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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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Ares Management
Private Credit Outlook 2026: Growth and Maturity
Ares forecasts private credit could hit new milestones in 2026 amid expansion beyond core corporate lending and rising interest from private wealth investors. Larger deal sizes, new asset classes and individual-investor participation are positioning private credit as a mainstream asset class.
Debt & FinancingAlternativesCapital MarketsGlobalEurope
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Morgan Stanley
What Fed Rate Cuts Mean for Mortgage Rates and Housing
Morgan Stanley analyzes why Fed rate cuts alone may not revive the US housing market, identifying the additional factors needed for a meaningful recovery.
EconomyHomebuildersDebt & FinancingU.S. National
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Morgan Stanley
US Housing Market 10-Year Outlook for Investors
Morgan Stanley examines how rising home prices, high mortgage rates and limited supply are reshaping US housing over the next decade and where investors may find growth.
EconomySingle-Family RentalHomebuildersU.S. National
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National Investment Center for Seniors Housing and Care
Analysis: Senior Housing Can Reduce Acute Care Service Needs for Older Adults
NIC analysis indicates senior housing residence is associated with reduced acute care service needs for older adults, supporting the value proposition of the sector.
Senior HousingHealthcareU.S. National
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NORC at the University of Chicago
Care for Older Adults with Neurodegenerative Disease and Value of Longer Stays in Senior Housing
NORC and NIC analyzed Medicare data from 2016 to 2023 and found senior housing residents had fewer emergency department visits, hospitalizations and skilled nursing admissions. Residents with neurodegenerative disease in top-performing communities showed lower care costs and more healthy days at home.
Senior HousingHealthcareU.S. National
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Invesco
US and global commercial real estate - fourth quarter 2025 outlook
The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
Industrial & LogisticsMultifamilyOfficeU.S. NationalGlobal
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Invesco
Global Commercial Real Estate Outlook: Autumn 2025
The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.
Industrial & LogisticsMultifamilyOfficeGlobalEurope
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Hines
To Buy or to Build?
Hines research finds the development return premium is typically greatest early in the cycle and diminishes later, helping investors decide when to buy versus build across market phases.
Capital MarketsEconomyAlternativesGlobalU.S. National
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Patrizia
PATRIZIA INSIGHT: European Residential Markets 2025/2026
Patrizia's flagship annual research report finds capital values across Europe's top 25 residential city markets returning to positive territory, with city fundamentals, affordability and energy efficiency emerging as decisive factors for future returns rather than broad-brush multifamily strategies.
MultifamilyCapital MarketsEconomyEurope
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TPG
Flywheel in Focus: Investment Perspectives on The Energy Transition
TPG Rise Climate leaders discuss how falling solar and wind costs and surging AI and data center power demand are reshaping the economics of the energy transition.
SustainabilityData CentersAlternativesGlobalU.S. National
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Charter Keck Cramer
Melbourne Apartment Market Update and Outlook September 2025
The update reviewed Melbourne apartment supply and demand indicators, noting improving development conditions as planning and finance approvals eased relative to recent years.
MultifamilyAustraliaMelbourne
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Charter Keck Cramer
National State of the Market Report H1 2025: Build to Sell and Build to Rent
Charter Keck Cramer's national report found the Build to Rent sector recorded a 378 percent increase in supply, adding 8,590 apartments across capital cities during FY2021 to FY2025, and identified 2024 as the cyclical trough.
MultifamilySingle-Family RentalHomebuildersAustraliaU.S. National
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Charter Keck Cramer
Sydney Apartment Market Update and Outlook September 2025
The update analysed Sydney apartment releases, commencements and completions, providing an outlook on Build to Sell and Build to Rent supply dynamics across the metropolitan market.
MultifamilyAustraliaSydney
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NAIOP
Industrial Space Demand Forecast, Third Quarter 2025
The forecast projected nearly flat US industrial net absorption of 2.8 million sq ft over the second half of 2025 after a weak first half. It pointed to signs of stabilization following a challenging year for the sector.
Industrial & LogisticsU.S. National
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MSCI Real Assets
US Capital Trends: Changing Dynamics in Real Estate Lending
The September 2025 US Capital Trends report examines shifting dynamics in commercial real estate lending, tracking transaction volumes, deal structures, liquidity conditions, and investor behavior across property types.
