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Walker & Dunlop
Why HUD financing is gaining momentum in 2026
Examines why HUD-insured financing is becoming more attractive for long-term capital, citing improved processing timelines, competitive economics, and streamlined environmental requirements. References the firm's 2026 HUD Outlook.
Debt & FinancingMultifamilyAffordable HousingU.S. National
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Mortgage Bankers Association
Chart of the Week: Total CRE Lending, 2020-2025
Drawing on MBA's 2025 Annual Origination Volume Summation, this chart shows CRE lending recovered to roughly $706 billion in 2025, a 40% increase over 2024, led by depositories and agency lenders.
Debt & FinancingCapital MarketsU.S. National
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Mortgage Bankers Association
Commercial/Multifamily Borrowing Increased 52 Percent in the First Quarter of 2026
MBA's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations shows Q1 2026 originations up 52% year-over-year, led by an 80% rise in depository lending.
Debt & FinancingCapital MarketsMultifamilyU.S. National
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Cushman & Wakefield
AI Impact on Gateway Cities
Examines how AI and machine learning firms concentrate in the Bay Area, New York and London, with AI leasing remaining strong across San Francisco and Manhattan's AI leasing already surpassing all of 2025.
OfficeEconomyU.S. NationalUnited Kingdom
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Mortgage Bankers Association
MBA Annual Report Finds Total Commercial Real Estate Borrowing and Lending Increased 40 Percent in 2025
MBA's 2025 Commercial Real Estate/Multifamily Finance Annual Origination Volume Summation estimates total CRE borrowing and lending reached $706 billion in 2025, a 40% increase over 2024.
Debt & FinancingCapital MarketsMultifamilyU.S. National
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Principal Asset Management
Where real estate meets infrastructure: The evolution of data center investing
Examines how data centers blend real estate and infrastructure characteristics, assessing demand sustainability, power constraints, and why high-quality, power-secured assets remain strategically compelling.
Data CentersAlternativesU.S. NationalGlobal
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Berkadia
The Graying Gold Rush: Seniors Housing Outshines Amid Uncertainty
Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.
Capital MarketsDebt & FinancingSenior HousingU.S. National
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Newmark
AI and the Future of Office: Quantifying Workforce Change and Space Demand Through 2030
A thematic study quantifying how AI-driven workforce change is expected to reshape U.S. office space demand through 2030.
OfficeEconomyPropTech & DataU.S. National
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Cushman & Wakefield
Cross-Border Capital and CRE: Early 2026 Signals Across Regions and Strategies
Global capital markets analysis finding that credit markets remain open and transaction volume has moved off recent lows, with cross-border activity building cyclical momentum despite elevated risks.
Capital MarketsGlobalU.S. National
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Nuveen Real Estate
U.S. overview | Trends and Tactics
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
OfficeIndustrial & LogisticsMultifamilyU.S. National
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Mortgage Bankers Association
Chart of the Week: Commercial Real Estate Loan Maturity Volumes
Based on MBA's 2025 Commercial Real Estate Survey of Loan Maturity Volumes, 17% ($875 billion) of the $5.0 trillion in outstanding commercial mortgages is scheduled to mature in 2026, down 9% from 2025.
Debt & FinancingCapital MarketsU.S. National
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CBRE
North America Data Center Trends H2 2025
Record data center demand in H2 2025 drove North American vacancy to a historic low of 1.4% while pricing rose 6.5% year-over-year amid constrained supply and surging AI infrastructure needs.
Data CentersU.S. NationalCanada
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Berkadia
Private Credit in CRE: Liquidity, Competition, and Evolving Opportunities in 2026
Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.
Debt & FinancingCapital MarketsMultifamilyU.S. National
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Berkadia
MBA CREF 2026: Five Takeaways Shaping CRE Lending & Investment
Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.
Debt & FinancingCapital MarketsMultifamilyU.S. National
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Colliers
Industrial Market Poised to Pivot as Vacancy Stabilizes
The Q4 2025 U.S. Industrial Market Outlook reports vacancy stabilized at 7.3% as new supply fell to its lowest level since 2017, setting up a pivot toward tightening conditions in 2026.
Industrial & LogisticsU.S. National
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Mortgage Bankers Association
MBA CREF Forecast: Total Commercial Mortgage Originations to Increase 27 Percent to $805 Billion in 2026
MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.
Capital MarketsDebt & FinancingMultifamilyU.S. National
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Barings
U.S. Real Estate: Gradual Recovery Supported by Low New Supply
Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.
Capital MarketsEconomyDebt & FinancingU.S. National
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AEW
2026 US Market Outlook: Shifting Balance of Risk?
AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.
