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Revista (medical office / healthcare data)
Inpatient Rehabilitation Hospitals: A National Perspective on a Resilient Healthcare Real Estate Asset Class
As investors seek durable yield in a decreasing interest rate environment, IRFs continue to attract interest from both domestic and foreign institutional capital—trends that show little sign of slowing . . . The post Inpatient Rehabilitation Hospitals: A National Perspective on a Resilient Healthcare Real Estate…
HealthcareU.S. National
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Revista (medical office / healthcare data)
A Quick look at the 2026 MREIF Host Metro – Los Angeles
The 2026 Revista Medical Real Estate Investment Forum (MREIF) begins next week (the week of February 2) in Palos Verdes, California. Palos Verdes lies within the Los Angeles metro area. We thought it would be interesting to check in on a few MOB trends within the LA metro area before the MREIF begins. The post A…
HealthcareCaliforniaU.S. National
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Federal Reserve Board
FEDS Note: Monitoring High Credit Growth: The Link Between Local Deposits and CRE Lending
Teodora Paligorova , and Toshihide Yorozu Outstanding mortgage debt in the commercial real estate (CRE) sector totaled $6 trillion at the end of 2024 including owner-occupied and nonowner-occupied real estate, multifamily mortgages, and loans backed by acquisition, development, and construction projects. Banks hold…
EconomyCapital MarketsMultifamilyU.S. National
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Federal Reserve Board
FEDS Note: Measuring Renters in Credit Data: Evidence from Linked Survey and Administrative Data
Anna Tranfaglia and Erin Troland Historic swings in rents during the pandemic have driven increased interest in research on the financial impacts of rising rents on households. However, compared to homeowners with a mortgage, data on renters are scarce, limiting researchers’ ability to analyze the 28 percent of…
EconomyCapital MarketsDebt & FinancingU.S. National
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Federal Reserve Board
FEDS Note: Mortgage Servicing Right Valuations Under Stress
Karen Pence , Ben Ranish , and Michael Suher Mortgage servicing right (MSR) valuations decrease when mortgage default and prepayment rates increase, as is generally the case when the economy enters into recession. To estimate how large these MSR valuation declines could be for the banking sector in a severe…
EconomyCapital MarketsDebt & FinancingU.S. National
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Urban Land Institute
The Case for City Repair
Architect Alan Pullman, AIA, founding partner of Studio One Eleven, discusses how a philosophy rooted in repairing and strengthening existing places grew to encompass affordable housing, adaptive reuse, community engagement, and a broader understanding of what buildings can do for people and communities.
Capital MarketsAffordable HousingU.S. National
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Urban Land Institute
As California Wildfire Risk Disrupts Insurance Markets, Bay Area Real Estate Faces a Reckoning
Rising costs, insurer exits, and climate-risk modeling are reshaping some property values, lending decisions, and resilience investment in the state’s real estate markets.
Capital MarketsDebt & FinancingU.S. NationalCalifornia
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Urban Land Institute
Who Studies Planning? Online Education Could Change the Answer
What does it mean to study planning online? The question seems trivial—courses delivered at a distance, the commute removed, keeping your current job, avoiding the move to another city (with or without a family)—and the common marketing follow-through: flexibility, study “at your own pace,” a curriculum shaped…
Capital MarketsU.S. National
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Urban Land Institute
Commercial Real Estate Workouts Enter a More Forced Phase
As the market moves beyond emergency loan extensions, owners and lenders confront a harder question: Which assets are actually recoverable?
Capital MarketsDebt & FinancingU.S. National
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Urban Land Institute
Finding Opportunity in Public Property
From federal office buildings to surplus municipal land, underused public assets are attracting developers seeking sites for mixed-use projects, housing, and economic development.
Capital MarketsOfficeAlternativesU.S. National
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Urban Land Institute
Economist Snapshot: The Rising Cost of Data Center Pushback
With billions of dollars in projects facing delays or cancellations, experts assess the broader implications for real estate and economic development.
