Longer-form thinking on where the market goes.
789 white papers
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Newmark analysis identifying geographic markets and conditions where U.S. office space demonstrates strength and resilience.
Thought leadership piece examining the Bay Area's role as a hub for artificial intelligence innovation and development.
Analysis of how U.S. infrastructure investments are driving growth in the industrial real estate sector.
Explore ULI's new global headquarters in Washington, D.C., where Gensler's workplace research informed a flexible, sustainable office designed to connect people with the city.
The proposed Capital Campus reflects a growing belief that higher education—not office towers—could become the next major driver of urban revitalization.
The document discusses commercial real estate opportunities in an environment where consumers perceive inflation easing despite energy-driven price pressures, falling real wages, and uneven recovery signals. The chief economist argues that the real CRE opportunity involves identifying assets with durable income growth before the market reprices in what is termed "Cheerios Arbitrage.
Freddie Mac launched Optigo Conventional Small in April 2026, replacing its Small Balance Loan program with loans ranging from $2 million to $10 million and integrating the product into Freddie Mac's core Conventional framework. The redesign increases the loan ceiling from $7.5 million to $10 million, creates clearer distinctions from Fannie Mae's Small Loan program, and consolidates documentation and policies while maintaining pricing as the key determinant of program fit for borrowers.
Analysis of how inflation affects the apparent trend toward larger commercial real estate deals.
Breakdown of the bipartisan 21st Century Road to Housing Act and its provisions for housing production and affordable housing.
The article argues that office space decisions should be driven by talent strategy and broader business performance considerations rather than cost alone, and that most companies negotiate leases poorly by focusing on rental rates while overlooking lease terms, timing, and leverage opportunities. Key claims include that companies are seeking smaller footprints in higher-quality Class A buildings, that starting lease negotiations 12–18 months early creates competitive leverage and employee input opportunities, and that seemingly cheaper spaces often cost more when construction and tenant improvement allowances are factored in.
Higher interest rates have triggered a substantial revaluation across real estate markets, yet underlying sector fundamentals remain resilient.
John Burns Research and Consulting's 2026 Executive Housing Summit gathered 150 housing industry executives (27% private equity, 18% banks/lenders, 10% land developers, and others) in Laguna Beach to discuss market conditions and strategic positioning. The summit's eight key takeaways indicated housing executives maintain cautious outlooks with split sentiment through 2029, entitled land development has become the top risk-adjusted investment, equity raising has slowed while debt and land banking gain market share, entry-level buyers face affordability pressures while affluent segments show strong demand, rental policy tailwinds exist alongside technology scaling opportunities, and artificial intelligence requires multiyear data cleanup efforts before strategic adoption.
Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.
By John Nelson Fannie Mae and Freddie Mac are scaling up their multifamily loan production this year while their partner servicers and underwriters are aggressively pursuing new business. The Federal… The post Fannie, Freddie Enter Bullish Phase appeared first on Multifamily & Affordable Housing Business .
Passed unanimously out of the Senate Banking Committee, the ROAD to Housing Act embraces solutions to the housing affordability crisis like zoning reform and streamlining rules to encourage more homebuilding. For the first time since the foreclosure crisis, U.S. Congress has taken meaningful action to make housing…
By Steve Wernick For years, church-owned land and government parcels sat unused in the middle of Florida’s housing shortage. They were available in theory, but off-limits in practice. Now, through… The post Florida’s Live Local Amendments Remove Barriers and Open New Doors for Workforce and Affordable Housing…
Ten-year conduit loans have declined dramatically from 95.6% of conduit loan count in 2019 to just 12.3% in 2026, while five-year loans have become the dominant format in the CMBS market. Median 10-year conduit spreads tightened from 301 basis points in 2023 to 201 basis points in 2026, suggesting the remaining market reflects more selective underwriting rather than pricing that is prohibitively wide.
By Michael Pittore and Forrest Westin What makes a life healthy and happy? In 1938, the Harvard Study of Adult Development set out to answer that question through what would… The post Senior Living Operators Must Cultivate Connection appeared first on Seniors Housing Business .
Article examining the role and boundaries of artificial intelligence applications within commercial real estate practice.
Analysis of how distributions to paid-in capital (DPI) has emerged as a key liquidity metric for commercial real estate fund investors, with smaller funds outperforming larger peers in capital returns during the current constrained market environment.
Cushman & Wakefield analyzes how the National Counterintelligence and Security Center's rescission of ICD 705 POA&M requirements removes a uniform compliance deadline for secure facilities but does not eliminate evolving security standards, shifting focus toward program-level compliance…
Cushman & Wakefield analyzes how massive AI infrastructure bond issuance by tech hyperscalers is competing for fixed-income capital with CRE debt markets, raising financing costs and lender selectivity across commercial real estate sectors.
