Longer-form thinking on where the market goes.
4 white papers

J.P. Morgan explores how multifamily investors can use commercial bridge loans as flexible short-term capital and transition pathways to agency financing.

Institutional research framing net lease as an asset class between fixed income and real estate: bond-like income, inflation protection, low default rates, and large untapped sale-leaseback supply.

J.P. Morgan defines proptech and explores four applications: digital marketing, smart building tech, operational efficiency, and energy management.
J.P. Morgan Asset Management argues commercial real estate valuations have fallen roughly 25% from their 2022 peak even as operating income rose, creating an attractive entry point as the recovery extends through 2026.