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Columbia Threadneedle Investments
UK Real Estate: Talking Points January 2026
The quarterly snapshot reports UK real estate delivered a total return of 7.1 percent in 2025, with rental growth and improved investor sentiment heading into 2026.
Capital MarketsEconomyREITsUnited Kingdom
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Blackstone
Market Views: Dealmaking, Disruption, and Real Estate's Recovery
Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.
Capital MarketsIndustrial & LogisticsOfficeGlobalU.S. National
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Moody's CRE / Analytics
Commercial real estate
Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.
Capital MarketsDebt & FinancingCMBSU.S. National
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LaSalle Investment Management
ISA Outlook 2026
LaSalle's annual Investment Strategy Annual outlook for 2026 sets out the firm's global, European, North American, and Asia Pacific real estate strategy views to help clients navigate the year ahead.
Capital MarketsREITsGlobalEurope
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Redfin
2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up
Redfin's early 2026 housing market update found buyers cautious and sellers returning, with agents anticipating a busier spring. The report tracks inventory, listing activity and buyer-seller dynamics nationally.
EconomyHomebuildersSingle-Family RentalU.S. National
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CBRE
2026 North American Data Center Investor Intentions Survey
CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.
Data CentersCapital MarketsAlternativesU.S. National
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Newmark
2026 Valuation & Advisory North American Market Survey
Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.
Capital MarketsMultifamilyOfficeU.S. NationalCanada
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Berkadia
Berkadia 2026 Multifamily Investor Sentiment Survey
Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.
MultifamilyCapital MarketsREITsU.S. National
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datacenterHawk
4Q 2025 Data Center Market Recap
The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.
Data CentersGlobalU.S. National
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Radius+
Radius+ Forecast: Self-Storage Industry 2026 Annual Report
The 80-plus page annual forecast combines proprietary Radius+ analytics with industry commentary, built on full-year 2025 data and historical insight from 1984 onward. It covers 2026 supply growth, demand dynamics, rental rate performance, and market-level regional divergence.
Self StorageU.S. National
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J.P. Morgan
The outlook for the US housing market in 2026
J.P. Morgan Global Research projects US house prices will stall near 0% growth in 2026, with home sales gradually improving as mortgage rates ease and builders use rate buydowns to clear inventory.
EconomyHomebuildersSingle-Family RentalU.S. National
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CRE Finance Council
CREFC 4Q 2025 BOG Sentiment Index Approaches All-Time High as Financing Demand Hits Survey Record
The 4Q 2025 index rose 2.1 percent to 125.4 from 122.8 in 3Q 2025, approaching the all-time survey high of 126.6 set in 4Q 2024 as financing demand expectations reached a survey record.
Capital MarketsDebt & FinancingEconomyU.S. National
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National Multifamily Housing Council
NMHC Quarterly Survey of Apartment Conditions (January 2026)
The January 2026 survey reported updated readings across the Market Tightness, Sales Volume, Equity Financing and Debt Financing indices, gauging apartment market conditions at the start of the year.
MultifamilyCapital MarketsU.S. National
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Walker & Dunlop
2026 Market Intelligence Report (NMHC)
Walker & Dunlop's annual intelligence report examines where the multifamily market stands and how the next phase of the cycle is taking shape, with 62.7% of surveyed owners expecting acquisitions to increase in 2026.
MultifamilyCapital MarketsU.S. National
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Avison Young
Avison Young releases Fourth Quarter 2025 DFW Office Market Report
The Dallas-Fort Worth office market closed 2025 with its strongest performance since 2019, supported by robust net absorption, rising leasing activity and continued tenant preference for trophy and Class A space.
OfficeU.S. NationalDallas-Ft. Worth
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JLL
Global Hotel Investment Outlook 2026
JLL forecasts robust growth in hotel transaction volumes for 2026 on stronger debt markets and near-record dry powder, with the Americas leading 2025 volumes up 27% and luxury resorts a top target.
