Longer-form thinking on where the market goes.
199 white papers
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Industry experts assess the impact of Taiwan Semiconductor Manufacturing Company's investment on Phoenix's real estate and economic development.

The Federal Reserve held rates at 3.50%–3.75% in July as inflation eased and the labor market softened, amid mixed economic signals and policy uncertainty.
Analysis of UK autumn budget policy impacts on the real estate sector.

Stagflation concerns are rising and posing risks to real estate markets.

Analysis of three macroeconomic drivers—demographic trends, debt levels, and currency debasement—reshaping the Canadian real estate market.

Analysis comparing economic and commercial real estate industry trends between Canada and the United States.

Experts gave mixed reviews of Korea's Aug. 13 housing supply package, praising faster public-land construction but doubting it can stabilize Seoul prices…

Houston's oil-and-gas industry has built an ecosystem that extends beyond energy. For proof of that, look no further than Bristol Myers Squibb's new pharmaceutical plant. The post How Houston’s Biggest Industry Created Opportunities for Another appeared first on Texas Real Estate Research Center .

Experts back the direction of Korea's Aug. 13 housing supply plan but doubt execution speed and call its rental-market fix inadequate.

Knight Frank analyzes leading economic indicators to assess market resilience and identify emerging risks.

Q&A with CMHC's deputy chief economist discussing factors behind and implications of Canada's slowing housing starts.

AI data centers are being reassessed as strategic business assets, with GPU utilization, power and cooling efficiency now key measures of competitiveness.

Morgan Stanley Investment Management analyzes how water scarcity is emerging as a critical constraint on industrial expansion, permitting, and capital returns across mines, semiconductor plants, and data centers in water-stressed regions.

Analysis of how elevated oil prices and energy costs affect industrial real estate demand, with near-term headwinds from trucking-dependent logistics and medium-term tailwinds from supply-chain resilience, defense spending, and e-commerce growth.

Initial findings on electric grid reliability and its implications for commercial real estate development and investment.

Research examining how development and construction of office, industrial, warehouse, and retail properties drive economic growth across U.S. states and regions.

Research examining the economic growth generated by development and construction of office, industrial, warehouse, and retail commercial real estate across U.S. states and regions.

Trump calls AI data centers "Money Machines" and pushes their expansion, but backlash over power and water use is growing even among his conservative base.

Korea's FSS warns overseas real estate funds can wipe out an investor's entire principal or halt dividends, citing leverage and "cash trap" clauses.

Barings analyzes U.S. real estate market fundamentals in the second quarter, examining how resilient demand and constrained supply dynamics offset economic headwinds and demographic challenges.

Barings assesses macroeconomic risks affecting European real estate recovery, including U.S. policy volatility, energy prices, elevated borrowing costs, and labour market stability amid persistent investor uncertainty.

Knight Frank analysis examining leading economic indicators, inflation trends, office market recovery, and the UK's composite misery index.

Knight Frank examines how Bank of England monetary policy divergence affects real estate market recovery prospects and investor sentiment.
Knight Frank examines the implications of political developments for global real estate and capital markets.

Attorney Jung Bo-geun explains seller financing as a form of private lending in Korea's property market, its legal status as a quasi-loan, and the risks under the Lending Business Act and Interest Limitation Act.

Fitch warns that a prolonged slump in Korea's stock market could weaken property sentiment and home-buying capacity, as non-homeowner households channel 70% of stock gains into real estate.

Monthly rent has overtaken jeonse in Korea's apartment market, reaching 52.4% of leases in H1 2025. Here's how tenants and landlords should respond to the structural shift.

Texas energy officials address concerns over rising costs due to rapid data center development. The post New Grid Rules on Texas Data Center Growth appeared first on Texas Real Estate Research Center .

State-level economic resilience is increasingly shaping corporate location decisions, the direction of capital flows, and long-term CRE performance. CNBC’s latest rankings highlight where growth, liquidity, and housing dynamics are most likely to support sustained institutional demand and where structural risks…

Corporate guidance for capital expenditures keeps getting ratcheted higher and involves massive sums, largely focused on AI infrastructure.

Korean real estate experts say the government's property tax reform will not stop rising home prices, warning of upward pressure on mid-priced homes and a worsening jeonse shortage.

