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Last week, the June Federal Open Market Committee minutes explained the hawkish hold, with inflation still the committee's dominant concern, while the consumer credit report showed card balances fell in May after two months of heavy borrowing. Here are three things to watch for this week.
Delhi NCR's office market is experiencing a shift toward premium Grade A+ properties, with Grade A+ space rising from 45% to 65% of annual leasing between 2022 and 2025, driven by multinationals, Global Capability Centres, and tech companies prioritizing sustainability and modern amenities. Grade A+ vacancy declined sharply from 14.2% to 4.9% over the same period while rents climbed from INR 99.6 to INR 123.5 per sq. ft., creating a 32% premium over traditional Grade A buildings, with only 8.1 million sq. ft. of new Grade A+ supply planned for 2026-2028 versus 26.4 million sq. ft. total supply expected.
Five ways in which the legislation will shift the funding and regulatory landscape.
Corporate financing troubles have dominated the conversation, but multifamily continues to benefit from active competition among real estate lenders.
As we reach the midpoint of 2026, healthcare real estate continues to sit at the intersection of shifting care models, financial pressure, and accelerating operational change. The direction of travel is no longer in question, as care becomes more distributed and technology-enabled. What is still evolving is how…
Depending on your perspective, you may call it back-leverage or you may call it ‘loan-on-loan’ financing. Either way, loan-on-loan financing enables a fund to achieve higher leveraged returns while being an attractive risk-adjusted, capital-efficient way for a bank to lend. This primer is designed to explain how…
Why do employees return to the office? Danielle Posa explains how workplace culture, well-being, and office design influence engagement and…
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Self-storage commercial mortgage-backed securities (CMBS) remains one of the cleaner credit stories in commercial real estate, but the sector is sending a more nuanced signal than the headline delinquency rate suggests. While delinquency remains just 0.05%, nearly 30% of the outstanding balance is now on the…
Urban Land Institute's annual analysis of real estate market dynamics, investment trends, and outlook across Asia-Pacific regions.
Urban Land Institute's annual analysis of real estate market dynamics, investment drivers, and sector opportunities across the Asia-Pacific region.
Urban Land Institute's annual global real estate outlook covering cross-sector trends, market conditions, and investment perspectives across major regions and asset classes.
AFIRE Summit discussion examining Canadian real estate investment opportunities for international capital amid economic conditions.
NCREIF's quarterly snapshot of the Classic NPI (Net Property Index) tracking institutional real estate fund performance across core property sectors.
NCREIF's quarterly snapshot of the National Property Index tracking performance metrics across major real estate asset classes and markets.
NCREIF's Expanded NPI Snapshot provides quarterly performance data and metrics across its diversified real estate investment portfolio.
NCREIF reports on open-end debt fund performance and aggregate metrics for the first quarter of 2024.
NCREIF publishes quarterly performance data and metrics for the NFI-ODCE (NCREIF Fund Index – Open-End Diversified Core Equity) tracking institutional real estate fund performance.
Analysis of second-quarter market conditions covering housing affordability challenges, capital market tightness, and legislative developments affecting commercial real estate.
The Federal Reserve’s first meeting under Chair Kevin Warsh marks a shift in how monetary policy is communicated. By shortening statements and removing forward guidance, the Fed is emphasizing flexibility over a pre-signaled path, leaving markets to infer policy direction from data and dispersed Fed commentary. The…
July 2026 Housing commentary focuses too heavily on First Home Buyers and Investors. This is because they are easy to measure and politically visible. Charter Keck Cramer research shows that the more important cohort is the Next Time Buyer. These are existing homeowners who re-enter the market to move, resize,…
There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled The post CRE Investors Find Ways to Temper Foreclosure Risk appeared first on Capright .
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Disclaimer: This is an excerpt from Trepp's "The Midwest Multifamily Investment Mirage" paper. Click here to access it . The Sunbelt has become the market everyone loves to hate. Oversupply, concessions, elevated vacancies, and slowing r ent growth have pushed many investors toward a new narrative: that the Midwest…
Mortgage applications remained essentially flat in June 2026 with a 0.3% month-over-month decline, driven by a 2.5% drop in refinancing applications that offset a 0.7% gain in purchase applications, while the 30-year fixed-rate mortgage average contract rate increased 5 basis points to 6.59%. Adjustable-rate mortgage (ARM) applications declined 9.4% during the month, reducing the ARM share of total applications to 8.2%, and the overall average loan size decreased 3.4% to $393,800.
RCLCO's Compensation Consulting practice surveyed board composition approaches among privately held real estate firms to understand competitive positioning through board structure and compensation.
