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PGIM Real Estate
2026 Real Estate Outlook: Europe
The 2026 Europe outlook details country, capital, sector and submarket specific opportunities as the regional market emerges from the value reset into a new investment cycle.
Capital MarketsEconomyOfficeEurope
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Cushman & Wakefield
U.S. Office MarketBeat - Q4 2025
U.S. office inventory declined for a fifth consecutive quarter and is down 0.7 percent from its peak of 5.5 billion square feet. National vacancy was mostly flat over the year, rising just 5 basis points since the first quarter of 2025.
OfficeU.S. National
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Cushman & Wakefield
U.S. Industrial MarketBeat - Q4 2025
The U.S. industrial vacancy rate reached 7.1 percent in the fourth quarter of 2025, with the Midwest tightest at 4.9 percent and the South and West at 7.9 percent. The report details supply, demand and pricing across national markets.
Industrial & LogisticsU.S. National
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B+E
QSR Net Lease Investment Trends: What Year-End 2025 Data Signals for 2026
B+E analyzes quick-service restaurant net lease investment trends using its proprietary 1031 trade database. The report tracks QSR on-market supply, cap rate movement and remaining lease term heading into 2026.
Net LeaseRetailU.S. National
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B+E
Commercial Real Estate Cap Rates 2025: What Q4 Data Reveals About the Net Lease Market
B+E's Q4 2025 net lease cap rate report provides a real-time snapshot of pricing, supply and investor demand across retail, industrial and specialty sectors. QSR properties averaged a 5.68 percent cap rate with 13.4 years of remaining lease term, while convenience store cap rates sat at 5.62 percent.
Net LeaseRetailIndustrial & LogisticsU.S. National
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Carter Jonas
Investment Quarterly Q4 2025
A total of 17.5 billion pounds was traded in UK commercial property in Q4 2025, a 78 percent increase quarter-on-quarter and 13 percent rise year-on-year, roughly 32 percent above the five-year quarterly average. Industrial investment rose sharply while office and retail activity also recovered.
Capital MarketsIndustrial & LogisticsOfficeUnited KingdomLondon
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BGO
The Chief Economist: 2026 Global Outlook and House Views
BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.
EconomyIndustrial & LogisticsMultifamilyGlobalU.S. National
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Newmark
4Q25 U.S. Industrial Market Conditions & Trends
Newmark's fourth quarter 2025 industrial report tracks net absorption, vacancy, leasing and investment sales activity. Demand continued to favor modern, efficient facilities as occupiers upgraded supply chains.
Industrial & LogisticsCapital MarketsU.S. National
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Altus Group
Canadian commercial real estate market update - Q4 2025
The quarterly market update covers leasing, investment and pricing conditions across Canadian commercial property. The national office availability rate fell 100 basis points year over year to 16.6 percent.
EconomyIndustrial & LogisticsOfficeCanadaToronto
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Lee & Associates
2025 Q4 North America Market Report
Annual net absorption fell from 20.5 million sq ft in 2024 to 852,722 sq ft in 2025 despite more than 12 million sq ft of tenant growth in the fourth quarter. Deliveries in 2025 totaled 253.6 million sq ft, down 52 percent from the 526 million sq ft record set in 2023.
Industrial & LogisticsOfficeRetailU.S. NationalCanada
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Newmark
4Q25 U.S. Capital Markets Conditions & Trends
Newmark reports U.S. capital markets momentum strengthened through year-end 2025 as improving liquidity and active debt markets sustained a rebound in transaction activity. Institutional investment rose 23 percent year-over-year, while 547 billion dollars in loans maturing between 2025 and 2027 remain potentially troubled, led by office and multifamily.
Capital MarketsOfficeMultifamilyU.S. National
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TPG
The Year Ahead: Perspectives from TPG CEO Jon Winkelried
TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.
EconomyAlternativesCapital MarketsGlobalU.S. National
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Colliers
Capital Markets U.S. Market Snapshot Report | 2025 Q4
The quarterly snapshot argues a new real estate cycle is taking shape as investors enter 2026 with improving fundamentals, returning liquidity and growing conviction. Value growth is reemerging across asset classes, supported by strengthening rent outlooks and more active lending markets.
Capital MarketsU.S. National
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Urbanation
Nearly 10,000 GTHA Rentals Started Construction in 2025
A total of 9,821 purpose-built rental units started construction in the GTHA in 2025, a 42 percent increase over 2024 and the highest annual total since the 1970s. Purpose-built rental completions reached a more than 40-year high of 6,379 units.
