Unlocking Affordability: Optimising Design and Build Cost for Integrated Retirement Communities

CBRE examines strategies for optimizing design and construction costs in integrated retirement community developments to improve affordability.

Electric heating: Key to meeting minimum energy efficiency standards (MEES) and protecting asset values

CBRE analysis examining the role of electric heating systems in compliance with UK minimum energy efficiency standards and asset value preservation.

Are green getaways motivating holiday parks to be more sustainable?

CBRE examines sustainability drivers and practices within the holiday parks sector.

Global Office Rent Tracker

CBRE tool providing immersive rental data across major office markets worldwide.

CMBS Distress Rate Climbs to 12.07% in March 2026

Commercial mortgage-backed securities distress rate reached 12.07% in March 2026, with delinquencies hitting a new cycle high.

Special Servicing Rate Reaches 11.1%, Second-Highest Level Since GFC

Analysis of special servicing rates in commercial mortgage-backed securities, reporting levels at 11.1% and delinquency trends.

Multifamily Loan Delinquencies Are Rising — And Losses Are Following

Analysis of rising delinquency rates in multifamily lending and their relationship to emerging loss trends.

CRE CLO Distress Rate hits the Lowest Level of 2025

Analysis of commercial real estate CLO market distress rates and non-performing maturities from CRED iQ.

CRED iQ Distress Update: October Rate Climbs to 11.4%

CRED iQ reports on delinquency trends showing distress rates climbing to 11.4% in October, approaching historical highs.

CRE CLO Distress Rate Sheds 180 Basis Points

Analysis of commercial real estate CLO delinquency metrics showing a significant 180 basis point reduction in distress rates.

Inside ULI’s New Global Headquarters

Explore ULI's new global headquarters in Washington, D.C., where Gensler's workplace research informed a flexible, sustainable office designed to connect people with the city.

Americans Across Party Lines Back Policies to Improve Housing Affordability: Redfin Survey

Most Republicans and Democrats believe there should be federal policies in place to make housing more affordable, according to a recent Redfin survey. For instance, 85% of Democrats say there should be first-time buyer tax breaks, and so do 77% of Republicans. These survey results align with broad bipartisan…

Freddie Mac K-Series Underwriting in 2026: What Eight New Multifamily Securitizations Reveal About Credit Discipline and the Road Ahead

A CRED iQ analysis of eight Freddie Mac multifamily securitizations priced in early 2026 (representing 472 loans and $7.2 billion) found weighted-average debt service coverage of 1.41x against 63.9% loan-to-value, with approximately 95% of balance carrying full-term or partial interest-only structures to maintain coverage in an elevated rate environment. The report identifies three dominant themes: coverage being manufactured through interest-only relief rather than cash flow, leverage holding steady while pricing adjusted upward (4.9% to 5.66% gross rates), and acquisition activity comprising 40% of balance, while flagging floating-rate pools like KF172 as concentrated refinancing and rate-cap-expiry risk concentrated among sub-1.25x amortizing coverage loans in Florida and the Midwest garden segment.

State-Level Economic Growth Strengthened in the First Quarter of 2026

State-level real GDP growth strengthened in the first quarter of 2026, with 46 states and the District of Columbia recording increases, while national real GDP rose 2.1% driven by downward import revisions and nonresidential investments. Washington led all states with 4.5% annualized growth followed by California at 3.7%, while South Dakota experienced the weakest performance with a 1.6% decline, with regional growth ranging from 0.2% in the Plains to 3.6% in the Far West.

The New York Metro MOB Market is on the Upswing!

The New York (NYC) metro medical office market (MOB), which saw its occupancy rate fall as a result of the Covid-19 outbreak, is now on the rebound. NYC’s MOB market, prior to the pandemic was extremely tight and hovered around 94%. The post The New York Metro MOB Market is on the Upswing! appeared first on…

Quick Hits | PERE 100 Returns to Growth as Capital Concentrates at the Top

Private real estate fundraising is stabilizing, with the 2026 rankings marking a turning point as the PERE 100 reverses a multiyear decline. Total capital raised increased year-over-year for the first time since 2023, with top managers adding $52 billion to their five-year totals as sentiment improves and capital…

Alternative Investment - National Market Update Q2 2026

The alternative investment market continues to benefit from strong demand for secure, contracted income as investors prioritize long-dated, resilient cashflows, according to Allsop's National Investment team Q2 2026 market update published in June 2026.

European Logistics Dashboard

What's on the Road to 21st Century Housing: A Breakdown of the New Law

Breakdown of the bipartisan 21st Century Road to Housing Act and its provisions for housing production and affordable housing.

A Walker & Dunlop perspective: Understanding the changes to Freddie Mac's Small Balance program

Freddie Mac launched Optigo Conventional Small in April 2026, replacing its Small Balance Loan program with loans ranging from $2 million to $10 million and integrating the product into Freddie Mac's core Conventional framework. The redesign increases the loan ceiling from $7.5 million to $10 million, creates clearer distinctions from Fannie Mae's Small Loan program, and consolidates documentation and policies while maintaining pricing as the key determinant of program fit for borrowers.

