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Cushman & Wakefield
Rethinking European Offices: Turning Obsolescence into Opportunity
Over 70% of Western European office stock risks functional, financial or legal obsolescence by 2030 as EPBD and sustainability rules tighten; repositioning preserves asset value.
SustainabilityOfficeEurope
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CBRE
European Student Housing: The Growing Demand for PBSA in a Constrained Market
CBRE report on PBSA demand drivers, supply-demand imbalances, the regulatory landscape and investment opportunities across constrained European student housing markets.
Student HousingEuropeUnited Kingdom
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CBRE
2025 U.S. Healthcare Real Estate Outlook
Aging population, growing healthcare spending and new technologies underpin 2025 demand; medical outpatient buildings positioned to benefit with declining vacancy and modest rent growth.
HealthcareU.S. National
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Cushman & Wakefield
The Ultimate Showdown: Student Housing Power 4 Conference Season Primer
Ranks 67 Power 4 (SEC, ACC, Big Ten, Big 12) university student-housing markets using 18 enrollment and market-performance metrics via a proprietary scoring formula.
Student HousingU.S. National
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JLL
Life Sciences investment appetite enters new phase
JLL on UK life sciences real estate investment stabilizing after a 2023 dip; equity and debt investors more comfortable backing the sector amid purpose-built lab undersupply in the Golden Triangle.
Life SciencesUnited KingdomLondon
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Walker & Dunlop
Manufactured housing communities: Trends and outlook for commercial real estate professionals
Walker & Dunlop insight on the MHC sector: lower entry cost vs multifamily ($77k/site vs $221k/unit), 94.7% occupancy and 7.3% rent growth at end-2023, institutionalization, GSE financing, and rent-control/insurance headwinds.
Manufactured HousingU.S. National
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Clarion Partners
A Positive Prognosis for the Healthcare Property Sector
Clarion Partners research thesis on healthcare real estate (life sciences, medical, seniors housing) positioned for long-term growth from aging demographics and rising healthcare spend.
HealthcareLife SciencesSenior HousingU.S. National
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CBRE
Build-to-Rent Residential Market Overview
CBRE overview of the U.S. build-to-rent sector: BTR helping ease the single-family housing shortage, strong institutional interest, exit optionality, and accelerating domestic/global capital.
Single-Family RentalHomebuildersU.S. National
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CBRE
Shrinking Supply of Rental Housing Further Constrains Students in Need of Housing
CBRE Netherlands viewpoint on how declining rental supply and policy measures are worsening the student housing shortage in cities such as Amsterdam, Utrecht and Groningen.
Student HousingEurope
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Deloitte
2025 commercial real estate outlook
Deloitte's CRE outlook with heavy technology focus: 81% prioritize data/technology spend, 76% researching/piloting AI; covers digital twins, predictive rent forecasting and legacy-system barriers.
PropTech & DataGlobalU.S. National
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Berkadia
Single-Family Rental & Build-to-Rent Market Overview — September 2024
Berkadia SFR/BTR overview report: institutional ownership concentrations in Atlanta, Jacksonville, Indianapolis, Nashville, and Charlotte; affordability-driven rental demand.
Single-Family RentalU.S. NationalAtlanta
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Matthews Real Estate Investment Services
Net Lease Retail Market Report | Houston, TX
Metro-level net lease retail report covering Houston's Southeast Outlier and NASA/Clear Lake submarkets, with vacancy (3.8% and 5.9%), rent growth and sales-volume data as of Q3 2024.
Net LeaseRetailHoustonTexas
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JLL
Investor focus on sustainability is no longer an option but a strategic imperative
JLL guide on why sustainability is essential for real estate investors: buildings drive ~40% of global carbon emissions, raising stranded-asset and green-lease considerations.
SustainabilityAlternativesGlobal
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John Burns Research and Consulting
Unlocking single-family rental (SFR) trends early and accurately
JBREC analysis using the Burns Single-Family Rent Index (+3.9% YoY as of May 2024); affordability challenges support SFR demand; compares proprietary data with SFR REIT earnings.
Single-Family RentalU.S. National
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Cushman & Wakefield
Implementing Sustainability: Leading Change in Commercial Real Estate
Five strategies for embedding sustainability into CRE capital planning and operations, noting ~40% of global CO2 emissions come from commercial real estate buildings.
SustainabilityAlternativesGlobal
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Cushman & Wakefield
Predicting and Navigating Student Housing Investment Sales
Five predictions for US student-housing investment sales covering deal volume, operational performance and capital allocation following a challenging 2023 financing environment.
Student HousingU.S. National
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Cushman & Wakefield
Innovating the industry with PropTech (The Edge, Volume 3)
Cushman & Wakefield feature on its Fifth Wall proptech partnership, arguing firms should adopt existing market technology and collaborate industry-wide rather than build proprietary tools.
PropTech & DataGlobalU.S. National
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Nuveen
Understanding the Life Sciences Sector in Asia Pacific
Nuveen Real Estate (with ULI) on the Asia Pacific life sciences sector: drivers of successful locations, company space requirements and investment characteristics for the asset class.
Life SciencesAsia-Pacific
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CBRE
The Importance of Accurate Valuation in Manufactured Housing and RV Real Estate
CBRE valuation advisory explaining why MH/RV properties require specialized valuation methods given depreciation, mobility and location factors.
