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CenterSquare Investment Management
Q1 2025 REIT Cap Rate Perspective: Political Changes Cloud the Economic Outlook
Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.
REITsData CentersOfficeU.S. National
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Knight Frank
The Single Family Housing (SFH) Report 2025
Knight Frank UK SFH report: record 31 SFH deals (up 24% YoY), SFH share of BTR volume surging from 2% (2020) to 43% (2024); £1.8bn invested, potential for 1M+ homes at maturity.
Single-Family RentalUnited KingdomEurope
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Berkadia
Manufactured Housing Monthly Insight - May 2025
Berkadia 'State of the Manufactured Housing Industry' monthly insight: sector data on rents, occupancy, shipments and MHC transaction activity, with affordability-driven demand commentary.
Manufactured HousingU.S. National
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National Association of Home Builders (Eye On Housing)
Manufactured Homes: An Alternative Means of Housing Supply
NAHB economics blog examining manufactured homes (5.4% of U.S. housing stock) as affordable supply for rural and lower-income households, plus financing and zoning barriers.
Manufactured HousingAffordable HousingU.S. National
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CBRE
Data Centers, AI and Sustainability: Navigating the Carbon Paradox
CBRE analysis of how data centers can advance sustainability despite high energy intensity, addressing the AI-driven carbon paradox in the asset class.
SustainabilityData CentersU.S. National
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Berkadia
Manufactured Housing Monthly Insight - April 2025
Berkadia's monthly manufactured-housing data brief covering sector fundamentals, shipments, transaction volume and affordability dynamics in the manufactured home community market.
Manufactured HousingU.S. National
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CBRE
Decarbonising Asia Pacific's Office Buildings
CBRE finds real estate drives up to a third of APAC carbon emissions; green-certified office share rose from 44% (Jun 2023) to 51% (Jun 2024), with green offices showing higher occupancy.
SustainabilityOfficeAsia-Pacific
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Center for Real Estate Technology & Innovation (CRETI)
Who's Investing in Proptech: February 2025
CRETI monthly note: February 2025 proptech raised $544M across 32 rounds (median $9.8M), with debt at 41.7% of total funding and early-stage VC focused on AI-driven solutions.
PropTech & DataCapital MarketsGlobalU.S. National
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National Low Income Housing Coalition
The Gap: A Shortage of Affordable Homes 2025
Annual data report finding a national shortage of 7.1 million affordable and available rental homes for extremely low-income renters; only 35 such homes exist per 100 ELI households.
Affordable HousingU.S. National
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Enterprise Community Partners
The 2025 California Affordable Housing Pipeline
Brief finds 44,723 new affordable homes in California's near-construction pipeline awaiting final funding, with actions to unlock and scale production.
Affordable HousingCalifornia
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Chilton Capital Management
Demographic Trends Shaping REIT Portfolio Construction
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
REITsSenior HousingHealthcareU.S. National
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Manufactured Housing Institute
MHI Economic Report: Production and Shipments See Strong Year-End Finish
MHI economic report: December 2024 production up 11.3% YoY, full-year up 15.9%; SAAR shipments 103,571 homes (+7.3% vs 2023); MH captured 8.9% of single-family starts in December.
Manufactured HousingHomebuildersU.S. National
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JLL
2025 Seniors Housing & Care Investor Survey and Trends Outlook
JLL's 8th annual survey: 78% of investors plan to increase seniors housing exposure in 2025; assisted living top pick; development at 16-year lows against rising demand.
HealthcareSenior HousingU.S. National
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Manufactured Housing Institute
MHI Monthly Economic Report - December 2024
MHI's industry economic report with production and shipment data by state, division and product mix (single- vs multi-section); December 2024 shipments of 7,048 homes vs 6,394 a year earlier.
Manufactured HousingU.S. National
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Walker & Dunlop
Reimagining housing affordability, labor, and innovation in 2025
W&D 2025 outlook identifying manufactured housing among innovative construction methods to address cost and timeline challenges in the affordability crisis.
Manufactured HousingAffordable HousingU.S. National
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JLL Spark
2025 PropTech forecast from the JLL Spark team
JLL Spark's four 2025 proptech themes: sustainability, data-center growth, CRE market rebound and AI, with ROI/payback emerging as the deciding factor for adoption.
