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GWL Realty Advisors

2026 Real Estate Market Perspectives: On the Cusp

The annual outlook reviews Canadian commercial real estate fundamentals and investment themes across the office, industrial, multifamily and retail sectors.

OfficeIndustrial & LogisticsMultifamilyCanadaSource
John Burns Research and Consulting

Dear Consultant: What Incentives Can We Offer to Drive Sales?

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

Single-Family RentalEconomyU.S. NationalSource
Harrison Street

Harrison Street Asset Management Announces Sale of Oak Brook Commons Medical Office Building in Oak Brook, Illinois

Harrison Street announced the sale of Oak Brook Commons, an 81,522 square foot Class A medical office property in Oak Brook, Illinois, as part of its healthcare real estate strategy.

HealthcareCapital MarketsChicagoU.S. NationalSource
Harrison Street

Harrison Street Asset Management Appoints Michael Humphrey as Managing Director and Co-Head of Asia for Investor Solutions Group

Harrison Street appointed Michael Humphrey as Managing Director and Co-Head of Asia for its Investor Solutions Group to support the firm's institutional investor base across Asia.

Capital MarketsAlternativesAsia-PacificGlobalSource
Clarion Partners

Building into the Future: The Case for U.S. Industrial Development

Clarion Partners examines the convergence of long-term structural drivers and emerging cyclical tailwinds supporting U.S. industrial development. The report makes the case for new logistics supply as demand normalizes.

Industrial & LogisticsU.S. NationalSource
John Burns Research and Consulting

CRE Capital Markets Are Tightening

John Burns Research and Consulting analyzes tightening commercial real estate capital markets, covering inflation, Sunbelt rental growth and shifting build-to-rent policy across the apartment sector.

MultifamilyCapital MarketsDebt & FinancingU.S. NationalSource
Green Street

Commercial Property Price Index (CPPI)

Green Street's REIT-based price index rose 1.6% in May 2026 with the all-property index up 4.1% over twelve months, as NOI growth and steady cap rates lifted values, per co-head of strategic research Peter Rothemund.

Capital MarketsU.S. NationalSource
Federal Reserve Board

Beige Book - June 2026

The June 2026 Beige Book provides a District-by-District summary of current economic conditions, including real estate demand, leasing and lending trends.

EconomyU.S. NationalSource
Cotality

Cotality: Home Price Index Shows Housing Market Stabilizing

Cotality reported U.S. home price growth of 0.3 percent year-over-year and 0.4 percent month-over-month in April 2026, with prices up 0.8 percent since the start of 2026. The firm expects home prices to rise 5.3 percent between April 2026 and April 2027.

EconomyU.S. NationalSource
Redfin

Nashville, Miami and Austin Are This Spring's Strongest Buyer's Markets

Redfin reported there are 46.9 percent more home sellers than buyers in the U.S. housing market, signaling buyers hold the power. In May 2026, 35 of the 50 most populous U.S. metros were buyer's markets, led by Sun Belt locations.

EconomyU.S. NationalMiamiSource
Apartment List

Apartment List National Rent Report

The monthly national rent benchmark reports a median rent of 1,379 dollars, up 0.5 percent in May 2026 and the fourth straight monthly increase entering the summer leasing season. National rents remain down 1.5 percent year over year and 4.4 percent below the 2022 peak.

MultifamilyU.S. NationalSource
Arbor Realty Trust

Single-Family Rental Investment Trends Report Q2 2026

Developed with Chandan Economics, the report tracks single-family rental performance, documenting sector resiliency, build-to-rent supply additions and property-level yields amid a softening for-sale home market.

Single-Family RentalCapital MarketsDebt & FinancingU.S. NationalSource
Clarion Partners

Opportunity Zones 2.0 - A Permanent Fixture

Clarion Partners reviews the permanent extension of the Opportunity Zones program and its implications for real estate capital formation. The brief assesses how the structure shapes long-term investment.