MultifamilyU.S. NationalToronto
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NAIOP
Industrial Space Demand Forecast, First Quarter 2026
The forecast projects US industrial net absorption increasing through the first half of 2026 to 154.8 million sq ft and ending the full year at 345.9 million sq ft as economic conditions stabilize. Demand strengthened in the second half of 2025 with 128.7 million sq ft of net absorption.
Industrial & LogisticsU.S. National
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BOMA International
BOMA BEST 2025 Buildings Report
Developed with Ernst and Young, the report benchmarks performance across BOMA BEST certified buildings and examines operational trends, finding that top performers are prepared to withstand disruption and adapt to changing conditions.
OfficeSustainabilityAlternativesU.S. NationalCanada
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Trepp
December 2025 CMBS Delinquency Report
Trepp reports the CMBS delinquency rate rose 4 basis points to 7.30 percent in December 2025, with lodging up 44 basis points to 6.61 percent and office retreating 37 basis points to 11.31 percent.
CMBSCapital MarketsDebt & FinancingU.S. National
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ANREV
ANREV Australia Core Open End Fund Monthly Index - Gross Return Report (October to December 2025)
The ANREV Australia Core Open End Fund Monthly Index gross return report covering October to December 2025, tracking the net asset value performance of Australian core open-end non-listed real estate funds.
Capital MarketsREITsAlternativesAsia-PacificAustralia
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Invesco
Renewed potential for real estate investors in 2026
Invesco argues listed real estate enters 2026 with improving fundamentals, attractive valuations and sector-specific opportunities. Restrained development pipelines and accelerating growth expectations provide a favorable setting for active managers.
REITsCapital MarketsU.S. NationalGlobal
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Blackstone
2026 Investment Perspectives
The Office of the CIO outlook highlights macro events on the horizon in 2026, including Federal Reserve leadership changes, tariffs and US trade policy uncertainty, and the US midterm elections. The views draw on insights from more than 270 portfolio companies and roughly 13,000 real estate assets.
Capital MarketsData CentersIndustrial & LogisticsGlobalU.S. National
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Newmark
4Q25 U.S. Multifamily Capital Markets Conditions & Trends
Newmark's fourth quarter 2025 multifamily capital markets report reviews transaction volume, pricing, debt availability and investor demand for U.S. apartment assets.
MultifamilyCapital MarketsDebt & FinancingU.S. National
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Nuveen Real Estate
Real Estate 2026 Outlook: Navigating the real estate resurgence
The outlook argues private real estate is poised for a meaningful recovery in 2026, with values stabilizing and total returns positive for six consecutive quarters. Global institutions begin the year below target allocation, with nearly three times as many investors planning to add capital as to reduce it.
Capital MarketsEconomyDebt & FinancingGlobal
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Brookfield
Private credit: Beyond direct lending
Brookfield makes the case that asset-based finance remains underpenetrated by private capital, but that this is about to change. The piece looks beyond direct lending to the broader private credit opportunity set.
Debt & FinancingAlternativesCapital MarketsGlobalU.S. National
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MSCI Real Assets
RCA CPPI: US Commercial Property Price Indexes (December 2025)
The December 2025 RCA CPPI release reports the National All-Property Index up 2.4 percent from a year earlier, with recent momentum stronger as the annualized change averaged 9.7 percent over the prior three months. The indexes cover the major property sectors and US metros.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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ANREV
Global Real Estate Fund Index Q3 2025
The GREFI All Funds Index, produced with INREV and NCREIF, was positive for the fifth consecutive quarter in Q3 2025 with a total return of 0.89 percent, down 13 basis points from 1.02 percent in Q2 2025. All regions recorded positive returns, with Asia Pacific leading, and core funds outperformed non-core peers.
Capital MarketsAlternativesData CentersAsia-PacificGlobal
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KKR
Outlook for 2026: Private Markets Outlook
KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.
EconomyAlternativesREITsGlobalU.S. National
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KKR
No Longer Alternative: How RIAs Are Investing in Private Markets
KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.
AlternativesEconomyCapital MarketsU.S. National
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Nareit
2026 REIT Outlook: Trends and Strategies
Nareit's 2026 outlook addresses persistent public-private and REIT-versus-equity valuation divergences, arguing that past cycles suggest the coming convergences will favor REIT outperformance after a volatile 2025.
REITsCapital MarketsEconomyU.S. NationalGlobal
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Morningstar DBRS
Monthly North American CMBS Rating Action Summary -- November 2025
The monthly summary aggregates Morningstar DBRS rating actions across North American CMBS transactions for November 2025. It is part of the firm's recurring surveillance reporting on the sector.