HospitalityCapital MarketsREITsGlobalU.S. National
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National Investment Center for Seniors Housing and Care
Occupancy Rate for Senior Living Communities Increased in 2025 as Construction Stalled
NIC reports senior living occupancy rose through 2025 as new construction remained at or near record-low levels, limiting future supply for older adults.
Senior HousingHealthcareCapital MarketsU.S. National
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MSCI Real Assets
Real Assets in Focus: Trends to Watch for 2026
MSCI notes acquisitions by traditional core real estate investors are at extremely low levels even as inflation falls and valuations stabilize, creating conditions for renewed price discovery in 2026.
Capital MarketsAlternativesREITsGlobalU.S. National
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Newmark
U.S. Commercial Real Estate in 2026: A Sector-by-Sector Outlook
Newmark Research frames its 2026 base case as a decaf stagflation environment, with industrial supply and demand rebalancing, office demand building and slowing multifamily supply shaping rent growth.
OfficeIndustrial & LogisticsMultifamilyU.S. National
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Lument
Steady Growth Accelerates: 2026 Seniors Housing and Healthcare Market Outlook
Lument's annual seniors housing and healthcare outlook projects continued recovery as occupancy approaches pre-pandemic levels and valuations firm, with ample financing opportunities for borrowers, buyers and sellers across the sector.
Senior HousingHealthcareCapital MarketsU.S. National
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CBRE
U.S. Real Estate Market Outlook 2026
CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.
OfficeIndustrial & LogisticsRetailU.S. National
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CBRE
Denver 2026 U.S. Real Estate Market Outlook
The Denver edition reviews local sector conditions for 2026, with the office market expected to follow other lagging metros toward a bottom by year-end.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalDenver
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CBRE
U.S. Real Estate Market Outlook 2026: Capital Markets
The capital markets chapter expects transaction activity to broaden in 2026 as pricing stabilizes and the cost of capital eases, with income growth the primary driver of returns.
Capital MarketsU.S. National
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CBRE
U.S. Real Estate Market Outlook 2026: Industrial
CBRE expects a continued flight to quality among occupiers in 2026, with minimal speculative development given oversupply of first-generation space and tighter construction financing.
Industrial & LogisticsU.S. National
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CBRE
U.S. Real Estate Market Outlook 2026: Data Centers
The data center chapter highlights record-low vacancy, mounting power constraints and pricing at all-time highs as hyperscale and AI demand continues to outpace new supply.
Data CentersU.S. National
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Federal Reserve Board
Beige Book - January 2026
The January 2026 Beige Book summarises commentary on current economic conditions across the twelve Federal Reserve Districts, including commercial real estate, construction and lending activity.
EconomyOfficeIndustrial & LogisticsU.S. National
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CBRE
Greater Los Angeles 2026 U.S. Real Estate Market Outlook
The Greater Los Angeles edition reviews local office, industrial, retail and multifamily conditions for 2026, noting the lagging office market is bottoming out.
OfficeIndustrial & LogisticsMultifamilyU.S. NationalLos Angeles
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Avison Young
Avison Young releases Fourth Quarter 2025 Office Market Report for Houston
Houston recorded its first year of positive office net absorption since 2015, with 625,082 square feet of positive absorption for 2025, reversing nine consecutive years of tenant space reductions.
OfficeU.S. NationalHouston
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Morningstar DBRS
U.S. CRE 2026 Outlook: Momentum Is Healthy, but Office Dynamics and CMBS Maturity Wall Bring Challenges
The outlook notes 2025 office originations were the highest since the Great Recession even as office delinquencies stayed elevated, creating a bifurcated environment. Morningstar DBRS maintains a stable view on hotel, retail and multifamily sectors despite asset- and market-specific stress.
CMBSOfficeCapital MarketsU.S. National
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Clarion Partners
The U.S. Commercial Real Estate Investable Universe
Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.
