Longer-form thinking on where the market goes.
1,469 white papers
showing 1,141–1,200 of 1,469
Nareit economist analyzes economic growth trends in the first half of 2019 and their impact on commercial real estate markets and REIT performance.
Nareit research examines how office REITs reallocated holdings toward secondary cities since 2012 to capitalize on population and employment growth dynamics.
Analysis of historical commercial real estate construction cycles and their effects on REIT performance through rents, vacancy rates, and valuations.
Nareit analysis comparing publicly traded equity REIT performance against private equity core, value-added, and opportunistic real estate funds across a full real estate cycle.
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 analysis examining conditions supporting rental growth in Australia's office market.
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.
RCLCO advisory examines the institutional investment landscape in single-family rental housing and the role of individual versus institutional investors in the US rental market.
Advisory article addressing institutional asset management challenges and scaling considerations across multiple properties.
An examination of key success factors in life sciences real estate development and the outlook for capital deployment in the biotech 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.
Analysis of how branded residential components address financial viability in new-build development amid rising construction costs.
Conference coverage of hospitality industry discussions including ADA compliance concerns, market trends, and financing stability amid interest rate volatility.
Analysis of how mixed-use development is transforming hotel financing, programming, and guest experience, with hotels functioning as connective hubs within broader integrated ecosystems.
Examines how hospitality operations have shifted toward standardized, technology-driven service models and proposes island destinations be evaluated as integrated economic platforms rather than standalone properties.
Analysis of how major sporting events impact urban development and hospitality markets, examining transformation effects on cities.
Explores how next-generation island destination communities should be structured as integrated economic platforms rather than traditional hotel-plus-real-estate models, with resorts functioning as broader economic infrastructure.
Analysis of artificial intelligence applications and effectiveness across hospitality properties in Asia, distinguishing between genuine implementations and marketing claims.
Hospitality industry perspective on integrating sustainability into financial and risk management functions, driven by rising insurance costs and fiduciary obligations.
Examines data ownership and control issues for hotel operators in Asia Pacific, challenging common assumptions about who owns guest profiles, booking histories, and operational records.
CBRE article examining the value drivers and key dynamics of the industrial and logistics real estate sector beyond basic warehouse characteristics.
Guidance on involving ecologists early in development projects to address protected species, habitat constraints, and biodiversity net gain requirements.
Knight Frank analysis examining how capital markets are repricing risk and stabilizing volatility in the London real estate market.
Knight Frank examines London's office market recovery dynamics and prospects.
Knight Frank examines strategic options for office assets, exploring retrofit versus repurposing approaches in response to evolving workplace demands.
Gerald Eve perspectives on the European self-storage sector and its dual positioning as real estate asset and operational business platform.
Gerald Eve analysis of corporate transaction activity and its role as a primary investment driver in the UK industrial real estate market.
Analysis of business rates implications and policy changes announced in the UK Autumn Budget 2025.
Analysis of UK business rates policy changes and property revaluation implications within the 2025 and 2026 budget cycle.
Gerald Eve examines policy and financial mechanisms to accelerate residential development activity in the London market.