Capital Markets research.

From access to assets: How early-life wealth building can shape economic mobility

Investing in children’s financial futures can narrow disparities and expand opportunity. Different scenarios for the new 530A accounts, also known as Trump Accounts, highlight the factors that can shape its impact.

Automotive R&D: Charging ahead in EV platform development

Improvements in batteries and recharging, not to mention geopolitics, have increased consumer appetites for electric vehicles. Automakers are flocking to China for lessons in how to develop an EV platform.

Catalyzing competitiveness: Where investment happens and why

Competitiveness has moved to the top of the global agenda, and investment is its indicator and its outcome. In the context of dramatically diverging investment patterns globally, companies and regions can pull seven levers to level up.

Nuclear power: A renaissance in the making

The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.

Semiconductors: Etching the new map of strategic supply

As geopolitics shift, more countries are wooing semiconductor manufacturers to enhance resilience. At the same time, demand for advanced semiconductors continues to grow.

Biopharma R&D: The evolving formula for discovery and development

Innovation after innovation is advancing the biopharmaceutical industry, enabling better treatment of complex diseases. The industry has historically made its home in Europe and the United States, but that’s changing.

EAF steel: Beyond the blast furnace

Global steel investment is flat, but DRI-EAF production is gaining share in advanced economies.

Polyethylene: Widely produced—but not one-size-fits-all

Manufacturing polyethylene is a highly competitive business. Success depends greatly on access to feedstocks, yet investment doesn’t always follow economics.

Pharmaceuticals: Innovating and advancing around the world

The continued rise of monoclonal antibody therapies and demographic changes are powering growth in the pharmaceuticals industry.

Solar power: From intermittent sunshine to reliable power

Solar photovoltaic projects with battery energy storage systems are moving beyond low-cost generation by transforming intermittent output into more reliable, higher-value electricity.

Australia’s grid opportunity: Why it’s time to flick the switch

Australia’s energy transition has entered a new phase. Moving beyond “should we?” the question is now how to deliver an affordable, reliable, secure, and competitive energy system.

Batteries: Scaling the engine of electrification

Demand for batteries is surging as electric vehicles and storage grow, but competitiveness depends on securing materials, ramping up gigafactories, and building the local ecosystems needed to compete.

Talking with Daniel Marovitz, SVP of Fintech at Booking.com

Booking.com’s senior vice president of fintech describes how the travel-booking company has become the global platform of choice by managing complexity and easing customers’ pain points.

Colocation data centers: The infrastructure race behind AI

Data center capital expenditures are surging as AI workloads grow, yet competitiveness increasingly depends on securing advanced accelerators, reliable electricity, and fast project delivery.

NASCAR Holds Its First Race on an Active U.S. Navy Base

The Coronado event could become a blueprint for partnerships between military installations and surrounding communities.

Chicago Developer Richard Stein Remembered for Big Risks and a Personal Touch

His projects included office towers, arenas, military base overhauls

Bank CRE Loan Performance Q1 2026: Lending Holds Its Growth Path Through Persistent Geopolitical Uncertainty

<img src="https://www.trepp.com/hubfs/GettyImages-2165663347%20(1).jpg" alt="Bank CRE Loan Performance Q1 2026: Lending Holds Its Growth Path Through…

Economic conditions outlook, June 2026

In early June, executives were more downbeat on the economy than they have been in years and reported divided expectations for the coming months. Energy prices loomed large, and companies have been making defensive changes in response.

Fitch Assigns Final Ratings to ACREC 2026-FL5 LLC

Fitch Ratings issued final credit ratings for ACREC 2026-FL5 LLC, a structured finance transaction.

The US Data Center Market: Powering the US Economy

From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history. The post The US Data Center Market: Powering the US Economy appeared first on AFIRE . ]]>

Chief Economist's Weekly Watch – June 29 2026: Warsh at ECB Forum, Employment Data, & Manufacturing Releases

<img src="https://www.trepp.com/hubfs/GettyImages-2183984229-min.jpg" alt="Chief Economist's Weekly Watch – June 29 2026: Warsh at ECB Forum,…

REIT 101: What is a REIT? Why is it Important to CRE?

<img src="https://www.trepp.com/hubfs/GettyImages-2243151324.jpg" alt="REIT 101: What is a REIT? Why is it Important to CRE?"…

Transit-Oriented Development Pioneer Marilee Utter Receives ULI Colorado Legacy Award

The longtime planner, developer, and leader helped spearhead transit-oriented development in from Denver Union Station and the Central Platte Valley to redevelopment projects that reshaped communities across the Front Range.

Fitch Downgrades CSAIL 2020-C19; Outlooks Negative for Eight Classes

Fitch Ratings downgraded CSAIL 2020-C19 securities and assigned negative outlooks to eight classes in the securitization.

Fitch Assigns Final Ratings to Wells Fargo Commercial Mortgage Trust 2026-5C10

Fitch Ratings assigned final ratings to a Wells Fargo-sponsored commercial mortgage-backed securities trust.

Fukuoka’s office market splits into three distinct hubs

From linear gates to learning loops: Rewiring biopharma R&D with AI

An AI-powered R&D model built on connected decision loops—replacing the current sequential, fragmented workflow—can reduce uncertainty, compress timelines, and accelerate medicines to market.

Will MOB Financing Continue to Trend Upwards?

If you have been following medical office sales activity, you know that transaction volume is moving upwards. Another angle for viewing the financial environment is to look at the number of new mortgages. Looking at the mortgage trend . . . The post Will MOB Financing Continue to Trend Upwards? appeared first on…

Fitch Affirms BrightSpire's Commercial Special Servicer Rating

Fitch Ratings affirmed BrightSpire's commercial special servicer rating, reflecting the servicer's standing in structured finance operations.

Tighter Spreads, Wider Gaps: What Incremental Property Premiums Reveal About CRE Risk Pricing

<img src="https://www.trepp.com/hubfs/GettyImages-2187559771%20(1).jpg" alt="Tighter Spreads, Wider Gaps: What Incremental Property Premiums Reveal…

Structured Finance and Covered Bonds Counterparty Rating Criteria

Fitch Ratings published updated methodology and criteria for assessing counterparty risk in structured finance and covered bond instruments.

Inside ULI’s New Global Headquarters

Explore ULI's new global headquarters in Washington, D.C., where Gensler's workplace research informed a flexible, sustainable office designed to connect people with the city.

Australia’s Rental Market at a Critical Turning Point

June 2026 The rental markets in Australian capital cities are about to enter a period that housing policy makers need to carefully monitor. The key insight from our analysis is that changes to rental growth or vacancy rates due to the delivery of additional supply is a positive policy outcome. These same changes to…

Alternative Investment - National Market Update Q2 2026

Fitch Assigns Final Ratings to Progress Residential 2026-SFR3 Trust

Fitch Ratings assigned final ratings to a single-family rental securitization trust, reflecting credit analysis of the underlying mortgage pool and structural protections.

Fitch Downgrades WFCM 2017-C42; Affirms WFCM 2017-C41 and MOA 2020-WC41

Fitch Ratings issued rating actions on multiple CMBS transactions, downgrading one tranche while affirming others.