Capital MarketsDebt & FinancingCMBSU.S. National
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Arbor Realty Trust
Single-Family Rental Investment Trends Report Q3 2025
The report documents the single-family rental sector transitioning to stable growth after a long expansion, with national rent gains moderating toward pre-pandemic levels.
Single-Family RentalCapital MarketsU.S. National
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Greystone
Stability Through Affordability: Key Insights for Multifamily Borrowers
The analysis finds national multifamily vacancy holding near 6.5 percent in the first half of 2025 as steady demand paused further deterioration, with asking rents above 1,900 dollars. Affordability constraints are creating opportunities for borrowers focused on workforce and affordable housing.
MultifamilyAffordable HousingDebt & FinancingU.S. National
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Goldman Sachs
How AI Is Transforming Data Centers and Ramping Up Power Demand
Goldman Sachs Research forecasts global data center power demand to rise about 165% by 2030 versus 2023, reshaping the economics and siting of data center real estate.
Data CentersSustainabilityGlobalU.S. National
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Schroders Capital
Schroders Capital Global Real Estate Lens Q3 2025
The Q3 2025 edition of the Global Real Estate Lens provides a guide to global property markets, with valuations and transaction prices continuing to stabilize and recover despite ongoing macro uncertainty.
Capital MarketsEconomyDebt & FinancingGlobalEurope
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McKinsey & Company
The data center balance: How US states can navigate the opportunities and challenges
McKinsey analyzes why hyperscale data centers are expanding rapidly across the United States and why they represent a major new investment opportunity for states. It weighs the economic upside against challenges such as power demand and infrastructure constraints.
Data CentersEconomyU.S. National
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REALPAC
2025 REALPAC Canadian Real Estate Compensation Survey Results
Conducted by Ferguson Partners with 59 participating organizations, the survey provides competitive compensation benchmarks and details on the design and administration of compensation and benefits programs across Canadian real estate.
EconomyCanadaU.S. National
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CBRE
North America Data Center Trends H1 2025
Primary market vacancy fell to a record-low 1.6% as hyperscale and AI demand absorbed new inventory, with Northern Virginia leading on under-construction capacity and net absorption.
Data CentersU.S. National
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Brookfield
Mapping the market: Why private real estate lending is compelling now
Brookfield examines why reset property values have created an attractive entry point for private real estate lending, offering the potential for reduced risk and higher returns. It maps how the pullback of traditional lenders has opened a structural opportunity for private credit.
Debt & FinancingCapital MarketsAlternativesGlobalU.S. National
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B+E
August 2025 Net Lease Car Wash Properties Report
B+E's August 2025 car wash report provides on-market inventory, cap rate and lease term data for the net lease car wash sector. The report tracks pricing trends across this specialty net lease category.
Net LeaseRetailU.S. National
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Barings
U.S. Real Estate: Appreciating Income in a Shifting Economy
Barings reports that US commercial real estate valuations held steady in the second quarter of 2025 following a basis reset, though transaction activity was limited by economic uncertainty and post-tariff volatility.
Capital MarketsOfficeMultifamilyU.S. National
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NCREIF
NCREIF Property Index (NPI) Q2 2025 Results
The NPI posted its fourth consecutive quarter of positive returns in the second quarter of 2025, confirming a sustained recovery in institutional property performance.
Capital MarketsOfficeRetailU.S. National
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KKR
Mid-Year Outlook for 2025: Make Your Own Luck
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.
EconomyAlternativesCapital MarketsGlobalU.S. National
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J.P. Morgan
2025 Commercial Real Estate Midyear Outlook
At mid-2025, multifamily, retail and industrial assets proved resilient with rents, vacancies and cap rates holding steady, while the piece flags emerging opportunities in workforce housing and distressed office.
MultifamilyRetailOfficeU.S. National
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Goldman Sachs
The S&P 500 Is Projected to Rally More Than Expected
Goldman Sachs Research lifts its S&P 500 targets and recommends an overweight allocation to the real estate sector for the second half of 2025 as rate-sensitive sectors stand to benefit.
