Longer-form thinking on where the market goes.
1,469 white papers
showing 1,261–1,320 of 1,469
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.
Walker & Dunlop analysis of Deutsche GRI findings identifies disciplined capital deployment, residential dominance, bifurcated office markets, and tightening financing conditions as key themes reshaping European real estate.
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.
Commercial property auctions offer certainty, speed, and transparency that attract investors during periods of market uncertainty and interest rate volatility.
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.
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Savills commentary: UK holiday park sector enters 2026 with renewed confidence as 2025 deal volumes doubled YoY, led by established operators; pitch values stabilising.
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.
Five sustainability drivers reshaping real estate value; retrofit rates must rise more than fivefold globally to meet 2050 net-zero, with efficiency unlocking 25-50% revenue upside.
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.
Knight Frank examines biotech growth and UK property demand, urging investors to focus on knowledge-dense clusters (Cambridge, Oxford, London) and flexible, future-proofed facilities.
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.
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.
JLL overview of its proptech stack: smart-building management, AI for market prediction, cloud asset management and AI-based energy management across 80+ countries.
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
ULI Europe systems map and report identifying 12 intervention areas to decarbonize existing and new affordable housing across Europe.
NMHC research note reconciling record apartment completions with the persistent multi-million-unit shortage constraining affordability for lower-income renters.
Hines' inaugural Climate Strategy Report detailing its 2040 net-zero operational carbon target and climate-risk management approach across its global real estate portfolio.
CBRE Capital Markets Conversations with the firm's Affordable Housing Vice Chairman on sector resilience, bipartisan policy support, and 2025 acquisition-rehab investment strategies.
Over 70% of Western European office stock risks functional, financial or legal obsolescence by 2030 as EPBD and sustainability rules tighten; repositioning preserves asset value.
CBRE Netherlands viewpoint on how declining rental supply and policy measures are worsening the student housing shortage in cities such as Amsterdam, Utrecht and Groningen.
JLL guide on why sustainability is essential for real estate investors: buildings drive ~40% of global carbon emissions, raising stranded-asset and green-lease considerations.