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Clarion Partners
U.S. Quarterly Market Update: 3Q 2025
Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.
Capital MarketsIndustrial & LogisticsMultifamilyU.S. National
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Urban Land Institute
Emerging Trends in Real Estate Europe 2026
In its 23rd edition, the report found sentiment shifting from cautious optimism to pragmatism, with the share of leaders concerned about deglobalisation more than doubling to 70 percent, while London, Madrid, Paris and Berlin led the city rankings.
Capital MarketsOfficeIndustrial & LogisticsEuropeUnited Kingdom
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NAIOP
Office Space Demand Forecast, Fourth Quarter 2025
Net office absorption grew 19.8 million sq ft in the third quarter, the strongest quarter for office demand since 2022. The forecast projects fourth-quarter absorption of 20.5 million sq ft and a further 50.5 million sq ft of positive absorption for full-year 2026.
OfficeU.S. National
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Hines
2026 Global Investment Outlook
Hines' flagship annual outlook argues global real estate stabilizes and enters a new growth cycle, offering institutional investors strategic analysis of cross-sector and cross-market opportunities for 2026.
EconomyCapital MarketsAlternativesGlobalU.S. National
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Savills
Market in Minutes: UK Commercial - November 2025
Savills tracks UK commercial investment activity and pricing across sectors. UK 2025 investment volume reached 54 billion pounds, 4 percent up on the prior year.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondon
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Arbor Realty Trust
Affordable Housing Trends Report Fall 2025
The report examines the affordable rental sector following the Low-Income Housing Tax Credit allocation increases in the One Big Beautiful Bill Act and notes declining market-based borrowing costs supporting a more accommodative financing environment.
Affordable HousingMultifamilyDebt & FinancingU.S. National
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PwC
Emerging Trends in Real Estate 2026
The 47th edition of the PwC and Urban Land Institute report draws on insights from more than 1,700 real estate investors, developers and lenders across the United States and Canada. Dallas-Fort Worth ranked first among markets to watch, with data centers, senior housing and self-storage flagged as growth sectors.
Capital MarketsData CentersSenior HousingU.S. NationalCanada
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KBRA
CMBS Loan Performance Trends: October 2025
KBRA reports the delinquency rate among KBRA-rated US private label CMBS rose to 7.9 percent in October 2025, with 1.7 billion dollars in loans newly added to distress and multifamily seeing the highest new volume.
CMBSCapital MarketsDebt & FinancingU.S. National
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Ares Management
Has Private Credit Been Tested?
Part of the 'Demystifying Private Credit' series, this piece argues that across the Global Financial Crisis and the COVID pandemic, direct lending was less volatile than equities and other debt sectors and outperformed on a risk-return basis. It frames private credit's counter-cyclical lending as a component of economic resilience.
Debt & FinancingAlternativesCapital MarketsU.S. NationalGlobal
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McKinsey & Company
Beyond compute: Infrastructure that powers and cools AI data centers
McKinsey examines the power and cooling equipment that forms the backbone of data center infrastructure, arguing that as AI data center demand grows, innovation and on-time supply of this technology will become increasingly critical. The piece looks at the industrial supply chain enabling AI capacity.
Data CentersGlobalU.S. National
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Lodging Econometrics
U.S. Hotel Construction Pipeline Remains Steady Year-Over-Year at the Q3 2025 Close
The total U.S. pipeline stands at 6,205 projects and 728,416 rooms at the third quarter close, holding steady by projects and up 1 percent by rooms year over year, with extended-stay hotels comprising 40 percent of total projects.
HospitalityU.S. National
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National Multifamily Housing Council
NMHC Quarterly Survey of Apartment Conditions (October 2025)
A total of 161 senior executives responded to the October survey, with borrowing conditions continuing to improve while most respondents reported an unchanged market.
MultifamilyCapital MarketsU.S. National
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AFIRE
AFIRE International Investor Survey: H2 2025 Pulse Report
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
Capital MarketsEconomyOfficeGlobalU.S. National
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Goldman Sachs
The Outlook for US Housing Supply and Affordability
Goldman Sachs Research finds US housing affordability has declined sharply and estimates at least 3-4 million additional homes are needed to close the supply shortage and improve affordability.
