23Research pieces indexed
Latest Jul 10, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in BGO’s work remain with BGO; we link to the original.
This is an outlook and forecast report published by BGO in July 2026 presenting eleven major economic themes for the middle of 2026, covering industrial, multifamily, and office sectors across global and national markets.
Economic commentary on recession duration and complexity trends in the U.S. economy.
Research examining how limited partner expectations and policy drivers are influencing sustainable investing practices and performance in real estate.
BGO and Anchor Health Properties closed an acquisition of a 40,431 square foot Class A medical outpatient building located at 2201 Newnan Crossing Boulevard in Newnan, Georgia on June 25, 2026, marking their fourth joint venture investment and Anchor's third building within the Newnan Professional Center campus. The facility, opened to patients in 2020 and nearly fully occupied, is anchored by OrthoAtlanta and includes tenants providing ophthalmology, vascular surgery, pediatric gastroenterology, dental care, prosthetics and orthotics, and hospice services adjacent to the 217-bed Piedmont Newnan Hospital.
The document discusses commercial real estate opportunities in an environment where consumers perceive inflation easing despite energy-driven price pressures, falling real wages, and uneven recovery signals. The chief economist argues that the real CRE opportunity involves identifying assets with durable income growth before the market reprices in what is termed "Cheerios Arbitrage.
BGO announced the acquisition of Heritage West, a newly constructed Class A industrial portfolio totaling 299,520 square feet in Katy, Texas, completed in 2026 and consisting of two buildings with 32-foot and 36-foot clear heights that were 100% preleased at closing. The acquisition was completed through a joint venture with Harbor Capital and represents the third acquisition for BGO Industrial Strategies II, positioning the portfolio to serve Houston's distribution networks with access to Interstate 10 and the Port of Houston.
BGO chief economist Ryan Severino argues weak job growth does not automatically signal recession.
Private credit moves toward core as banks retreat and refinancing needs rise.
Real estate lending and insurance capital opportunities in a reset market.
Productivity gains rather than employment are driving output, with implications for CRE.
BGO's chief economist examines the characteristics and formation of resilient commercial real estate investment vintages.
A media appearance discussing perspectives on artificial intelligence's impact on real estate, multifamily housing trends, and data center market dynamics.
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.
A prominent Vancouver office tower has achieved WELL Core Platinum certification, a prestigious health and wellness building standard.
The first quarter 2026 U.S. outlook sets out BGO's house views on the economy and commercial real estate sectors. The report assesses fundamentals across industrial, housing, retail and office as the cycle turns.
BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.
BGO's annual sustainable investing report examines trends, strategies, and performance across real estate markets with emphasis on environmental, social, and governance considerations.
The Q2 2025 update introduces an augmented base case combining macroeconomic scenarios with a machine-learning behavioral model. The forecast points to growth near 1.5 percent, disinflation, Federal Reserve rate cuts and stabilizing commercial real estate fundamentals.
BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.
The first quarter 2025 European outlook reviews growth, inflation and monetary policy across the region and their implications for commercial real estate. The report assesses sector fundamentals as European markets stabilize.
BGO argues the first quarter 2025 U.S. commercial real estate market is stronger than widely perceived, with stable fundamentals and emerging investment opportunities. Industrial and multifamily are flagged as the most promising sectors.
BGO discloses embodied carbon metrics and sustainability risk policies aligned with SFDR Article 3 regulatory requirements.
Property types that turn up most often in BGO’s published research.