Longer-form thinking on where the market goes.
1,469 white papers
showing 1,321–1,380 of 1,469
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.
Five strategies for embedding sustainability into CRE capital planning and operations, noting ~40% of global CO2 emissions come from commercial real estate buildings.
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.
Lifecycle approach to cutting operational and embodied carbon in construction and real estate, which together generate more than 37% of global carbon emissions.
Cushman & Wakefield feature on its Fifth Wall proptech partnership, arguing firms should adopt existing market technology and collaborate industry-wide rather than build proprietary tools.
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.
The 2026 ULI European Leadership Awards recognize Ruslan Hajduk, Honoré Achille Simo, and Mikkel Bülow-Lehnsby for their contributions to real estate, diversity, equity and inclusion, and industry leadership.
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.
Melbourne's CBD office vacancy stood at 19.7% as of Q1 2026, but JLL analysis distinguishes between frictional, entrenched, and structural vacancy, identifying approximately 4.0% of secondary stock as structurally vacant and 6.0% of prime stock as entrenched vacant, suggesting only 9.7% of the headline figure represents genuinely competitive space. The research attributes elevated vacancy primarily to supply-driven factors, with 675,000 square meters of new office space completed between Q1 2020 and Q1 2026 (12.5% of total stock), and identifies building obsolescence as a key driver, with older assets from the 1980s or earlier representing 58.4% of secondary stock and containing 120,500 square meters of structural vacancy concentrated in the Western Core precinct.
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 .
When you’re umming and ahhing over a commercial property, two numbers tell very different stories: the passing rent and market rent. They’re just one adjective apart, but they measure entirely different things. And understanding the gap between them is one of the simplest ways to spot opportunity in commercial real…
In commercial property, conversations often start with asset type. “Industrial is in.” “Office remains relevant.” “Retail is back.” “Healthcare is an untapped market.” Labels are useful but they’re also where a lot of investors stop thinking, and in our experience, asset type alone tells you very little about how…
Every couple of decades, something comes along that turns investors’ heads. In Australia right now that thing is data. And more precisely data centres. On the east coast, especially in New South Wales, commercial construction has suddenly got a jolt and its all thanks to the very new, very modern, asset class.…
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…
Bangkok's property market faces emerging distress in completed, occupied buildings showing persistent vacancy and deferred maintenance, concentrated in 1990s office stock, early-2000s retail formats, and aging condominiums. The market differs from the 1997 Asian Financial Crisis in that buildings are finished and titled, but Thailand's outdated legislative framework lacks mechanisms for repurposing or collective redevelopment, unlike Singapore, Hong Kong, Japan, and South Korea, which enable streamlined asset repositioning through supermajority sales or regulatory flexibility.
A JLL research article examines education-driven structural demand for Hong Kong residential property from mainland Chinese families, distinguishing this sustained factor from cyclical investment demand and attributing it to Hong Kong's more accessible university system compared to mainland China's highly competitive Gaokao examination. The article projects that purpose-built student accommodation demand will create a supply gap widening from 76,000 beds in 2025/26 to 147,000 beds by 2029/30, and notes that Top Talent Pass Scheme households purchasing property increased from 5% at admission to 13% at renewal, representing an estimated 2,000–3,000 unit purchases annually.
Singapore shophouses combine heritage preservation with operational flexibility, functioning as urban infrastructure that enables street-level activation through their physical design of narrow frontages, shallow depths, and covered walkways that sustain pedestrian engagement in districts like Joo Chiat Road and Duxton Hill. Since the 2022 peak, the shophouse market has shifted to reward selectivity over momentum, with capital flowing to assets where location strength and tenant composition align, while examples such as 21 Carpenter, The Working Capitol, and Temasek Shophouse demonstrate how conserved shophouses adapt to modern uses including hospitality, coworking, and social-impact programming, offering investors diversification and reduced single-user exposure.
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.
Bangkok's parking costs typically represent 15–25% of total construction costs in developments, and the city's mandatory parking ratios exceed those of Singapore fivefold and Seoul nearly threefold for comparable commercial projects, despite empirical evidence that 90% of condominiums in the Bangkok Metropolitan Region already exceed legal minimums. Bangkok's 2027 comprehensive plan will allow developers to reduce parking requirements by up to 25% for projects near designated rail stations and prioritizes transit-oriented development, but market demand—evidenced by luxury condominiums providing 110% of required parking—may hinder adoption as consumers remain deeply attached to abundant parking provision.
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…
Build to Rent has long been positioned as a key part of Australia’s housing solution – but in the ACT, the sector has yet to reach its full potential. Despite strong fundamentals and growing demand for professionally managed, long-term rental housing, the policy and regulatory environment continues to present real…
23 April 2026 There is real merit in making changes to the Capital Gains Tax (CGT) discount and Negative Gearing in Australia. Given we have a national housing crisis, this debate needs to include the State and Territory Governments, and it is essential to also bring Stamp Duty, Land Tax and the various Foreign…
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 .
What began as a municipal policy tool for energy upgrades has matured into an institutional credit product embedded directly in the capital stack. The post How C-PACE (and Stretch PACE) are Rewiring Global Real Estate Finance for the Energy Transition 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 .