Longer-form thinking on where the market goes.
569 white papers
showing 241–300 of 569
Allsop argues that commercial property, despite underperformance versus equities in recent years, offers attractive risk-adjusted returns and portfolio diversification benefits, particularly in resilient sectors like prime logistics and student housing.
Public relations executives who promote buildings and transactions to investors, potential buyers and the media say artificial intelligence has rewired their jobs over the past few years — compressing workflows from weeks to days. But it has also complicated...
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Community banks in the $2 billion to $6 billion asset range are assumed to carry safer retail commercial real estate (CRE) exposure than their larger peers. The reasoning: community banks more frequently lend to ‘needs-based’ retail, which is a fundamentally different credit from a super-regional mall. We tested…
Commercial mortgage-backed securities (CMBS) delinquency rates suggest Whole Foods is a riskier retail tenant than Walmart. That's exactly the wrong conclusion. Among the top 200 CMBS tenants, Whole Foods Market carries a 22.4% delinquency rate, followed by Safeway at 9.7% and Costco at 5.5%. By comparison, Walmart…
New York City is relying, in part, on more than 16,000 units planned via office-to-residential conversions to ease its enduring housing crisis. So, when the country’s largest conversion, sitting in the heart of Midtown, starts to buckle, it’s not taken lightly. The startling structural emergency at MetroLoft and…
Artificial intelligence is helping utility companies improve customer service and better manage power grids. According to a recent JLL report, “Optimizing Beyond the Grid: How AI is Revolutionizing Utility Facilities and Workplaces,” the technology is doing a whole lot more than that. “Leveraging AI in their real…
The June Consumer Price Index offered some good news: inflation dropped to 3.5%, driven by lower oil and gas prices. However, that state of affairs is unlikely to last, especially as tensions in the Middle East are heating up again, suggesting the U.S. isn’t free from the elevated inflation cycle just yet. In a…
The Lehigh Valley’s deep-seated manufacturing legacy has left it with ample access to power, but that doesn’t necessarily mean it is a good fit for the booming data center industry.
The conversation surrounding office real estate often gets stuck on the same-old, same-old: remote work mandates, flight-to-quality trends, and peak interest rates. But beneath those surface headlines, industry leaders are tracking shift-driving dynamics that haven’t yet hit the main stage. Connect CRE reached out…
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Every commercial real estate loan starts with a single number: how much a lender is willing to lend against a collateral property. That initial number is determined through “loan sizing.” At the proposal stage, the originator receives and organizes materials from the borrower or their broker that report the…
Although Florida and Texas are touted as the strongest magnets for in-migration, South Carolina and Delaware actually set the pace last year, Placer.ai says in a new white paper. With the exodus from coastal markets seen during the pandemic having cooled, no state recorded net inflows or outflows exceeding 0.7% of…
AI is becoming a practical tool in commercial real estate, helping owners, operators and investors improve efficiency amid rising costs and resource constraints. The strongest results are coming from structured, repetitive, data-heavy workflows where AI can automate routine tasks, surface insights faster and…
The Mayor’s draft London Plan marks a notable shift in... Read more The post The Draft London Plan – 10 Strategic Signals for Investors, Developers and Landowners appeared first on Montagu Evans .
By Danny Fishman, CEO, co-founder, GAIA Real Estate The country’s broader middle class is facing a housing crisis: a growing gap in available, high-quality rental options. High-demand markets like Miami and New York City are now appearing in headlines on two lists at once. Miami is called out as oversupplied but is…
Schroders Capital explores recapitalisation strategies beyond their traditional liquidity function in real estate capital structures.
Schroders Capital examines the role of real estate in income-focused investment strategies amid inflationary market conditions.
Schroders Capital examines the financing landscape between pure green and conventional investments, exploring transition finance mechanisms and their role in capital markets.
Connect CRE’s fourth annual Leadership Series brings you an unfiltered perspective from the heavyweights driving investment, development, finance and operations. For the first time ever, these industry-shaping insights are available as an exclusive downloadable report and a digital profile series on connectcre.com.…
An Invesco viewpoint examining the outlook for U.S. commercial real estate valuations in 2025.
Article reports on banks' strategies for reducing exposure to distressed commercial real estate loans through creative asset management and portfolio repositioning.
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The most competitive corner of the retail CRE lending market right now is not the safest slice of the stack. It is the middle. Over the past year, lenders have gotten meaningfully more aggressive on the 60-65% loan-to-value (LTV) band, tightening the marginal price of that incremental debt while pricing on the…
CBRE Econometric Advisors reports a shift in investor appetite toward office properties, including previously underperforming Class B and C commodity assets.
CBRE Econometric Advisors analyzes the shift in real estate returns relative to public equities and long-term performance averages.
CBRE Econometric Advisors examines how shifts in property type valuations can cause diversified core real estate fund portfolios to drift from their intended sector allocation targets.
Analysis of portfolio sizing requirements for investors to achieve market-level rent growth performance across their holdings.
Executive Summary Inflation expectations have fallen sharply following last week’s benign CPI and PPI prints, yet the market continues to price a meaningful probability of an interest rate hike by the Federal Reserve — a disconnect that appears mispriced. On balance, the Fed will likely look through the near-term…
As developers ready for a wave of sexagenarians and people nearing that age, communities for them are evolving with age-in-place features, greater flexibility, wellness, and technology.
Knight Frank examines whether risk-free rates remain truly risk-free in the current economic environment, with implications for real estate investment and capital markets.
