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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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Carter Jonas
Outlook 2025: Commercial Real Estate Investment
Carter Jonas projects total all-property return for UK real estate to accelerate to 8 to 9 percent in 2025, which would be the highest figure since 2021, supported by the potential for downward yield movement. Tightening minimum energy efficiency standards are focusing demand toward EPC grade A and B buildings.
Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondon
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Berkadia
Berkadia 2025 Forecast National Apartment Research Report
Berkadia's national forecast projected unit absorption to outpace deliveries in 2025, with vacancy rates having decreased in Q3 2024 for the first time in three years.
MultifamilyU.S. National
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BGO
The Chief Economist: European Economic and CRE Outlook - 1Q 2025
The first quarter 2025 European outlook reviews growth, inflation and monetary policy across the region and their implications for commercial real estate. The report assesses sector fundamentals as European markets stabilize.
EconomyOfficeIndustrial & LogisticsEuropeUnited Kingdom
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Apartment List
Introducing Our Newest Data Product: Time On Market
Apartment List introduced a Time On Market index measuring how long listed units take to lease, complementing its rent estimates and vacancy index. Units were taking roughly 30 days to lease in recent readings as elevated supply kept the market soft.
MultifamilyPropTech & DataU.S. National
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Invesco
Real estate 2025 investment outlook (EMEA)
The EMEA outlook highlights a significant undersupply of Grade A space across European markets, creating scope for rental growth in high-quality well-located assets. Tightening energy efficiency and sustainability requirements create opportunities to reposition less efficient assets.
OfficeIndustrial & LogisticsSustainabilityEuropeGlobal
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RCLCO
CRE C-Suite Outlook 2025
The C-Suite Outlook compiles the perspectives of senior real estate executives on conditions and strategy for the year ahead. It draws on a respondent base where 82 percent are C-suite or senior executives averaging roughly 25 years of industry tenure.
Capital MarketsEconomyOfficeU.S. National
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Structure Research
Market Share ESG Report 2025: State of Environmental Impact
The report provides an overview of the sustainability impact of data centers, focusing on greenhouse gas emissions, energy consumption and water usage across leading providers and hyperscale cloud platforms.
Data CentersSustainabilityGlobalU.S. National
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Structure Research
2025 Hong Kong Data Center Colocation, Hyperscale & Cloud Report
The Hong Kong data center market is projected to be worth 2.5 billion dollars in 2025 and reach 3.8 billion dollars by 2030, a five-year compound annual growth rate of 8.5 percent.
Data CentersHong KongAsia-Pacific
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Structure Research
US Data Centre Markets Report 2025
Structure Research tracks 15.3 gigawatts of operational capacity, 12.9 gigawatts under development and 55.8 gigawatts of land in US data center markets, driven by hyperscale cloud and AI demand.
Data CentersU.S. National
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Structure Research
2025: Global Hyperscale Self-Build Data Centre Report
The report estimates total global hyperscale self-build capacity reached 15.5 gigawatts of operational capacity, with the four largest platforms representing approximately 73 percent of that total.
Data CentersGlobal
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Apartment List
Apartment List Vacancy Index Methodology Explainer
The explainer details how Apartment List derives a daily and monthly vacancy rate from listed units across its platform. The national vacancy index reached 6.9 percent in January 2025, the highest level since tracking began in 2017.
MultifamilyU.S. National
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HVS
HVS U.S. Hotel Development Cost Survey 2025
The survey reported a median hotel development cost of 219,000 dollars per room across surveyed properties, with luxury hotels exceeding 1,057,000 dollars per room, reflecting stabilizing construction costs.
HospitalityU.S. National
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Savills
UK Cross Sector Outlook 2025
Savills forecasts an average total return of 7.4 percent for UK real estate in its 2025 cross-sector outlook, up from 6.8 percent for 2024. Twelve UK property sub-sectors are projected to deliver annualised returns above 8 percent between 2025 and 2029.
Capital MarketsOfficeRetailUnited Kingdom
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Hines
Insights into 2025's Global Living Real Estate Trends
Hines examines global living sector trends across rental residential, student housing and other beds-focused strategies. The report frames demographic and supply dynamics supporting the living sectors in 2025.
MultifamilyStudent HousingSenior HousingGlobal
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abrdn
UK real estate market outlook Q1 2025
abrdn forecasts an annualised 8.4 percent total return for UK real estate over three years, led by the industrial and retail sectors. The outlook expects sector returns to converge, shifting outperformance toward asset selection.
