Longer-form thinking on where the market goes.
789 white papers
showing 661–720 of 789
JLL Spark research mapping the gap between what CRE users demand from AI (predictive analytics, tenant-experience tools) and what proptech developers supply; 90.1% plan to run CRE with AI supporting human experts.
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
NMHC research note reconciling record apartment completions with the persistent multi-million-unit shortage constraining affordability for lower-income renters.
CBRE Capital Markets Conversations with the firm's Affordable Housing Vice Chairman on sector resilience, bipartisan policy support, and 2025 acquisition-rehab investment strategies.
Five-pillar framework for real estate decarbonization, noting nearly 60% of global RE CFOs lack the data and controls to comply with current environmental regulations.
Sixth annual report on the top 100 equity REITs: 94% report GHG emissions and 78% report on-site clean-energy generation, with REITs developing decarbonization pathways.
JLL Research on AI's implications for CRE: market impact, AI firms as occupiers, and industry adoption; ~700 AI-powered RE tech firms at end-2024.
RMI's bottom-up carbon model of the US building stock, identifying where retrofit capital should flow, including under-invested small and medium commercial buildings.
CBRE capital-markets piece outlining MH/RV investment approaches (REITs, direct ownership, mortgage-backed securities) with sector performance context.
CBRE valuation advisory explaining why MH/RV properties require specialized valuation methods given depreciation, mobility and location factors.
ULI-backed strategies helped this coastal California locale build its economic base on industry. Now, a proposed AI-era manufacturing building and a massive new housing plan are poised to test that strategy—and reshape the town.
Supporters of travel trailers, Park Model RVs, and tiny homes say they offer a faster, less expensive path to housing people experiencing homelessness. The challenge is navigating building codes, zoning restrictions, and infrastructure costs.
By Hayden Spiess Professionals active in the seniors housing lending space say that the sector is somewhat insulated from cyclical economic headwinds relative to other types of commercial real estate.… The post Quality Operators Stand Out, Say Lenders appeared first on Seniors Housing Business .
Capital Markets Are Finding Their FootingOn the Spot with Steve Williams and Keith Darin After several years of elevated interest rates, tighter lending standards, and The post Capital Markets with Keith Darin – June 2026 appeared first on Capright .
Five-year conduit loans have become the dominant structure in CMBS issuance, rising from 3.1% of loan count in 2019 to 91.0% by 2026, though this shift reflects market preference for shorter duration rather than aggressive pricing. Spreads have remained disciplined post-2023, stabilizing in the high-200s basis points across property types, with multifamily pricing most tightly (263 basis points in 2026) and lodging most widely (319 basis points in 2026), indicating that lenders continue to differentiate sharply by collateral quality and sector risk despite the structural shift toward five-year terms.
By Crystal Jackson and Aryne Bailey In conventional multifamily, it’s easy to assume that competition is driven by what residents can see: upgraded finishes, new amenity packages or the latest… The post The Operational Standard Residents Expect — And Why It’s Higher Than Ever appeared first on Multifamily &…
Five current infrastructure investment trends spanning energy security, AI and broadening investor access routes.
CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.
Half the committee is now willing to discuss another rate hike this year.
Productivity gains rather than employment are driving output, with implications for CRE.
Data-driven strategies like void analysis and mobility data reshape retail leasing decisions.
Pharmacy chains face regulatory and real estate pressures affecting net lease landlords and investors.
By Jane Adler Private equity firms are snapping up a bigger slice of the seniors housing market as investors seek healthy returns. The rationale for investing is increasingly clear: The… The post Why Private Equity Is Pouring into Senior Living appeared first on Seniors Housing Business .
By Matt Valley DALLAS — Favorable demographic shifts are providing a strong tailwind for the active adult sector, says Caroline Clapp, senior principal of research and analytics at the National… The post Demographic Changes Bode Well for Active Adult, Says NIC Researcher appeared first on Seniors Housing Business .