PropTech & DataData CentersGlobalU.S. National
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JLL Spark
The future of AI in PropTech: Where demand is creating investment opportunity
JLL Spark research mapping the gap between what CRE users demand from AI (predictive analytics, tenant-experience tools) and what proptech developers supply; 90.1% plan to run CRE with AI supporting human experts.
PropTech & DataGlobalU.S. National
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CBRE Investment Management
The Outlook for Listed Real Estate
CBRE IM projects global listed real estate can outperform broad equities in 2025 via accelerating earnings, favorable capital access and range-bound yields.
REITsCapital MarketsGlobalU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
2025 Emerging Trends in Proptech: AI Takes Center Stage
CRETI on AI's expanding 2025 role across real estate: AI agents replacing chatbots, predictive analytics, automation of financial processes and predictive maintenance.
PropTech & DataGlobalU.S. National
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RMI
Strategic Decarbonization Planning: Turning Vision into Value in Commercial Real Estate
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
SustainabilityCapital MarketsAlternativesU.S. National
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Newmark
Multifamily Valuation & Advisory's North American Market Survey 2025 (Multifamily)
Newmark Valuation & Advisory survey of North American multifamily markets including affordable/LIHTC product, cap rates, and investor sentiment.
Affordable HousingMultifamilyU.S. NationalCanada
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CBRE
European Life Sciences Ecosystems Report
CBRE's European life sciences ecosystems report PDF (9.3MB): lab space commands rent premiums over office; 43 of top-100 life sciences universities are in Europe; growing investor interest.
Life SciencesEuropeUnited Kingdom
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CenterSquare Investment Management
2025 Global REIT Outlook - Illuminating Opportunities Worldwide
Global REIT outlook across U.S., Europe, and Asia Pacific; projects new deliveries declining ~20% in 2025 and notes office sector bifurcation favoring top-tier product.
REITsOfficeGlobalU.S. National
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Moody's CRE
Affordable Housing and America's Housing Affordability Landscape
Moody's CRE analysis positioning affordable and mid-market units as the true stabilizer of multifamily performance amid Class A oversupply and record LIHTC deliveries.
Affordable HousingMultifamilyU.S. National
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National Multifamily Housing Council
Reconciling the Apartment Shortage with Recent Record Apartment Completions
NMHC research note reconciling record apartment completions with the persistent multi-million-unit shortage constraining affordability for lower-income renters.
Affordable HousingMultifamilyU.S. National
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National Multifamily Housing Council
The Impact of New Development on Renter Mobility in a Changing Housing Market
NMHC note showing new supply puts downward pressure on rents and lifts renter mobility from multi-decade lows, with implications for affordability.
Affordable HousingMultifamilyU.S. National
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Urban Land Institute
C Change for Housing: A Systems Approach to Affordable Low Carbon Homes
ULI Europe systems map and report identifying 12 intervention areas to decarbonize existing and new affordable housing across Europe.
Affordable HousingEuropeGlobal
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Colliers
Student Accommodation Snapshot 2025 (PBSA)
PBSA snapshot positioning student accommodation as an emerging asset class; Italy off-campus investment ~EUR 310m in 2024 (75%+ international) with provision rate just 4.8%.
Student HousingEuropeUnited Kingdom
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John Burns Research and Consulting
Starter homes cost $1,091 more per month to purchase than rent
JBREC: buying a starter home costs $1,091/month more than renting (vs $233 historical average), driving demand toward single-family rentals; market-by-market premiums analyzed.
Single-Family RentalHomebuildersU.S. National
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Brookfield Public Securities Group
Themes Supporting Listed Real Assets in 2025
Listed real assets outlook tied to deglobalization, digitalization and decarbonization, expecting REITs to turn acquisitive and REIT earnings to accelerate as CRE values bottom.
REITsGlobalU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
AI-Powered Proptech: Venture Capital Investment Trends in 2024
Record $3.2B in VC into AI-powered proptech in 2024; US captured $2B+, Europe $700M, APAC $500M across leasing, construction, energy, and workplace use cases.
PropTech & DataGlobalU.S. National
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CBRE
Resilience and Opportunity: The Future of Affordable Housing Investment
CBRE Capital Markets Conversations with the firm's Affordable Housing Vice Chairman on sector resilience, bipartisan policy support, and 2025 acquisition-rehab investment strategies.
Affordable HousingU.S. National
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