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Moody's CRE / Analytics
Higher-for-Longer: New York Office Vacancy Rates
Moody's monthly update examined New York office vacancy dynamics, noting Midtown's return toward pre-pandemic rent levels even as elevated interest rates weighed on the broader market.
OfficeU.S. NationalNew York
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Carter Jonas
Investment Quarterly Q1 2025
Carter Jonas reports first quarter 2025 UK commercial property investment volumes and pricing trends across the major sectors. The report assesses investor sentiment as the market entered the year.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondon
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BNP Paribas Real Estate
Industrial & Logistics Insider Q1 2025
The first-quarter industrial and logistics briefing covers UK warehouse demand, vacancy and rental performance. It forms part of the firm's recurring sector tracking series.
Industrial & LogisticsUnited Kingdom
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AEW
Asia Pacific Research Perspective Q2 2025
AEW's second quarter 2025 Asia Pacific perspective reviews regional real estate fundamentals and capital markets activity as monetary conditions began to loosen across major markets.
Capital MarketsOfficeIndustrial & LogisticsAsia-PacificHong Kong
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Lambert Smith Hampton
UKIT Q1 2025: Property Investment Down But Not Out
Total UK investment transaction volume reached 9.3 billion pounds in the first quarter of 2025. Despite a subdued start the office sector delivered its best quarterly performance in almost two years.
Capital MarketsAlternativesOfficeUnited KingdomLondon
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Cushman & Wakefield
Canadian Cap Rates & Capital Markets Report
The report provides Canadian commercial cap rates, sales volumes and capital markets analysis. Industrial and multifamily led activity in 2025 as cap rates began to stabilize or firm in several asset classes.
Capital MarketsIndustrial & LogisticsMultifamilyCanadaU.S. National
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BGO
The Chief Economist: Our World View: 2Q 2025 Global Economic Outlook
BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.
EconomyGlobalU.S. National
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Barings
U.S. Real Estate: A Modest Start to the Recovery
Barings notes US real estate fundamentals improved in the first quarter of 2025 with positive absorption across core sectors and senior housing occupancy reaching its highest level since 2017.
Capital MarketsOfficeMultifamilyU.S. National
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AEW
U.S. Research Perspective Q2 2025
Apartment leasing momentum accelerated through the first half of 2025 as elevated mortgage rates restrained both renter transition to ownership and sales by existing owners. Aggregate demand for retail property slowed materially amid heightened economic uncertainty, increased bankruptcies and store closures.
MultifamilyRetailCapital MarketsU.S. National
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Montagu Evans
Market Pulse: UK Property Insights (Q1 2025)
Montagu Evans reports improving UK property return forecasts for 2025, anticipating three further base rate cuts that would leave the rate at 3.5 percent by year-end.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondon
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Moody's CRE / Analytics
Q1 Moody's CRE Preliminary Trend Analysis
Moody's reported the national office vacancy rate climbing to 20.4 percent in Q1 2025, a record high, while multifamily found equilibrium after years of frictional oversupply.
OfficeMultifamilyIndustrial & LogisticsU.S. National
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Walker & Dunlop
Student Housing Outlook 2025
The annual student housing outlook reviews preleasing, rent growth and investment trends across university markets. It complements the firm's core multifamily research with a dedicated view of the purpose-built student housing sector.
Student HousingU.S. National
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abrdn
Global real estate market outlook Q2 2025
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
Capital MarketsMultifamilyIndustrial & LogisticsGlobalU.S. National
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Savills
State of the U.S. Office Market - Q1 2025
Savills offers insight into U.S. office leasing dynamics and capital markets trends in the first quarter of 2025. The report highlights shifts in office occupancy and workplace mandates against national benchmarks.
OfficeU.S. National
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GWL Realty Advisors
Office Workers Are Back and Appreciate Updated Spaces: The GWLRA 2024 Office Tenant Survey
The survey reports rising office attendance and tenant preference for updated, amenity-rich spaces across GWL Realty Advisors Canadian office portfolio.
OfficeCanada
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Brookfield
The Real Estate Rebound Is Here
Brookfield highlights a recovering real estate market with improving fundamentals and rising transaction activity, identifying housing, data centers, hospitality and logistics as the most attractive sectors where supply constraints meet sustained demand and operational improvements drive returns.
Capital MarketsIndustrial & LogisticsData CentersGlobalU.S. National
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Knight Frank
The Wealth Report 2025
In its 19th edition, the report found the number of individuals with assets exceeding 10 million dollars rose 4.4 percent in 2024 to over 2.3 million globally, with 44 percent of family offices looking to increase real estate allocations.
AlternativesCapital MarketsREITsGlobal
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McKinsey & Company
The state of demand for commercial real estate
This interview with McKinsey senior partner Aditya Sanghvi examines where office attendance stands today and the growing opportunity for commercial real estate to adapt to new ways of working. It revisits demand projections from the firm's earlier hybrid-work research.
