rate reached 6.2 percent.
Carter Jonas reviews UK commercial property investment volumes for the second quarter of 2025 across the office, industrial, retail and alternative sectors. The report tracks pricing and investor selectivity amid a gradually improving market.
A market-level update on leasing, availability and pricing across the Greater Toronto Area. The report covers office, industrial and retail conditions in Canada's largest market.
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.
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.
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 Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.
abrdn forecasts European all-property total returns of 7.1 percent over the 12 months to June 2026. European logistics leasing has softened but is expected to bottom out as the year progresses.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
The summer 2025 update assessed UK commercial and residential investment activity, covering national investment, the hotel market, build to rent and auction performance.
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.
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.