The Manhattan office market’s Q2 2026 availability rate was 13.0%, the lowest since October 2020, and was well below its peak of 18.2% in February 2024.1 In typical market conditions, an availability rate above 10.0%, or equilibrium, points to a tenant-favored market. However, current market conditions indicate…
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The artificial intelligence (AI) buildout is not lifting all commercial real estate equally; instead, it is creating a more concentrated market in which capital is increasingly flowing toward data center collateral, while office leasing benefits are accruing to a narrower set of markets and assets. For commercial…
Alibaug has transformed from a coastal weekend retreat into a major real estate investment destination in the Mumbai Metropolitan Region, with leading Indian developers including Hiranandani Communities, Lodha Group, Oberoi Realty, and Emaar India deploying thousands of crores across townships, villas, and plotted developments. Land prices have increased four to five times over six to seven years, with beachfront prices rising from INR 1,900 to INR 7,800 per square foot, driven by supply constraints from coastal regulations and celebrity acquisitions that have amplified buyer demand and aspirational appeal.
The post 2026 Mid-Year Investment Perspectives appeared first on Blackstone .
KBRA research examining CMBS loan performance metrics and trends for the specified period.
KBRA analysis of commercial mortgage-backed securities loan performance metrics and trends.
The single-family rental (SFR) sector continued to demonstrate resilience through early 2026, supported by stable occupancy, positive rent growth, and improving capital markets activity. The post Single-Family Rental Investment Snapshot – July 2026 appeared first on Arbor Realty .
The Boulder Group announced the release of its Second Quarter Net Lease Research Report today. The report features a comprehensive format with specific net lease sector information. According to The Boulder Group’s Q2 2026 Net Lease Research Report, overall single tenant net lease cap rates increased two basis…
Preserve’ developed by industry to support investment teams in consistently assessing how the transition to a low-carbon economy could affect real estate asset performance and value.
Morningstar DBRS examines geopolitical and terrorism risk exposure in global data center infrastructure and its impact on structured finance deals and credit performance.
Morningstar DBRS presents forward-looking credit forecasts spanning multiple sectors and geographic regions for 2026.
A virtual event examining private credit holdings and portfolio composition within Canadian life insurance company investments.
Analysis of VAT treatment and implications for servicing fees in European securitised assets following recent EU General Court ruling.
Analysis of how European regulatory reforms to depositor preference frameworks may affect bank credit rating assessments and risk profiles.
The Trepp CMBS Delinquency Rate decreased by 20 basis points to 7.35% in June 2026, led by a large lodging cure. The five largest newly delinquent loans accounted for $998.9 million of the $2.64 billion in newly delinquent loans, including a super-regional mall in Southern California, a regional mall in New…
read in PDF format This paper explores the tension in... Read more The post The structural drivers that will see the industrial & logistics market through uncertain times appeared first on Montagu Evans .
Thursday's June jobs report added far fewer positions than expected, and the unemployment rate fell only because the labor force shrank. The report pushed back market pricing for a hike this year, a shift that will test how much weight the Federal Open Market Committee's (FOMC's) hawkish June signals still carry.…
PGIM Real Estate provides an outlook on securitized real estate products for the first quarter of 2025.
PGIM Real Estate provides market outlook and analysis on securitized real estate products for the third quarter.
Analysis of declining investment sales activity across multiple real estate asset classes in the Los Angeles market.
Moody's CRE Analytics examines commercial real estate sector challenges and outlook through 2026.
Moody's CRE provides an educational overview of government-sponsored enterprises and alternative financing mechanisms in the multifamily agency lending market.
Moody's CRE Analytics examines the growing range of sustainable financing mechanisms available to commercial real estate investors and developers.
Analysis of investment opportunities emerging from municipal climate and sustainability projects in commercial real estate markets.
Moody's CRE Analytics tracks troubled commercial mortgage-backed securities loans, reporting improved conditions in early 2025 following stress in 2024.
Moody's CRE Analytics examines climate change definitions and progress within commercial real estate, launching a new research series on climate-related topics.
Analysis of how insurance expense burdens have escalated for certain commercial real estate owners, now consuming significantly higher portions of operational revenue.
Analysis of how wildfire-resilient building design and practices can mitigate credit risk and default potential in commercial real estate portfolios.
Colliers analysis of Canadian land market activity in the first half of 2026, tracking sales volume stabilization and industrial and commercial property transaction trends.
Colliers reports on global investment market momentum with standing assets rising 15% year-on-year amid macroeconomic and geopolitical uncertainty.
Colliers analyzes Canadian commercial real estate capitalization rates and investment market dynamics amid geopolitical tensions and trade concerns.
Colliers reports on stabilization trends across the Lansing commercial real estate market in the first half of 2026.
Colliers regional land market analysis covering eight Idaho counties including Ada, Bannock, Bingham, Bonneville, Canyon, Cassia, Jerome, and Twin Falls.
A fourth-quarter membership report tracking performance and composition data for open-end moderate-yield debt funds indexed by NCREIF and CREFC.
Quarterly aggregate performance data and analysis of open-end debt funds tracked by NCREIF and CREFC membership.
Snapshot report tracking performance metrics and aggregate data for open-end real estate debt funds benchmarked against the NCREIF/CREFC moderate-yield index.