OfficeEconomyCapital MarketsGlobalU.S. National
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McKinsey & Company
Investing in housing: Unlocking economic mobility for Black families and all Americans
McKinsey finds the US was short 8.2 million housing units in 2023, a gap that could grow to 9.6 million by 2035, and estimates closing it would require about $2.7 trillion of investment while potentially adding nearly $2 trillion to GDP. It identifies five themes for making housing more affordable and advancing economic mobility.
Affordable HousingEconomyHomebuildersU.S. National
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Schroders Capital
Schroders Capital Global Real Estate Lens Q1 2025
The Q1 2025 edition of the Global Real Estate Lens notes deal activity picked up at the end of 2024, reflecting improving sentiment, with clear evidence of prices recovering following significant earlier falls.
Capital MarketsEconomyDebt & FinancingGlobalEurope
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Green Street
Green Street Releases 2025 European Real Estate Sector Outlooks
Green Street published its 2025 European real estate sector outlooks with market forecasts. The reports assess pricing and fundamentals across European property sectors.
Capital MarketsOfficeIndustrial & LogisticsEurope
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Green Street
Green Street Releases 2025 U.S. Sector Outlooks with Market Forecasts
Green Street issued its 2025 U.S. sector outlooks with detailed market forecasts. The reports project performance across the major commercial property types for the year ahead.
Capital MarketsIndustrial & LogisticsMultifamilyU.S. National
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ANREV
Asia Pacific Market Insights - February 2025
A snapshot compiling perspectives from ANREV research committee members evaluating the market dynamics of the Asia Pacific non-listed real estate sector at the start of 2025.
Capital MarketsAsia-PacificGlobal
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Cotality
US Home Price Insights - February 2025
Cotality reported U.S. home prices increased 3.4 percent year-over-year in December 2024 and forecast a 4.1 percent year-over-year gain from December 2024 to December 2025. A slight month-over-month dip was anticipated for January 2025.
EconomyHomebuildersSingle-Family RentalU.S. National
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NAIOP
Industrial Space Demand Forecast, First Quarter 2025
The first-quarter forecast described cooling but still positive industrial demand, projecting continued net absorption through 2025. It tracked the moderation in warehouse leasing following the post-pandemic boom.
Industrial & LogisticsU.S. National
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LaSalle Investment Management
ISA Outlook 2025
LaSalle's Investment Strategy Annual outlook for 2025 frames the start of a new real estate cycle, with separate chapters covering the global outlook and deep dives on Europe, North America, and Asia Pacific.
Capital MarketsREITsAlternativesGlobalEurope
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Allsop
Property Market Update February 2025
Allsop's February market update reviewed conditions across UK commercial and residential investment markets, noting steady investor appetite where pricing aligned with buyer expectations.
Capital MarketsOfficeRetailUnited KingdomLondon
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Berkadia
Berkadia 2025 Multifamily Powerhouse Poll
Berkadia surveyed its investment sales advisors and mortgage bankers on the 2025 outlook, finding 83 percent of multifamily investors planned acquisitions during the year and only 2 percent intended to shrink portfolios.
MultifamilyCapital MarketsREITsU.S. National
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TPG
The Transition Infrastructure Opportunity: Jim Coulter and Scott Lebovitz on the Next Era of Climate Investing
Jim Coulter and Scott Lebovitz argue the major themes of climate investing are cascading from private equity into infrastructure, where capital is needed to scale solutions over the next decade.
SustainabilityAlternativesCapital MarketsGlobalU.S. National
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McKinsey & Company
The future of the office
McKinsey examines why global demand for office space has continued to decline even after the pandemic ended, and what that implies for the future of the office. It analyzes attendance patterns, vacancy, and the outlook for office values.
OfficeEconomyGlobalU.S. National
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National Multifamily Housing Council
NMHC Quarterly Survey of Apartment Conditions (January 2025)
All four indices came in below the breakeven level of 50: Market Tightness at 40, Sales Volume at 41, Equity Financing at 48 and Debt Financing at 32, signaling looser conditions and reduced deal flow to start the year.
MultifamilyCapital MarketsU.S. National
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Lument
The Gradual Recovery Accelerates: 2025 Seniors Housing and Healthcare Market Outlook
Lument's 2025 outlook expects seniors housing and care valuations to rise above 2024 levels as occupancy nears pre-COVID norms, while a tight labor market and compressed margins remain the predominant headwinds to value appreciation.
Senior HousingHealthcareCapital MarketsU.S. National
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Fannie Mae
2025 Multifamily Market Outlook: Clearer Skies Ahead
Fannie Mae's annual multifamily outlook anticipates conditions improving in most markets through 2025, while flagging negative rent growth in high-supply metros such as Austin, Phoenix, San Antonio and Raleigh.
