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JLL
Reality check: The true pace and payoffs of AI adoption in corporate real estate (2025 Global Real Estate Technology Survey)
JLL survey of 1,000+ senior decision-makers across 16 markets: 92% of CRE teams are piloting AI but only 5% have hit program goals; leaders prioritize portfolio optimization, energy management and data workflows.
PropTech & DataGlobalU.S. National
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Cushman & Wakefield
U.S. Student Housing Trends and Valuation Indices
National asking rent reached $1,017/bed (+3.4% YoY) at 91.6% occupancy; $27bn in valuations over 12 months averaging $129,230/bed; institutional capital now 35% of volume.
Student HousingU.S. National
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Enterprise Community Partners
Distress in New York's Affordable Housing Stock
Enterprise and National Equity Fund analyze 400+ affordable properties showing rising operating expenses, reduced rent collection, and surging insurance rates threatening NY's stock.
Affordable HousingNew YorkNew York
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John Burns Research and Consulting
Q3 2025 recap: cooling prices, multifamily rebounds, and other fundamental shifts
JBREC Q3 2025 housing recap covering the rental rebound and the interplay of build-to-rent and apartments as rental supply tapers from its peak and the sector firms.
Single-Family RentalMultifamilyU.S. National
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PwC and Urban Land Institute
Emerging Trends in Real Estate 2026 (US and Canada)
47th-edition outlook from 1,700+ industry leaders; housing affordability is the sector's top issue, driving migration, zoning reform and multifamily trends.
Affordable HousingMultifamilyHomebuildersU.S. NationalCanada
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U.S. Green Building Council
USGBC Impact Report (2025)
USGBC report on three decades of LEED impact: certified projects estimated to save 120M metric tons CO2, with LEED buildings using 25% less energy and 34% lower carbon emissions.
SustainabilityU.S. National
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Chilton Capital Management
Tipping Point: The New Diversified Portfolio Needs REITs
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
REITsCapital MarketsU.S. National
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Urban Institute
Affordable Abundance: How State and Local Governments Are Pairing Abundance-Style Reforms with Affordability Incentives
Argues for an abundance-plus-affordability approach, cataloging state/local financing and operating incentives beyond LIHTC and rental assistance.
Affordable HousingU.S. National
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Janus Henderson Investors
Global Perspectives: REITs - a forgotten compounder ready for a comeback
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
REITsData CentersSenior HousingGlobalU.S. National
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JLL
2025 Life Sciences Real Estate Perspective and Cluster Analysis
JLL's flagship US life sciences outlook: 61M sq ft of available lab space, ~27% vacancy, and how AI-native biotechs (one-sixth of biotech VC deals) reshape lab demand across major clusters.
Life SciencesU.S. National
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JLL
2025 Life Sciences Real Estate Perspective and Cluster Analysis (Full PDF)
24-page PDF ranking US life science clusters across AI, startups, biomanufacturing, talent and medtech; forecasts availability falling toward 20% by 2030.
Life SciencesU.S. National
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Matthews Real Estate Investment Services
Riding the Net Lease Roller Coaster
Analysis of the 2025 net lease recovery: stabilizing cap rates, new tenant opportunities (auto service, QSR, urgent care) and ongoing challenges in drugstore and casual-dining categories.
Net LeaseRetailU.S. National
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Berkadia
2025 Mid-Year National Affordable Housing Report
Berkadia's national affordable housing mid-year report on sector resilience, deliveries peaking near 80,000 units in 2025, the 7.3M-unit supply gap, and institutional investment trends.
Affordable HousingU.S. National
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Manufactured Housing Institute
Scaling Up America's Housing Supply with Manufactured Homes (US Fact Sheet)
MHI national fact sheet on manufactured housing's role in housing supply: production, affordability and industry statistics.
Manufactured HousingAffordable HousingU.S. National
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SkyView Advisors
Q2 2025 Manufactured Housing Industry Report
MH REIT performance: ELS 6.4% core NOI growth with flat opex, Sun Communities raised guidance after $5.25B marina sale, UMH 10% same-property NOI growth on occupancy and rental-home gains.
Manufactured HousingREITsU.S. National
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CBRE Investment Management
Digging Out of the U.S. Housing Affordability Crisis
Examines the US affordability crisis: home prices at record highs vs income, the shortage of starter homes, zoning barriers, and a ~2 million-home supply gap with policy solutions.
