Longer-form thinking on where the market goes.
569 white papers
showing 361–420 of 569
A decade after a favor for a friend in the crane business pulled Alterra Property Group into the fragmented world of truck yards and equipment lots, industrial outdoor storage has become one of commercial real estate’s most aggressively capitalized sectors — and the executives closest to it say the valuation gap…
Cleveland’s Midline project pioneers a new district-scale model to transform vacant industrial brownfields into hubs for advanced manufacturing and good jobs.
Congress’ passage of the 21st Century ROAD to Housing Act, which became law this past weekend without President Trump’s signature, marks “one of the most significant federal housing reform efforts in decades, reflecting a bipartisan shift toward addressing the nation’s affordability problem,” Marcus & Millichap…
Ben Brown, co-president and head of real estate in the Americas for Brookfield, discusses the company's aggressive acquisition and disposition activity, noting that Brookfield has executed approximately $9 billion in credit originations, $21.5 billion in equity dispositions, and $32.3 billion in acquisitions over the past 18 months while raising $13.2 billion in new capital. Brown highlights Brookfield's strategic focus on logistics and housing investments, including major acquisitions like Peakstone, and emphasizes that despite high financing costs making new office development difficult to underwrite, strong fundamentals in sectors like luxury hospitality and rental housing continue to create investment opportunities as public market valuations lag underlying real estate recovery.
By Jack Stone, managing director, Greysteel In the last week of June, two things happened in the American multifamily market that belong side by side: New York froze rents, and the Dallas Fed confirmed that Texas is drowning in apartments. One of those scenarios involves a market correcting itself. The other is a…
The new sweeping federal housing law is poised to fundamentally change the flow of institutional investment in the residential sector, potentially resulting in a rebound of construction of build-to-rent properties. The 21st Century Road to Housing Act...
A first-of-its-kind partnership between NASCAR and the U.S. Navy offers a model for using operational public land for temporary events while preserving its primary…
By Michael Strong, Vice President-Project Executive, Skanska USA Across the San Francisco Bay Area, adaptive reuse has shifted from a niche idea to a practical construction solution. With high office vacancies, evolving community needs, and increasing pressure to deliver projects faster and more responsibly,…
For much of the past several years, Texas commercial real estate markets have been characterized by a disconnect between buyer expectations and seller pricing. As interest rates increased and capital became more selective, transaction activity slowed while many property owners remained reluctant to adjust…
The article presents an interview with Allen Féliz, vice president of innovation for affordable and public housing at MRI Software, discussing the 21st Century ROAD to Housing Act's impact on real estate and proptech. Féliz describes how the legislation aims to increase housing supply by removing regulatory barriers and modernizing housing programs, which he argues will drive increased demand for proptech solutions in compliance management, workflow automation, asset management, and data visibility, while also expanding public-private partnerships in affordable housing development.
More commercial real estate owners, including RXR and SL Green, are establishing special servicing platforms to manage distressed CMBS loans, leveraging their operational expertise in asset resolution while creating potential conflicts of interest when servicing loans of competitors. Rating agencies and pooling and servicing agreements provide oversight to mitigate conflicts, though Fitch has previously flagged concerns about affiliate influence, and industry experts remain divided on whether these arrangements ultimately benefit or harm bondholders despite structural post-2008 protections limiting special servicers' ability to acquire distressed assets.
REITs are outperforming the S&P 500 by more than 5 percentage points year-to-date as of late June 2026, driven by sector diversification including data centers (up 27 percent), hotels and lodging (up nearly 40 percent), and senior housing, while traditional sectors like office have declined to roughly 3 percent of the REIT market index. The article attributes the valuation gap between REIT stock prices and their underlying real estate values to factors including earnings-focused investors with short time horizons, interest rate cycles, management quality and strategy, and market sentiment that has been slow to shift despite improved fundamentals in certain sectors.
The local industrial market has remained stable amid economic uncertainty, but experts speaking at Bisnow’s Denver Industrial Outlook said population growth is needed to make Denver a top-tier market. “The No. 1 thing that has to change is population...
Bisnow’s First Draft Live is a regular series featuring live conversations about the critical stories impacting CRE right now. It is a companion to The First Draft, Bisnow’s daily, flagship CRE newsletter. Register here to get The First Draft in your...
Back-to-back blazes in Los Angeles and Chicago have highlighted how today’s bigger, more technologically advanced warehouses, especially those outfitted for cold storage, are at greater risk for fire. Developers are racing to build larger, more centralized...
As global soccer superstars like Lionel Messi, Kylian Mbappé and Erling Haaland delight fans with an onslaught of goals at the 2026 FIFA World Cup, U.S. hoteliers are getting their first meaningful look at the tournament’s economic impact.
CRE has spent years focusing on Federal Reserve rate cuts as the key to unlocking the market. But recent research from Newmark argues that the framing gets causality backward — Fed decisions to lower rates typically coincide with deteriorating labor...
On its path to ubiquity, artificial intelligence has seeped into mortgage lending. Regulators are racing to catch up.The same forces in the tech world that created the “move fast and break things” ethos are driving AI’s adoption today. With no overarching...