Capital MarketsData CentersU.S. National
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Urban Land Institute
How SoFi Stadium and AT&T Stadium Are Preparing for the 2026 World Cup
HKS architect Mark Williams discusses the challenges of converting NFL venues to meet FIFA standards, from natural grass systems to arena infrastructure and fan experience.
Capital MarketsHospitalityU.S. National
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Urban Land Institute
Insurance Costs and Climate Exposure Are Repricing Real Estate Risk
Industry leaders at the 2026 ULI Resilience Summit said physical climate threats increasingly shape commercial real estate valuation, investment strategy, and long-term asset strength.
Capital MarketsU.S. National
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Urban Land Institute
Community-Centered Development in Practice: Kim Avant-Babb on Real Estate, Equity, and Impact
Kim Avant-Babb shares lessons from community-centered real estate development, racial equity, redevelopment training, and neighborhood revitalization.
Capital MarketsAffordable HousingMultifamilyU.S. National
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Arbor Realty Trust
Small Multifamily Investment Snapshot — June 2026
The small multifamily sector entered 2026 on a strong note, even as lending conditions remained shaped by persistently high interest rates and regulatory uncertainties. The post Small Multifamily Investment Snapshot — June 2026 appeared first on Arbor Realty . ]]>
MultifamilyDebt & FinancingU.S. National
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B+E
What Is a Sale-Leaseback?
A Practical Guide on Sale-Leaseback for Business Owners Why Business Owners Are Looking at Sale-LeasebacksFor business owners, real estate is often one of their largest and least flexible assets.It carries significant value, but that value sits on the balance sheet and cannot be easily redeployed. A sale-leaseback…
Net LeaseRetailU.S. National
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B+E
STNL Logistics Market Report
The logistics real estate sector continues evolving as e-commerce growth, supply chain shifts, and changing consumer expectations reshape demand for warehouses, distribution centers, fulfillment facilities, and industrial outdoor storage (IOS). Businesses are investing in larger logistics networks, automation, and…
Net LeaseRetailIndustrial & LogisticsU.S. National
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B+E
Q1 2026 Net Lease Cap Rate Report
B+E Q1 2026 Net Lease Cap Rate Report Net lease cap rates continued adjusting through Q1 2026 as investors responded to interest rate uncertainty, changing supply levels, and shifting tenant performance across retail and industrial sectors. Inventory remained relatively stable while average time on market…
Net LeaseRetailIndustrial & LogisticsU.S. National
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B+E
Pharmacy Inventory Report – Mid-Year 2026
The pharmacy real estate sector continues evolving as operators adjust store footprints, expand healthcare services, and respond to margin pressure and changing consumer behavior.B+E’s Mid-Year 2026 Pharmacy Inventory Report analyzes:Walgreens and CVS cap ratesPharmacy inventory levelsLease term trendsGeographic…
Net LeaseRetailCapital MarketsU.S. National
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B+E
Quick Lube & Auto Service Report
The quick lube and auto service sector continues evolving as operators expand footprints, bonus depreciation incentives influence transaction activity, and investors seek long-term net lease assets with strong tenant demand.B+E’s Mid-Year 2026 Quick Lube & Auto Service Report analyzes:Auto service cap rates and…
Net LeaseRetailCapital MarketsU.S. National
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B+E
NNN Car Wash Listed Inventory – April 2026
The NNN car wash market continued to show stability in April 2026 despite a decline in available inventory. B+E’s latest NNN Car Wash Listed Inventory Report highlights shifts in supply, pricing, cap rates, and tenant activity across the sector, providing investors with a clearer picture of current market…
Net LeaseRetailCapital MarketsU.S. National
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B+E
Pharmacy Cap Rates 2025: Walgreens vs. CVS Net Lease Analysis
Walgreens at 7.81% | CVS at 6.79% The pharmacy net lease sector ended 2025 with a familiar structure — and one meaningful shift.Walgreens average cap rate: 7.81%CVS average cap rate: 6.79%CVS has historically traded at a premium to Walgreens. That relationship continued in 2025.What changed was the expansion of…
Net LeaseRetailCapital MarketsU.S. National
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Radius+
Self Storage Underwriting Guide: How to Evaluate a Facility, Market, and Investment Opportunity
Self Storage Underwriting Starts With the Market Self storage underwriting is no longer just a spreadsheet exercise. In today’s environment, the strongest investors, developers, and operators are underwriting from the market up, not the property down. That shift matters because self storage performance is highly…
Self StorageU.S. National
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Radius+
Self-Storage Deals Really Go Sideways Because Developers Do Not Understand The Importance Of Time.