Experts say Korea's 2026 real estate tax reform may cap sharp home price surges but will push mid-range housing and rental prices higher, worsening the jeonse shortage.

A commentary argues that Korea's central and local governments must cooperate to expand housing supply, easing relocation loan rules and speeding urban redevelopment rather than shaking the ultra-high-end market.

As AI data centers drive electricity demand to double by 2030, the key question shifts from how to supply power to who pays for it—companies, utilities, governments, or consumers.

As AI increases energy demand, data centers are moving to higher voltage systems, creating new opportunities for electricity and component providers.

SpaceX has created thousands of new millionaires, but long-time residents in Brownsville may soon feel the pinch of higher property tax bills. The post What Brownsville’s SpaceX Boom Means for Homeowners’ Tax Bills appeared first on Texas Real Estate Research Center .

Takeaway: Mortgage rates will largely stay the same for now as the Fed opts against hiking and says little about future plans. There was a historically high level of uncertainty going into this meeting, but ultimately, the Fed decided against hiking today because financial markets did their work for them. The…

Analysis of escalating electricity consumption from data centers and its implications for energy infrastructure and supply.

The housing market has changed greatly since the COVID-19 pandemic, along with consumer spending behaviors. During this period, housing demand surged, home prices appreciated rapidly, inflation increased, supply-chain disruptions happened, and mortgage rates moved from historic lows to elevated levels. These…

A commentary on Korea's real estate tax system, which encouraged "smart single home" concentration and now aims to raise taxes on ultra-high-priced homes, urging a responsible transition.

HUG CEO Choi In-ho explains how financial guarantees serve as the invisible foundation behind Korea's housing supply, from public housing projects to PF special guarantees and tailored products.

Not long ago, Miami sold itself as the affordable alternative to New York. Lower taxes, cheaper housing and sunshine drew a wave of businesses, investors and wealthy transplants during and after the pandemic. But now, consumer prices have climbed 36 percent since 2019, home values have surged nearly 80 percent and,…

CBRE Investment Management examines the intersection of artificial intelligence deployment and real estate infrastructure demands, addressing market concerns and opportunities.

Analysis of how generative artificial intelligence is reshaping U.S. employment patterns and office real estate demand.

Analysis of construction capacity and development pressures in South East Queensland ahead of the 2032 Brisbane Olympics, six years away.

Opinion piece argues that Los Angeles' Measure ULA transfer tax is suppressing multifamily housing production and causing significant economic harm, citing a RAND report showing 30% decline in apartment building starts and 16,650 lost construction jobs since 2023.

Newsec analysis examines how the US-Iran conflict and resulting energy disruptions create structural advantages for Nordic real estate investors through renewable energy leadership, fiscal strength, and geopolitical resilience compared to broader European markets.

Korean real estate experts say the government's public-led "supply at all costs" push cannot solve the housing crunch alone, urging a four-pronged approach as Seoul apartment prices rise for 75 straight weeks.

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…

Experts clash over reviving Korea's non-apartment housing supply, debating tax and financial support versus concerns that villas and officetels lack real market demand.

Professor Jin Mi-yun warns Korea's housing supply pipeline is breaking down, not facing a temporary shortage, and proposes six tasks to restore supply and ease housing costs.

At Korea's National Public Debate on Real Estate Policy, calls mounted to ease relocation loan rules for redevelopment, as multi-home owner limits raise costs and delay projects.

Analysis of evolving partnerships and strategic approaches between data center operators and utility companies to address energy demand and infrastructure challenges.

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…

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.

Knight Frank analysis of macroeconomic leading indicators affecting European real estate markets, examining oil prices, bond yields, and financial stress conditions.

JLL research examines the correlation between AI-driven job displacement across US sectors and concurrent real estate demand from AI companies, challenging conventional assumptions about AI's economic impact.

CBRE viewpoint examining the connection between infrastructure investment and real estate development expansion in Romania.
Morgan Stanley commentary on Hong Kong real estate market recovery prospects and outlook.

Ha Jung-woo, former presidential AI secretary, warns AI data centers risk burdening the public and should serve Korean industries rather than global big tech.