The industry's own research.
1,986 reports
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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.
CompStak examines sublease pricing dynamics and rollover risk across the U.S. office market, quantifying the discount of sublease space to direct space and the lease rollover exposure facing landlords.
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.
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.
CRED iQ records a November 2025 CMBS distress rate of 11.6 percent, with non-performing matured loans comprising the largest share of the distressed universe and office exhibiting the highest sector stress.
In its 20th edition, the report signaled a cautiously optimistic outlook with Tokyo ranked the top city for investment for the third consecutive year, followed by Singapore, Sydney, Osaka and Seoul.
The report discusses bifurcation emerging among metropolitan office markets and the continued growth of coworking.
Hines evaluates the European office market's near-term outlook, focusing on high-quality, centrally located prime assets positioned to drive strong investment performance.
Montagu Evans assesses a complex UK economic picture at year-end 2025 with slowing GDP growth and easing inflation, noting resilience in Central London leasing and selective investor appetite in industrial and residential.
KBRA's November 2025 report tracks delinquency and distress rates across KBRA-rated US private label CMBS, with continued pressure in the office and multifamily sectors.
Office occupancy across all Kastle-tracked buildings reached 56.3 percent for the week of December 8, 2025, the highest weekly average recorded since early 2020. Class A-plus buildings reached 78.8 percent occupancy and Tuesday set a single-day post-pandemic record at 66.0 percent.
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.
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.
Net office absorption grew 19.8 million sq ft in the third quarter, the strongest quarter for office demand since 2022. The forecast projects fourth-quarter absorption of 20.5 million sq ft and a further 50.5 million sq ft of positive absorption for full-year 2026.
Knight Frank's Active Capital survey captured the views and investment intentions of 119 of the world's largest global real estate investors, tracking 144 billion dollars of capital.
The briefing notes Central London office investment up 15 percent year on year and industrial volumes up 13 percent, with cross-border investment into logistics up 27 percent. It frames the UK macro backdrop shaping commercial real estate capital flows.
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.
KBRA reports the delinquency rate among KBRA-rated US private label CMBS rose to 7.9 percent in October 2025, with 1.7 billion dollars in loans newly added to distress and multifamily seeing the highest new volume.
The October 2025 VTS Office Demand Index reports San Francisco became the top US office market with a VODI of 123, up 112 percent annually, versus New York at 78. Nationally, demand rose 16 percent year over year while declining 4 percent quarter over quarter.
The third quarter 2025 NPI press release reports continued stability in institutional returns across the major property types, with income returns holding steady.
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
CRED iQ's third-quarter 2025 market update reviews CMBS distress trends and broader commercial real estate conditions across major property sectors.
The Q3 2025 office report shows trophy direct vacancy dropping below 10 percent for the first time in a decade. Tech firms increased their share of leasing activity, driven by AI demand.
Q3 2025 take-up reached 2.7 million sq ft, down 12.9 percent on Q2, with Grade A space accounting for 72 percent of activity. West End prime rents held at 170 pounds per sq ft, up 6.3 percent year on year, while supply fell to 23.5 million sq ft.
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.
Allsop partners reviewed Central London commercial market volumes and investor sentiment through Q3 2025, discussing transaction trends and pricing.
The quarterly office report tracks leasing, vacancy and absorption across leading US office markets. It captures the bifurcation between higher-quality assets drawing demand and weaker stock facing elevated availability.
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.
Newmark's third quarter 2025 capital markets report tracks transaction volume, pricing and debt market conditions across the major U.S. property sectors as the recovery continued.
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.
KBRA reports the office delinquency rate decreased 90 basis points to 12.3 percent in September 2025, while overall KBRA-rated CMBS delinquency stood at 7.7 percent.
In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.
The monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.
The statistics report compiles vacancy, absorption, rent and construction data across US office markets for the third quarter of 2025. It provides the underlying metrics behind the firm's office market narrative.
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.
CRED iQ reports the CMBS distress rate reached a record 11.8 percent, driven by maturity defaults and continued stress in the office sector.
The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
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 report covers low physical occupancy persisting in U.S. office properties as hybrid work remains the norm.
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.
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.
Barings reports that US commercial real estate valuations held steady in the second quarter of 2025 following a basis reset, though transaction activity was limited by economic uncertainty and post-tariff volatility.
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.
Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.
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.
The July 2025 VTS Office Demand Index reports a sharp divergence in second quarter office demand across major US markets, with some experiencing strong gains and others a steep deceleration.
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.
UK property investment slipped to a two-year low in the second quarter of 2025, with 8.8 billion pounds of assets changing hands. The total was 6 percent below the first quarter and the lowest since the second quarter of 2023.
The Q2 2025 report documents a bifurcated office recovery in which trophy and modern Class A space tightens while older buildings face persistent vacancy. Occupiers continue a decisive flight to quality.
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.