MultifamilyAffordable HousingEconomyU.S. NationalAustin
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INREV
Investment Intentions Survey 2025
Global allocations to real estate averaged 8.7 percent of AUM against a 9.0 percent target, a small underallocation. European investors now match their 9.4 percent target, and operating platforms ranked as the top preferred access route in Europe, followed by debt funds.
Capital MarketsEconomyREITsEuropeGlobal
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Freddie Mac
2025 Multifamily Outlook
Freddie Mac forecasts positive but weaker multifamily growth in 2025, projecting rent growth of 2.2 percent and vacancy rising to 6.2 percent, with origination volume expected at 370 to 380 billion dollars.
MultifamilyEconomyCapital MarketsU.S. National
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Nareit
Finding Opportunities: REIT Market Outlook for 2025
Nareit's 2025 REIT market outlook examines economic conditions and investment opportunities for the year ahead, including the outlook for REIT operating performance and access to capital markets.
REITsCapital MarketsEconomyU.S. National
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Capital Economics
UK Commercial Property Outlook: Property recovery faces numerous headwinds
Capital Economics expects UK all-property total returns to average only 7.5 percent per annum over 2025-29, a weak recovery by past standards. Rental growth continues to surprise on the upside while capital value recovery loses momentum.
Capital MarketsRetailOfficeUnited Kingdom
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Colliers
Colliers' 2025 Global Investor Outlook
The fifth annual outlook reports strengthening investor sentiment as asset values stabilize on subsiding inflation, lower interest rates and expansive fundraising. Colliers expects private investors, especially family offices and private equity funds, to be among the more active buyers.
Capital MarketsAlternativesREITsGlobalU.S. National
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Hines
Hines 2025 Global Investment Outlook: A New Dawn
Hines' 2025 Global Investment Outlook found that just over 66 percent of global markets were in some phase of the buy cycle, the highest level in eight years. The firm expected 2025 to bring stability and opportunity as the asset class turned a corner into recovery.
Capital MarketsEconomyAlternativesGlobal
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M&G Real Estate
Global Real Estate Outlook 2025: A new chapter begins
M&G Real Estate identifies four themes for 2025, including structurally undersupplied sectors positioned for strongest growth and a return to growth in Asia-Pacific. The firm expects the United Kingdom to lead the global recovery.
Industrial & LogisticsMultifamilyOfficeGlobalUnited Kingdom
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abrdn
Global real estate market outlook Q1 2025
abrdn judges that most global real estate price corrections have concluded entering 2025, with returns driven by income and net operating income growth rather than yield compression. The firm is most positive on multifamily, expecting excess supply to be absorbed by mid-2025.
Capital MarketsMultifamilyIndustrial & LogisticsGlobalU.S. National
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PGIM Real Estate
2025 Real Estate Global Outlook
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
Capital MarketsEconomyDebt & FinancingGlobalU.S. National
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BGO
The Chief Economist: 1Q2025 U.S. CRE Outlook - Better Than You Think
BGO argues the first quarter 2025 U.S. commercial real estate market is stronger than widely perceived, with stable fundamentals and emerging investment opportunities. Industrial and multifamily are flagged as the most promising sectors.
EconomyIndustrial & LogisticsMultifamilyU.S. National
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Principal Asset Management
2025 Inside Real Estate Outlook: Poised for Growth
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalGlobal
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AEW
U.S. Research Perspective Q1 2025
AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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RCLCO
From Gloom to Boom: Sentiment Soars into 2025
The year-end sentiment survey found optimism returning to commercial real estate, with the Real Estate Market Index moving into recovery territory. Respondents projected further improvement in market conditions over the following 12 months.
Capital MarketsEconomyOfficeU.S. National
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CRE Finance Council
CREFC Compendium of Commercial and Multifamily Real Estate Finance Statistics
CREFC's quarterly Compendium compiles data on the state of the CRE debt capital markets, including outstanding debt, issuance volumes and lending activity across the 6.2 trillion dollar sector.
Capital MarketsDebt & FinancingCMBSU.S. National
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AEW
2025 European Outlook
AEW projects European real estate investment volumes to recover to roughly 200 billion euros in 2025 from an estimated 170 billion euros in 2024. Eurozone industrial output growth is expected to gain momentum into 2025 and 2026 as consumer spending gradually recovers.
Capital MarketsIndustrial & LogisticsRetailEurope
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Northmarq
2025 National Multifamily Outlook Report: An Anticipated Slowdown in New Construction
Northmarq's 2025 national multifamily outlook reports a combination of optimism and uncertainty, with stronger than forecast conditions and robust renter demand stabilizing the sector, alongside an anticipated slowdown in new construction.
MultifamilyU.S. National
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