Capital MarketsAlternativesU.S. NationalSource
Green Street

Green Street Launches Green Street Infrastructure

Green Street launched a dedicated infrastructure research platform expanding coverage across infrastructure debt, transport and data centers. The offering extends the firm's real assets intelligence.

AlternativesData CentersGlobalSource
Cushman & Wakefield

U.S. Hospitality MarketBeat - Q1 2026

The report covers U.S. hotel performance including occupancy, average daily rate and revenue per available room. It reviews demand trends and capital markets activity across the lodging sector.

HospitalityU.S. NationalSource
Cushman & Wakefield

U.S. Life Sciences MarketBeat - Q1 2026

The report tracks U.S. life sciences lab and research space demand, supply and rents across the major hubs. It assesses fundamentals amid shifting venture capital funding.

Life SciencesU.S. NationalSource
Arbor Realty Trust

Small Multifamily Investment Trends Report Q2 2026

The report finds small multifamily prices and lending activity continuing to recover, supported by steady rent growth, rising occupancy and declining expense ratios that have lifted average net operating incomes.

MultifamilyCapital MarketsDebt & FinancingU.S. NationalSource
Barings

Exploring the Opportunity in Alternative Real Estate

Barings discusses emerging demand drivers and underwriting approaches for alternative real estate sectors and the case for diversification beyond the core property types.

AlternativesCapital MarketsU.S. NationalGlobalSource
Trepp

TreppTalk Research & Insights

Trepp's research blog covers CMBS, CRE lending and banking, noting capital is flowing again into 2026 as rates ease and leasing fundamentals stabilize.

Debt & FinancingCapital MarketsU.S. NationalSource
Newmark

1Q26 U.S. Multifamily Capital Markets Conditions & Trends

Multifamily posted strong absorption and slowing deliveries in 1Q26, while debt market liquidity remained robust with originations up 46% year over year.

MultifamilyCapital MarketsDebt & FinancingU.S. NationalSource
Newmark

1Q26 U.S. Capital Markets Conditions & Trends

Newmark reports capital markets entered 2026 with renewed momentum as transaction activity, debt liquidity and asset returns aligned, with 2025 investment sales up 20% year over year and activity concentrated in deals under $100 million.

Capital MarketsU.S. NationalSource
Columbia Threadneedle Investments

UK Real Estate: Talking Points April 2026

The quarterly snapshot reviews UK commercial real estate performance, returns and investor sentiment, with retail expected to be a standout sector as capital returns at greater scale.

Capital MarketsEconomyUnited KingdomSource
Clarion Partners

Healthcare Real Estate: Positioning for the Outpatient Era

Clarion Partners analyzes the shift of care delivery toward outpatient settings and its implications for medical real estate. The report positions healthcare property as a durable income strategy.

HealthcareU.S. NationalSource
datacenterHawk

1Q 2026 Asia-Pacific Data Center Market Report

The first quarter 2026 Asia-Pacific review reports a gigawatt of capacity absorbed in a single quarter, India in delivery mode, and Southeast Asia splitting into distinct submarkets.

Data CentersAsia-PacificSource
CBRE

Q1 2026 U.S. Multifamily Figures: Vacancy Rate Falls Amid Rebounding Demand

Net absorption totaled 78,100 units in Q1 2026 and the national vacancy rate fell 20 basis points to 4.8%, with deliveries down 30% year over year as supply moderated.

MultifamilyU.S. NationalSource
datacenterHawk

1Q 2026 EMEA Data Center Market Report

The first quarter 2026 EMEA review reports hyperscalers returning to Europe at record scale, with the Nordics absorbing roughly a third of quarterly activity.

Data CentersEuropeSource
datacenterHawk

1Q 2026 North American Data Center Market Report

The first quarter 2026 North American review examines power scarcity, record demand, a regulatory reset, and Canada's emergence as a strategic market for data center development.

Data CentersU.S. NationalCanadaSource
datacenterHawk

1Q 2026 Latin America Data Center Market Report

The first quarter 2026 Latin America review reports the region doubled all of 2025's absorption in a single quarter, with Brazil crossing significant new capacity thresholds.

