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Clarion Partners
Opportunity Zones 2.0 - A Permanent Fixture
Clarion Partners reviews the permanent extension of the Opportunity Zones program and its implications for real estate capital formation. The brief assesses how the structure shapes long-term investment.
Capital MarketsAlternativesU.S. National
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Brookfield
How constraints are shaping data infrastructure
Brookfield analyzes how connectivity and the constraints around it are increasingly determining which data infrastructure assets can be built, scaled and able to deliver durable returns. The piece frames power and network access as the gating factors for AI-era data-center growth.
Data CentersAlternativesGlobalU.S. National
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Cushman & Wakefield
U.S. Hospitality MarketBeat - Q1 2026
The report covers U.S. hotel performance including occupancy, average daily rate and revenue per available room. It reviews demand trends and capital markets activity across the lodging sector.
HospitalityCapital MarketsU.S. National
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Cushman & Wakefield
U.S. Life Sciences MarketBeat - Q1 2026
The report tracks U.S. life sciences lab and research space demand, supply and rents across the major hubs. It assesses fundamentals amid shifting venture capital funding.
Life SciencesCapital MarketsU.S. National
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Arbor Realty Trust
Small Multifamily Investment Trends Report Q2 2026
The report finds small multifamily prices and lending activity continuing to recover, supported by steady rent growth, rising occupancy and declining expense ratios that have lifted average net operating incomes.
MultifamilyCapital MarketsDebt & FinancingU.S. National
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Barings
Exploring the Opportunity in Alternative Real Estate
Barings discusses emerging demand drivers and underwriting approaches for alternative real estate sectors and the case for diversification beyond the core property types.
AlternativesCapital MarketsData CentersU.S. NationalGlobal
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Newmark
1Q26 U.S. Multifamily Capital Markets Conditions & Trends
Multifamily posted strong absorption and slowing deliveries in 1Q26, while debt market liquidity remained robust with originations up 46% year over year.
MultifamilyCapital MarketsDebt & FinancingU.S. National
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Newmark
1Q26 U.S. Capital Markets Conditions & Trends
Newmark reports capital markets entered 2026 with renewed momentum as transaction activity, debt liquidity and asset returns aligned, with 2025 investment sales up 20% year over year and activity concentrated in deals under $100 million.
Capital MarketsREITsU.S. National
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Columbia Threadneedle Investments
UK Real Estate: Talking Points April 2026
The quarterly snapshot reviews UK commercial real estate performance, returns and investor sentiment, with retail expected to be a standout sector as capital returns at greater scale.
Capital MarketsEconomyRetailUnited Kingdom
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Clarion Partners
Healthcare Real Estate: Positioning for the Outpatient Era
Clarion Partners analyzes the shift of care delivery toward outpatient settings and its implications for medical real estate. The report positions healthcare property as a durable income strategy.
HealthcareU.S. National
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Brookfield
The allocation evolution: The emergence of total portfolio approach investing
Brookfield explores how institutions can take a more holistic, total-portfolio approach within traditional asset allocation frameworks. The piece argues this shift better integrates private markets and real assets into portfolio construction.
AlternativesEconomyREITsGlobalU.S. National
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datacenterHawk
1Q 2026 Latin America Data Center Market Report
The first quarter 2026 Latin America review reports the region doubled all of 2025's absorption in a single quarter, with Brazil crossing significant new capacity thresholds.
Data CentersLatin America
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datacenterHawk
1Q 2026 Asia-Pacific Data Center Market Report
The first quarter 2026 Asia-Pacific review reports a gigawatt of capacity absorbed in a single quarter, India in delivery mode, and Southeast Asia splitting into distinct submarkets.
Data CentersAsia-Pacific
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datacenterHawk
1Q 2026 North American Data Center Market Report
The first quarter 2026 North American review examines power scarcity, record demand, a regulatory reset, and Canada's emergence as a strategic market for data center development.
Data CentersU.S. NationalCanada
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CBRE
Q1 2026 U.S. Multifamily Figures: Vacancy Rate Falls Amid Rebounding Demand
Net absorption totaled 78,100 units in Q1 2026 and the national vacancy rate fell 20 basis points to 4.8%, with deliveries down 30% year over year as supply moderated.
