2026 Mid-Year Investment Perspectives

Jul 1, 2026

The post 2026 Mid-Year Investment Perspectives appeared first on Blackstone . ]]>

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Hard Assets in a Changing World

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.

AlternativesData CentersIndustrial & LogisticsGlobalU.S. National

Posted 18 days ago·

Published Jun 11, 2026

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Blackstone

Market Views: Dealmaking, Disruption, and Real Estate's Recovery

Blackstone President and COO Jon Gray writes that real estate is approaching the steeper phase of recovery, citing record leasing at Link Logistics, up 38 percent year on year, and New York City office leasing at levels not seen since before the pandemic.

Capital MarketsIndustrial & LogisticsOfficeGlobalU.S. National

Posted 18 days ago·Published Feb 9, 2026Read

Blackstone

Real Estate Enters the Next Phase of the Cycle

Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.

Capital MarketsData CentersIndustrial & LogisticsGlobalU.S. National

Posted 18 days ago·Published Jan 2, 2026Read

Blackstone

2026 Investment Perspectives

The Office of the CIO outlook highlights macro events on the horizon in 2026, including Federal Reserve leadership changes, tariffs and US trade policy uncertainty, and the US midterm elections. The views draw on insights from more than 270 portfolio companies and roughly 13,000 real estate assets.

Capital MarketsData CentersIndustrial & LogisticsGlobalU.S. National

Posted 18 days ago·Published Jan 1, 2026Read

BlackstoneNews

Market Views: A Note of Optimism for 2025

Blackstone President and COO Jon Gray argues the conditions are in place for a strong dealmaking environment in 2025, including in real estate, which he sees continuing on a path of recovery alongside infrastructure investment opportunities.

Capital MarketsEconomyGlobalU.S. National

Posted 18 days ago·Published Feb 6, 2025Read

Arbor Realty Trust

Single-Family Rental Investment Snapshot – July 2026

The single-family rental (SFR) sector continued to demonstrate resilience through early 2026, supported by stable occupancy, positive rent growth, and improving capital markets activity. The post Single-Family Rental Investment Snapshot – July 2026 appeared first on Arbor Realty . ]]>

MultifamilyDebt & FinancingSingle-Family RentalU.S. National

Posted today·Published Jul 7, 2026Read

Matthews

Austin, TX Multifamily Market Report Q1 2026

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