Data CentersLatin AmericaSource
Colliers

Capital Markets U.S. Snapshot Report, 2026 Q1

Colliers notes office investment is recovering from its cyclical low, with private capital moving on reset pricing and AI-oriented leasing contributing to a resurgence in key markets.

Capital MarketsU.S. NationalSource
Colliers

U.S. Office Market Outlook Report, 2026 Q1

Colliers reports the U.S. office sector began 2026 on a firmer footing, with fundamentals stabilizing nationally and improvement in select gateway and innovation-driven markets.

OfficeU.S. NationalSource
Colliers

U.S. Capital Markets Multifamily Report, 2026 Q1

Colliers' multifamily capital markets report covers investment volumes, pricing and debt conditions as the apartment sector emerges from its cyclical trough.

MultifamilyCapital MarketsU.S. NationalSource
JLL

San Francisco Office Market Dynamics, Q1 2026

The San Francisco edition covers the AI-driven recovery in the office market, with leasing momentum concentrated in higher-quality, amenity-rich buildings.

OfficeSan FranciscoSource
Federal Reserve Board

Beige Book - April 2026

The April 2026 Beige Book reports on regional economic activity, labour markets and prices, with District commentary on commercial real estate and construction conditions.

EconomyU.S. NationalSource
JLL

New York Office Market Dynamics, Q1 2026

The New York edition tracks Manhattan office leasing and absorption, with same-asset rents up 2.2% over the past year, among the strongest of major U.S. markets.

OfficeNew YorkSource
JLL

Dallas-Fort Worth Industrial Market Dynamics, Q1 2026

The Dallas-Fort Worth edition tracks industrial leasing, net absorption and vacancy in one of the largest U.S. logistics and data center growth markets.

Industrial & LogisticsDallas-Ft. WorthSource
Savills

Philadelphia Office Market Report, Q1 2026

The Philadelphia edition reviews local office leasing activity, availability and asking rents for the first quarter of 2026.

OfficePhiladelphiaSource
JLL

U.S. Office Market Dynamics, Q1 2026

Leasing activity grew 7.6% versus Q1 2025 and net absorption stayed positive for a third consecutive quarter, while the construction pipeline fell to 22.3 million square feet, the lowest in JLL's data.

OfficeU.S. NationalSource
Savills

San Francisco Office Market Report, Q1 2026

Savills reports San Francisco's strongest leasing quarter since 2014 at 3.8 million square feet in Q1 2026, driven largely by AI and advanced technology firms.

OfficeSan FranciscoSource
Avison Young

U.S. Office Market Report, Q1 2026

Avison Young reports U.S. office leasing of 61.7 million square feet in Q1 2026, with availability declining for a seventh straight quarter to 22.2% and gateway markets San Francisco and Manhattan near pre-COVID volumes.

OfficeU.S. NationalSan FranciscoSource
Savills

State of the U.S. Office Market, Q1 2026

Savills reports the strongest U.S. office leasing quarter since 2019 at 61.2 million square feet, with overall availability falling to 23.1% as demand concentrates in best-in-class assets.

OfficeU.S. NationalSource
JLL

U.S. Industrial Market Dynamics, Q1 2026

Industrial leasing reached 145.2 million square feet and net absorption was 50.9 million square feet, with the national vacancy rate holding at 7.5% amid flight to quality and tenant consolidation.

Industrial & LogisticsU.S. NationalSource
JLL

Chicago Office Market Dynamics, Q1 2026

The downtown Chicago edition tracks leasing, absorption and availability for one of the office markets CBRE and JLL identify as bottoming out.

OfficeChicagoSource
Savills

Washington, D.C. Office Market Report, Q1 2026

The Washington, D.C. edition tracks local office leasing, availability and rents for the first quarter of 2026.

OfficeWashington, DCSource
Savills

Manhattan Office Market Report, Q1 2026

Savills reports 12.4 million square feet leased in Manhattan in Q1 2026, the strongest single quarter of leasing since Q4 2019.

