Longer-form thinking on where the market goes.
789 white papers
showing 541–600 of 789
Nareit economist examines whether the commercial real estate market that began in 2009 is nearing maturity, countering analyst views on price leveling and construction trends.
NAR Chief Economist Lawrence Yun discusses the actual impact of distressed properties on the housing market.
NAR economists analyze Federal Reserve policy implications for mortgage rates, highlighting inflation dynamics, rental trends, productivity gains, and energy market factors affecting real estate financing.
Analysis of how private markets are responding to increased investor scrutiny in the leveraged finance sector.
Morningstar DBRS research on the rating methodology and ongoing monitoring practices for North American commercial mortgage-backed securities with multiple borrower pools.
Morningstar DBRS outlines its methodology for integrating ESG considerations into credit rating assessments across sectors and asset classes.
The article examines the U.S. federal government's fiscal situation in Q1 2026, reporting that federal interest payments reached $305 billion for the quarter while tax receipts fell to $939 billion, with the ratio of interest payments to tax receipts worsening to 32.5%, and the Debt-to-GDP ratio edging up to 122.6%. The author argues that rather than implementing fiscal reforms, the Federal Reserve and government are pursuing a strategy of allowing higher nominal economic growth and moderate inflation (3-5% range) to gradually reduce the debt burden, despite inflation accelerating above the Fed's 2% target and core measures reaching their worst levels since mid-2023.
KBRA examines how tariff uncertainty and related economic pressures may impact structured finance markets and credit conditions.
The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.
Fitch Ratings published updated methodology and criteria for assessing counterparty risk in structured finance and covered bond instruments.
Fitch Ratings analyzes how rapid technological advancement may elevate obsolescence risk for assets underlying asset-backed and mortgage-backed securities.
Fitch Ratings analyzes how US data center operators are leveraging rental escalations and lease pass-through mechanisms to offset rising operational expenses.
Oxford Economics examines the investment strategies and opportunities for commercial real estate investors entering the data centre sector.
Oxford Economics examines the relationship between macroeconomic conditions and real estate investment performance across major U.S. metropolitan areas.
Oxford Economics examines the effects of Trump's presidency on the US commercial real estate sector, analyzing policy implications and market impacts across property types.
Oxford Economics analysis examining how global capital allocation trends are driving industrial real estate demand while creating portfolio concentration risks.
Nuveen explores how private real assets may contribute to portfolio resilience when integrated with traditional investment holdings.
Analysis of demographic-driven demand trends and investment opportunities in the U.S. senior housing sector over the coming decade.
Analysis of self-storage supply-demand dynamics, valuation reset, and operational opportunities shaping the investment thesis for the sector.
By Jeff Goll The headlines on multifamily have not caught up to the data. After two years of being the asset class everyone wanted to disparage, the U.S. apartment market… The post Multifamily Market Moves Past Supply Shock appeared first on Multifamily & Affordable Housing Business .
From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history. The post The US Data Center Market: Powering the US Economy appeared first on AFIRE .
An econometric demand forecasting model for industrial real estate space designed to project future occupancy and absorption trends.
RCLCO analyzes the tension between robust AI-driven demand expectations and rapidly expanding data center supply pipelines in the current market cycle.
Case study examining how climate risk assessment tools are being applied to evaluate impacts on both new real estate developments and existing assets.
Analysis of sustained demand drivers in industrial real estate, including e-commerce growth and reshoring trends that have supported investor interest over the past decade.
Advisory analysis examining successful real estate investment strategies for institutional investors and their potential for continued outperformance despite broader sector underperformance.
Analysis examining the convergence of total returns between public and private real estate benchmarks over a ten-year period.
Analysis of fee structures and costs associated with private equity and real estate investments compared to public market alternatives.
Analysis of current US apartment sector challenges including elevated supply, constrained debt availability, higher borrowing costs, and valuation pressures from stagnant rents.