CBRE research examines how hybrid work arrangements create a 'relationship gap' by undermining cross-team collaboration and knowledge-sharing that organizations fail to measure, despite employees prioritizing in-office work primarily for team connection.
BGO chief economist Ryan Severino argues weak job growth does not automatically signal recession.
Argues that data quality and governance, not advanced tools, are fundamental to success with AI and analytics in commercial real estate.
Examines how neuro-inclusive design in affordable housing can address the shortage affecting millions of adults with intellectual and developmental disabilities.
Private credit moves toward core as banks retreat and refinancing needs rise.
Real estate lending and insurance capital opportunities in a reset market.
Examines reasons for institutional investors to consider real estate debt, the second largest of real estate's four quadrants at ~$4.5 trillion in the US and Europe.
Freddie Mac's three-year Duty to Serve plan with a substantive manufactured-housing section detailing objectives for MH loan purchases, MHC pad-lease protections and chattel.
Fannie Mae Duty to Serve MH hub linking public research (Innovations in Manufactured Housing, Multifamily Market Commentary) and the 2025-27 MH plan section.
Argues US student-housing demand is highly local: high-school graduates peaked and decline 15 years nationally, yet specific universities and markets will see growth.
Whitepaper modeling four AI-adoption scenarios and how AI widens dispersion of outcomes across markets, property types, asset quality, and strategies.
JLL advisory on how health systems are realigning real estate portfolios toward outpatient care amid Medicaid changes, CMS payment shifts, and compliance pressures.
PGIM Real Estate research report making the institutional case for MHC investment: stable, growing cash flows, low capex, sticky tenants, constrained supply and expanding institutional adoption from a low base.
Lincoln Property Company on aligning healthcare real estate strategy with hospital growth and outpatient demand while managing Stark Law and regulatory compliance risk.
Examines how rising insurance premiums, shrinking coverage and climate risk threaten preservation of multifamily affordable housing, with policy and practitioner strategies.
CBRE viewpoint with RMI and ULI on practical CRE decarbonization strategies; cites nearly 70% of office occupiers rejecting or paying less for buildings without sustainable features.
Berkadia analysis of the Affordable HOMES Act consolidating federal MH standards under HUD, streamlining oversight to create more predictable conditions for manufacturers, lenders and investors.
Nareit market commentary on diversifying across global REIT regions and property sectors, with data as of Nov. 30, 2025, framing 2026 allocation opportunities.
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.
MSCI analyzes how booming data-center development conflicts with investors' climate commitments, quantifying construction-stage carbon and renewable-procurement strategies.
Altus Group on proptech's move from AI hype to the application layer: point solutions deliver measurable time savings while broader strategic/financial impact remains unproven.
Argues for an abundance-plus-affordability approach, cataloging state/local financing and operating incentives beyond LIHTC and rental assistance.
USGBC report on three decades of LEED impact: certified projects estimated to save 120M metric tons CO2, with LEED buildings using 25% less energy and 34% lower carbon emissions.
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.
CBRE research on integrating climate-risk assessment with business strategy to drive value creation in commercial real estate amid expanding disclosure requirements.
J.P. Morgan defines proptech and explores four applications: digital marketing, smart building tech, operational efficiency, and energy management.
Altus Group on proptech's shift from nice-to-have to ROI-driven essentials, with operator-validated case studies (Twin-Knowledge, Whale) and tech-stack consolidation trends.
Three-part case for US REITs: high domestic revenue, defensive sector mix (healthcare, residential, needs-based retail) and attractive valuations versus broad equities.
CRETI on the structural shift in proptech capital: debt and structured late-stage rounds supplementing/replacing venture equity, with continued VC interest in AI workflow tools.
Nareit analyst roundtable on health care REITs: stable outpatient supply/demand, defensive attributes and the absence of speculative MOB development, with sell-side perspectives.
CBRE IM perspectives piece on affordable housing as an institutional investment opportunity and its social impact thesis.
NAHB economics blog examining manufactured homes (5.4% of U.S. housing stock) as affordable supply for rural and lower-income households, plus financing and zoning barriers.
CBRE analysis of how data centers can advance sustainability despite high energy intensity, addressing the AI-driven carbon paradox in the asset class.
W. P. Carey's Jason Patterson on navigating Treasury volatility and widening bid-ask spreads, with emphasis on lease structuring, tenant selection, and active asset management.
Janus Henderson PMs argue listed real estate fundamentals stay sound amid 2025 tariff/economic turbulence, aided by contractual cash flows and high construction costs.
Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.
Chilton outlines ten foundational principles for REIT investing, emphasizing management quality, balance-sheet strength and transparent reporting.