Prologis singled out the San Francisco Bay Area as the clearest early sign of a broader shift back toward coastal industrial markets, ranking the region among its strongest performers and committing fresh development capital as demand firms. Prologis, Inc., the world’s largest owner of logistics real estate, told…
The New York City Rent Guidelines Board (RGB) recently voted to freeze rents on both one- and two-year rent-stabilized lease renewals, fulfilling one of Mayor Zohran Mamdani’s signature campaign promises. For the approximately 2 million New Yorkers living in rent-stabilized apartments, the decision was…
Analysis of how regulatory capital relief may influence US bank competition with non-bank mortgage lenders.
The question haunting commercial real estate borrowers two years ago has been answered, and the debt markets that froze after a wave of bank failures have swung back to a posture Newmark’s Ramsey Daya describes as a fist fight for good deals. Speaking at The Registry’s annual San Francisco Mid-Year Broker Forum in…
CapitaLand examines investment opportunities and portfolio diversification strategies within developed Asia-Pacific real estate markets.
The landscape of cross-border real estate financing between Hong Kong and Singapore is rapidly evolving. As global investors recalibrate their portfolios amid shifting interest rates and market corrections, we are witnessing a distinct change in how high-net-worth individuals (HNWIs) and corporate entities leverage…
The head of the General Services Administration signaled that the U.S. government could take an active role in the reimagining of the 250 acres between the National Mall and D.C.’s southwest waterfront. The government has been moving quickly to sell...
Morgan Stanley is leveraging hybrid bonds, private-credit vehicles, and chip-backed loans to position itself as a leading financier of data-center investments driven by AI infrastructure demand.
The myriad headwinds facing New York City hotel investors just got even stiffer. The Big Apple’s hospitality industry confronted rising operating and borrowing costs from persistent inflation in recent years that was further compounded by a big drop in international tourism since President Donald Trump assumed…
For a few days last week, two buckling steel columns at the Pfizer Building became the biggest real estate story in America. If you only read the headlines, you might conclude that office-to-residential conversions are suddenly in trouble. The opposite is closer to the truth. Quietly, New York has become the…
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Consumers say they feel worse than they did in 2008 and are spending like nothing is wrong. The Michigan sentiment index set a record low in May, the same month retail sales reached the top of their trailing year. The question for anyone in commercial real estate (CRE) reading the consumer is which signal to…
Not many proptech companies have been able to scale their technology to take advantage of the data center construction boom, but one that has cracked the code in servicing the sector’s gargantuan growth is OpenSpace. The San Francisco-based visual intelligence platform has worked on more than 1,000 data center…
When he isn’t home tending to his alpacas — yes, he has alpacas — Craig Deitelzweig, the chief executive officer of owner Marx Realty, is working out ways to beautify the company’s office portfolio, intent on making where people go to work a destination, not a chore. Deitelzweig, a former lawyer who graduated from…
The life science industry has climbed out of one of the most complicated stretches in its history, and while the underlying business is healthier than it has been in years, the region’s glut of high-quality but unbuilt lab space remains stubbornly locked up. The life science sector has weathered “one of its most…
Oxford Economics examines the structural shift in private markets toward retail and wealth investor participation and its implications for real asset allocation.
Analysis of how regulatory environments in Asia are affecting real estate debt returns and risk profiles.
Wall Street banks including BlackRock and Morgan Stanley are emerging as key winners of the AI boom, arranging tens of billions of dollars in data center financing and reshaping capital markets.
An emerging technology drawing billions of dollars of investment from the likes of Amazon, Google and Microsoft is spurring a new real estate sector — and it isn’t AI. Quantum computing, once seen as a moon shot, is now hurtling toward commercial...
San Diego’s multifamily and affordable housing markets are heading into a “transition” phase, according to Chase Rongé, principal and director at MVE + Partners, a California architecture firm. But what does that look like across the city? Multifamily...
Analysis of current interest rate environment and implications for real estate capital markets.
Analysis examining whether market diversification metrics may be masking underlying concentration risks and portfolio vulnerabilities.
Market commentary examining AI's leading role in real estate and broader economic trends amid inflationary pressures and interest rate dynamics.
An examination of how sustainability metrics are becoming central to real estate investment decision-making and long-term asset valuation.
Hazelview Investments explores how real estate debt can provide stability and income in uncertain markets, with commentary on capital market conditions and lending opportunities.
A research initiative is identifying the factors that limit adoption of local power banks and is bringing industry leaders together to validate solutions before a final report arrives this fall.
The most tax-efficient asset in net lease isn’t the one with the highest cap rate. Net lease investors will negotiate for weeks over 25 basis points. Then they overlook a section of the tax code worth ten times that. Here’s what I mean. Most commercial real estate depreciates over 39 years. Slow, steady,…
With price discovery still constrained, economists debate whether commercial real estate values are underestimating long-term risks, future cash flows, and the market’s next investment cycle.
The report emphasises the critical role of ESG in commercial real estate, highlighting the shift towards sustainable practices for resilience and long-term growth.
Few names are as engrained in Southern California industrial real estate — or baseball — as Dedeaux. The family business traces its roots to legendary University of Southern California baseball coach Rod Dedeaux, who led the Trojans to 11 national championships and coached U.S. Olympic teams after founding trucking…
Exploration of how the 5th Industrial Revolution and AI adoption are reshaping real estate strategies and asset positioning.
An analysis of how private credit markets have reshaped real estate financing practices and the discipline required for institutional participation.
Analysis of how revised SFDR (Sustainable Finance Disclosure Regulation) frameworks may reduce compliance burden on real estate managers and unlock capital deployment in sustainable properties.