Longer-form thinking on where the market goes.
569 white papers
showing 61–120 of 569
What Cap Rate Should You Expect on a 1031 Replacement Property? By Randy Blankstein, President, The Boulder Group It is the first question nearly every exchange buyer asks, and the one the market answers least clearly. An investor sells an apartment building, a piece of land, or a family-held retail parcel, and…
Author and AlphaGeo Founder Parag Khanna lays out five data-rich maps to forecast the future of US real estate. The post Five Maps to Forecast America’s Real Estate Future appeared first on AFIRE .
Jose Tur owns two rent-stabilized rental buildings in Manhattan’s Washington Heights with a total of 45 units. The properties have been in his family for over 30 years, and the mortgages are fully paid off. But Tur tells Commercial Observer that despite this, while he’s reluctant to give an exact number, “more than…
Two hyperscale data center proposals in Florida made waves in county commission meetings and state politics, sending local governments into a moratorium frenzy and residents into skirmishes over the future of their communities. The developers behind those projects are equally splashy. A commercial rock-mining…
The Metropolitan Transportation Authority (MTA) and Mayor Zohran Mamdani are considering high tech options to transfer heat out of subway stations and into the buildings above, in what would likely be a complicated and pricey infrastructure project. Still, city officials and the MTA believe it could be worth it to…
This is a monster-sized post because the largest real estate brokerage company in the world is gaslighting us about private listings. It will be interesting to see if the inquiries by the House Judiciary Committee and Senator Warren will mean anything. Compass is launching its “Fall Marketing Playbook,” which…
Nederlanders wonen in Europees perspectief niet uitzonderlijk ruim en gaan juist efficiënt om met beschikbare grond. Dat stellen Friso de Zeeuw en Geurt Keers op basis van internationale gegevens over woonoppervlakte en ruimtegebruik.
De rentes op de financiële markten daalden afgelopen week licht. De gemiddelde hypotheekrentes veranderden bijna niet. Sommige geldverstrekkers verhoogden hun hypotheekrentes, terwijl andere juist verlaagden.
Analysis of how public and private credit markets are becoming increasingly interconnected and blurred in their characteristics and investment dynamics.
PGIM explores structural trends and implications of the convergence between public and private credit markets.
驚異的な進化を遂げ、いまや働き方を大きく変える存在として「生成AI」が注目を浴びており、この変化の波によって、すべての企業は「オフィスの存在価値」を改めて模索する必要性に迫られている。JLLのオフィス専門家が「AI時代に求められるオフィスの価値」について議論した。
Knight Frank examines the implications of political developments for global real estate and capital markets.
Knight Frank examines whether Chinese capital will resume international real estate investment activity after a period of reduced cross-border acquisition.
Cushman & Wakefield thought leadership examining investment thesis and capital allocation lessons from the UAE real estate market for global investors.
Analysis of how property valuations require nuanced contextual assessment rather than broad generalizations during periods of market uncertainty.
A year on from REFIRE's report on the tentative revival of Erbbaurecht , or leasehold rights, three developments suggest the model is moving further into the property mainstream. Banks have new guidance intended to make leasehold financing easier to underwrite. Industry data suggests the central fear associated…
Fannie Mae and Freddie Mac are now requiring lenders to pay even closer attention to a condo building’s finances. This shouldn’t really be a shock for anyone who’s been paying attention to the condo market, especially in Florida. Effective last Monday, Fannie Mae retired its limited review process, and Freddie Mac…
Two recent investor surveys landed on REFIRE's desk within weeks of each other, prompting us to look up an earlier study of DACH family offices. They point to a property market in which investors are becoming considerably clearer about what they want to own, even as confidence in the market itself deteriorates.…
ULI’s new Moving Cities Forward report examines how sustainable transportation, parking, transit access, and land use increasingly shape real estate value and development strategy.
Om een succesvol woningbouwbeleid te voeren is het behulpzaam om te weten welke partijen de afgelopen jaren voor de woningbouw hebben gezorgd. Dat schrijft Johan Conijn in deze column, waarin hij betoogt dat De Nederlandsche Bank de grote rol van private verhuurders bij de bouw van woningen onderschat.
