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PGIM Real Estate
Constrained Supply, Durable Demand: The Case for Investing in Manufactured Housing Communities
PGIM Real Estate research report making the institutional case for MHC investment: stable, growing cash flows, low capex, sticky tenants, constrained supply and expanding institutional adoption from a low base.
Manufactured HousingU.S. National
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Lincoln Property Company
Healthcare Real Estate Strategy in 2026: Navigating Hospital Growth, Outpatient Demand, and Compliance Risk
Lincoln Property Company on aligning healthcare real estate strategy with hospital growth and outpatient demand while managing Stark Law and regulatory compliance risk.
HealthcareU.S. National
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Enterprise Community Partners
Curbing the Insurance Spiral: Policy and Practitioner Strategies to Help Stabilize Multifamily Affordable Housing
Examines how rising insurance premiums, shrinking coverage and climate risk threaten preservation of multifamily affordable housing, with policy and practitioner strategies.
Affordable HousingMultifamilyU.S. National
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RSM US
How build-to-rent is reshaping U.S. housing for developers and renters
Examines BTR as purpose-built single-family communities; renters-by-choice rose from 27% to 36% YoY; covers proptech, Sun Belt expansion, Blackstone's $3.5B Tricon deal and rate risks.
Single-Family RentalHomebuildersPropTech & DataU.S. National
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CBRE
Strategic Decarbonization Planning: Turning Vision into Value in Commercial Real Estate
CBRE viewpoint with RMI and ULI on practical CRE decarbonization strategies; cites nearly 70% of office occupiers rejecting or paying less for buildings without sustainable features.
SustainabilityOfficeU.S. National
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Arbor Realty Trust
Single-Family Rental Investment Snapshot — January 2026
Arbor/Chandan Economics snapshot: SFR sector showed strength in 2025 with durable demand and a maturing institutional ecosystem; elevated mortgage rates keep homeownership out of reach, sustaining rental demand.
Single-Family RentalU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
The State of Proptech Venture Capital: 2025 Year-End Analysis
CRETI year-end report: $16.7B invested in proptech in 2025 (+67.9% YoY), 77% structured as debt/PE, AI as baseline expectation, Europe softening while the Middle East emerges.
PropTech & DataCapital MarketsAlternativesGlobalU.S. National
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CBRE
Purpose-Built Student Accommodation (PBSA) Outlook 2026 (European Real Estate Market Outlook 2026)
CBRE's 2026 European outlook PBSA chapter: international student enrolment forecast to grow 5% annually to 2030, with structural undersupply underpinning high occupancy and rental growth.
Student HousingEuropeUnited Kingdom
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CenterSquare Investment Management
2026 Global REITs Outlook - Regional Divergence and Sector Opportunities
2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.
REITsGlobalU.S. National
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Cushman & Wakefield
UK Build-to-Rent MarketBeat — Q4 2025
C&W UK BTR MarketBeat: record £5.2bn invested in 2025 with nearly half into single-family housing; 146,700 completed BTR units; pipeline under construction down 15%.
Single-Family RentalMultifamilyUnited Kingdom
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W. P. Carey
Sale-Leaseback Activity Expected to Grow as Capital Conditions Improve in 2026
W. P. Carey's Tyler Swann on three drivers of 2026 sale-leaseback growth: lower 10-year Treasury (~4%), trade-policy clarity enabling long leases, and accelerating private-equity M&A.
Net LeaseCapital MarketsU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
The 2026 Proptech Venture Capital Outlook: A New Era of Investing
Survey of 145 VC investors: market stabilizing around capital efficiency, institutional AI adoption, and operator-driven demand, with AI as core infrastructure.
PropTech & DataGlobalU.S. National
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John Burns Research and Consulting
Dear Consultant: What is your recipe for a stronger housing market in 2026?
JBREC 2026 outlook: renter population to grow sharply; Sunbelt rental supply absorption, Midwest/Northeast rent growth, and build-to-rent moving from prep to production.
Single-Family RentalMultifamilyU.S. National
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W. P. Carey
From Volatility to Resilience: Net Lease Real Estate in 2025
Three forces reshaped net lease in 2025: interest-rate relief, cap-rate stabilization, and demand for mission-critical assets. Net lease volume rose 24% to $48.1B for the year ending Q3 2025.
Net LeaseU.S. National
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J.P. Morgan
Net Lease Real Estate: Unlocking a $13.4 Trillion Opportunity
Institutional research framing net lease as an asset class between fixed income and real estate: bond-like income, inflation protection, low default rates, and large untapped sale-leaseback supply.
Net LeaseCapital MarketsU.S. National
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Cushman & Wakefield
Purpose-Built Student Accommodation in Australia: An Overview (Campus Quarter)
Adapted from C&W's Campus Quarter report: most Australian PBSA assets run 95-100% occupancy with double-digit rent growth since 2022 amid persistent structural undersupply.
Student HousingAustraliaSydney
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CBRE
U.S. Healthcare Real Estate: 6 Key Trends to Watch in 2026
Six trends reshaping U.S. healthcare real estate in 2026: declining MOB construction, record rents, cost pressures driving outpatient focus, federal policy impact, AI, and rising investment.
HealthcareU.S. National
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HUD Office of Policy Development and Research (PD&R)
Worst Case Housing Needs: 2025 Report to Congress
HUD's 20th worst-case needs report: 8.46M very low-income renters with worst-case needs in 2023; only 38 affordable/available units per 100 extremely low-income renters.
Affordable HousingU.S. National
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CBRE
U.S. Real Estate Market Outlook 2026 - Life Sciences
CBRE's 2026 outlook chapter: lab/R&D vacancy expected to stabilize at a cyclical peak of 23.3% as new supply dwindles and capital re-engages; construction near a 10-year low.
Life SciencesU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
October 2025: $2.9 Billion Invested in Proptech
CRETI monthly funding note: October 2025 proptech rounds concentrated in residential electrification, owner-operating financial infrastructure and construction AI with single-project payback.
PropTech & DataGlobalU.S. National
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MSCI Real Assets
Desire for Data Centers Creates Carbon Dilemma for Property Investors
MSCI analyzes how booming data-center development conflicts with investors' climate commitments, quantifying construction-stage carbon and renewable-procurement strategies.
SustainabilityData CentersGlobalU.S. National
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