Five ways in which the legislation will shift the funding and regulatory landscape.
Corporate financing troubles have dominated the conversation, but multifamily continues to benefit from active competition among real estate lenders.
Depending on your perspective, you may call it back-leverage or you may call it ‘loan-on-loan’ financing. Either way, loan-on-loan financing enables a fund to achieve higher leveraged returns while being an attractive risk-adjusted, capital-efficient way for a bank to lend. This primer is designed to explain how…
Why do employees return to the office? Danielle Posa explains how workplace culture, well-being, and office design influence engagement and…
AFIRE Summit discussion examining Canadian real estate investment opportunities for international capital amid economic conditions.
The Federal Reserve’s first meeting under Chair Kevin Warsh marks a shift in how monetary policy is communicated. By shortening statements and removing forward guidance, the Fed is emphasizing flexibility over a pre-signaled path, leaving markets to infer policy direction from data and dispersed Fed commentary. The…
July 2026 Housing commentary focuses too heavily on First Home Buyers and Investors. This is because they are easy to measure and politically visible. Charter Keck Cramer research shows that the more important cohort is the Next Time Buyer. These are existing homeowners who re-enter the market to move, resize,…
There is growing consensus that lender forbearance toward troubled commercial real estate loans is beginning to fade. A large volume of CRE debt is scheduled The post CRE Investors Find Ways to Temper Foreclosure Risk appeared first on Capright .
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Disclaimer: This is an excerpt from Trepp's "The Midwest Multifamily Investment Mirage" paper. Click here to access it . The Sunbelt has become the market everyone loves to hate. Oversupply, concessions, elevated vacancies, and slowing r ent growth have pushed many investors toward a new narrative: that the Midwest…
The post 2026 Mid-Year Investment Perspectives appeared first on Blackstone .
Preserve’ developed by industry to support investment teams in consistently assessing how the transition to a low-carbon economy could affect real estate asset performance and value.
Morningstar DBRS released an updated methodology document for rating and monitoring credit tenant lease transactions.
Morningstar DBRS examines geopolitical and terrorism risk exposure in global data center infrastructure and its impact on structured finance deals and credit performance.
Analysis of VAT treatment and implications for servicing fees in European securitised assets following recent EU General Court ruling.
Analysis of how European regulatory reforms to depositor preference frameworks may affect bank credit rating assessments and risk profiles.
read in PDF format This paper explores the tension in... Read more The post The structural drivers that will see the industrial & logistics market through uncertain times appeared first on Montagu Evans .
Moody's CRE provides an educational overview of government-sponsored enterprises and alternative financing mechanisms in the multifamily agency lending market.
Analysis of investment opportunities emerging from municipal climate and sustainability projects in commercial real estate markets.
Moody's CRE Analytics examines climate change definitions and progress within commercial real estate, launching a new research series on climate-related topics.
Analysis of how wildfire-resilient building design and practices can mitigate credit risk and default potential in commercial real estate portfolios.
Analysis of how geopolitical risks are reshaping real estate investor behavior and market sentiment across European property markets.
Analysis of how European commercial real estate has performed historically as an inflation hedge compared to other asset classes.
Cushman & Wakefield examines commercial real estate exposure to inflation dynamics across European markets, analyzing regional variations in inflationary causes and impacts.
Research examining the interconnections between Middle East geopolitical tensions, energy market dynamics, inflationary pressures, and their effects on commercial real estate markets.
CBRE examines hidden real estate considerations and cost factors that arise during mergers and acquisitions in the life sciences sector.
Oxford Economics research models how inflation and bond-yield shocks affect European real estate returns across major cities.
Capital Economics analysis examines how potential energy cost increases from Iran conflict may affect US commercial real estate returns through occupier margin pressure and rental demand impacts.
Analysis comparing current commercial real estate market conditions and dynamics to the early 1990s era.
AEW research perspective on investment opportunities and market dynamics across European real estate markets.
Research perspective examining how back-leverage strategies are being utilized to address debt funding constraints in European real estate markets.
AEW research whitepaper examining investment opportunities and market dynamics across Asia Pacific real estate markets.
AEW research examines the relationship between prime market performance and fund-level returns across European real estate investments.
AEW research examines elevated transition risk premiums in European real estate driven by higher costs and improved data availability.
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 research perspective examining the refinancing environment in European real estate markets and whether the acute phase of the refinancing challenge has passed.
Research perspective on European private infrastructure lending strategies and risk-return positioning for institutional investors.
Research perspective examining the Bank of Japan's policy impact on Japanese real estate markets and investment opportunities.
AEW research examines European borrowing cost trends and persistent refinancing obstacles in real estate capital markets.
AEW research whitepaper examining capital preservation strategies within the evolving private credit landscape for real estate investors across North America.
Barings executives discuss portfolio finance strategies for institutional investors seeking risk-adjusted returns and capital flexibility in private debt markets.
A Barings viewpoint examining traditional middle market direct lending fundamentals and how private credit strategies differ in their portfolio roles.
Q&A exploring how infrastructure debt enhances insurer portfolios through risk-return attributes, diversification, and long-duration cash flows.