OfficeNew YorkSource
Cushman & Wakefield

U.S. MarketBeats Real Estate Research Data

The MarketBeats hub aggregates quarterly office, industrial, retail and multifamily statistics across U.S. metros, updated each quarter.

OfficeIndustrial & LogisticsRetailU.S. NationalSource
Cushman & Wakefield

U.S. Industrial MarketBeat, Q1 2026

Cushman & Wakefield reports 40 million square feet of net absorption in Q1 2026, up 52% year over year, with the national vacancy rate dipping below its cyclical peak to 7.0% and asking rents at $10.20 per square foot.

Industrial & LogisticsU.S. NationalSource
Cushman & Wakefield

U.S. Shopping Center MarketBeat, Q1 2026

Retail gave back 4.6 million square feet of net absorption in Q1 2026 and national vacancy rose 10 basis points to 5.9%, still well below the historical average of 7.4%.

RetailU.S. NationalSource
Cushman & Wakefield

U.S. Office MarketBeat, Q1 2026

Class A net absorption was positive in 47 of 91 tracked markets, with four-quarter rolling absorption above 5.2 million square feet, led by AI-driven demand in Manhattan and San Francisco.

OfficeU.S. NationalNew YorkSource
Avison Young

Houston Office Market Report, Q1 2026

The Houston edition reviews local office leasing, availability and rents for the first quarter of 2026.

OfficeHoustonSource
Cotality

Home Price Growth Rebalancing Before Spring Buying Season

Cotality's Home Price Index update ahead of the spring 2026 buying season showed home price growth rebalancing as affordability constraints and elevated mortgage rates weighed on demand. The report tracks national and metro-level price movement.

EconomyU.S. NationalSource
Yardi Matrix

Yardi Matrix Reports Modest U.S. Multifamily Rent Growth in Q1 2026

Average advertised rent rose $4 in Q1 2026, a 0.2% gain and the weakest March growth since 2012, as heavy supply and slowing absorption weighed on the market.

MultifamilyU.S. NationalSource
The Boulder Group

Q1 2026 Net Lease Research Report

The Boulder Group reported overall single tenant net lease cap rates decreased one basis point to 6.80 percent in the first quarter of 2026, with notable compression in office cap rates and tightened bid-ask spreads across retail and industrial. The report tracks transaction volume and sector-by-sector activity.

Net LeaseRetailOfficeU.S. NationalSource
Trepp

Trepp CMBS Delinquency Report

Trepp's monthly delinquency report tracks CMBS late-payment rates by property type, with office continuing to carry the highest delinquency among the major sectors.

Debt & FinancingCapital MarketsU.S. NationalSource
Arbor Realty Trust

Top Markets for Multifamily Investment Report Spring 2026

The semiannual ranking identifies the strongest U.S. metropolitan markets for multifamily investment based on demand, supply and economic fundamentals.

MultifamilyCapital MarketsU.S. NationalSource
BNP Paribas Real Estate

Central London Office Market Update Q1 2026

The quarterly briefing tracks Central London office take-up, supply and prime rents. It continues the firm's coverage of a market where Grade A demand has dominated leasing activity.

OfficeLondonUnited KingdomSource
Nuveen Real Estate

Q2 2026 Global Trends and Tactics

The quarterly publication sets out Nuveen Real Estate's house view on opportunities and risks across global markets. It reports global private real estate values rising for five consecutive quarters through Q4 2025 and trailing transaction volumes of 890 billion dollars, up 17 percent year over year.

Capital MarketsEconomyGlobalSource
HVS

2025 European Hotel Transactions

European hotel transaction volume rose 30 percent in 2025 to 22.6 billion euros across 461 deals involving 725 hotels, the third highest level ever recorded, with single asset deals reaching a record 15.6 billion euros.