Climate risk data is now vital for CRE as ESG investing wanes, driving demand for predictive models to assess risks and inform decisions.
By Randy Blankstein, President, The Boulder Group Over nearly three decades advising net lease investors, I’ve watched the buyer pool move through several eras: the syndicator boom, the rise of the net lease REITs, the 1031 exchange wave, the institutional push into the space. The most consequential shift underway…
Image Capital markets are also open and well-functioning for the REIT market, managers say.
State-level economic resilience is increasingly shaping corporate location decisions, the direction of capital flows, and long-term CRE performance. CNBC’s latest rankings highlight where growth, liquidity, and housing dynamics are most likely to support sustained institutional demand and where structural risks…
When equity for ground-up development disappeared in 2022, Opportunity Zone capital didn’t. Four years later that dynamic is largely the same. But Congress has now rewritten the Opportunity Zone (OZ) program, and New York has just over 60 days to decide where the next decade of OZ capital can go. The reason…
Wohnungsmärkte. Investitionen ins Wohnen in Deutschland haben vor allem seit der Büroflaute Hochkonjunktur bei in- und ausländischen Kapitalgebern. Doch die Karte der deutschen Städtelandschaft mit ihren vielen Ober- und Unterzentren neben den klassischen A-Städten ist für viele schwer zu lesen. Da brauche es…
Kaum jemand will derzeit in Büroimmobilien investieren. Das ist ein Fehler, denn aktuell bekommt man sehr gute Objekte so günstig wie lange nicht mehr, glaubt Tim Schomberg, CEO des Investmentmanagers Kingstone Real Estate.
Büroinvestments. Für eine wirkliche Marktbelebung braucht es nach dem jüngsten zarten Renditeanstieg weitere massive Zuwächse. Die Risikoprämie gegenüber Staatsanleihen müsste – konstante Zinsen und Anleiherenditen unterstellt – um mindestens 90, besser 115 Basispunkte und mehr zulegen, hat Newmark ausgerechnet.
Bewertung. Auch in wirtschaftlich unsicheren Zeiten wäre es verkehrt, Immobilien mit pauschalen Wertabschlägen zu belegen. Sinnvoll sind stattdessen das Berechnen von Szenarien und die Durchführung von Sensitivitätsanalysen, sagen die Experten von Avison Young Valuation Germany.
Second-quarter earnings calls from banks with meaningful multifamily concentrations showed significant divergence in performance and pipelines. The ten banks differed not only from one another but, with two exceptions, also from recent super-regional commentary, where lenders reported stronger pipelines and…
Even as lenders have gotten back into the market for commercial real estate debt sources, they remain choosy and stringent. At the upcoming Texas Multifamily 2026 in-person event set for August 13 in Dallas, a panel of lending experts will provide conference attendees with insiders’ perspectives on how deals are…
A strategy built on customer research, targeted capital improvements, and curated leasing demonstrates how established retail centers can remain competitive.
Conceito 3/30/300 ajuda a orientar decisões mais estratégicas sobre espaços corporativos e gestão de talentos.
Integração de atividades, disponibilidade energética e projetos voltados a novos combustíveis atraem empresas que buscam eficiência e sustentabilidade.
By Jonathan Aldaco, partner at Bell Nunnally LLP For decades, multifamily developers across Texas have faced a frustrating reality: after investing significant time and capital in projects, multifamily developments can spend months — or even years — sidelined in layers of procedural red tape before construction…
Woningcorporaties worden vooral geassocieerd met sociale huur en, steeds vaker, middenhuur. Toch ontwikkelen sommige corporaties ook koopwoningen. Niet om zich als commerciële projectontwikkelaar te gedragen, maar om gebiedsontwikkelingen haalbaar te maken, wijken te mengen en doorstroming te stimuleren. ‘Het…
Woningcorporaties worden vooral geassocieerd met sociale huur en, steeds vaker, middenhuur. Toch ontwikkelen sommige corporaties ook koopwoningen. Niet om zich als commerciële projectontwikkelaar te gedragen, maar om gebiedsontwikkelingen haalbaar te maken, wijken te mengen en doorstroming te stimuleren. ‘Het…
Bij de Nederlandse woningbouwopgave gaat veel aandacht uit naar stikstof, vergunningen, ruimtelijke ordening en personeelstekorten. Maar daarmee raakt een fundamenteler probleem onderbelicht: de beschikbaarheid van kapitaal, schrijven vastgoedfinancieringsexperts Roel van de Bilt en Rob Wismans in hun nieuwste…
There is little doubt at this point that widespread adoption of AI, when used wisely, can lead a company to greater growth and profitability. But the difference between the companies enjoying massive gains from this and those that are not is shocking, and comes down to one factor: full buy-in. A 2026 study by…
Discover Mavik Capital's strategies and opportunities amidst market volatility and $875B in CRE loan maturities this year.