By Marc Goodin Most investors start where they should: the numbers. They review rents, absorption, supply, expenses, taxes, site costs, and projected returns. Those inputs are essential, but they also create a dangerous illusion. They make a deal feel more certain than it really is. The reason is simple. A pro…
Self StorageU.S. National
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Radius+
Wichita Market Insight: Steady Growth and Supply Stability
This week the Radius+ team took a closer look at the Wichita, KS CBSA. 2022: 2.5% 2023: 0% 2024: 1.4% 2025: 3.2% 2026: 0% Wichita has maintained a pattern of measured supply growth over the past several years. The metropolitan economy has benefited from expansion in manufacturing, aerospace, and agriculture, which…
Self StorageAlternativesMultifamilyU.S. National
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Radius+
Five Data Types Critical to Self-Storage Development
#1 Physical Land Data: Topography? Wetlands? Flood plains? Easements? Environmental concerns? Shape? Acres? I get a call a week from developers saying they have a perfect property. But could only describe one and a half of these Land data points. #2 Zoning Data: Zoned for self-storage? Yard Setbacks, Impervious…
Self StorageU.S. National
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Radius+
Chattanooga Storage: The Road to Rate Recovery
This week the Radius+ team took a closer look at the Chattanooga, TN-GA CBSA. 2022: 2.3% 2023: 2.9% 2024: 6.8% 2025: 0% 2026: 0% Chattanooga experienced massive supply growth in 2024, overwhelming demand in the near term. Its central geographic location has made it an important logistics and transportation hub,…
Self StorageIndustrial & LogisticsU.S. NationalGeorgia
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Radius+
Supply vs. Surge: Analyzing the Sarasota-North Port Storage Market
This week the Radius+ team took a closer look at the North Port-Bradenton-Sarasota, FL CBSA. 2022: 9.1% 2023: 6.7% 2024: 8.2% 2025: 9.1% 2026: 4.6% North Port and the greater Sarasota region have experienced rapid job growth since early 2020, fueled by migration from the Northeast into Florida. However, the area…
Self StorageU.S. NationalFlorida
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Radius+
Winston-Salem Market Deep Dive: Navigating Supply Surges and the Rental Rate Rebound
This week, the Radius+ team took a closer look at the Winston-Salem, NC CBSA. Historical Supply Growth in Winston-Salem, NC CBSA: 2022: 2.5% 2023: 9.6% 2024: 6.4% 2025: 5.2% Winston-Salem has seen significant supply delivered in 2023, 2024, and 2025. Despite this elevated construction activity, the market is…
Self StorageMultifamilyU.S. National
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Radius+
Supply Constraints & Affluent Demand: A Deep Dive into the Oxnard-Ventura Market
This week, the Radius+ team took a look at the Oxnard-Thousand Oaks-Ventura, CA CBSA. Oxnard and the surrounding Ventura County markets have seen little to no new supply growth in recent years, creating a structurally favorable environment for operators. Climate-controlled storage remains underserved at just above…
Self StorageMultifamilySingle-Family RentalU.S. NationalLos Angeles
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Radius+
Market Deep Dive: The Indianapolis “Supply Reset”
This week the Radius+ team dove into the Indianapolis-Carmel-Greenwood, IN CBSA Indianapolis experienced significant supply growth in 2024 as several new facilities were delivered to the market. As these assets lease up, rental rates have begun to show signs of improvement. There has been no new supply added in…
Self StorageIndustrial & LogisticsU.S. National
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Radius+
REIT-Slayers: How Self Storage Operators Are Using Hyper-Localism to Beat the Big Guys
In the self storage industry, many independent operators feel the pressure when one of the Big Five REITs: Extra Space Storage, Public Storage, CubeSmart, National Storage Affiliates Trust, or Life Storage announces expansion into their market. These corporate giants bring vast capital, automated facilities, and…