HospitalityCapital MarketsEuropeSource
Mortgage Bankers Association

Commercial and Multifamily Mortgage Debt Outstanding Increased to $4.99 Trillion in Fourth-Quarter 2025

Commercial and multifamily mortgage debt outstanding rose 1.5 percent, or 75.2 billion dollars, to 4.99 trillion dollars in the fourth quarter of 2025. Multifamily debt grew 57.3 billion dollars during the quarter and 142.9 billion dollars for the full year.

Debt & FinancingMultifamilyCapital MarketsU.S. NationalSource
MSCI Real Assets

US RCA Capital Trends Report

The monthly Capital Trends report tracks U.S. transaction volumes, pricing and capital flows across property types, supporting investors, lenders and other market participants.

Capital MarketsU.S. NationalSource
Apartment List

Apartment List Renter Migration Report: 2026

The annual migration study analyzes the search preferences of users who registered between January and December 2025 to map where renters are moving across US metros. It highlights the metros gaining and losing renter interest amid affordability pressures.

MultifamilyU.S. NationalSource
Walker & Dunlop

Housing at a crossroads: uneven demand and a delayed recovery

The piece describes a multifamily recovery defined by constrained supply and selective capital, taking longer than many anticipated, with rising resident retention.

MultifamilyEconomyU.S. NationalSource
Yardi Matrix

Yardi Matrix Revises 2026-28 U.S. Multifamily Completions Forecast Upward

Yardi Matrix revised its multifamily completions forecast upward, projecting roughly 450,000 units delivered in 2026, a drop from recent years but not enough to push rents to robust levels.

MultifamilyU.S. NationalSource
Clarion Partners

U.S. Quarterly Market Update: 4Q 2025

Clarion's quarterly update reviews U.S. property fundamentals and capital markets activity. Total returns in the expanded NCREIF Property Index were positive for five consecutive quarters through the third quarter of 2025.

Capital MarketsIndustrial & LogisticsMultifamilyU.S. NationalSource
Federal Reserve Board

Beige Book - March 2026

The March 2026 Beige Book compiles anecdotal information on economic conditions gathered from business contacts across the Federal Reserve Districts ahead of the FOMC meeting.

EconomyU.S. NationalSource
Horwath HTL

Quarterly Hotel Market Outlook - December 2025

Horwath HTL's quarterly hotel market outlook covering the December 2025 period reviews hotel performance trends and the forward demand and supply environment.

HospitalityGlobalAsia-PacificSource
GWL Realty Advisors

Ready. Set. Go. 2025 Annual Review

The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.

OfficeIndustrial & LogisticsMultifamilyCanadaSource
Montagu Evans

Market Pulse: UK Property Insights - March 2026

Montagu Evans reports the strongest UK investment volumes in four years in the fourth quarter, led by offices and industrial, with momentum expected to be sustained through a gradual improvement.

Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondonSource
Savills

Market in Minutes: UK Commercial - March 2026

Savills reports first quarter 2026 take-up rose 11 percent in logistics and 6 percent in Central London offices year over year. Offices are the firm's most favoured 2026 investment pick on attractive relative pricing.

Capital MarketsOfficeIndustrial & LogisticsUnited KingdomSource
Clarion Partners

A Golden Opportunity for Senior Housing

Clarion Partners makes the case for senior housing as demographic demand accelerates and new supply remains constrained. The report frames the sector as a long-term growth opportunity.

Senior HousingU.S. NationalSource
Walker & Dunlop

Multifamily market transitions present attractive investment opportunities

Walker & Dunlop Investment Partners argues the transition phase in multifamily offers attractive entry points as fundamentals improve and new supply declines.

MultifamilyCapital MarketsU.S. NationalSource
CBRE

U.S. Cap Rate Survey H2 2025

Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.

Capital MarketsU.S. NationalSource
National Investment Center for Seniors Housing and Care

Research: Assisted Living Market Penetration Depends on More Than Local Demographics or Economics

NIC research finds assisted living market penetration is shaped by factors beyond local demographics and economics, with implications for site selection and demand modeling.

