The industry's own research.
1,986 reports
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The June 2026 Beige Book provides a District-by-District summary of current economic conditions, including real estate demand, leasing and lending trends.
Colliers notes office investment is recovering from its cyclical low, with private capital moving on reset pricing and AI-oriented leasing contributing to a resurgence in key markets.
Colliers reports the U.S. office sector began 2026 on a firmer footing, with fundamentals stabilizing nationally and improvement in select gateway and innovation-driven markets.
Savills reports 12.4 million square feet leased in Manhattan in Q1 2026, the strongest single quarter of leasing since Q4 2019.
The downtown Chicago edition tracks leasing, absorption and availability for one of the office markets CBRE and JLL identify as bottoming out.
Leasing activity grew 7.6% versus Q1 2025 and net absorption stayed positive for a third consecutive quarter, while the construction pipeline fell to 22.3 million square feet, the lowest in JLL's data.
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Savills reports the strongest U.S. office leasing quarter since 2019 at 61.2 million square feet, with overall availability falling to 23.1% as demand concentrates in best-in-class assets.
Savills reports San Francisco's strongest leasing quarter since 2014 at 3.8 million square feet in Q1 2026, driven largely by AI and advanced technology firms.
The New York edition tracks Manhattan office leasing and absorption, with same-asset rents up 2.2% over the past year, among the strongest of major U.S. markets.
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The Philadelphia edition reviews local office leasing activity, availability and asking rents for the first quarter of 2026.
The April 2026 Beige Book reports on regional economic activity, labour markets and prices, with District commentary on commercial real estate and construction conditions.
Avison Young reports U.S. office leasing of 61.7 million square feet in Q1 2026, with availability declining for a seventh straight quarter to 22.2% and gateway markets San Francisco and Manhattan near pre-COVID volumes.
The San Francisco edition covers the AI-driven recovery in the office market, with leasing momentum concentrated in higher-quality, amenity-rich buildings.
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The Washington, D.C. edition tracks local office leasing, availability and rents for the first quarter of 2026.
The MarketBeats hub aggregates quarterly office, industrial, retail and multifamily statistics across U.S. metros, updated each quarter.
The Houston edition reviews local office leasing, availability and rents for the first quarter of 2026.
Trepp's monthly delinquency report tracks CMBS late-payment rates by property type, with office continuing to carry the highest delinquency among the major sectors.
The quarterly briefing tracks Central London office take-up, supply and prime rents. It continues the firm's coverage of a market where Grade A demand has dominated leasing activity.
McKinsey examines how agentic AI can automate multistep workflows across property management, leasing, and other core real estate functions, enabling humans to work in partnership with autonomous AI agents. It frames agentic AI as the next wave beyond earlier generative-AI applications in the sector.
Savills reports first quarter 2026 take-up rose 11 percent in logistics and 6 percent in Central London offices year over year. Offices are the firm's most favoured 2026 investment pick on attractive relative pricing.
The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.
Montagu Evans reports the strongest UK investment volumes in four years in the fourth quarter, led by offices and industrial, with momentum expected to be sustained through a gradual improvement.
Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.
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.
Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.
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.
Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.
Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.
The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.
The Q4 2025 monitor identified early signs of stabilisation across the UK commercial property market despite continued macroeconomic headwinds from inflation and elevated bond yields.
AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.
The Dallas-Fort Worth office market closed 2025 with its strongest performance since 2019, supported by robust net absorption, rising leasing activity and continued tenant preference for trophy and Class A space.
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.
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 Denver edition reviews local sector conditions for 2026, with the office market expected to follow other lagging metros toward a bottom by year-end.
Houston recorded its first year of positive office net absorption since 2015, with 625,082 square feet of positive absorption for 2025, reversing nine consecutive years of tenant space reductions.
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.
The forecast expects office space demand to rise on net in almost every major market in 2026, with many investors viewing the sector as having passed its greatest challenges.
CRED iQ reports the overall CMBS distress rate rose to 11.70 percent in December 2025, a third consecutive monthly increase, with a delinquency rate of 8.89 percent and a specially serviced rate of 11.15 percent.
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.
KBRA reports the delinquency rate among KBRA-rated US private label CMBS decreased to 7.7 percent in December 2025 from 7.8 percent in November, while the distress rate ticked up to 10.6 percent.
Developed with Ernst and Young, the report benchmarks performance across BOMA BEST certified buildings and examines operational trends, finding that top performers are prepared to withstand disruption and adapt to changing conditions.
Newmark reports U.S. capital markets momentum strengthened through year-end 2025 as improving liquidity and active debt markets sustained a rebound in transaction activity. Institutional investment rose 23 percent year-over-year, while 547 billion dollars in loans maturing between 2025 and 2027 remain potentially troubled, led by office and multifamily.
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.
The Q4 2025 office report closes the year with trophy properties outperforming historical norms while overall leasing remains below pre pandemic levels and recovery varies widely by market.
London office take-up reached 12.1 million square feet across 1,400 deals in 2025, the strongest performance since the pandemic, with investment turnover up 45 percent to 9.3 billion pounds.
U.S. office inventory declined for a fifth consecutive quarter and is down 0.7 percent from its peak of 5.5 billion square feet. National vacancy was mostly flat over the year, rising just 5 basis points since the first quarter of 2025.
The January 2026 VTS Office Demand Index reports tech sector office demand surged in 2025 to become the primary national growth driver, with Seattle and San Francisco each posting year-over-year VODI gains near 50 percent, up 46 and 45 percent respectively.
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.
Trepp reports the CMBS delinquency rate rose 4 basis points to 7.30 percent in December 2025, with lodging up 44 basis points to 6.61 percent and office retreating 37 basis points to 11.31 percent.
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.
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.
The quarterly update reviews Central London office take-up and supply closing 2025, building on year-to-date activity of 8.9 million sq ft through Q3, a 19.3 percent uplift on the same period in 2024. Grade A space continued to drive demand.
The global outlook synthesized the United States and Canada, Europe and Asia Pacific editions, offering a cross-regional view of investment and development prospects for 2026.
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.