Longer-form thinking on where the market goes.
173 white papers
showing 121–173 of 173
Oxford Economics research models how inflation and bond-yield shocks affect European real estate returns across major cities.
Analysis of how artificial intelligence will influence commercial real estate demand and returns across sectors, with particular attention to both beneficiaries and challenged property types.
AEW research perspective on investment opportunities and market dynamics across European real estate markets.
AEW research-based analysis of investment opportunities and market dynamics across Asia Pacific real estate markets.
AEW research whitepaper examining investment opportunities and market dynamics across Asia Pacific real estate markets.
AEW research whitepaper examining investment opportunities and market dynamics across Asia Pacific real estate sectors.
A three-part research series examining investment opportunities and market dynamics across Asia Pacific real estate markets through AEW's integrated economist and research teams.
Research perspective examining how broad-based logistics demand across Europe provides resilience amid tariff pressures.
AEW's research-based perspective on U.S. real estate markets and investment opportunities, informed by integrated economist teams across North America, Europe, and Asia.
AEW's January 2025 whitepaper presents research-based investment perspectives on North American real estate markets, leveraging integrated analysis from ground-level economist teams across multiple regions.
China remains a manufacturing leader, adapting its industrial strategy while other Asian nations find opportunities in complementary sectors. Discover more.
NAIOP research explores generative AI applications across industrial real estate operations, extending beyond financial analysis and market research into operational strategy.
NAIOP Research Foundation study examining challenges and opportunities in succession planning for commercial real estate firms, informed by advisory experience.
NAIOP Research Foundation report examining best practices in reverse logistics supply chain design and implications for facility location and real estate requirements.
Research analyzing the economic contributions and growth impacts of commercial real estate development and construction activity across U.S. office, industrial, warehouse, and retail sectors.
The NAIOP Research Foundation released a systematic tool to evaluate and compare development approvals processes across different jurisdictions objectively.
NAIOP research brief evaluating capital investment strategies and their potential to establish competitive advantages in commercial real estate during the pandemic era.
NAIOP Research Foundation report presenting a two-dimensional framework for evaluating and comparing commercial real estate markets, building on prior market tier and ranking methodologies.
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.
An econometric demand forecasting model for industrial real estate space designed to project future occupancy and absorption trends.
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.
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.
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 the legislative ban on upward-only rent review clauses and its impact on UK industrial and logistics real estate market dynamics.
Moody's CRE Analytics examines strategic adaptation approaches for commercial real estate portfolios navigating maturing debt cycles and refinancing pressures.
Analysis of the interconnected dynamics between property taxation and extreme weather events in commercial real estate markets.
NAIOP resource providing design guidelines and standardized metrics for warehouse and distribution facility development.
Research examining industrial real estate through the lens of economic globalization, outsourcing, and transnational property dynamics using global economic base theory.
Research brief identifying best practices for triaging office and industrial tenant requests and offering accommodations during pandemic conditions, drawn from broker and owner interviews, NAIOP webinars, and survey data.
Analysis examining how tariff policies affect construction expenses and economics across Canadian commercial real estate development.
Analysis of solar energy adoption and its impact on industrial real estate markets in the Midwest region.
Newmark analyzes how market durability has become a critical framework for evaluating U.S. industrial real estate in an environment of sustained economic volatility.
Newmark analysis examining outdoor storage performance trends relative to bulk warehouse properties in the industrial sector.
Analysis of how U.S. infrastructure investments are driving growth in the industrial real estate sector.
BGO chief economist Ryan Severino argues weak job growth does not automatically signal recession.
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.
CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.
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 .
The 2026 Colliers Logistics & Transportation (L&T) Supply Chain Conference brought industry leaders from across North America together in Huntington Beach, CA. The energy and sentiment of the conference-goers proved to be in sync with the breezy California beach conditions. After a stretch defined by rapid…
Navigating the New Standard: Incentives Are No Longer Automatic For years, economic incentives for data centers and large-scale industrial projects followed a fairly predictable path. That’s no longer the case. The landscape has shifted, with states introducing stricter eligibility criteria, performance…
A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.
AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
A Barings and Artemis roundtable across the U.S., Europe, and Asia Pacific arguing 2026 is a stock picker's market requiring active selection and granular analysis as performance disperses by quality and location.
Thematic research on the structural drivers of European logistics demand, examining how supply chains, nearshoring and e-commerce are shaping the continent's industrial property market.
Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.
The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Ares makes the case that today presents an important opportunity to rebuild allocations to core commercial real estate, focusing on 'New Economy' sectors aligned with digitization and supply-chain transformation. Published via AccessAres, the thought-leadership arm of Ares Wealth Management Solutions.