Capital MarketsAlternativesCMBSU.S. National
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Marcus & Millichap
2026 U.S. Multifamily Investment Forecast
Marcus & Millichap projects net absorption of about 240,000 units against 270,000 completions, lifting vacancy 10 basis points to 4.7%, with units under construction down 53% from the 2023 peak.
MultifamilyU.S. National
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CRED iQ
CMBS Distress Rate Climbs to 11.70% in December 2025 Amid Ongoing Refinancing Pressures
CRED iQ reports the overall CMBS distress rate rose to 11.70 percent in December 2025, a third consecutive monthly increase, with a delinquency rate of 8.89 percent and a specially serviced rate of 11.15 percent.
CMBSCapital MarketsDebt & FinancingU.S. National
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J.P. Morgan
2026 Commercial Real Estate Outlook
J.P. Morgan's 2026 commercial real estate outlook sees multifamily and industrial staying strong, retail steady and office recovering in select metros, with improving transaction volumes despite macro headwinds.
MultifamilyIndustrial & LogisticsOfficeU.S. National
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KBRA
CMBS Loan Performance Trends: December 2025
KBRA reports the delinquency rate among KBRA-rated US private label CMBS decreased to 7.7 percent in December 2025 from 7.8 percent in November, while the distress rate ticked up to 10.6 percent.
CMBSCapital MarketsDebt & FinancingU.S. National
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Horwath HTL
Bali Hotel & Branded Residences 2026
Horwath HTL reports Bali international arrivals reached 6.95 million in 2025, up 10 percent year on year and a new all-time high, with regulatory shifts expected to accelerate demand for professionally managed branded residences.
HospitalityAsia-Pacific
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Nareit
REITWatch January 2026 (Data as of December 31, 2025)
Nareit's monthly statistical publication provides a snapshot of the REIT industry, including data from the FTSE Nareit U.S. Real Estate Index Series and the FTSE EPRA Nareit Global Real Estate Index Series as of December 31, 2025.
REITsCapital MarketsU.S. NationalGlobal
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Urban Land Institute
Emerging Trends in Real Estate Global Outlook 2026
The global outlook synthesized the United States and Canada, Europe and Asia Pacific editions, offering a cross-regional view of investment and development prospects for 2026.
Capital MarketsOfficeIndustrial & LogisticsGlobalCanada
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CompStak
The Bigger the Better: Mega Warehouses Lead Industrial Recovery
Produced with Savills, this CompStak report finds that large bulk warehouse assets are leading the industrial recovery, with leasing demand and rent performance concentrated in the largest size segments.
Industrial & LogisticsU.S. National
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RCLCO
The Top-Selling Master-Planned Communities of 2025
New home sales among the 50 top-selling master-planned communities declined just 3 percent versus the pace set in 2024. The Villages led with 3,611 sales, up 13 percent, while Florida accounted for roughly 42 percent of top-50 sales and Texas around 32 percent.
Single-Family RentalEconomyHomebuildersU.S. NationalTexas
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The Boulder Group
Net Lease Research Report
The Boulder Group reported single tenant net lease cap rate stabilization continued in the fourth quarter of 2025, with overall cap rates increasing one basis point to 6.81 percent and retail cap rates compressing to 6.55 percent. High-credit retailers commanded sub-6 percent cap rates while challenged tenants traded above 7 percent.
Net LeaseRetailOfficeU.S. National
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CompStak
Below Market: Sublease Pricing and Rollover Risk Across U.S. Office
CompStak examines sublease pricing dynamics and rollover risk across the U.S. office market, quantifying the discount of sublease space to direct space and the lease rollover exposure facing landlords.
OfficeU.S. National
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PGIM Real Estate
2026 Real Estate Global Outlook
PGIM Real Estate views valuations as near cyclical lows globally, positioning 2026 as a compelling investment vintage amid supply shortages, rising grade-A rents and structural demand. Investor surveys point to a pick-up in transaction volume across all sectors.
Capital MarketsEconomyRetailGlobalU.S. National
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