5Research pieces indexed
Latest Apr 1, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in CenterSquare Investment Management’s work remain with CenterSquare Investment Management; we link to the original.
CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.

2026 outlook across U.S., Asia Pacific, and Europe; notes global REIT equity multiples ~30% cheaper than historical levels versus broad equities.

Q2 2025 REIT cap-rate report; industrial cap rates expanded ~45bps versus ~11bps for REITs overall amid trade-policy uncertainty.

Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.

Global REIT outlook across U.S., Europe, and Asia Pacific; projects new deliveries declining ~20% in 2025 and notes office sector bifurcation favoring top-tier product.
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