Longer-form thinking on where the market goes.
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Image CEO Justin Knight says occupancy gains have been evident both mid-week and on weekends.

Image CEO Daniel Oberste discusses why migration, job growth, and affordability continue to support Sun Belt apartment fundamentals.

Image CEO Chris Marr says steady customer demand, easing new supply pressures, and digital advantages for larger operators are positioning the self-storage sector for continued growth.

Image CEO Dave Sedgwick says record occupancy, healthier operators, disciplined acquisitions, and powerful demographic trends are creating a favorable long-term outlook for skilled nursing and senior housing.

Image CEO Will Eglin discusses demand drivers, the advantages of Sun Belt logistics markets, and why development is once again creating value for industrial REITs.

Image CEO Rick Matros says REIT on target to meet external growth goals this year.

Image CEO Jeff Edison said the company is finding acquisition opportunities and relying on a flexible capital strategy to support continued expansion.

Image CEO Bill Crooker says industrial fundamentals remain strong as tenants prioritize transportation access, power capacity, and automation.

Image Lynch says the best data centers have an ecosystem of clients which attracts additional clients.

Image CEO Jonathan Stanner anticipates additional asset sales and debt reduction.

Image CEO Michael Anderson says the REIT intends to move toward a 100% senior housing-focused portfolio.

Image Deloitte's latest commercial real estate outlook points to stronger capital markets, continued demand for high-quality assets, and growing use of strategic partnerships.

Image CEO Brent Smith says location, amenities, and workplace experience are driving leasing demand as companies invest in long-term office strategies.

Image Michael Bilerman says Tanger’s combination of value, experience, and disciplined capital allocation positions the company for long-term growth.

Image Property Council of Australia CEO Mike Zorbas discusses the country's investment appeal, housing challenges, and how emerging technologies could reshape real estate markets.

Image Joey Agree says REIT is supported by $2.4 billion in liquidity.

Image CEO Chris Bilotto says REIT has strengthened position through asset sales, balance sheet work, capital markets activity.

Image Owen Thomas also says the debate around remote work has largely settled at this point.

Image CEO Rob Chambers says the REIT is focused on leveraging many of the investments made in recent years.

Image CEO Giacomo Balzarini sees widening gap between prime and non-prime assets.

Image CEO Dallas Tanner sees growing demand for flexible housing options.

Image CEO Shawn Tibbetts describes how progress has been made “from top to bottom.”

Image CEO Alex Jessett says the REIT also needs to build its development pipeline back up.

Image CEO Jeff Donnelly points to lack of supply and uptick in traveling among both old and young.

Image CEO Conor Flynn says the supply/demand picture is “extraordinarily healthy” today.

Image CEO Angela Kleiman says start-ups in the Bay Area are “translating into a demand catalyst.”

Imagine two neighbours in the same apartment building in Munich. Both bought identical apartments for €300,000 in the same year, under the same conditions, with the same financing. One lives in their apartment. The other rents it out. After fifteen years, the landlord has achieved a return on equity of just under…

A series of lawsuits now before Frankfurt Regional Court is shedding new light on one of Germany's more unusual real estate investment failures. Research by NDR , WDR and the Süddeutsche Zeitung has established that at least 17 statutory health insurance funds and associations of panel doctors ( KVen ) invested in…

When REFIRE last updated readers on Germany's open-ended property fund sector in Issue 257, Leading Cities Invest had just become the first fund to enter formal liquidation. The situation has since moved quickly. By the end of June, two further funds had followed: Habona Nahversorgungsfonds Deutschland suspended…

Berlin's planning authorities are increasingly treating stays beyond six weeks as residential use rather than temporary accommodation, according to planning lawyer Mathias Hellriegel , speaking at Heuer Dialog 's Jahreskongress Temporäres Wohnen in Berlin. The distinction may appear technical. In practice, it…

For three years, German real estate has been waiting for a wave of non-performing loans to break. It hasn't happened — and not because the underlying distress isn't real. According to panellists at a recent PB3C webinar on how Germany's property market is dealing with financial distress, lenders, borrowers and fund…

Last month, REFIRE published a guest column by REM Capital 's CEO Jan Bewarder , setting out how generous Germany's 2026 subsidy environment had become for real estate investors and describing a rare window in which previously unviable projects could once again make financial sense. That assessment is holding up…

The European Central Bank raised its deposit rate by 25 basis points to 2.25% on Thursday 11th June, marking the first interest rate hike in nearly three years. The decision was unanimous and widely anticipated. ECB President Christine Lagarde offered no commitment to future steps, reiterating that the central bank…

German banks are retreating more deeply from real estate lending than many investors yet appreciate. At last week's Rueckerconsult INVESTMENT Expo in Berlin, Frederik Bräkling of Pax-Bank described a market where development finance at 50% LTV has become standard, second prolongations are increasingly common, and…

"Classic core is largely dead. This is the decade of value add." That was Ramin Rabeian 's provocation at last week's Rueckerconsult INVESTMENT Expo in Berlin. The more interesting conclusion, however, was that the distinction itself may no longer matter. What emerged was not a rotation from one strategy to…

Wall Street's disparate reactions to data center spending plans from Amazon, Microsoft and Google show impatience for return on AI investments.

Property management companies are already integrating AI into workflows. That’s offering a window into how AI may reshape labor demand.