Senior HousingHealthcareU.S. NationalSource
JLL

U.S. Life Sciences Property Report

JLL reports the U.S. lab market now exceeds 200 million square feet with a supply-to-demand ratio near 6 to 1, as AI and tough-tech firms take a growing share of leasing, including 30% of Boston signings in 2025.

Life SciencesU.S. NationalBostonSource
Moody's CRE / Analytics

Commercial Real Estate Insights

Moody's Analytics CRE insights forecast roughly $805 billion in CRE lending for 2026, a 38% increase from 2025, with office and retail stabilizing and multifamily facing short-term headwinds.

Capital MarketsDebt & FinancingEconomyU.S. NationalSource
Green Street

Green Street Releases 2026 Annual Sector Outlooks

Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.

Capital MarketsIndustrial & LogisticsMultifamilyU.S. NationalSource
Columbia Threadneedle Investments

UK Real Estate: Talking Points January 2026

The quarterly snapshot reports UK real estate delivered a total return of 7.1 percent in 2025, with rental growth and improved investor sentiment heading into 2026.

Capital MarketsEconomyUnited KingdomSource
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. NationalSource
Fannie Mae

Fannie Mae Expands U.S. Rental Housing Supply Through Nearly $74 Billion in Multifamily Loan Production Volume in 2025

Fannie Mae provided approximately $74 billion of multifamily financing in 2025, up 34 percent year over year, including more than $8.3 billion in affordable housing and $1.9 billion in manufactured housing, marking its largest annual multifamily volume since 2020.

MultifamilyAffordable HousingManufactured HousingU.S. NationalSource
Yardi Matrix

Matrix Multifamily National Report, January 2026

Yardi Matrix reports average advertised asking rent rose $3 to $1,741 in January, snapping a five-month decline, with the firm forecasting a 1.2% national rent increase for 2026.

MultifamilyU.S. NationalSource
Moody's CRE / Analytics

Commercial real estate

Moody's commercial real estate hub tracks deal volume, lending and property-level performance, noting December CRE deal volume sank further with office a relative bright spot.

Capital MarketsDebt & FinancingU.S. NationalSource
LaSalle Investment Management

ISA Outlook 2026

LaSalle's annual Investment Strategy Annual outlook for 2026 sets out the firm's global, European, North American, and Asia Pacific real estate strategy views to help clients navigate the year ahead.

Capital MarketsGlobalEuropeSource
CBRE

2026 North American Data Center Investor Intentions Survey

CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.

Data CentersCapital MarketsU.S. NationalSource
Newmark

2026 Valuation & Advisory North American Market Survey

Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.

Capital MarketsU.S. NationalSource
Berkadia

Berkadia 2026 Multifamily Investor Sentiment Survey

Berkadia polled over 200 advisors and bankers, finding Core-Plus properties expected to generate the best risk-adjusted returns in 2026, followed by Value-Add Class A and Class B rental housing.

MultifamilyCapital MarketsU.S. NationalSource
Redfin

2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up

Redfin's early 2026 housing market update found buyers cautious and sellers returning, with agents anticipating a busier spring. The report tracks inventory, listing activity and buyer-seller dynamics nationally.

EconomyU.S. NationalSource
Horwath HTL

India Hotel Market Review 2025

Horwath HTL reports all-India hotel performance strengthened in 2025 to 64 percent occupancy, an average daily rate of 8,624 rupees up 8.6 percent and RevPAR of 5,522 rupees up 10.8 percent.

HospitalityAsia-PacificSource
Marcus & Millichap

2026 Equity Capital Outlook

The brief examines the availability and pricing of equity capital for commercial real estate as transaction activity recovers in 2026.

Capital MarketsU.S. NationalSource
Marcus & Millichap

2026 Employment Outlook

The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.

EconomyU.S. NationalSource
RICS

UK Commercial Property Market Shows Signs of Stabilisation Amidst Ongoing Headwinds (Q4 2025 Monitor)

The Q4 2025 monitor identified early signs of stabilisation across the UK commercial property market despite continued macroeconomic headwinds from inflation and elevated bond yields.