Self StorageREITsU.S. National
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Radius+
The 25 Self-Storage Markets to Watch in 2026 (and why they made the cut)
Every cycle has “headline” metros, but the best operators and investors keep a second list: markets where the setup is quietly improving. The 2026 Radius+ Forecast’s Top 25 CBSAs is that list. Across these metros, you see one of three “good stories” playing out: Radius+ calls out that common thread directly:…
Self StorageU.S. National
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Radius+
The Price of Growth: Why Huntsville’s Rental Rates are Under Pressure
This week the Radius+ team took a closer look at the Huntsville, AL CBSA. Historical Supply Growth in Huntsville, AL CBSA: 2022: 6.1% 2023: 13.8% 2024: 7.5% 2025: 10.2% Huntsville has experienced strong population growth, rising 15.9% since 2020, according to local reporting. Much of this expansion is driven by…
Self StorageMultifamilyU.S. National
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Radius+
Provo-Orem-Lehi Market Update: Supply Cools as Rental Rates Rebound
This week the Radius+ team took a look at the Provo-Orem-Lehi, UT CBSA. Historical Supply Growth in Provo-Orem-Lehi, UT CBSA:2022: 3.3%2023: 2.2%2024: 1.2%2025: 0% Provo and its surrounding cities already have a relatively high square foot per capita compared with national norms, which has influenced development…
Self StorageMultifamilyU.S. National
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JLL
Singapore shophouses: capital curates street life
Singapore shophouses combine heritage preservation with operational flexibility, functioning as urban infrastructure that enables street-level activation through their physical design of narrow frontages, shallow depths, and covered walkways that sustain pedestrian engagement in districts like Joo Chiat Road and Duxton Hill. Since the 2022 peak, the shophouse market has shifted to reward selectivity over momentum, with capital flowing to assets where location strength and tenant composition align, while examples such as 21 Carpenter, The Working Capitol, and Temasek Shophouse demonstrate how conserved shophouses adapt to modern uses including hospitality, coworking, and social-impact programming, offering investors diversification and reduced single-user exposure.
Capital MarketsRetailGlobalAsia-Pacific
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JLL
Foreign investment shapes Korea’s co-living market
South Korea's co-living market has grown substantially since 2023 due to shifting housing preferences among younger demographics and high price-to-income ratios, attracting major foreign investors including GIC, KKR, Morgan Stanley, CPPIB, Hines, Invesco, M&G Real Estate, and TPG Angelo Gordon, with notable deals including ICG's approximately KRW 300 billion co-living fund partnership with Homes Company. Recent regulatory measures introduced in late 2025 restricting tax exemptions and loan-to-value limits to 0% in regulated areas have created policy uncertainty and wait-and-see sentiment among foreign investors, though sector fundamentals are expected to remain strong due to growing long-term overseas visitors and demographic shifts toward single-person households.
Capital MarketsAlternativesMultifamilyGlobalAsia-Pacific
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JLL
Relative affordability drives Australian residential prices
A JLL research article from May 2026 analyzes five-year residential price growth across Australian markets, finding that lower-priced locations have experienced the strongest appreciation, with Perth, Adelaide, and Southeast Queensland averaging over 11% annual growth compared to Sydney's 8% and Melbourne's 3.3%. Specific examples include Salisbury in Adelaide achieving 16.5% annual growth to $758,000, Logan's apartments in Southeast Queensland rising over 20% annually to $590,000, and Armadale in Perth seeing apartment growth above 21% to $522,000, while premium Sydney suburbs like Mosman recorded only 4.3% growth despite median prices of $5.24 million.