Research examines whether closed-end real estate funds have delivered acceptable net returns relative to alternative opportunities and risk metrics.
Advisory article addressing institutional asset management challenges and scaling considerations across multiple properties.
Podcast episode featuring RCLCO Fund Advisors' Managing Director discussing commercial-to-residential conversion trends in the multifamily sector.
Analysis of how Federal Reserve rate reductions may positively impact self-storage sector performance and investment dynamics.
Guidance on investment criteria and decision-making frameworks for evaluating self-storage asset acquisition opportunities.
Analysis of how steel tariffs may affect self-storage development economics, construction costs, and industry growth trajectory.
Conference coverage of hospitality industry discussions including ADA compliance concerns, market trends, and financing stability amid interest rate volatility.
Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.
Knight Frank examines investor sentiment and capital allocation strategies toward direct commercial real estate opportunities in the coming year.
Knight Frank analysis examining how investor hurdle rates are shifting in response to market complexity and risk dynamics entering 2026.
Knight Frank examines capital deployment strategies across real estate markets, focusing on defensive positioning, opportunistic entry points, and partnership models.
An analysis of middle market direct lending opportunities in real estate, examining advantages and common misperceptions in the alternative lending space.
Moody's CRE Analytics examines strategic adaptation approaches for commercial real estate portfolios navigating maturing debt cycles and refinancing pressures.
Analysis of the interconnected dynamics between property taxation and extreme weather events in commercial real estate markets.
NAIOP resource providing design guidelines and standardized metrics for warehouse and distribution facility development.
Analysis of the methodologies, origins, and applications of market tier and ranking systems used to evaluate and prioritize U.S. metropolitan regions for commercial real estate investment.
NAIOP publication outlining industry best practices for data center development and operations.
NAIOP Research Foundation white paper explaining private equity fund formation and operational fundamentals for real estate professionals new to the process.
Research examining industrial real estate through the lens of economic globalization, outsourcing, and transnational property dynamics using global economic base theory.
Research brief identifying best practices for triaging office and industrial tenant requests and offering accommodations during pandemic conditions, drawn from broker and owner interviews, NAIOP webinars, and survey data.
Freddie Mac analysis examining spending patterns between homeowners with locked mortgage rates and renters facing rising housing costs.
This piece was originally published on Forbes on June 8, 2026. Gen Z is coming of age in an economy where the traditional path to prosperity no longer works, and instead of giving up, they’re beginning to build new ones. For 70 years, the American Dream followed a predictable sequence: school, job, promotion,…
Trepp's analysis of CRE lending spreads from early 2025 through June 2026 finds that while spreads are compressing uniformly across property types at the 50-59% LTV level, relative premiums between property types are shifting—specifically, retail loan premiums have compressed relative to industrial loans, and office premiums have widened over retail. The report notes that these quoted spread movements may indicate capital rotation toward retail or competitive yield exhaustion in multifamily and industrial, though the data reflects only stabilized, low-leverage deals and may not signal broader credit repricing across higher-leverage or transitional assets.
Analysis of major technology companies' strategic approach to U.S. office real estate, focusing on consolidation, modernization, and geographic expansion.
Analysis of solar energy adoption and its impact on industrial real estate markets in the Midwest region.
Newmark analyzes how market durability has become a critical framework for evaluating U.S. industrial real estate in an environment of sustained economic volatility.
Newmark thought leadership piece examining the intersection of luxury retail and Gen Z consumer behavior and preferences.
Newmark analysis examining retail transformation and evolution across major shopping districts in three global cities.
Newmark thought leadership examining how the One Big Beautiful Bill Act impacts commercial real estate opportunities and challenges across multiple property sectors.
Newmark analysis examining outdoor storage performance trends relative to bulk warehouse properties in the industrial sector.
Newmark thought leadership examining the potential resurgence of Class A shopping malls as an emerging retail real estate format.