At the 2026 ULI Carolinas Meeting, leaders from government, life sciences, and professional sports argued that housing, infrastructure, and energy systems—not population growth itself—will determine whether the region can sustain its momentum.

Technological features have long been viewed as attraction and retention tools for commercial properties. Now, there’s more to them. In addition to multifamily, mixed-use and hospitality end-users demanding advanced tech for a seamless living experience,...

Sinds 1 juli 2026 is de Wet versterking regie volkshuisvesting grotendeels in werking. Volkshuisvestingsprogramma's krijgen een belangrijkere rol, procedures veranderen en gemeenten krijgen nieuwe verplichtingen. Advocaat Zerliene Kruiver-Millenaar van TeekensKarstens advocaten notarissen vertelt wat er verandert…

都市の「住みやすさ」は、これまでライフスタイルにおける1つの魅力として語られることが多かった。しかし、現在では都市の安全性や持続可能性、ウェルビーイングなどに寄与する様々な要素がテクノロジー企業などを惹きつけ、オフィス需要を喚起させ、投資マネーを呼び込む都市の“競争力”として注目されている。

Het lijkt soms alleen maar over woningbouw te gaan, maar bedrijvigheid en werk staan tegenwoordig hoog op de ruimtelijke agenda, blijkt uit gesprekken met gemeenten Purmerend en Amsterdam en de Metropoolregio Utrecht. 'Vier jaar geleden ging het alleen over woningen maar we hebben bedrijven in de stad nodig', aldus…

How decision timing, governance design and market pacing shape financial outcomes for universities

Issues such as Federal Reserve policies, climate-related risks, and rising insurance costs have been putting pressure on accurate commercial real estate valuations. This prompted Urban Land Magazine to ask economists: “Do you think commercial real estate values are fully reflecting today’s costs and risks?” The…

America’s retail delivery networks are welcoming a new fleet of autonomous drones. Imagine cooking dinner and realizing you’re missing a key ingredient. A drone-enabled retailer could deliver it to your doorstep in just fifteen minutes. It may sound like a scenario from a science-fiction story, but it’s quickly…

As Boston building owners look to electrify their properties to comply with the state and city’s 2050 net-zero mandates, electrification is becoming a bigger roadblock than some anticipated. Massachusetts has some of the most ambitious sustainability...

After years of uncertainty in the office sector, shrinking construction pipelines, improving leasing activity, and the ongoing preference for high-quality space are leading to a more selective market. Recent reports from Colliers, Cushman & Wakefield, Lee & Associates, JLL and Plante Moran suggest that the next…

By Dan Levitt, Ryan Cos. If it feels like the commercial real estate market has been running in place for the last three years, you’re not alone. There has been a sense of anticipation, and even inaction, that has defined the landscape as we waited for catalysts that have yet to materialize. Many of us have been…
Every data center project generates an enormous amount of information: engineering reports, environmental filings, utility dockets, tax incentive applications, economic impact studies and public statements. What it rarely generates is a single place where all of that information comes together. A recent dispute in…

A strategic guide to help CFOs spot cost pressure and missed opportunity in campus real estate

The Federal Reserve left its benchmark interest rate unchanged at 3.50% to 3.75% on Wednesday, extending its policy pause for a fifth consecutive meeting while delivering a clear signal that the debate inside the central bank has become increasingly hawkish. Although the decision was largely anticipated, the…

A ULI-led roundtable found that more consistent building and resilience inputs could help owners, lenders, and insurers better evaluate physical risk, strengthen underwriting, and support investment choices.

Het kabinet moet de vennootschapsbelasting voor woningcorporaties volledig afschaffen als het de ambitie van 100.000 nieuwe woningen per jaar serieus neemt. Die oproep doet Aedes-voorzitter Liesbeth Spies in gesprek met VJ, vlak voordat het kabinet tijdens de augustusbesluitvorming de laatste knopen doorhakt over…

De rendementseisen die taxateurs hanteren, hebben grote invloed op de uitkomst van een vastgoedtaxatie. Maar de NRVT meldt nu op basis van audits dat de onderbouwing van onder meer de BAR, NAR, disconteringsvoet en exit yield geregeld onvoldoende navolgbaar is.

The nation’s worsening housing shortage has collided with a macroeconomic environment that makes it difficult for developers to start new projects, and states across the country are looking for new ways to help advance development. A 2-year-old program...

A growing number of data centers built during the industry's early growth years are approaching a crossroads. While demand for digital infrastructure continues to surge, many facilities designed 10 to 20 years ago are struggling to keep pace with today's...

Dubai's real estate tokenisation model is emerging as a global benchmark by linking digital ownership to the official property registry, says Arabian Gulf Properties
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The Fed is expected to hold rates this Wednesday, July 28th, 2026, but a hike is a real possibility after surging energy prices revived inflation concerns. Meetings can move markets even when the rate does not change. In June, the Fed held and still jolted rate expectations, producing the largest hawkish surprise…

Across segments, retail and dining expansions converge on a common set of priorities, Placer.ai says in a new white paper. These include identifying markets with strong demand, ensuring alignment with target audiences and leveraging local consumer behavior to drive synergy. Titled What High-Growth Brands Know About…

The 21st Century ROAD to Housing Act, which was enacted earlier this month, promises to greatly impact U.S. real estate when it goes into effect in January. The U.S. House of Representatives and the U.S. Senate passed the legislation — without President Donald Trump’s signature — with the intention of boosting…