EconomyHomebuildersAffordable HousingU.S. National
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Fannie Mae
Fannie Mae Publishes October 2025 Economic and Housing Outlook
Fannie Mae's October 2025 outlook details the Economic and Strategic Research Group's expectations for home sales, housing starts, home prices and mortgage rates amid elevated borrowing costs and affordability constraints.
EconomyMultifamilyDebt & FinancingU.S. National
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Brookfield
Real estate outlook: Investing through the next cycle
Brookfield argues the real estate recovery is underway, with an active credit market supporting a rise in transactions. The firm sees selectivity and operational value creation as the keys to returns as the asset class moves into a new cycle.
Capital MarketsDebt & FinancingEconomyGlobalU.S. National
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National Investment Center for Seniors Housing and Care
Senior Living Occupancy Rate Continues Rising as New Supply Remains Limited
NIC reports the senior housing occupancy rate increased 0.7 percentage points to 88.7 percent in the third quarter of 2025, the seventeenth consecutive quarter of increases, with independent living surpassing 90 percent.
Senior HousingHealthcareCapital MarketsU.S. National
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CRED iQ
CRED iQ Market Update: Navigating CMBS Distress and Broader CRE Trends in Q3 2025
CRED iQ's third-quarter 2025 market update reviews CMBS distress trends and broader commercial real estate conditions across major property sectors.
CMBSCapital MarketsDebt & FinancingU.S. National
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Colliers
U.S. Industrial Market Outlook Report | Q3 2025
The US industrial market continued toward stabilization in Q3 2025 with strengthening demand, limited new deliveries and steady vacancy. National vacancy rose just four basis points to 7.4 percent, the slowest rate of increase since 2022, marking the first alignment of demand and supply in nearly three years.
Industrial & LogisticsU.S. National
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abrdn
UK real estate market outlook Q4 2025
The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
Industrial & LogisticsRetailOfficeUnited KingdomLondon
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Altus Group
Canadian CRE valuation analysis - Q3 2025
Altus Group analyzes valuation parameters and capitalization rate movements across benchmark Canadian property types. The analysis tracks pricing shifts shaped by monetary policy and trade conditions.
Capital MarketsOfficeIndustrial & LogisticsCanadaU.S. National
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Gerald Eve
UK Logistics Q3 2025
Gerald Eve's Prime Logistics analysis reported UK availability falling to 7.9 percent in Q3 from 8.6 percent in Q2, the first decline in nearly three years, with total take-up of 13.2 million square feet, up 6 percent year on year.
Industrial & LogisticsUnited Kingdom
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Newmark
3Q25 U.S. Capital Markets Conditions & Trends
Newmark's third quarter 2025 capital markets report tracks transaction volume, pricing and debt market conditions across the major U.S. property sectors as the recovery continued.
Capital MarketsOfficeMultifamilyU.S. National
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GRESB
2025 Real Estate Assessment Results
In 2025, 1,002 fund managers submitted 2,382 assessments, including 239 entities in the inaugural Residential Component. Standing Investments average score rose to 79, up 3.1 points versus 2024, and net-zero policy adoption increased to 81.5 percent.
SustainabilityAlternativesREITsGlobalU.S. National
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Urban Land Institute
Emerging Trends in Real Estate United States and Canada 2026
In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalCanada
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Arbor Realty Trust
Top Markets for Multifamily Investment Report Fall 2025
The report ranks leading U.S. multifamily investment markets, with U.S. fundamentals stabilizing during the third quarter of 2025 as supply imbalances eased and investment activity climbed.
MultifamilyCapital MarketsU.S. National
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RealPage Market Analytics
3rd Quarter 2025 Multifamily Update
RealPage's third quarter update reports apartment occupancy easing 30 basis points to 95.4 percent, with strong resident retention offsetting cooling demand and reshaping multifamily strategy heading into 2026.
MultifamilyU.S. National
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datacenterHawk
3Q 2025 Data Center Market Recap
The third quarter 2025 global recap reports transformative shifts as AI infrastructure demand, power constraints, and regulatory dynamics reshaped deployment strategies across every major region.
