Longer-form thinking on where the market goes.
46 white papers

Savills Research Director Frances McDonald examines how top-end home buyers and sellers are reacting to recent global events, noting that early-year momentum has been tempered by renewed caution.

Commentary on how recent US housing legislation has reshaped rather than eliminated institutional capital flows in the rental housing market.

Commentary on Canada's foreign buyer restrictions and the need to examine actual capital flows in residential markets.
There was a time when buying a home in Ontario was considered a realistic milestone of adulthood. For many young people today, it feels more like winning the lottery. A striking new poll conducted on behalf of Royal LePage found that 55% of Greater Toronto Area residents would consider moving to a more affordable…

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.

Arizona’s residential building sector continues to be one of the state’s main economic engines thanks to the state’s consistent population expansion, growing suburban areas, and continuous need for home upkeep and restoration. While housing supplies, labour difficulties, and material costs receive a lot of…

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 .

Beleggers die woningen willen uitponden doen er goed aan niet al te lang te wachten, zo meldt ABN Amro in Stand van Vastgoed.

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…

Analysis of portfolio sizing requirements for investors to achieve market-level rent growth performance across their holdings.

Strategic guidance on rental housing market dynamics and rent-setting approaches based on current market trends in Japan.

Stopa zwrotu z wynajmu mieszkań od lat spada. Ceny nieruchomości rosną szybciej niż czynsze, a podobny trend widać w większości państw analizowanych przez OECD. W Polsce zyski właścicieli ograniczyły też zmiany podatkowe wprowadzone przez Polski Ład.

An analysis of institutional capital's renewed focus on single-family residential housing in the United Kingdom market.
Housing data shows how million-dollar homes, buyer behavior, affordability, and transfer taxes shape housing markets and mobility.

Curious which type of home is leading today's housing market? Lawrence Yun explains the latest trends and what they mean for today's buyers and sellers.
This is a Fitch Ratings commentary assessing the impact of the 21st Century Road to Housing Act on US single-family rental commercial mortgage-backed securities, finding the legislation to have a neutral effect on the sector.

This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 addressing build-to-rent (BTR) housing and its scaling potential in Australia, with focus on institutional investment and rental housing development.
This is a viewpoint commentary published by Cushman & Wakefield in July 2026 examining the housing multiplier effect in Australia, with coverage spanning the office, industrial, homebuilders, single-family rental, and affordable housing sectors. The piece focuses on the Australian market, with particular emphasis on Sydney.

While the outlook for mortgage rates remains uncertain, a decline could unlock the housing market. The post What Happens to Housing if Mortgage Rates Fall? appeared first on Texas Real Estate Research Center .

A deep dive into Texas’ 2021 winter freeze uncovers billions in insured losses, statewide damage patterns, and why claims—and costs—continued rising long after the storm itself ended across major metros. The post A Chance Discovery During My Homeowner’s Insurance Study appeared first on Texas Real Estate Research…
Ballooning U.S. federal debt and fiscal policy has already cost borrowers approximately $76,000 over the life of a 30-year mortgage at the median home value. The post Federal Debt Growth: A Rising Risk to the Real Estate Market appeared first on Texas Real Estate Research Center .
Despite mortgage rates above 6 percent, Texas saw record seller activity in 2024–25, driven largely by existing homeowners. Life events, price gains, and market adjustment suggest the lock-in effect is easing. The post Is the Low-Rate Lock-In Grip Finally Loosening? appeared first on Texas Real Estate Research Center .
As policymakers look to grease the wheels of the housing market, one proposal would allow homeowners to carry their existing mortgage rate to a new primary residence. The post Mortgage Portability: A Win for Locked-In Homeowners, But at What Price? appeared first on Texas Real Estate Research Center .
The Housing Phillips Curve reveals an inverse link between inventory and price growth. It offers insights into housing cycles and affordability challenges and guides policymakers and households in navigating post-pandemic market dynamics. The post Inventory and Price Growth: Applying the Phillips Curve to Housing…
Royal LePage commentary on downward pressure on Metro Vancouver residential property values in the current year.

Executive interview with Ten Brinke leadership expressing confidence in continued expansion of the build-to-rent residential sector.

The Fifth Estate - Weather events regularly cause catastrophic damage to property across Australia. Yet, for decades, Australia has treated natural disasters as temporary shocks to the housing market. When floods become business as usual, property values stop recovering is a story from The Fifth Estate ,…

Knight Frank analysis of how the prime residential rental market is responding to regulatory reforms and emerging tax policy uncertainties.

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...

McKinsey’s Alex Wolkomir discusses how housing leaders can win with AI by improving customer experiences, redesigning workflows, and building trust between parties in the ecosystem.

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,…

A member resource guide addressing practical implementation of fee transparency requirements for rental housing providers.

Analysis examining the structural relationship between housing supply constraints and affordability across different price segments in the U.S. residential market.

Research exploring the motivations and barriers affecting move-up homebuyers and strategies to encourage their participation in the market.

A member resource examining fee transparency practices and implementation considerations for rental housing operators.

NAR Chief Economist Lawrence Yun discusses the actual impact of distressed properties on the housing market.

Freddie Mac analysis examining spending patterns between homeowners with locked mortgage rates and renters facing rising housing costs.

This piece was originally published on Forbes on June 8, 2026. Gen Z is coming of age in an economy where the traditional path to prosperity no longer works, and instead of giving up, they’re beginning to build new ones. For 70 years, the American Dream followed a predictable sequence: school, job, promotion,…

Breakdown of the bipartisan 21st Century Road to Housing Act and its provisions for housing production and affordable housing.

Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.

Anna Tranfaglia and Erin Troland Historic swings in rents during the pandemic have driven increased interest in research on the financial impacts of rising rents on households. However, compared to homeowners with a mortgage, data on renters are scarce, limiting researchers’ ability to analyze the 28 percent of…

Build to Rent has long been positioned as a key part of Australia’s housing solution – but in the ACT, the sector has yet to reach its full potential. Despite strong fundamentals and growing demand for professionally managed, long-term rental housing, the policy and regulatory environment continues to present real…

23 April 2026 There is real merit in making changes to the Capital Gains Tax (CGT) discount and Negative Gearing in Australia. Given we have a national housing crisis, this debate needs to include the State and Territory Governments, and it is essential to also bring Stamp Duty, Land Tax and the various Foreign…

A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.

John Burns Research and Consulting reviews homebuilder incentive strategies designed to boost sales without reducing base prices amid muted new home demand.

Hines research explores why favorable US demographics are providing structural tailwinds for the single-family rental sector.