OfficeIndustrial & LogisticsRetailUnited KingdomSource
AFIRE

AFIRE International Investor Survey: February 2026 Report

AFIRE's February 2026 pulse survey captures institutional investor sentiment on US commercial real estate strategy, allocations and preferred markets heading into 2026.

Capital MarketsEconomyOfficeGlobalU.S. NationalSource
datacenterHawk

4Q 2025 Data Center Market Recap

The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.

Data CentersGlobalSource
Radius+

Radius+ Forecast: Self-Storage Industry 2026 Annual Report

The 80-plus page annual forecast combines proprietary Radius+ analytics with industry commentary, built on full-year 2025 data and historical insight from 1984 onward. It covers 2026 supply growth, demand dynamics, rental rate performance, and market-level regional divergence.

Self StorageU.S. NationalSource
ICSC

ICSC's 2025 Post-Holiday Consumer Survey Results Show Shoppers Increased Spending

ICSC's post-holiday consumer survey found shoppers increased spending over the 2025 holiday season while price sensitivity influenced behavior. The findings track retail demand and consumer resilience.

RetailU.S. NationalSource
National Multifamily Housing Council

NMHC Quarterly Survey of Apartment Conditions (January 2026)

The January 2026 survey reported updated readings across the Market Tightness, Sales Volume, Equity Financing and Debt Financing indices, gauging apartment market conditions at the start of the year.

MultifamilyCapital MarketsU.S. NationalSource
CRE Finance Council

CREFC 4Q 2025 BOG Sentiment Index Approaches All-Time High as Financing Demand Hits Survey Record

The 4Q 2025 index rose 2.1 percent to 125.4 from 122.8 in 3Q 2025, approaching the all-time survey high of 126.6 set in 4Q 2024 as financing demand expectations reached a survey record.

Capital MarketsDebt & FinancingEconomyU.S. NationalSource
Walker & Dunlop

2026 Market Intelligence Report (NMHC)

Walker & Dunlop's annual intelligence report examines where the multifamily market stands and how the next phase of the cycle is taking shape, with 62.7% of surveyed owners expecting acquisitions to increase in 2026.

MultifamilyCapital MarketsU.S. NationalSource
Avison Young

Avison Young releases Fourth Quarter 2025 DFW Office Market Report

The Dallas-Fort Worth office market closed 2025 with its strongest performance since 2019, supported by robust net absorption, rising leasing activity and continued tenant preference for trophy and Class A space.

OfficeDallas-Ft. WorthSource
JLL

Global Hotel Investment Outlook 2026

JLL forecasts robust growth in hotel transaction volumes for 2026 on stronger debt markets and near-record dry powder, with the Americas leading 2025 volumes up 27% and luxury resorts a top target.

HospitalityCapital MarketsGlobalU.S. NationalSource
Heitman

Heitman Raises $2.6 Billion for Value-Add Investment Series

Heitman announced the final close of Heitman Value Partners Fund VI with 2.6 billion dollars in commitments, providing roughly 6.55 billion dollars of dealmaking capital across medical office, student housing, senior housing, self storage, multifamily and industrial assets.

AlternativesCapital MarketsSelf StorageGlobalSource
Freddie Mac

2025: A Banner Year!

Freddie Mac Multifamily reports 2025 production volume topped 77 billion dollars, up 17 percent year over year, supporting over 577,000 affordable rental housing units.

MultifamilyCapital MarketsDebt & FinancingU.S. NationalSource
Lument

Steady Growth Accelerates: 2026 Seniors Housing and Healthcare Market Outlook

Lument's annual seniors housing and healthcare outlook projects continued recovery as occupancy approaches pre-pandemic levels and valuations firm, with ample financing opportunities for borrowers, buyers and sellers across the sector.

Senior HousingHealthcareCapital MarketsU.S. NationalSource
MSCI Real Assets

Real Assets in Focus: Trends to Watch for 2026

MSCI notes acquisitions by traditional core real estate investors are at extremely low levels even as inflation falls and valuations stabilize, creating conditions for renewed price discovery in 2026.