Capital MarketsSingle-Family RentalGlobalAustralia
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CRED iQ
CMBS Distress Rate Climbs to 11.86% in May 2026
CRED iQ's overall CMBS distress rate rose to 11.86% in May 2026, up from 11.08% in April, driven by increases in both special servicing and delinquency rates. Office properties showed the highest distress at 17.11%, followed by mixed-use at 16.12%, while self-storage, industrial, and manufactured housing remained resilient with distress rates near or below 1.2%. The overall distress rate has more than doubled since mid-2022 when it was near 5%, indicating that resolution activity has not kept pace with new transfers into distress.
CMBSDebt & FinancingCapital MarketsU.S. National
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CRED iQ
The Negative Leverage Divide: What 2026’s Newest CMBS Loans Reveal About Cap Rates, Coupons, and Credit
CRED iQ analyzed $26.1 billion in newly securitized CMBS loans from 2026 and found that balance-weighted average cap rates now align almost exactly with average mortgage coupons, creating zero positive leverage for typical borrowers, with the split driven primarily by property type: favored sectors (multifamily, industrial, self-storage, mixed-use, manufactured housing) finance at negative leverage ranging from −19 to −86 basis points, while distressed sectors (hospitality at +124 bps, office at +95 bps, retail at +20 bps) maintain positive leverage. Cap rates range from 5.41% (manufactured housing) to 8.02% (hospitality), with office and hotel underwriting marked as extremely conservative at 13.8% weighted debt yields and 55.4% LTV, while 56% of new-issue balance is structured as full-term interest-only to offset thin leverage spreads.
CMBSDebt & FinancingCapital MarketsU.S. National
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CRED iQ
CMBS Distress Surges in 17 of the 25 Largest U.S. Markets Year-Over-Year
CRED iQ's May 2026 CMBS distress analysis found that the overall distress rate among the top 25 largest U.S. metropolitan areas increased to 12.7% from 12.2% in June 2025, with 17 of the 25 markets posting year-over-year increases led by Midwest and mid-major markets. Minneapolis (55.2%), Denver (43.0%), and Rochester (40.1%) posted the highest distress rates, while St. Louis experienced the largest single-year surge, climbing from 8.2% to 38.1%, reflecting accelerating loan impairment in markets with concentrated office exposure and maturing floating-rate debt from 2021–2022 vintages.
CMBSDebt & FinancingU.S. National
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CRED iQ
Who Is the Top Fannie Mae Multifamily Lender in 2026? Walker & Dunlop Leads this market
Walker & Dunlop led Fannie Mae multifamily lending in 2026 year-to-date through May 13 with $2.18 billion across 110 loans, followed by CBRE Multifamily Capital at $1.88 billion and PGIM Real Estate Agency Financing at $1.56 billion, with the top ten lenders controlling approximately 78% of the $16.5 billion in total Fannie Mae multifamily volume. Refinancing drove 62.8% of originations as borrowers addressed maturing debt, while gateway markets including New York–Newark–Jersey City ($1.6 billion), San Jose–Sunnyvale–Santa Clara ($0.75 billion), and Los Angeles–Long Beach–Anaheim ($0.72 billion) attracted the most capital.
CMBSDebt & FinancingMultifamilyU.S. National
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CRED iQ
Bank Multifamily Delinquencies Up 5.9x Since the 2022 Cycle Low
Bank multifamily loan delinquencies at U.S. banks reached 1.42% in Q4 2025, up 5.9 times from the cycle low of 0.24% in Q3 2022, while outstanding multifamily loan balances grew to a record $659.5 billion in Q4 2025. The deterioration is concentrated in 90+ day past-due loans at 1.04%, attributed to elevated debt service costs at refinancing, weaker rent growth in pandemic-era boom markets, and tighter underwriting standards.
