Longer-form thinking on where the market goes.
199 white papers
showing 61–120 of 199
Wall Street banks including BlackRock and Morgan Stanley are emerging as key winners of the AI boom, arranging tens of billions of dollars in data center financing and reshaping capital markets.
Analysis of current interest rate environment and implications for real estate capital markets.
Market commentary examining AI's leading role in real estate and broader economic trends amid inflationary pressures and interest rate dynamics.
Analysis of infrastructure development and its effects on real estate market dynamics in Greater Noida.
With price discovery still constrained, economists debate whether commercial real estate values are underestimating long-term risks, future cash flows, and the market’s next investment cycle.
Analysis of how rising European defence budgets are reshaping commercial real estate demand, supply chains, and regional investment patterns across the continent.
My take: Europe's industrial resurgence is fuelling a real estate shift.
Presidential Policy Chief Kim Yong-beom outlined differentiated taxation on ultra-luxury homes, a possible capital gains tax adjustment to spur sales, and rejected redevelopment as a "master key" for housing supply.
This is a viewpoint-commentary published by Aberdeen Investments presenting an argument about the role of industrial property in European economic revival. The piece addresses industrial real estate within the broader context of capital markets and economic conditions in Europe.
Housing data shows how million-dollar homes, buyer behavior, affordability, and transfer taxes shape housing markets and mobility.
Curious which type of home is leading today's housing market? Lawrence Yun explains the latest trends and what they mean for today's buyers and sellers.
RCLCO Fund Advisors (RFA) and Soling Partners, a Dubai-based advisory firm that helps international asset managers and corporates engage with Gulf capital, wrote a joint research paper examining why GCC…
This is a viewpoint-commentary piece published by Institutional Real Estate, Inc. in June 2026 examining Asia Pacific real estate in the context of trade tensions and war. The item addresses capital markets and economic considerations affecting the region's real estate sector.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 examining loan market innovation in the context of data centre financing. The piece addresses how developments in the lending market may create opportunities within the data centre sector.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 addressing build-to-rent (BTR) housing and its scaling potential in Australia, with focus on institutional investment and rental housing development.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 that compares real estate and infrastructure as two distinct asset classes, examining their duration characteristics and associated risk profiles. The piece addresses capital markets and economic considerations related to these investment categories.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in May 2026 discussing self-storage sector dynamics in the Asia Pacific region, with focus on capital markets and economic factors.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in April 2026 addressing investor expectations in the industrial real estate sector's emerging phase. The piece covers perspectives on capital markets and economic factors relevant to industrial real estate investment.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in April 2026 addressing how demand in Asia Pacific life sciences and research and development real estate can be converted into investment opportunities. The piece covers topics related to capital markets and economic considerations in this property sector.
This is a viewpoint commentary published by Institutional Real Estate, Inc. in April 2026 discussing how real estate investment must adapt within a changing global landscape, as informed by perspectives from global investors. The piece addresses capital markets and economic considerations relevant to the real estate sector.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in March 2026 addressing investor interest in renovating and repurposing existing real estate assets in response to elevated new construction costs. The piece discusses capital markets and economic factors influencing decisions between new development and existing stock renovation.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in March 2026 that examines Japanese real estate as a potential strategic investment allocation in a transitioning market. The piece addresses capital markets and economic factors relevant to real estate investment.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in March 2026 examining what a flight-to-quality shift means for office occupiers in 2026. The piece addresses capital markets and economic considerations related to office sector dynamics.
This is a viewpoint commentary published by Institutional Real Estate, Inc. in February 2026 that examines investor perspectives on portfolio risk assessment in real estate investing during a challenging investment climate. The piece addresses whether investors are adequately accounting for risk factors when deploying capital.
Insurance investing 7 min. read ~ 12 minutes long 13 Jul 2026
The real advantage series 3 min. read ~ 6 minutes long 06 Jul 2026
The real advantage series 4 min. read ~ 8 minutes long 09 Jun 2026
Research • Economy
Research • Economy
Cushman & Wakefield research examining Ninh Binh as an emerging real estate market in Vietnam.
Analysis of demographic trends and policy impacts on U.S. housing supply and demand dynamics over the coming decade.
JLL Middle East analysis of how artificial intelligence and the fifth industrial revolution are reshaping real estate strategy and investment approaches.
Moody's analysis of cost pressures facing UAE construction contractors in response to supply chain disruptions and inflationary building expenses.
LJ Hooker analysis of how economic growth is driving commercial property market conditions in Darwin.
Analysis of how federal LRBA (Limited Recourse Borrowing Arrangement) tax changes affecting self-managed superannuation funds may impact the real estate industry, complicated by lack of comprehensive data tracking.
While the outlook for mortgage rates remains uncertain, a decline could unlock the housing market. The post What Happens to Housing if Mortgage Rates Fall? appeared first on Texas Real Estate Research Center .
The success of SpaceX's IPO puts a spotlight on a Texas border city. The post What are Property Tax Abatements and Why are They Triggering? appeared first on Texas Real Estate Research Center .
How a new Fed chair could lead to greater housing market stability and favorable market conditions for future homebuyers. The post Kevin Warsh and the Housing Market Outlook appeared first on Texas Real Estate Research Center .