Capital MarketsIndustrial & LogisticsRetailUnited Kingdom
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Marcus & Millichap
2025 U.S. Multifamily Investment Forecast
Marcus and Millichap's 2025 multifamily forecast projects supply and demand to re-align for the first time in four years. Rent growth was expected to remain tepid through much of 2025 with momentum building later in the year, supported by average rents remaining well below typical mortgage payments.
MultifamilyCapital MarketsU.S. National
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Capital Economics
US Commercial Property Outlook: More capital value falls to come in all sectors this year
Capital Economics expects further capital value declines across all US sectors during the year, with valuations looking stretched and forecasts running below the PREA and ULI consensus.
Capital MarketsOfficeRetailU.S. National
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TPG
Real Estate Credit: Poised to Outperform
TPG Real Estate leaders argue that ongoing dislocation in real estate credit markets, with a multitrillion-dollar CRE maturity wall, has created one of the best moments to be a real estate lender.
Debt & FinancingCapital MarketsCMBSU.S. National
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KKR
Investing in the Real Estate Recovery
After a two-year downturn in which property values dropped 22% from a recent peak as interest rates increased, KKR argues the current real estate investment environment is one of the most attractive it has ever seen. The piece lays out the case for investing into the early stage of the recovery.
Capital MarketsEconomyGlobalU.S. National
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Ares Management
Liquidity Solutions: The Growth Drivers of the Credit Secondaries Asset Class
Ares examines the growth drivers behind the emerging credit secondaries asset class and its role in providing liquidity solutions to credit investors. The analysis details how the market has expanded as private credit has scaled.
Debt & FinancingAlternativesCapital MarketsGlobalU.S. National
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KKR
The Real Estate Credit Opportunity Is Here
KKR discusses four ideas real estate credit investors need to know about today's markets, arguing that a scarcity of capital and rising transaction volume is creating the chance to earn equity-like returns on real estate debt.
Debt & FinancingCMBSCapital MarketsGlobalU.S. National
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TPG
Navigating the Real Estate Landscape: Perspectives from TPG Real Estate Co-Heads, Kelvin Davis and Avi Banyasz
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Capital MarketsAlternativesOfficeGlobalU.S. National
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Hines
Power Play: The Emerging Powered Land Opportunity
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
Data CentersIndustrial & LogisticsAlternativesGlobalU.S. National
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Ares Management
Ares Global Credit Monitor - Fourth Quarter 2025
Ares' quarterly credit monitor reviews a year of resilience and divergence across global credit markets shaped by geopolitics, AI and shifting tariff policy. It advises investors to maintain focus on valuations and credit quality as opportunities broaden across public and private markets.
Debt & FinancingCapital MarketsGlobal
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Morgan Stanley
Housing Affordability Squeeze: A New Normal for Buyers
Morgan Stanley explores how higher mortgage rates and limited supply are reshaping affordability, and why homeownership may remain out of reach for many buyers.
EconomyAffordable HousingHomebuildersU.S. National
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Ares Management
Ares Global Credit Monitor - Third Quarter 2025
Ares' Q3 2025 credit monitor tracks renewed credit issuance, refinancing and repricing activity, and a pickup in M&A volumes globally. It assesses credit fundamentals across public and private markets amid an evolving macro backdrop.
Debt & FinancingCapital MarketsCMBSGlobalU.S. National
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Morgan Stanley
Real Estate Market Outlook 2026: Lower Rates Drive Recovery
Morgan Stanley sees 2026 as an inflection point for real estate, with lower rates, constrained supply and improving capital markets supporting a recovery in valuations and transaction activity.
AlternativesOfficeMultifamilyGlobalU.S. National
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Ares Management
The Evolving Real Estate Environment
Julie Solomon, Head of Real Estate at Ares, discusses how a dramatic repricing of high-quality assets has created an attractive entry point. She notes slowing construction is reducing supply, which she expects to drive further rent growth.
MultifamilyDebt & FinancingREITsGlobalU.S. National
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Hines
Positioning for the Real Asset Cycle
Research on how private real estate complements public markets, offering diversification, income stability, and recovery potential for institutional investors positioning for the next cycle.
AlternativesCapital MarketsEconomyGlobalU.S. National
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Hines
Better Together: Where Infrastructure and Real Estate Converge
A Hines guide to the roles of private infrastructure and real estate in institutional portfolios, weighing benefits, risks, and liquidity as the two asset classes converge.
AlternativesData CentersCapital MarketsGlobalU.S. National
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