Longer-form thinking on where the market goes.
228 white papers
showing 181–228 of 228

Research examining the technical, financial, and regulatory feasibility of converting commercial properties into multifamily residential units.

Nareit research examines how office REITs reallocated holdings toward secondary cities since 2012 to capitalize on population and employment growth dynamics.

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.

Podcast episode featuring RCLCO Fund Advisors' Managing Director discussing commercial-to-residential conversion trends in the multifamily sector.

Guidance on involving ecologists early in development projects to address protected species, habitat constraints, and biodiversity net gain requirements.

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.

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.

Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.

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.

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.

Explores strategies for repositioning premium office assets in Singapore to compete for multinational corporate tenants through Grade A specifications and tenant retention practices.

Analysis of major technology companies' strategic approach to U.S. office real estate, focusing on consolidation, modernization, and geographic expansion.

Newmark analysis identifying geographic markets and conditions where U.S. office space demonstrates strength and resilience.

CBRE examines the intersection of high-performance computing, life sciences research, and artificial intelligence as drivers of real estate demand and innovation infrastructure.

CBRE analysis examining the role of electric heating systems in compliance with UK minimum energy efficiency standards and asset value preservation.

Explore ULI's new global headquarters in Washington, D.C., where Gensler's workplace research informed a flexible, sustainable office designed to connect people with the city.
The proposed Capital Campus reflects a growing belief that higher education—not office towers—could become the next major driver of urban revitalization.

The article argues that office space decisions should be driven by talent strategy and broader business performance considerations rather than cost alone, and that most companies negotiate leases poorly by focusing on rental rates while overlooking lease terms, timing, and leverage opportunities. Key claims include that companies are seeking smaller footprints in higher-quality Class A buildings, that starting lease negotiations 12–18 months early creates competitive leverage and employee input opportunities, and that seemingly cheaper spaces often cost more when construction and tenant improvement allowances are factored in.

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.
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.

BGO chief economist Ryan Severino argues weak job growth does not automatically signal recession.

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.

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.
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.

CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.
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.

Efforts to sell, consolidate, and better use government real estate face persistent challenges—from flawed data to outdated sales processes.

From federal office buildings to surplus municipal land, underused public assets are attracting developers seeking sites for mixed-use projects, housing, and economic development.
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.

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…

Scott Crowe of RXR talks about the "less obvious bull market" currently unfolding in one of the most overlooked sectors: New York City office. The post NYC Office Recovery: Repricing Physical Infrastructure in the Age of AI appeared first on AFIRE .

Effective real estate decisions begin with providing sufficient time to determine the need and review options. Those tenants that start evaluating the market early are better positioned to align space with business priorities, control costs, and avoid operational disruption. A practical baseline is to begin no…

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.

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.

McKinsey examines how agentic AI can automate multistep workflows across property management, leasing, and other core real estate functions, enabling humans to work in partnership with autonomous AI agents. It frames agentic AI as the next wave beyond earlier generative-AI applications in the sector.

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.

This interview with McKinsey senior partner Aditya Sanghvi examines where office attendance stands today and the growing opportunity for commercial real estate to adapt to new ways of working. It revisits demand projections from the firm's earlier hybrid-work research.

Hines argues that 2025 brings attractive opportunities for debt investment in the U.S. office sector, outlining market trends and strategies for risk-adjusted returns.

TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.