CMBSDebt & FinancingMultifamilyU.S. National
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CRED iQ
Construction & Development Loans Q4 2025:
U.S. bank construction and development loan balances fell to $456.3 billion in Q4 2025, down 5.7% year-over-year and marking the sixth consecutive quarter of contraction, according to CRED iQ analysis. The decline of $45 billion from the post-pandemic peak of $501.5 billion in Q4 2023 reflects elevated borrowing costs, tightened underwriting standards, and softening commercial real estate fundamentals. The past-due and nonaccrual rate on C&D loans stood at 1.34% in Q4 2025, elevated relative to recent lows but well below post-financial crisis stress levels.
CMBSDebt & FinancingU.S. National
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CRED iQ
Office Distress Dominates Largest U.S. CMBS Markets in April 2026
CRED iQ's April 2026 analysis of the 50 largest U.S. metropolitan areas found an overall CMBS distress rate of 12.2%, with office property registering the highest distress at 17.0% followed by mixed-use at 14.6%, while industrial remained lowest at 1.9%. The report identified Providence-New Bedford-Fall River, Hartford-West Hartford-East Hartford, and Denver-Aurora as the most distressed markets, while Sun Belt metros including Miami, Phoenix, Dallas, Houston, and Atlanta posted sub-10% distress rates; multifamily distress also emerged as a growing concern at 11.4% aggregate, particularly in San Francisco-Oakland-Fremont and Minneapolis-St. Paul.
CMBSDebt & FinancingOfficeU.S. National
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CRED iQ
Debt Yields Rebound as Negative Leverage Persists Across CMBS Property Types
CRED iQ's loan-level analysis of approximately 3,700 CMBS loans totaling $94.7 billion finds that debt yields have rebounded to a weighted-average of 10.3% across property types, with office leading at 15.75% and multifamily lowest at 8.87%. The analysis reveals that four of six property types (multifamily, retail, industrial, and self-storage) exhibit negative leverage, meaning cap rates fall below loan coupons, indicating that new acquisitions cannot generate day-one positive returns without future NOI growth or refinancing relief.
CMBSDebt & FinancingCapital MarketsU.S. National
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CRED iQ
CMBS Distress Rate Rankings: Top 100 U.S. Markets by CBSA — February 2026
CRED iQ's February 2026 analysis ranks the top 100 U.S. Core-Based Statistical Areas by CMBS distress rate, defining distress as loans in special servicing, 30+ day delinquency, or REO status across Conduit and SBLL deal structures. Office property type leads all sectors at 21.2% average distress rate, while Minneapolis-St. Paul-Bloomington ranks as the most distressed major metro at 54.3%, driven primarily by office (72.7%) and hotel (92.2%) loan deterioration, with gateway markets Chicago (22.7%), Denver (22.4%), and San Francisco (21.0%) also posting elevated distress rates tied to post-pandemic office absorption challenges.
CMBSDebt & FinancingU.S. National
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CompStak
Columbia CompStak (CCRI) Rent Index National Update: June 15, 2026
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: June 15, 2026 appeared first on CompStak . ]]>
OfficeREITsData CentersU.S. National
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CompStak
Columbia CompStak (CCRI) Rent Index National Update: May 29, 2026
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: May 29, 2026 appeared first on CompStak . ]]>
OfficePropTech & DataCapital MarketsU.S. National
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CompStak
Columbia CompStak (CCRI) Rent Index National Update: May 15, 2026
Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: May 15, 2026 appeared first on CompStak . ]]>
OfficeRetailMultifamilyU.S. National
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CompStak
CompStat: The Flight to Quality Has a Price Tag
SKIP AHEAD TO Economic Updates Tariffs and Trade: Labor Market Conditions: Consumer Sentiment and Inflation: State of the Economy and […] The post CompStat: The Flight to Quality Has a Price Tag appeared first on CompStak . ]]>
OfficeEconomyU.S. National
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CompStak
Link Logistics on Building the Data Foundation AI Actually Needs – Podcast Recap
In today’s rapidly evolving real estate landscape, the buzz around artificial intelligence and data-driven insights is louder than ever. But […] The post Link Logistics on Building the Data Foundation AI Actually Needs – Podcast Recap appeared first on CompStak . ]]>
OfficeIndustrial & LogisticsPropTech & DataU.S. National
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