The industry's own research.
344 reports
showing 301–344 of 344
The data center chapter highlights record-low vacancy, mounting power constraints and pricing at all-time highs as hyperscale and AI demand continues to outpace new supply.
CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.
Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.
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.
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.
The global outlook synthesized the United States and Canada, Europe and Asia Pacific editions, offering a cross-regional view of investment and development prospects for 2026.
Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The second quarter 2025 global recap reports stable yet subdued demand as AI and hyperscale cloud companies maintained a measured approach to strategic deployments.
The mid-year update forecasts an improving real estate cycle with rising transaction activity and stabilising borrowing costs. Debt markets are expected to remain very active as the AI infrastructure boom drives data center demand.
The midyear update describes a resilient commercial real estate debt market in the first half of 2025, with higher issuance in data center sectors and traditional CMBS consistent with 2024. Maturity defaults remained tied to higher rates and office performance decline.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
McKinsey projects that data centers could require roughly $6.7 trillion of capital investment worldwide by 2030 to keep pace with demand for compute, with about $5.2 trillion of that for AI-capable facilities. It breaks down the spend across chip and hardware developers, power and cooling suppliers, and builders.
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.
The sector report found data centers demonstrating the strongest fundamentals across property types, supported by structural demand from cloud computing and artificial intelligence, with development constrained primarily by power availability.
The first quarter 2025 recap analyzes data center demand patterns across North America and Latin America amid measured hyperscaler activity early in the year.
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.
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.
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.
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.
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.
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.
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.
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.
Ares makes the case that today presents an important opportunity to rebuild allocations to core commercial real estate, focusing on 'New Economy' sectors aligned with digitization and supply-chain transformation. Published via AccessAres, the thought-leadership arm of Ares Wealth Management Solutions.
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
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.
Hines examines how global economic shifts are driving increased demand across logistics, manufacturing, and data center segments of the industrial real estate sector.