A deep dive into Texas’ 2021 winter freeze uncovers billions in insured losses, statewide damage patterns, and why claims—and costs—continued rising long after the storm itself ended across major metros. The post A Chance Discovery During My Homeowner’s Insurance Study appeared first on Texas Real Estate Research…
Ballooning U.S. federal debt and fiscal policy has already cost borrowers approximately $76,000 over the life of a 30-year mortgage at the median home value. The post Federal Debt Growth: A Rising Risk to the Real Estate Market appeared first on Texas Real Estate Research Center .
The Texas growth rate still outperforms the rest of the nation, but a shift in the workforce and slowing population growth is having an impact. The post Whoa There! Is the Texas Growth Miracle Fading? appeared first on Texas Real Estate Research Center .
Changes to the state and local tax deduction make Texas more attractive compared to other high-tax states. The post What the SALT Cap Could Mean For Long-Term Growth in Texas appeared first on Texas Real Estate Research Center .
Texas is seeing a slowdown in domestic and international migration, but there could be a silver lining where the state’s real estate markets are concerned. The post New Texans Keep Coming, But Not as Fast appeared first on Texas Real Estate Research Center .
Despite mortgage rates above 6 percent, Texas saw record seller activity in 2024–25, driven largely by existing homeowners. Life events, price gains, and market adjustment suggest the lock-in effect is easing. The post Is the Low-Rate Lock-In Grip Finally Loosening? appeared first on Texas Real Estate Research Center .
As policymakers look to grease the wheels of the housing market, one proposal would allow homeowners to carry their existing mortgage rate to a new primary residence. The post Mortgage Portability: A Win for Locked-In Homeowners, But at What Price? appeared first on Texas Real Estate Research Center .
The Housing Phillips Curve reveals an inverse link between inventory and price growth. It offers insights into housing cycles and affordability challenges and guides policymakers and households in navigating post-pandemic market dynamics. The post Inventory and Price Growth: Applying the Phillips Curve to Housing…
Future mortgage rate trends depend on the Fed’s balance sheet policy. Slower mortgage-backed securities runoff could lower rates, while faster reductions might raise them temporarily. Eventually, as MBS holdings stabilize or deplete, rates should normalize. The post Where Do Mortgage Rates Go From Here? appeared…
Statutes and regulations treat water and produced water differently because they are different. The post Whose Water Is It Anyway? Supreme Court Addresses Produced Water appeared first on Texas Real Estate Research Center .
The Tax Cuts and Jobs Act of 2017 was signed into law December of that year, creating a new benefit for investors. Called Opportunity Zones, the initiative’s purpose is to steer investment into areas that struggle with attracting development by allowing capital gains to be redirected into qualified projects,…
The Fifth Estate - Weather events regularly cause catastrophic damage to property across Australia. Yet, for decades, Australia has treated natural disasters as temporary shocks to the housing market. When floods become business as usual, property values stop recovering is a story from The Fifth Estate ,…
The first policy speech by Prime Minister-in-waiting, Andy Burnham, coincided with the release of the latest Sentiment Survey undertaken by the House Builders Federation in collaboration with Quantum Development Finance, writes Richard Hemmings of Quantum Development Finance. The post Burnham’s ‘housing trap’: Why…
CBRE commentary examining prospects and cycles across Australia's property market following recent economic and cyclical shifts.
.jpg)
Florida’s unemployment rate rose to 4.8% in May, up from 3.7% a year earlier, one of the largest increases of any state and the highest Florida reading in nearly five years. The rate has continued to climb and now sits above the national unemployment rate of 4.3%.
In June 2026, gasoline prices plunged 9.7% month-to-month while core CPI fell 0.02% and all-items CPI dropped 0.42%, with year-over-year core CPI at 2.59% and all-items CPI at 3.53%, driven by energy declines and temporary softness in services and goods categories. The article argues these favorable month-to-month readings represent temporary outliers unlikely to persist and notes the headline inflation data does not provide political support for a Federal Reserve rate hike at the July 2026 FOMC meeting.
Fed Governor Christopher Waller stated that the Federal Reserve should consider tightening monetary policy in the near term if core inflation data from the Consumer Price Index (Tuesday) and Producer Price Index (Wednesday) show continued elevated readings, citing concerns about repeating the 2021 mistake of waiting too long to hike rates. Core PCE inflation reached 3.4% and core services PCE reached 3.7% as of the article date, both well above the Fed's 2% target, while Treasury yields rose significantly with the 1-year yield climbing 6 basis points to 4.12%.
CRE has spent years focusing on Federal Reserve rate cuts as the key to unlocking the market. But recent research from Newmark argues that the framing gets causality backward — Fed decisions to lower rates typically coincide with deteriorating labor...
McKinsey’s Alex Wolkomir discusses how housing leaders can win with AI by improving customer experiences, redesigning workflows, and building trust between parties in the ecosystem.
AFIRE Summit #19 mid-year pulse featuring global investor perspectives on economic conditions, energy, and housing market dynamics.
AFIRE Summit discussion examining Canadian real estate investment opportunities for international capital amid economic conditions.
AI investment demand is driving persistent inflationary pressures on technology products and electricity prices in the near term, according to Federal Reserve meeting minutes from June 16-17 that mentioned "AI" 21 times, while the Fed noted that expected productivity gains from AI adoption would likely take considerable time to materialize and put downward pressure on inflation only in the future. Core PCE inflation has remained above the Fed's 2% target since March 2020, with the six-month core PCE accelerating to 4.1% annualized by May 2026, driven partly by strong AI-related capital spending and demand.