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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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