OfficeRetailHospitalityU.S. National
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Blackstone
Real Estate Enters the Next Phase of the Cycle
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
Capital MarketsData CentersIndustrial & LogisticsGlobalU.S. National
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JLL
Global Real Estate Outlook
JLL identifies six interconnected forces reshaping commercial real estate in 2026, spanning cost pressures, supply constraints, AI implementation, energy-system convergence, and broadened investment access.
EconomyCapital MarketsAlternativesGlobalU.S. National
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Avison Young
Outlook 2026 - Canadian Commercial Real Estate
Avison Young's annual Canadian CRE outlook, with 97% of surveyed experts expecting activity to increase or hold steady and the strongest sales quarter since 2022 in Q3 2025.
OfficeIndustrial & LogisticsRetailCanadaU.S. National
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LaSalle Investment Management
LaSalle's ISA Outlook 2026: No more deja vu for European real estate
The Europe chapter of LaSalle's ISA Outlook 2026, arguing European real estate is breaking out of the cycle with strong occupier demand in luxury high streets and prime city-center offices.
OfficeRetailCapital MarketsEuropeLondon
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LaSalle Investment Management
LaSalle's ISA Outlook 2026: Americas real estate poised to break its Groundhog Day cycle
The Americas chapter of LaSalle's ISA Outlook 2026, with stabilizing valuations, improving debt market liquidity and a sharp pullback in new development signaling early signs of a new cycle.
Capital MarketsDebt & FinancingOfficeU.S. NationalCanada
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LaSalle Investment Management
LaSalle's ISA Outlook 2026: Asia Pacific real estate rewrites the script
The Asia Pacific chapter of LaSalle's ISA Outlook 2026, as long-standing assumptions about trade, demographics and inflation give way to more intricate market dynamics.
Capital MarketsOfficeIndustrial & LogisticsAsia-Pacific
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Barings
Navigating Dispersion: Real Estate Strategies for 2026
A Barings and Artemis roundtable across the U.S., Europe, and Asia Pacific arguing 2026 is a stock picker's market requiring active selection and granular analysis as performance disperses by quality and location.
Capital MarketsMultifamilyIndustrial & LogisticsGlobalEurope
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Avison Young
Global investment trends and cross-border capital flows
Avison Young experts examine global real estate investment trends and cross-border capital flows, covering the London office resurgence, US debt liquidity and the 2026 investor outlook.
Capital MarketsOfficeGlobalU.S. National
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PGIM Real Estate
2026 Real Estate Outlook: United States
PGIM's house view for US commercial real estate in 2026 argues that uncertainty is prolonging the early phase of the recovery cycle, while tepid capital availability creates a favorable vintage for selective acquisitions, development and credit.
OfficeMultifamilyIndustrial & LogisticsU.S. National
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PGIM Real Estate
2026 Real Estate Outlook: Private CRE Credit
PGIM Real Estate's 2026 outlook for private commercial real estate credit, noting rising multifamily origination share and demand for transitional bridge-to-agency financing amid upcoming loan maturities.
Debt & FinancingCapital MarketsMultifamilyU.S. National
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Colliers
U.S. Market Big-Box Report | 2025 Mid-Year Outlook
This mid-year big-box industrial report finds the North American market stabilizing after years of historic growth and rebalancing, setting the stage for the next expansion cycle.
Industrial & LogisticsU.S. NationalCanada
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AEW
2026 European Outlook - Navigating The Winds of Change
AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.
OfficeMultifamilyIndustrial & LogisticsEuropeUnited Kingdom
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Colliers
H1 2025 | U.S. Office Market Tech Trends
A thematic report on how the technology industry drives the U.S. office market, tracking tech talent and corporate expansion beyond the San Francisco Bay Area into emerging hubs.
OfficeU.S. NationalSan Francisco
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Nuveen Real Estate
New opportunities in real estate demand a global view
Nuveen makes the case for a global approach to real estate, focusing on high-quality assets in leading cities and emerging sectors tied to megatrends like aging populations and technological innovation.
AlternativesSenior HousingHealthcareGlobal
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Savills
Investment: Retail capital market regains its footing
Analysis of the recovering UK retail investment market, with steady institutional demand and improving sentiment as buyers respond to rental growth and relative stability.
RetailCapital MarketsUnited Kingdom
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Walker & Dunlop
Navigating liquidity and lease-up opportunities in today's multifamily market
Examines how multifamily owners can use expanded financing options when facing maturing construction debt or lease-up properties, advocating parallel execution paths including agency takeouts, bridge financing, and sales. Draws on RealPage and Zelman data.
Debt & FinancingMultifamilyCapital MarketsU.S. National
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Newmark
2Q25 U.S. Life Science Market Conditions & Trends
Newmark presents the second quarter 2025 U.S. Life Science Market Conditions & Trends report, tracking leasing, lab demand, vacancy and tenant activity across major life science clusters.
Life SciencesU.S. National
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