Longer-form thinking on where the market goes.
569 white papers
showing 421–480 of 569
Barings executives discuss mid-market direct lending trends, investor demand, and risk mitigation strategies in private credit markets.
Invesco's Global Head of Commercial Real Estate Credit discusses diversification strategies, sector strength, and risk mitigation approaches in real estate credit markets.
Analysis of how alternative real estate sectors have evolved from specialized niches to become mainstream institutional investment categories since 2005.
Research examining how limited partner expectations and policy drivers are influencing sustainable investing practices and performance in real estate.
BGO's chief economist examines the characteristics and formation of resilient commercial real estate investment vintages.
Analysis of global real estate credit markets examining how to distinguish meaningful market signals from noise in capital deployment decisions.
Chief economist commentary on commercial real estate development activity and market constraints.
NAIOP Research Foundation study examining challenges and opportunities in succession planning for commercial real estate firms, informed by advisory experience.
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.
Article exploring how developers can leverage stacked incentives and tax credits for projects in underserved markets.
Analysis of the potential economic consequences of eliminating or restricting Section 1031 like-kind exchange provisions for real estate investors.
Analysis of historical commercial real estate construction cycles and their effects on REIT performance through rents, vacancy rates, and valuations.
NAR economists analyze Federal Reserve policy implications for mortgage rates, highlighting inflation dynamics, rental trends, productivity gains, and energy market factors affecting real estate financing.
Analysis of how private markets are responding to increased investor scrutiny in the leveraged finance sector.
Morningstar DBRS research on the rating methodology and ongoing monitoring practices for North American commercial mortgage-backed securities with multiple borrower pools.
Morningstar DBRS outlines its methodology for integrating ESG considerations into credit rating assessments across sectors and asset classes.
KBRA examines how tariff uncertainty and related economic pressures may impact structured finance markets and credit conditions.
The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.
Fitch Ratings published updated methodology and criteria for assessing counterparty risk in structured finance and covered bond instruments.
Fitch Ratings analyzes how rapid technological advancement may elevate obsolescence risk for assets underlying asset-backed and mortgage-backed securities.
Oxford Economics examines the investment strategies and opportunities for commercial real estate investors entering the data centre sector.
Oxford Economics analysis examining how global capital allocation trends are driving industrial real estate demand while creating portfolio concentration risks.
From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history. The post The US Data Center Market: Powering the US Economy appeared first on AFIRE .
Advisory analysis examining successful real estate investment strategies for institutional investors and their potential for continued outperformance despite broader sector underperformance.
Analysis examining the convergence of total returns between public and private real estate benchmarks over a ten-year period.
Analysis of fee structures and costs associated with private equity and real estate investments compared to public market alternatives.
Research examines whether closed-end real estate funds have delivered acceptable net returns relative to alternative opportunities and risk metrics.
Analysis of how mixed-use development is transforming hotel financing, programming, and guest experience, with hotels functioning as connective hubs within broader integrated ecosystems.
Knight Frank analysis examining how capital markets are repricing risk and stabilizing volatility in the London real estate market.
Knight Frank examines investment opportunities across prime office assets, undervalued properties experiencing repricing, and sectors positioned for structural growth.
Knight Frank examines investor sentiment and capital allocation strategies toward direct commercial real estate opportunities in the coming year.
Knight Frank analysis examining how investor hurdle rates are shifting in response to market complexity and risk dynamics entering 2026.
Knight Frank examines capital deployment strategies across real estate markets, focusing on defensive positioning, opportunistic entry points, and partnership models.
Moody's CRE Analytics examines strategic adaptation approaches for commercial real estate portfolios navigating maturing debt cycles and refinancing pressures.
NAIOP Research Foundation white paper explaining private equity fund formation and operational fundamentals for real estate professionals new to the process.
Trepp's analysis of CRE lending spreads from early 2025 through June 2026 finds that while spreads are compressing uniformly across property types at the 50-59% LTV level, relative premiums between property types are shifting—specifically, retail loan premiums have compressed relative to industrial loans, and office premiums have widened over retail. The report notes that these quoted spread movements may indicate capital rotation toward retail or competitive yield exhaustion in multifamily and industrial, though the data reflects only stabilized, low-leverage deals and may not signal broader credit repricing across higher-leverage or transitional assets.
Newmark thought leadership examining how the One Big Beautiful Bill Act impacts commercial real estate opportunities and challenges across multiple property sectors.
Analysis of the growing role of infrastructure capital and investment strategies within the commercial real estate sector.
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.
Analysis of how inflation affects the apparent trend toward larger commercial real estate deals.
Higher interest rates have triggered a substantial revaluation across real estate markets, yet underlying sector fundamentals remain resilient.
Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.
By John Nelson Fannie Mae and Freddie Mac are scaling up their multifamily loan production this year while their partner servicers and underwriters are aggressively pursuing new business. The Federal… The post Fannie, Freddie Enter Bullish Phase appeared first on Multifamily & Affordable Housing Business .
Ten-year conduit loans have declined dramatically from 95.6% of conduit loan count in 2019 to just 12.3% in 2026, while five-year loans have become the dominant format in the CMBS market. Median 10-year conduit spreads tightened from 301 basis points in 2023 to 201 basis points in 2026, suggesting the remaining market reflects more selective underwriting rather than pricing that is prohibitively wide.
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.
Analysis of how distributions to paid-in capital (DPI) has emerged as a key liquidity metric for commercial real estate fund investors, with smaller funds outperforming larger peers in capital returns during the current constrained market environment.
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.
Commercial property auctions offer certainty, speed, and transparency that attract investors during periods of market uncertainty and interest rate volatility.
Private credit moves toward core as banks retreat and refinancing needs rise.
Real estate lending and insurance capital opportunities in a reset market.
Examines reasons for institutional investors to consider real estate debt, the second largest of real estate's four quadrants at ~$4.5 trillion in the US and Europe.
Institutional research framing net lease as an asset class between fixed income and real estate: bond-like income, inflation protection, low default rates, and large untapped sale-leaseback supply.
Argues public REITs, trading at discounts to NAV, deserve a renewed 10-20% portfolio allocation versus private equity and private credit alternatives.
RMI report offering replicable solutions for real estate investors to move beyond compliance toward integrated decarbonization strategies that increase asset value.
CBRE capital-markets piece outlining MH/RV investment approaches (REITs, direct ownership, mortgage-backed securities) with sector performance context.
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.
The 2026 ULI European Leadership Awards recognize Ruslan Hajduk, Honoré Achille Simo, and Mikkel Bülow-Lehnsby for their contributions to real estate, diversity, equity and inclusion, and industry leadership.