MultifamilyU.S. National
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Colliers
Capital Markets U.S. Snapshot Report, 2026 Q1
Colliers notes office investment is recovering from its cyclical low, with private capital moving on reset pricing and AI-oriented leasing contributing to a resurgence in key markets.
Capital MarketsOfficeU.S. National
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Avison Young
U.S. Office Market Report, Q1 2026
Avison Young reports U.S. office leasing of 61.7 million square feet in Q1 2026, with availability declining for a seventh straight quarter to 22.2% and gateway markets San Francisco and Manhattan near pre-COVID volumes.
OfficeU.S. NationalSan Francisco
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Nuveen Real Estate
Q2 2026 Global Trends and Tactics
The quarterly publication sets out Nuveen Real Estate's house view on opportunities and risks across global markets. It reports global private real estate values rising for five consecutive quarters through Q4 2025 and trailing transaction volumes of 890 billion dollars, up 17 percent year over year.
Capital MarketsEconomyREITsGlobalU.S. National
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Apartment List
Apartment List Renter Migration Report: 2026
The annual migration study analyzes the search preferences of users who registered between January and December 2025 to map where renters are moving across US metros. It highlights the metros gaining and losing renter interest amid affordability pressures.
MultifamilyU.S. National
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Yardi Matrix
Yardi Matrix Revises 2026-28 U.S. Multifamily Completions Forecast Upward
Yardi Matrix revised its multifamily completions forecast upward, projecting roughly 450,000 units delivered in 2026, a drop from recent years but not enough to push rents to robust levels.
MultifamilyU.S. National
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McKinsey & Company
Real estate builds on new terrain (Global private markets in real estate)
The real estate chapter of McKinsey's Global Private Markets Report analyzes how private real estate is evolving through 2026, from sector rotations to shifting risk-return profiles, ESG demands, and institutional capital flows. It documents that operationally hands-on investors now control a growing share of real estate AUM.
Capital MarketsAlternativesSustainabilityGlobal
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McKinsey & Company
How agentic AI can reshape real estate's operating model
McKinsey examines how agentic AI can automate multistep workflows across property management, leasing, and other core real estate functions, enabling humans to work in partnership with autonomous AI agents. It frames agentic AI as the next wave beyond earlier generative-AI applications in the sector.
PropTech & DataOfficeMultifamilyGlobalU.S. National
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GWL Realty Advisors
Ready. Set. Go. 2025 Annual Review
The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.
OfficeIndustrial & LogisticsMultifamilyCanada
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Montagu Evans
Market Pulse: UK Property Insights - March 2026
Montagu Evans reports the strongest UK investment volumes in four years in the fourth quarter, led by offices and industrial, with momentum expected to be sustained through a gradual improvement.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomU.S. National
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Savills
Market in Minutes: UK Commercial - March 2026
Savills reports first quarter 2026 take-up rose 11 percent in logistics and 6 percent in Central London offices year over year. Offices are the firm's most favoured 2026 investment pick on attractive relative pricing.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondon
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Walker & Dunlop
Multifamily market transitions present attractive investment opportunities
Walker & Dunlop Investment Partners argues the transition phase in multifamily offers attractive entry points as fundamentals improve and new supply declines.
MultifamilyCapital MarketsU.S. National
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CBRE
U.S. Cap Rate Survey H2 2025
Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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National Investment Center for Seniors Housing and Care
Research: Assisted Living Market Penetration Depends on More Than Local Demographics or Economics
NIC research finds assisted living market penetration is shaped by factors beyond local demographics and economics, with implications for site selection and demand modeling.
Senior HousingHealthcareU.S. National
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JLL
U.S. Life Sciences Property Report
JLL reports the U.S. lab market now exceeds 200 million square feet with a supply-to-demand ratio near 6 to 1, as AI and tough-tech firms take a growing share of leasing, including 30% of Boston signings in 2025.
Life SciencesU.S. NationalBoston
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Moody's CRE / Analytics
Commercial Real Estate Insights
Moody's Analytics CRE insights forecast roughly $805 billion in CRE lending for 2026, a 38% increase from 2025, with office and retail stabilizing and multifamily facing short-term headwinds.
Capital MarketsDebt & FinancingEconomyU.S. National
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Green Street
Green Street Releases 2026 Annual Sector Outlooks
Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.
Capital MarketsIndustrial & LogisticsMultifamilyU.S. National
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