Data CentersGlobal
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RICS
RICS UK Commercial Property Monitor Q3 2025
Both occupier and investor sentiment slipped into negative territory, to minus 12 and minus 10 respectively, with tenant demand at a net balance of minus 10 percent and the Autumn Budget acting as a brake on decision-making.
OfficeIndustrial & LogisticsRetailUnited Kingdom
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B+E
Q3 2025 Net Lease Cap Rates: Trends and Investor Insights
Total net lease inventory rose 7 percent quarter-over-quarter to 4,648 properties in Q3 2025, with the car wash and convenience store sectors driving the increase as inventories surged 71 percent and 20 percent respectively. Car wash cap rates held steady at 6.24 percent with an average remaining lease term of 18.5 years.
Net LeaseRetailIndustrial & LogisticsU.S. National
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Lodging Econometrics
Europe Hotel Development Trends and Projections - Fall 2025
Europe's total pipeline stands at 1,666 projects and 245,705 rooms at the third quarter close, with the upper upscale chain scale reaching record highs of 287 projects and 45,885 rooms.
HospitalityEurope
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Lodging Econometrics
Asia Pacific Hotel Development Trends and Projections - Fall 2025
The total Asia Pacific excluding China pipeline reached record highs of 2,262 projects and 434,593 rooms at the third quarter close, up 9 percent by projects and 6 percent by rooms year over year.
HospitalityAsia-Pacific
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Northmarq
MarketSnapshot: Single-Tenant Overall Market
Northmarq's net lease MarketSnapshot tracks cap rates, pricing, and buyer composition across the single-tenant net lease market, with private buyers continuing to dominate acquisition activity.
Net LeaseRetailOfficeU.S. National
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Colliers
Capital Markets U.S. Snapshot | 2025 Q3
The Q3 snapshot reports US capital markets showing renewed momentum amid economic uncertainty, supported by strong liquidity and record-setting CMBS activity. It outlines forces shaping capital flows into year end.
Capital MarketsCMBSU.S. National
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Urbanation
GTHA Rental Projects Forge Ahead in Q3 Despite Declining Rents
Urbanation reports purpose-built rental projects continued to advance in the third quarter of 2025 even as average rents declined. The vacancy rate for buildings completed since 2000 rose to its highest level since 2020.
MultifamilyU.S. NationalToronto
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Colliers
U.S. Leading Office Markets | Q3 2025
The quarterly office report tracks leasing, vacancy and absorption across leading US office markets. It captures the bifurcation between higher-quality assets drawing demand and weaker stock facing elevated availability.
OfficeU.S. National
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Northmarq
MarketSnapshot: Multi-Tenant Overall Market
Northmarq's multi-tenant net lease MarketSnapshot reports private buyers accounted for 56 percent of multi-tenant acquisitions through the third quarter of 2025, with institutional investors at 22 percent and institutional share up 9 percent since 2023.
Net LeaseRetailU.S. National
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Newmark
3Q25 U.S. Industrial Market Conditions & Trends
Newmark's third quarter 2025 industrial report reviews absorption, vacancy and transaction trends as the sector moved toward stabilization following a period of elevated supply.
Industrial & LogisticsCapital MarketsU.S. National
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Lee & Associates
2025 Q3 North America Market Report
The report records 12 million sq ft of net absorption in the US and 5.4 million sq ft in Canada in the third quarter. It describes a landscape pausing as tariffs, legal uncertainty, high costs and AI considerations produced mixed results across property types.
Industrial & LogisticsOfficeRetailU.S. NationalCanada
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Colliers
U.S. Office Market Statistics | Q3 2025
The statistics report compiles vacancy, absorption, rent and construction data across US office markets for the third quarter of 2025. It provides the underlying metrics behind the firm's office market narrative.
OfficeU.S. National
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Colliers
U.S. Industrial Market Statistics | Q3 2025
The quarterly statistics release compiles vacancy, net absorption, rent and deliveries data across US industrial markets. National vacancy reached 7.4 percent as new supply moderated.
Industrial & LogisticsU.S. National
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Marcus & Millichap
Research Brief: October Investor Insights
Marcus and Millichap's October 2025 investor insights brief reviews macroeconomic conditions, interest rate expectations and capital markets activity shaping commercial real estate investment decisions.
Capital MarketsEconomyU.S. National
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