Capright Expands Hospitality Platform with the Addition of David Fuller, MAI as Practice Leader Strengthening advisory capabilities across Hotel REITs, branded assets, and complex portfolios The post Capright Expands Hospitality Platform – Welcome David Fuller, MAI appeared first on Capright .
Karen Pence , Ben Ranish , and Michael Suher Mortgage servicing right (MSR) valuations decrease when mortgage default and prepayment rates increase, as is generally the case when the economy enters into recession. To estimate how large these MSR valuation declines could be for the banking sector in a severe…
Anna Tranfaglia and Erin Troland Historic swings in rents during the pandemic have driven increased interest in research on the financial impacts of rising rents on households. However, compared to homeowners with a mortgage, data on renters are scarce, limiting researchers’ ability to analyze the 28 percent of…
The nearly billion-dollar campus is expected to draw visitors from around the world, but local leaders say its long-term impact will be measured by whether it attracts new businesses, jobs, and development to surrounding neighborhoods.
Architect Alan Pullman, AIA, founding partner of Studio One Eleven, discusses how a philosophy rooted in repairing and strengthening existing places grew to encompass affordable housing, adaptive reuse, community engagement, and a broader understanding of what buildings can do for people and communities.
Efforts to sell, consolidate, and better use government real estate face persistent challenges—from flawed data to outdated sales processes.
As the market moves beyond emergency loan extensions, owners and lenders confront a harder question: Which assets are actually recoverable?
From federal office buildings to surplus municipal land, underused public assets are attracting developers seeking sites for mixed-use projects, housing, and economic development.
Industry leaders at the 2026 ULI Resilience Summit said physical climate threats increasingly shape commercial real estate valuation, investment strategy, and long-term asset strength.
Kim Avant-Babb shares lessons from community-centered real estate development, racial equity, redevelopment training, and neighborhood revitalization.
Arbor Realty Trust colleagues mentored more than 50 students this spring during two Project Destined programs designed to provide young professionals with insight into the inner workings of commercial real estate. The post Arbor’s 2026 Project Destined Mentorship Programs Support Future CRE Leaders appeared first…
A Practical Guide on Sale-Leaseback for Business Owners Why Business Owners Are Looking at Sale-LeasebacksFor business owners, real estate is often one of their largest and least flexible assets.It carries significant value, but that value sits on the balance sheet and cannot be easily redeployed. A sale-leaseback…
Self Storage Underwriting Starts With the Market Self storage underwriting is no longer just a spreadsheet exercise. In today’s environment, the strongest investors, developers, and operators are underwriting from the market up, not the property down. That shift matters because self storage performance is highly…
By Marc Goodin Most investors start where they should: the numbers. They review rents, absorption, supply, expenses, taxes, site costs, and projected returns. Those inputs are essential, but they also create a dangerous illusion. They make a deal feel more certain than it really is. The reason is simple. A pro…
#1 Physical Land Data: Topography? Wetlands? Flood plains? Easements? Environmental concerns? Shape? Acres? I get a call a week from developers saying they have a perfect property. But could only describe one and a half of these Land data points. #2 Zoning Data: Zoned for self-storage? Yard Setbacks, Impervious…
In the self storage industry, many independent operators feel the pressure when one of the Big Five REITs: Extra Space Storage, Public Storage, CubeSmart, National Storage Affiliates Trust, or Life Storage announces expansion into their market. These corporate giants bring vast capital, automated facilities, and…
While LEED has dominated US green building certification for over two decades, alternative certifications are rapidly gaining adoption for specific ESG priorities: Fitwel for health and wellness at lower cost, ILFI Zero Carbon for verified net-zero operations, RELi for climate resilience, and BREEAM or ARC for portfolio-level tracking. Market leaders now employ multiple certifications simultaneously rather than relying on LEED alone, reflecting a shift from static design-based ratings toward dynamic operational certifications that deliver measurable ESG results.
Orange County Office Market Posts Strongest Absorption Since COVID as Tier One Vacancy Falls to 9.8% The Orange County office […] The post Why OC Office Vacancy Just Hit a Turning Point – Podcast Recap with Mike Adams of Stream Realty appeared first on CompStak .
