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395 reports
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Q1 2026 performance data from the ODCE and NCREIF Property Index covering institutional real estate returns across major property types.
Advisory analysis examining successful real estate investment strategies for institutional investors and their potential for continued outperformance despite broader sector underperformance.
Analysis examining the convergence of total returns between public and private real estate benchmarks over a ten-year period.
Research examines whether closed-end real estate funds have delivered acceptable net returns relative to alternative opportunities and risk metrics.
CBRE's survey of investor sentiment and capital deployment intentions across Asia Pacific real estate markets.
Survey of institutional investor deployment plans and capital allocation strategies across real estate asset classes and markets.
Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.
Knight Frank explores expectations for core capital liquidity, recovery trajectories, and strategic positioning in the institutional real estate market for 2026.
Knight Frank analysis examining how investor hurdle rates are shifting in response to market complexity and risk dynamics entering 2026.
Quarterly tracking of property and rental prices across all districts and main property types in Cyprus.
Knight Frank analysis examining the growing role and influence of private wealth investors in commercial real estate markets.
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Savills' quarterly review of real estate investment activity and trends across the Asia Pacific region for Q4 2025.
Forward-looking analysis of German real estate market conditions and investment trends for 2026.
Private real estate fundraising is stabilizing, with the 2026 rankings marking a turning point as the PERE 100 reverses a multiyear decline. Total capital raised increased year-over-year for the first time since 2023, with top managers adding $52 billion to their five-year totals as sentiment improves and capital…
Higher interest rates have triggered a substantial revaluation across real estate markets, yet underlying sector fundamentals remain resilient.
Hotel REIT Values Are Entering a New Phase: Introducing Capright’s Hotel REIT Gross Asset Value (GAV) Index The hospitality real estate market has proven remarkably The post Hotel REIT Gross Asset Value Index – June 2026 appeared first on Capright .
Analysis of how distributions to paid-in capital (DPI) has emerged as a key liquidity metric for commercial real estate fund investors, with smaller funds outperforming larger peers in capital returns during the current constrained market environment.
US REITs gained 18% YTD (double the S&P 500) despite rising yields; M&A at a decade high, ~6.3% projected 2026 earnings growth, ~30% average loan-to-value.
Latest MH REIT quarterly: ELS 93.9% occupancy with 5.7% YoY rent growth, Sun above 98% occupancy integrating $450M of acquisitions, UMH 7.1% NOI growth; affordability and aging demographics drive demand.
Full-year wrap on MH REITs: ~98.1% same-property occupancy, 8.8% Q4 / 8.9% FY same-property NOI growth on 7.3% revenue growth vs 3.2% opex; 5-7.6% rent growth across operators.
CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.
Janus Henderson on global REITs' attractive 2026 setup: historically low valuations, strengthening fundamentals and diversification benefits.
CIO outlook positioning global listed property for a solid 2026, citing a REIT-vs-equity valuation gap at GFC-era levels against strong real estate fundamentals.
2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.
Annual REIT forecast projecting 13-15% annualized total returns over 2026-2028 in the base case, citing accelerating growth and attractive valuations.
Nareit market commentary on diversifying across global REIT regions and property sectors, with data as of Nov. 30, 2025, framing 2026 allocation opportunities.
Examines the public-private valuation gap and the REIT-vs-equity multiple divergence, arguing both set the stage for REIT outperformance in 2026.
Survey-based piece: 88% of institutions view REIT investing as real estate investing and 89% plan to maintain or raise allocations, with sovereign-wealth and pension case studies.
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
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.
Three-part case for US REITs: high domestic revenue, defensive sector mix (healthcare, residential, needs-based retail) and attractive valuations versus broad equities.
Quarterly CIO video update covering global REIT sector developments, residential housing dynamics, AI's impact on commercial real estate, and the 2025 outlook.
Q2 2025 REIT cap-rate report; industrial cap rates expanded ~45bps versus ~11bps for REITs overall amid trade-policy uncertainty.
Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.
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.
Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.
CBRE IM perspectives piece on affordable housing as an institutional investment opportunity and its social impact thesis.
Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.
Full-year 2024 MH REIT review (ELS, Sun, UMH): ELS 5.8% YoY rent growth, SUI 97.6% occupancy and $570M asset sales, UMH 7.9% same-property rental income growth; insurance up 15-20%, Sunbelt migration tailwind.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Chilton outlines ten foundational principles for REIT investing, emphasizing management quality, balance-sheet strength and transparent reporting.
CBRE IM projects global listed real estate can outperform broad equities in 2025 via accelerating earnings, favorable capital access and range-bound yields.
Chilton projects 10-15% total return for public REITs in 2025, citing accretive acquisitions and AFFO multiple expansion despite flat rates.
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.
Listed real assets outlook tied to deglobalization, digitalization and decarbonization, expecting REITs to turn acquisitive and REIT earnings to accelerate as CRE values bottom.
Analysis of worldwide REIT trends across the FTSE EPRA Nareit Global Real Estate Index (497 constituents, 38 countries) spanning North America, Europe, and Asia.
Hines' inaugural Climate Strategy Report detailing its 2040 net-zero operational carbon target and climate-risk management approach across its global real estate portfolio.
Sixth annual report on the top 100 equity REITs: 94% report GHG emissions and 78% report on-site clean-energy generation, with REITs developing decarbonization pathways.
Knight Frank survey of property investors on ESG priorities, decarbonization strategy, retrofit and net-zero positioning across real estate portfolios.
GRESB's 2024 benchmark covering 2,223 real estate participants and over $7T GAV; net-zero targets rose to 65% of participants, with embodied carbon included in only 28.6% of those targets.
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.
This is a market report published by CBRE on September 30, 2025 presenting investment market figures for Norway in the third quarter of 2025. The report covers capital markets activity and includes data for the Oslo market and broader Norway region.
Monthly RICS sentiment survey of UK residential sales and lettings conditions for May 2026.
Slight overweight to real assets as real estate valuations approach trough.
Self-Storage REITs Enter a New Phase of Stabilization Amid Ongoing Pricing Pressure Capright has released its latest Self-Storage REIT Update, providing a detailed look at The post Self-Storage REIT Update – June 2026 appeared first on Capright .
🎙️ Healthcare REITs Face a Defining Moment as Demand Outpaces Supply The long-term fundamentals supporting healthcare real estate remain among the strongest in CRE today, The post Healthcare REITs with Taylor Green – May 2026 appeared first on Capright .
Triple-Net Retail REIT Update: Institutional Capital Continues to Favor Defensive Retail Assets The triple-net retail REIT sector entered 2026 from a position of strength. Despite The post Triple-Net Retail REIT Update – May 2026 appeared first on Capright .
Single-Family Rental REIT Update: Policy Shifts, Supply Dynamics & What Comes Next Capright is pleased to release its latest Single-Family Rental REIT Update, offering a The post Single-Family Rental REIT Update – May 2026 appeared first on Capright .
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…