Affordable HousingHomebuildersSingle-Family RentalU.S. National
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Colliers
Mid-Year Review: 2025 Healthcare Real Estate Trends and What's Ahead
Colliers' Shawn Janus on four mid-2025 healthcare RE trends: outpatient expansion into suburban/rural areas, labor-driven facility design, technology integration and adaptive planning.
HealthcareU.S. National
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Savills
How global cities define 'green' in their office markets
Savills Impacts examines how 'green' office standards vary by city - operational carbon, embodied carbon limits and climate resilience - across New York, Oslo, Singapore, Amsterdam and others.
SustainabilityOfficeGlobalNew York
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Berkadia
Beyond Insights Quarterly Market Update — The Rise of the Single-Family Rental & Build-to-Rent Asset Class (August 2025)
Berkadia quarterly research on the SFR/BTR asset class: single-family starts ramp-up, institutional under-allocation, and rent-vs-own affordability driving demand.
Single-Family RentalU.S. National
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Institutional Property Advisors (Marcus & Millichap)
2H 2025 Manufactured Housing National Report
IPA national MHC report: nationwide vacancy 5.2% entering 2025, ~100,000 units delivered in 2024 (up ~50% from 2015), constrained new community development, Pacific subregion vacancy near 1.0%.
Manufactured HousingU.S. NationalCalifornia
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National Low Income Housing Coalition
Out of Reach 2025: The High Cost of Housing
Calculates the national Housing Wage of $33.63/hr for a modest two-bedroom rental, documenting the gap between wages and rents across every state and metro.
Affordable HousingMultifamilyU.S. National
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CBRE
2025 Asia Pacific Real Estate Chief Sustainability Officer Survey
Survey of APAC real estate CSOs on sustainability priorities, net-zero challenges, climate risk and biodiversity integration amid complex policy and regulation.
SustainabilityAsia-Pacific
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Arbor Realty Trust
Single-Family Rental Investment Snapshot — July 2025
Q2 2025 SFR performance: build-to-rent construction robust as demand for purpose-built communities climbed; rent growth moderated below pre-pandemic averages but still outpaced inflation.
Single-Family RentalU.S. National
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Berkadia
Manufactured Housing Monthly Insight - July 2025
Berkadia monthly manufactured-housing insight: updated sector fundamentals, shipment trends and MHC investment-sales activity in the affordable land-lease community space.
Manufactured HousingU.S. National
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CenterSquare Investment Management
Q2 2025 The REIT Cap Rate Perspective: From Darling to Discounted
Q2 2025 REIT cap-rate report; industrial cap rates expanded ~45bps versus ~11bps for REITs overall amid trade-policy uncertainty.
REITsIndustrial & LogisticsU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
June 2025 Reveals the New Logic of Late-Stage Proptech Investing
CRETI on the structural shift in proptech capital: debt and structured late-stage rounds supplementing/replacing venture equity, with continued VC interest in AI workflow tools.
PropTech & DataDebt & FinancingGlobalU.S. National
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Harvard Joint Center for Housing Studies
The State of the Nation's Housing 2025
JCHS annual flagship: record 22.6M cost-burdened renters, 50% of renters paying over half their income on rent, and a deepening affordability and supply crisis.
Affordable HousingMultifamilySingle-Family RentalU.S. National
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Nareit
Health Care REITs' Defensive Attributes Keep Sector in Favor in 2025
Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.
HealthcareREITsU.S. National
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SkyView Advisors
Q1 2025 Manufactured Housing Industry Report
MHC sector performance review across ELS, Sun Communities and UMH: Sun Communities posted 7.3% revenue growth and 8.9% same-property MH NOI growth; affordability driving demand.
Manufactured HousingU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
Q1 2025: Venture Capital Investments in Proptech Reached $2.061 Billion
CRETI quarterly note: Q1 2025 proptech raised $2.06B, with a structural tilt toward infrastructure, backend systems and AI-driven operational platforms over consumer-facing features.
PropTech & DataGlobalU.S. National
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John Burns Research and Consulting
New Build-to-Rent Survey: spring brings modest rental growth amid regional and product differences
JBREC Q1 2025 BTR survey: blended rents +1.3% YoY; most move-outs are renters buying homes, not rent hikes; Midwest leads, Southwest lags.
Single-Family RentalU.S. National
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Nareit
Net Lease REITs Poised for Continued Growth
Association research on net lease REITs: 2024 capital deployment (Realty Income $3.9B, W.P. Carey $1.6B, Essential Properties $1.2B, Agree $951M) and 2025 acquisition outlook amid rate/tariff uncertainty.
Net LeaseREITsU.S. National
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