Manufactured HousingU.S. National
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Knight Frank
Sustainability Series: ESG Property Investor Survey 2025
Knight Frank survey of property investors on ESG priorities, decarbonization strategy, retrofit and net-zero positioning across real estate portfolios.
SustainabilityAlternativesREITsGlobal
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Novogradac
State of the Nation's 2025 Housing Report Details Persistent Housing Affordability Crisis
Novogradac's affordable-housing read of the JCHS 2025 report, focused on cost burden, the supply gap, and implications for LIHTC-financed rental housing.
Affordable HousingU.S. National
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Knight Frank
UK Student Accommodation Outlook 2025/26
Annual UK PBSA outlook covering demand, supply, rental growth and investment, with rental growth moderating to 2% in 2025/26 and continued structural undersupply of beds.
Student HousingUnited KingdomLondon
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PGIM Real Estate
Q4 2025 Real Estate Securities Outlook: Rate Relief Supports REITs
PGIM's Q4 2025 outlook projecting monetary easing to support global REIT returns, favoring data centers, senior housing and resilient retail with selectivity in office.
REITsData CentersSenior HousingGlobalU.S. National
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Savills
Holiday & Home Park Update 2025
Savills UK update on holiday, residential and mobile home parks: pitch values by park type (residential parks ~£40,547/pitch), deal volume and demand trends across the land-lease park sector.
Manufactured HousingUnited KingdomEurope
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MetaProp
MetaProp Real Estate Technology Research (Global PropTech Confidence Index library)
MetaProp's freely accessible research hub housing the bi-annual Global PropTech Confidence Index and AI/ESG studies; latest is the Mid-Year 2025 Global PropTech Confidence Index (Oct 2025).
PropTech & DataGlobal
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Novogradac
Rental Income, Operating Expenses, NOI All Hit New Peaks for Properties in Novogradac LIHTC Data Set
Analysis of the 2025 Novogradac LIHTC Income & Operating Expenses dataset: LIHTC rental income up 8.7% in 2024 vs 0.8% market-rate, expenses up 10.5%, NOI at a nine-year high.
Affordable HousingU.S. National
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CBRE
Exploring Investment Strategies for Manufactured Housing and RV Real Estate in the Capital Markets
CBRE capital-markets piece outlining MH/RV investment approaches (REITs, direct ownership, mortgage-backed securities) with sector performance context.
Manufactured HousingCapital MarketsCMBSU.S. National
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Center for Real Estate Technology & Innovation (CRETI)
2024 Proptech Venture Capital Report
CRETI's 2024 proptech funding report analyzing the sector's shift toward financial discipline and profitability across construction, residential, multifamily and office, by tech category and geography.
PropTech & DataCapital MarketsMultifamilyGlobalU.S. National
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Mortgage Bankers Association
Commercial and Multifamily Mortgage Debt Outstanding Crosses $5 Trillion in First-Quarter 2026
MBA's quarterly Commercial/Multifamily Mortgage Debt Outstanding report finds total debt rose $26.3 billion (0.5%) to $5.02 trillion in Q1 2026, with multifamily debt up $23.0 billion to $2.32 trillion.
Debt & FinancingCapital MarketsMultifamilyU.S. National
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Principal Asset Management
2026 Mid-year Inside Real Estate outlook
Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
Capital MarketsData CentersMultifamilyGlobalU.S. National
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Blackstone
Hard Assets in a Changing World
A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.
AlternativesData CentersIndustrial & LogisticsGlobalU.S. National
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AEW
The Search for Growth - U.S. Research Perspective
AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.
OfficeMultifamilyIndustrial & LogisticsU.S. National
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Mortgage Bankers Association
Quarterly Commercial/Multifamily Mortgage Delinquency Rates
MBA's complimentary Commercial Mortgage Delinquency Rates report analyzes delinquency trends across the five largest investor groups—banks/thrifts, CMBS, life companies, Fannie Mae and Freddie Mac.
Debt & FinancingCMBSMultifamilyU.S. National
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AEW
New Logistics Demand Drivers Offset Impact from Iran Conflict - Europe Research Perspective
AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.
Industrial & LogisticsEconomyEurope
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Marcus & Millichap
Inflation and Employment Outlook
June 2026 research brief: job creation is rising while inflation worsens, creating a mixed outlook for commercial real estate as the labor market regains footing after a prolonged slowdown.
EconomyCapital MarketsU.S. National
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Berkadia
Multifamily Lending Mid-Year Market Landscape
Mid-year review of multifamily lending: agency lending volumes rising, third-party capital remains accessible, and transaction activity concentrating in higher-quality assets amid disciplined underwriting.
Debt & FinancingMultifamilyCapital MarketsU.S. National
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Principal Asset Management
Five forces shaping the data center investment landscape
Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.
Data CentersU.S. NationalGlobal
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Principal Asset Management
Headline ODCE returns mask a selection-driven cycle
Principal's research on ODCE fund performance shows a selection-driven cycle, with top-quartile U.S. funds returning 5.9% annualized versus 0.1% for the bottom quartile and European funds leading on capital appreciation.
Capital MarketsREITsU.S. NationalEurope
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