EconomyREITsCapital MarketsU.S. National
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AEW
Asia Pacific Research Perspective Q3 2025
Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.
Capital MarketsOfficeIndustrial & LogisticsAsia-PacificAustralia
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Lambert Smith Hampton
UKIT Q2 2025: Standstill - UK Property Investment Slips to Two-Year Low
UK property investment slipped to a two-year low in the second quarter of 2025, with 8.8 billion pounds of assets changing hands. The total was 6 percent below the first quarter and the lowest since the second quarter of 2023.
Capital MarketsAlternativesOfficeUnited KingdomLondon
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Altus Group
Canadian CRE Investment Trends - Q2 2025
Altus Group surveyed more than 300 investors, managers, owners and lenders on value trends across 32 asset classes in Canada's eight largest markets. Single-tenant industrial cap rates moved to 5.91 percent as the national industrial availability rate reached 6.2 percent.
Capital MarketsIndustrial & LogisticsOfficeCanadaU.S. National
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CBRE
2025 U.S. Real Estate Market Outlook Midyear Review
CBRE's midyear review finds cap rates relatively stable despite bond market volatility, with incremental compression in certain sectors expected to materialize more broadly in 2026.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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Urbanation
Completed Condo Inventory Swells to Record High in Q2
Urbanation reports completed but unsold condominium inventory in the GTHA reached a record high in the second quarter of 2025. The data reflects a sharp slowdown in new condo sales and rising standing inventory.
MultifamilyU.S. NationalToronto
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Nareit
Mid-Year Update: REITs Positioned to Weather Volatility, Pursue Growth
Nareit's mid-year update finds REITs maintaining disciplined balance sheets and low debt costs, positioning the sector to withstand market volatility and pursue growth through the remainder of 2025.
REITsCapital MarketsEconomyU.S. National
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Altus Group
Toronto commercial real estate market update - Q2 2025
A market-level update on leasing, availability and pricing across the Greater Toronto Area. The report covers office, industrial and retail conditions in Canada's largest market.
OfficeIndustrial & LogisticsRetailTorontoCanada
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CompStak
2025 Biannual Industrial Market Report
CompStak's biannual industrial report finds bulk rents falling for a third straight quarter with the rent index down 4.7 percent from its late 2023 peak, as over one-third of industrial leases expire by the end of 2027 with the majority paying 33 to 75 percent below current market rents.
Industrial & LogisticsCapital MarketsU.S. National
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Carter Jonas
Investment Quarterly Q2 2025
Carter Jonas reviews UK commercial property investment volumes for the second quarter of 2025 across the office, industrial, retail and alternative sectors. The report tracks pricing and investor selectivity amid a gradually improving market.
Capital MarketsOfficeIndustrial & LogisticsUnited Kingdom
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Moody's CRE / Analytics
Mid-Year Multifamily Performance Review
The rise in the nationwide multifamily vacancy rate halted in the second quarter of 2025, holding essentially unchanged at 6.5 percent as peak deliveries appeared to have already occurred.
MultifamilyU.S. National
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Capital Economics
UK Commercial Property Outlook: Stable yields mean steady returns
With yields expected to hold broadly stable, Capital Economics sees UK commercial property delivering steady income led returns. Retail is positioned as the top performing sector on a strong income return.
Capital MarketsRetailOfficeUnited KingdomEurope
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Lee & Associates
2025 Q2 North America Market Report
Retail demand turned negative for the first time since the Covid lockdown, with net absorption of negative 8.9 million sq ft in the second quarter. Overall office vacancy fell 10 basis points to 8.1 percent as Class A demand exceeded supply.
Industrial & LogisticsOfficeRetailU.S. NationalCanada
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Savills
State of the U.S. Life Sciences Market - 2025
Life sciences venture capital funding reached 20.8 billion dollars in the first half of 2025, equal to 44.9 percent of the 2024 total. High rents in Boston-Cambridge, the Bay Area and San Diego pushed companies toward lower-cost markets.
Life SciencesU.S. NationalSan Francisco
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AEW
U.S. Research Perspective Q3 2025
AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.
Capital MarketsOfficeRetailU.S. National
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