Scot Bommarito and William Maher of RCLCO Fund Advisors identify some emergent green shoots in the office sector. The post Green Shoots Spotted in the Office Sector appeared first on AFIRE .
At EastPoint, community participation extended beyond public meetings to include governance and financial stake in the project’s success.
I’ve spilled a lot of digital ink on the topic of monopolistic behavior I’ve observed in the housing market as of late, so I thought I’d look back to the peak Rockefeller era of bad behavior. John D. Rockefeller Sr. was the architect of Standard Oil’s dominance, the person who built the monopoly machine we’re still…
Even as some of the biggest commercial real estate companies shoulder the challenges and massive costs of developing proprietary artificial intelligence-powered tools, this shift marks not so much an inflection point for proptech as a sign that the commercial real estate industry has never embraced technology more…
In the thick of more than 15 lawsuits involving him and his companies, including a foreclosure over his most high-profile condo project at the moment, developer Michael Stern says that he’s pretty “unflappable.” Two years ago, the developer of Brooklyn Tower, the tallest building in the borough, gave up the…
The first thing you notice is the dust. It hangs over the rolling hills of a former horse farm outside Carlisle, Pennsylvania, as construction crews move mounds of dirt and drill through bedrock. Home to a stretch of the Appalachian Trail, Cumberland County still looks much as it has for generations, with farms and…
Den Haag blijft rapporten over de financiering van huurwoningen negeren. Nu ook De Nederlandsche Bank met een analyse is gekomen vraagt Huib Boissevain zich af welke bijdrage deze gaat leveren aan de oplossing van dit dossier.
De leisuremarkt groeit al jaren en de vraag naar vakantiewoningen blijft onverminderd groot. Maar groei alleen maakt een project nog niet financierbaar. De eerste vraag die wij stellen is dan ook: hoe duurzaam is het verdienmodel? Wat mij betreft zit de werkelijke waarde van leisurevastgoed namelijk niet in de…
Image Pierzak also reviews valuation divergences, M&A trends, sector performance, and more.
Image Data center REITs own and manage highly specialized facilities that house the critical IT infrastructure that powers today’s economy.
Image CEO John Kite says the REIT has spent the past two years reshaping its portfolio.
Image The REIT’s focus on U.S. Postal Service properties continues to offer a compelling combination of stability and growth, according to CEO Andrew Spodek.
Image CEO John Albright discusses why power centers are regaining favor, how CTO is targeting high-growth Sun Belt markets, and where he sees long-term value creation in today's retail real estate environment.
Image CEO Sam Landy discusses manufactured housing demand, policy momentum, and how REIT access to capital creates a lasting competitive advantage.
Image CEO Chris Constant says Getty Realty’s focus on high-quality locations, redevelopment potential, and strong tenant demand positions the company to capitalize on growth opportunities across convenience and automotive retail.
Image CEO Mark Decker says returns on capital are improving.
Image CEO Zach Vaughan says REIT is looking to concentrate assets in fewer geographies.
Image CEO Michael Weil discusses how disciplined underwriting, investment-grade tenants, and long-term leases are positioning the REIT to capitalize on evolving market opportunities.
Image CEO Paul McDowell also pointed to greater stability across the portfolio following several years of asset sales.
Image CEO Darrell Crate says a growing preference for leased federal facilities and a robust courthouse and laboratory development pipeline position the company for sustained growth.