The Chief Economist: Cheerios Arbitrage

The document discusses commercial real estate opportunities in an environment where consumers perceive inflation easing despite energy-driven price pressures, falling real wages, and uneven recovery signals. The chief economist argues that the real CRE opportunity involves identifying assets with durable income growth before the market reprices in what is termed "Cheerios Arbitrage.

6 Life Sciences Talent Trends Driving Property Demand

Your Office is a Talent Strategy and Most Companies are Negotiating it Wrong

The article argues that office space decisions should be driven by talent strategy and broader business performance considerations rather than cost alone, and that most companies negotiate leases poorly by focusing on rental rates while overlooking lease terms, timing, and leverage opportunities. Key claims include that companies are seeking smaller footprints in higher-quality Class A buildings, that starting lease negotiations 12–18 months early creates competitive leverage and employee input opportunities, and that seemingly cheaper spaces often cost more when construction and tenant improvement allowances are factored in.

Ontario Student Housing Deliveries Set to Reach Record in 2026

Ontario is projected to deliver 6,313 student housing beds in 2026, the largest year on record and roughly 2.5 times the 2015-2025 annual average, with the Greater Toronto Area accounting for 43% of provincial deliveries while 70,450 total beds remain under construction or proposed across the province. National post-secondary enrollment has declined due to federal study permit restrictions, with college permits dropping 73% between 2023-24 and 2025-26, though Ontario universities have maintained domestic enrollment growth offsetting international student losses.

Real Estate: After the Reset

Higher interest rates have triggered a substantial revaluation across real estate markets, yet underlying sector fundamentals remain resilient.

Housing execs still cautious: insights from our 2026 Summit

John Burns Research and Consulting's 2026 Executive Housing Summit gathered 150 housing industry executives (27% private equity, 18% banks/lenders, 10% land developers, and others) in Laguna Beach to discuss market conditions and strategic positioning. The summit's eight key takeaways indicated housing executives maintain cautious outlooks with split sentiment through 2029, entitled land development has become the top risk-adjusted investment, equity raising has slowed while debt and land banking gain market share, entry-level buyers face affordability pressures while affluent segments show strong demand, rental policy tailwinds exist alongside technology scaling opportunities, and artificial intelligence requires multiyear data cleanup efforts before strategic adoption.

Thinking through central banks' next moves

Analysis of how central banks may respond to the inflation shock from the Middle East conflict.

The growing role of capex in inflation dynamics

Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.

Real Estate and Economic Outlook: Commercial Economic Trends

Commercial economic trends forum presentation.

Australia’s Rental Market at a Critical Turning Point

June 2026 The rental markets in Australian capital cities are about to enter a period that housing policy makers need to carefully monitor. The key insight from our analysis is that changes to rental growth or vacancy rates due to the delivery of additional supply is a positive policy outcome. These same changes to…

Hotel REIT Gross Asset Value Index – June 2026

Hotel REIT Values Are Entering a New Phase: Introducing Capright’s Hotel REIT Gross Asset Value (GAV) Index The hospitality real estate market has proven remarkably The post Hotel REIT Gross Asset Value Index – June 2026 appeared first on Capright . ]]>

10 Key Takeaways from the Colliers Life Sciences 2026 Webinar

1. The market is correcting, not collapsing Speaker credit: Jeff Myers, Nader Elrashidy The life sciences market has clearly moved out of its peak-growth phase, but that does not mean the sector is broken. The better read is that the market is recalibrating after several years of rapid expansion, heavy investment,…

Philippine hotel sector shows resilience amid market shifts

The Philippine hotel sector maintained an 81.8% occupancy rate in Q1 2026 with average room rates declining marginally to PHP 8,034 per night, while foreign tourist arrivals reached 1.8 million in the quarter, up nearly 9% year-on-year. Rising jet fuel costs and airline route suspensions pose headwinds, but the sector's fundamentals remain supported by sustained corporate demand, resilient luxury segment performance at 86% occupancy, and government efforts to boost domestic tourism and target international markets including China, Korea, and India.

Interstate Migration Slows Down Overall, but Texas and Florida Remain in the Lead

Americans are moving less. In 2024, about 7.15 million people relocated across state lines, according to a recent StorageCafe analysis. The number, representing 2.1% of the U.S. population, is the lowest interstate mobility rate in more than a decade and a clear step down from 2.5% in 2022 and 2.3% in 2023. The…

Sawmill Output Slips as Capacity Continues to Decline

U.S. sawmill production fell in the first quarter of 2026, marking the second consecutive quarter of declining output, with production down 0.4% from the prior quarter though up 1.7% year-over-year, according to the Federal Reserve G.17 Industrial Production report. Sawmill full production capacity declined 6.0% year-over-year while the utilization rate rose to 71.8% on a four-quarter moving average, and employment in sawmill and wood preservation industries fell to roughly 82,800 workers, the lowest level since 2010 after twelve straight quarterly declines.

