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1,422 reports
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The NCREIF Fund Index Open End Diversified Core Equity reported final first quarter 2025 results, continuing the recovery in core open-end fund total returns.
The NPI reported that institutional property returns continued to improve in the first quarter of 2025, extending the recovery in private real estate performance.
The overall capitalization rate for the four benchmark asset classes held largely stable at 5.87 percent in the first quarter of 2025. The quarter revealed a Canadian market navigating changing monetary policy and international trade dynamics.
The outlook anticipates tariff pressures weighing on office, retail and industrial through slower economic growth, while multifamily recovers as excess supply diminishes and renter demand stays robust.
The Q1 2025 pulse survey identifies Dallas as the most preferred US market for 2025, followed by New York, Miami, Boston and Atlanta, reflecting international investor allocation intentions.
B+E examined Q1 2025 net lease market activity including real-time on-market data and cap rates. Supply decreased across several asset classes, with the largest drops in casual dining, banking and car wash, down 12 percent, 12 percent and 31 percent respectively.
AEW's second quarter 2025 Asia Pacific perspective reviews regional real estate fundamentals and capital markets activity as monetary conditions began to loosen across major markets.
Montagu Evans reports improving UK property return forecasts for 2025, anticipating three further base rate cuts that would leave the rate at 3.5 percent by year-end.
US retailers shuttered roughly 7.1 million sq ft of space in the first quarter following one of the weakest annual absorption totals in a decade. Canada posted negative net absorption of 5.2 million sq ft in retail over the same period.
The Q2 2025 update introduces an augmented base case combining macroeconomic scenarios with a machine-learning behavioral model. The forecast points to growth near 1.5 percent, disinflation, Federal Reserve rate cuts and stabilizing commercial real estate fundamentals.
Carter Jonas reports first quarter 2025 UK commercial property investment volumes and pricing trends across the major sectors. The report assesses investor sentiment as the market entered the year.
A market-level update on leasing, availability and pricing across Metro Vancouver. The report tracks office, industrial and retail performance early in 2025.
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
The first-quarter industrial and logistics briefing covers UK warehouse demand, vacancy and rental performance. It forms part of the firm's recurring sector tracking series.
Moody's reported the national office vacancy rate climbing to 20.4 percent in Q1 2025, a record high, while multifamily found equilibrium after years of frictional oversupply.
Savills reports a stabilizing U.S. industrial market in the first quarter of 2025, though tariff uncertainty injected caution into a sector dependent on global trade. The report covers supply, demand and pricing across the national market.
Barings notes US real estate fundamentals improved in the first quarter of 2025 with positive absorption across core sectors and senior housing occupancy reaching its highest level since 2017.
The sector report found data centers demonstrating the strongest fundamentals across property types, supported by structural demand from cloud computing and artificial intelligence, with development constrained primarily by power availability.
The report provides Canadian commercial cap rates, sales volumes and capital markets analysis. Industrial and multifamily led activity in 2025 as cap rates began to stabilize or firm in several asset classes.
Newmark's first quarter 2025 industrial report assesses net absorption and vacancy, which was expected to hover near a cyclical high of 6.9 percent in 2025. Industrial transaction cap rates fluctuated around the low-to-mid 5 percent range.
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.
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.
Green Street published its 2025 European real estate sector outlooks with market forecasts. The reports assess pricing and fundamentals across European property sectors.
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.
The first quarter 2025 European outlook reviews growth, inflation and monetary policy across the region and their implications for commercial real estate. The report assesses sector fundamentals as European markets stabilize.
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.
AEW projects European real estate investment volumes to recover to roughly 200 billion euros in 2025 from an estimated 170 billion euros in 2024. Eurozone industrial output growth is expected to gain momentum into 2025 and 2026 as consumer spending gradually recovers.
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.
abrdn forecasts an annualised 8.4 percent total return for UK real estate over three years, led by the industrial and retail sectors. The outlook expects sector returns to converge, shifting outperformance toward asset selection.
M&G Real Estate identifies four themes for 2025, including structurally undersupplied sectors positioned for strongest growth and a return to growth in Asia-Pacific. The firm expects the United Kingdom to lead the global recovery.
Capital Economics expects UK all-property total returns to average only 7.5 percent per annum over 2025-29, a weak recovery by past standards. Rental growth continues to surprise on the upside while capital value recovery loses momentum.
Carter Jonas projects total all-property return for UK real estate to accelerate to 8 to 9 percent in 2025, which would be the highest figure since 2021, supported by the potential for downward yield movement. Tightening minimum energy efficiency standards are focusing demand toward EPC grade A and B buildings.
The EMEA outlook highlights a significant undersupply of Grade A space across European markets, creating scope for rental growth in high-quality well-located assets. Tightening energy efficiency and sustainability requirements create opportunities to reposition less efficient assets.
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Ares makes the case that today presents an important opportunity to rebuild allocations to core commercial real estate, focusing on 'New Economy' sectors aligned with digitization and supply-chain transformation. Published via AccessAres, the thought-leadership arm of Ares Wealth Management Solutions.
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
Hines examines how global economic shifts are driving increased demand across logistics, manufacturing, and data center segments of the industrial real estate sector.