In today’s rapidly evolving real estate landscape, the buzz around artificial intelligence and data-driven insights is louder than ever. But […] The post Link Logistics on Building the Data Foundation AI Actually Needs – Podcast Recap appeared first on CompStak .
At CompStak, we take pride in seeing our data drive valuable insights across industries, especially in academic research. “Expectations and […] The post Expectations and Risk Premiums in Illiquid Real Assets: How CompStak Data Shapes CRE Market Insights – Research by Jiro Yoshida and Masashi Takahashi appeared…
Recent CRE capital flows have declined significantly due to heightened interest rates, market uncertainty fueled by trade tariffs, and US governance challenges. What does this mean for the dynamics of capital flows into the US? The post Clarifying Vision: Exploring the Dynamics of Slowing Capital Flows appeared…
There has been a longstanding perception that an investment in affordable housing could not generate alpha, but new economic forces are turning a social challenge into a compelling institutional opportunity. The post Beyond Motivation: Why Invest in US Affordable Housing? And Why Now? appeared first on AFIRE .
Amid an extended period of uncertainty, mission-critical triple-net lease (NNN) investing has emerged as a compelling strategy, offering predictable income, contractual rent escalations, and insulation from expense inflation. The post Inflation Fighters: The Case for Mission-Critical NNN appeared first on AFIRE .
There’s a quiet revolution underway in on-site solar and batteries. What is it and why should commercial real estate investors should pay attention? The post Solar Wave: Community Solar is set to Transform Lease Income appeared first on AFIRE .
Berkshire Residential Investments weighs the pros and cons of private apartment equity and private debt and asks - why not both? The post Private Apartment Equity or Private Debt: Comparing Investment Performance of the Two Quadrants appeared first on AFIRE .
Put and Call options on REITs provide forward-looking risk indicators that incorporate both historical property sector trends and views on the outlook. The post REIT Puts and Calls: Public Market Signals for Private Real Estate Investors appeared first on AFIRE .
Scott Crowe of RXR talks about the "less obvious bull market" currently unfolding in one of the most overlooked sectors: New York City office. The post NYC Office Recovery: Repricing Physical Infrastructure in the Age of AI appeared first on AFIRE .
Donal Warde, Richard Cadena and Wenpeng Ding discuss how supply, inventory, and long-term demand drivers are elevating the NYC rental market. The post The Complexity Premium: Leveraging the Alpha Opportunity in Regulated Gateway Cities appeared first on AFIRE .
Stewart Rubin and Marshall Swett of New York Life Real Estate Investors explores how tariffs they could signal a fundamental departure from the longstanding US commitments. The post Trade Winds Redrawn: US Tariffs and Commercial Real Estate appeared first on AFIRE .
RCLCO Fund Advisors suggests that the supply response taking shape for data centers calls for more measured analysis. The post The Data Center Pipeline: Is it a Boom, or a Bubble? appeared first on AFIRE .
Lument CEO Jim Flynn discusses the impact of geopolitical uncertainty, interest rates, and economic growth on the multifamily market outlook. The post A More Disciplined Market Creates New Opportunities in Multifamily appeared first on Lument .
Tips and best practices on the HUD Express Lane. The post Unlocking Momentum: New Advantages Emerging Across HUD’s Section 232 LEAN Program appeared first on Lument .
The U.S. economy still looks resilient, but slowing consumer demand and uneven job growth could limit future rate cuts. The post Weekly Trading Desk Talk – Can You Take Me Higher? appeared first on Lument .
The forces driving multifamily demand at the beginning of the year will continue to underpin the market. The post Why Geopolitical Risk May Delay — but Not Derail — Multifamily Growth appeared first on Lument .
Bringing care and therapy services into communities reaps benefits. The post Seniors Housing and Care’s New Era: The Virtuous Cycle of Better Care appeared first on Lument .
We examine healthcare job growth and the Treasury market reaction. The post Weekly Trading Desk Talk – Bad Case of Loving You appeared first on Lument .