Yardi Matrix Report Documents Easing of U.S. Self Storage Rent Decline

Month-over-month average rate increases but pressures stifle year-over-year growth SANTA BARBARA, Calif., June 24, 2026 – Average U.S. self storage advertised rates posted a month-over-month gain in May 2026 but declined year-over-year, underscoring the industry’s ongoing supply and demand challenges. A new…

Student Housing Rents Edge Up As Preleasing Proceeds, Yardi Matrix Reports

Owners poised for busy summer leasing season; recent uplift buoys investment prospects SANTA BARBARA, Calif., June 24, 2026 – Preleasing at the Yardi® 200 schools reached 78% in May 2026 as the average student housing per-bed rent increased 0.2% month over month and 1.7% year over year, according to new data…

Senior Living Operators Must Cultivate Connection

By Michael Pittore and Forrest Westin What makes a life healthy and happy? In 1938, the Harvard Study of Adult Development set out to answer that question through what would… The post Senior Living Operators Must Cultivate Connection appeared first on Seniors Housing Business . ]]>

US Data Centre Boom Raises Costs Across Construction Markets

AI-driven data center growth is driving up construction demand, costs, and labor pressures.]]>

The Demarcation Line of AI in Commercial Real Estate

Article examining the role and boundaries of artificial intelligence applications within commercial real estate practice.

Deutsche GRI takeaways: What’s shaping European real estate markets

Walker & Dunlop analysis of Deutsche GRI findings identifies disciplined capital deployment, residential dominance, bifurcated office markets, and tightening financing conditions as key themes reshaping European real estate.

Why DPI Matters in Today’s Real Estate Fund Market

Analysis of how distributions to paid-in capital (DPI) has emerged as a key liquidity metric for commercial real estate fund investors, with smaller funds outperforming larger peers in capital returns during the current constrained market environment.

ICD 705 POA&M Rescission: Less Certainty, Not Less Compliance

Cushman & Wakefield analyzes how the National Counterintelligence and Security Center's rescission of ICD 705 POA&M requirements removes a uniform compliance deadline for secure facilities but does not eliminate evolving security standards, shifting focus toward program-level compliance…

Logistics & Industrial: Monthly Trends & Insights

Cushman & Wakefield's monthly industrial trends publication covers U.S. logistics market dynamics including manufacturing demand surges, tariff impacts on automotive supply chains, vacancy bifurcation favoring newer buildings, large-format deal activity, and construction pipeline moderation.

Bright Insight

Cushman & Wakefield's 13th annual Bright Insight report reveals that law firms maintain record leasing activity and strong office demand while adapting workplace strategies to support collaboration, client engagement, and accelerating AI adoption.

AI, Bonds, & CRE​: What You Need to Know

Cushman & Wakefield analyzes how massive AI infrastructure bond issuance by tech hyperscalers is competing for fixed-income capital with CRE debt markets, raising financing costs and lender selectivity across commercial real estate sectors.

Midwest Industrial Development Report | Q1 2026

Cushman & Wakefield reports that the Midwest's 12 major industrial markets have delivered 533 million square feet since 2020, representing 20% of U.S. supply, with 88.1% occupancy on recent deliveries and a shift toward build-to-suit projects.

​​Construction Insights

Cushman & Wakefield's Construction Insights report examines global construction sector challenges including supply chain disruptions, labor constraints, cost volatility, and geopolitical tensions affecting 2026 project planning.

Business Insights | Closing the Relationship Gap in Workplace Strategy

CBRE research examines how hybrid work arrangements create a 'relationship gap' by undermining cross-team collaboration and knowledge-sharing that organizations fail to measure, despite employees prioritizing in-office work primarily for team connection.

Navigating the Energy Shock: What Rising Energy and Construction Costs Mean for Occupiers

CBRE analysis of how energy market disruptions from Middle East conflict are driving elevated construction material costs (6.6–10.7%) and building operating expenses globally, with regional variation and delayed budget impacts particularly affecting Europe and Asia-Pacific.

State-Level Employment Situation: May 2026

In May 2026, nonfarm payroll employment increased in 38 states with a net gain of 172,000 jobs nationally, while construction employment added 17,000 jobs with 23 states recording gains, though performance varied considerably across states. Over the 12-month period ending in May 2026, total nonfarm employment rose by 503,000 jobs nationally (0.3% gain), with construction employment increasing by 68,000 jobs (0.8% gain), though 19 states and D.C. experienced employment declines, and state unemployment rates ranged from 2.1% in South Dakota to 6.1% in D.C.

U.S. Home-Price Growth Accelerated in May, Fueled by April’s Brief Mortgage-Rate Reprieve

Home prices rose 0.3% month over month on a seasonally adjusted basis. Prices rose 2.5% on a year-over-year basis–the fastest growth rate in six months. On a local level, prices rose in 29 major metros month over month, with the biggest increases in Cleveland, Providence and New York. This is based on the Redfin…

NYC Suburbs and the Bay Area Are This Spring’s Most Competitive Housing Markets

More than half of homes are selling above asking price in Newark, San Francisco, San Jose and Nassau County, making them the most competitive markets in the nation. The AI boom is leading to bidding wars in the Bay Area, and in the Northeast, many metros are seller’s markets. The least competitive markets are in…