CMBSU.S. NationalCanada
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Fannie Mae
Fannie Mae Publishes December 2025 Economic and Housing Outlook
Fannie Mae's Economic and Strategic Research Group projects the U.S. housing market regaining momentum into 2026 with total housing starts near 1.3 million annually and multifamily construction leveling out as supply and demand rebalance, while the 30-year fixed mortgage stays above 6 percent through much of the forecast.
EconomyMultifamilyDebt & FinancingU.S. National
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Goldman Sachs
Is There Enough Data Center Capacity for AI?
Goldman Sachs Research's base case is that data center occupancy peaks around 93% next year as AI demand surges, examining whether new supply can keep pace with hyperscaler buildouts.
Data CentersGlobalU.S. National
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Brookfield
Credit outlook: Discipline is an all-weather strategy
Brookfield's credit outlook contends that continued investor appetite for private credit underscores confidence in the asset class. The piece makes the case for disciplined underwriting and a focus on asset quality across market cycles.
Debt & FinancingEconomyCapital MarketsGlobalU.S. National
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The Carlyle Group
Bursting the Bubble in the AI Debate
Jason Thomas argues that major tech companies have shifted from asset-light to capital-intensive models due to AI infrastructure investment, yet retain valuations built on the old model. He contends that when these companies acquire $100 million in data-center assets, shareholders are effectively asked to pay far more at current price-to-book ratios.
EconomyData CentersGlobalU.S. National
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Ares Management
Real Estate Outlook: The Recovery Gains Momentum
Ares argues real estate is entering a new phase, with liquidity returning and values stabilizing across key sectors. Structural trends from AI-driven infrastructure to evolving housing demand are creating entry points for investors at an inflection point.
Industrial & LogisticsMultifamilyData CentersGlobalU.S. National
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CRED iQ
CMBS Distress Rate Climbs to 11.6% in November 2025
CRED iQ records a November 2025 CMBS distress rate of 11.6 percent, with non-performing matured loans comprising the largest share of the distressed universe and office exhibiting the highest sector stress.
CMBSCapital MarketsDebt & FinancingU.S. National
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RealPage Market Analytics
11 Apartment Markets With Forecasted Rent Growth in 2026
RealPage identifies 11 of the 50 largest apartment markets expecting effective asking rent gains of 3 percent or more in 2026, led by Miami at 3.8 percent, Seattle at 3.7 percent and Los Angeles at 3.2 percent.
MultifamilyU.S. NationalMiami
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Urban Land Institute
Emerging Trends in Real Estate Asia Pacific 2026
In its 20th edition, the report signaled a cautiously optimistic outlook with Tokyo ranked the top city for investment for the third consecutive year, followed by Singapore, Sydney, Osaka and Seoul.
Capital MarketsOfficeData CentersAsia-PacificAustralia
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Montagu Evans
Year-End 2025: UK Property Insights
Montagu Evans assesses a complex UK economic picture at year-end 2025 with slowing GDP growth and easing inflation, noting resilience in Central London leasing and selective investor appetite in industrial and residential.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondon
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Brookfield
2026 Investment Outlook
Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.
Capital MarketsEconomyIndustrial & LogisticsGlobalU.S. National
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Redfin
Redfin's 2026 Predictions: Welcome to The Great Housing Reset
Redfin's 2026 housing market predictions frame the year as a reset, with buyers gaining leverage amid rising inventory and persistent affordability constraints. The report forecasts price, sales and mortgage rate trends for the year ahead.
EconomyHomebuildersSingle-Family RentalU.S. National
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RealPage Market Analytics
4th Quarter 2025 RealPage Forecast
RealPage forecasts national effective apartment rents growing about 1.9 percent in 2026 after a roughly 60 basis point decline in 2025, with approximately 316,000 units projected to deliver nationwide and an undersupply challenge re-emerging as new starts fall to their lowest level since 2012.
MultifamilyU.S. National
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HVS
HVS Global Perspectives - Year-End 2025
HVS reviewed global lodging performance heading into 2026, noting resilient average daily rate and revenue per available room metrics alongside a survey in which 65 percent of top U.S. brokers expected improved deal conditions in the first half of 2026.
HospitalityGlobalU.S. National
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Investment Property Forum
IPF UK Consensus Forecasts (Winter 2025) Report
The quarterly survey aggregates independent forecasts for UK commercial property rental value growth, capital value growth and total returns across sectors through 2029.
Capital MarketsOfficeRetailUnited Kingdom
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College House
Year in Review National Student Housing Report 2025
The 2025-26 leasing cycle review reports 91.8 percent national occupancy and 3.0 percent national rent growth across more than 280 collegiate markets, with the Northeast posting gains of 5.2 percent year over year. Five and six bedroom units gained traction while garden-style assets led rent growth.
Student HousingU.S. National
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