Capital MarketsAlternativesGlobalU.S. NationalSource
Green Street

Quiet Year Ahead for Property Pricing

Green Street strategists expect a repeat of last year, with cap rates little changed and property values quietly inching higher on income growth.

Capital MarketsU.S. NationalSource
Colliers

2026 Global Investor Outlook

Colliers' annual investor outlook surveys global capital intentions for 2026, pointing to recovering transaction volumes as pricing stabilizes and investors re-enter the market.

Capital MarketsGlobalU.S. NationalSource
Newmark

U.S. Commercial Real Estate in 2026: A Sector-by-Sector Outlook

Newmark Research frames its 2026 base case as a decaf stagflation environment, with industrial supply and demand rebalancing, office demand building and slowing multifamily supply shaping rent growth.

OfficeIndustrial & LogisticsMultifamilyU.S. NationalSource
Avison Young

2026 U.S. Outlook: CRE Sector Insights

Avison Young's 2026 outlook surveys office, healthcare, industrial, multifamily, retail and data center conditions, with nearly 70% of its experts expressing confidence in the CRE market heading into 2026.

OfficeIndustrial & LogisticsMultifamilyU.S. NationalSource
National Investment Center for Seniors Housing and Care

Occupancy Rate for Senior Living Communities Increased in 2025 as Construction Stalled

NIC reports senior living occupancy rose through 2025 as new construction remained at or near record-low levels, limiting future supply for older adults.

Senior HousingHealthcareCapital MarketsU.S. NationalSource
CBRE

U.S. Real Estate Market Outlook 2026: Data Centers

The data center chapter highlights record-low vacancy, mounting power constraints and pricing at all-time highs as hyperscale and AI demand continues to outpace new supply.

Data CentersU.S. NationalSource
CBRE

U.S. Real Estate Market Outlook 2026

CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.

OfficeIndustrial & LogisticsRetailU.S. NationalSource
CBRE

U.S. Real Estate Market Outlook 2026: Industrial

CBRE expects a continued flight to quality among occupiers in 2026, with minimal speculative development given oversupply of first-generation space and tighter construction financing.

Industrial & LogisticsU.S. NationalSource
Federal Reserve Board

Beige Book - January 2026

The January 2026 Beige Book summarises commentary on current economic conditions across the twelve Federal Reserve Districts, including commercial real estate, construction and lending activity.

EconomyU.S. NationalSource
CBRE

Denver 2026 U.S. Real Estate Market Outlook

The Denver edition reviews local sector conditions for 2026, with the office market expected to follow other lagging metros toward a bottom by year-end.

OfficeIndustrial & LogisticsMultifamilyDenverSource
CBRE

Greater Los Angeles 2026 U.S. Real Estate Market Outlook

The Greater Los Angeles edition reviews local office, industrial, retail and multifamily conditions for 2026, noting the lagging office market is bottoming out.

OfficeIndustrial & LogisticsMultifamilyLos AngelesSource
CBRE

U.S. Real Estate Market Outlook 2026: Capital Markets

The capital markets chapter expects transaction activity to broaden in 2026 as pricing stabilizes and the cost of capital eases, with income growth the primary driver of returns.

Capital MarketsU.S. NationalSource
Mortgage Bankers Association

Commercial and Multifamily Mortgage Debt Outstanding Increased in Third-Quarter 2025

Commercial and multifamily mortgage debt outstanding increased 53.4 billion dollars, or 1.1 percent, to 4.93 trillion dollars at the end of the third quarter of 2025. Multifamily mortgage debt alone rose 40.3 billion dollars to 2.24 trillion dollars.

Debt & FinancingMultifamilyCapital MarketsU.S. NationalSource
Avison Young

Avison Young releases Fourth Quarter 2025 Office Market Report for Houston

Houston recorded its first year of positive office net absorption since 2015, with 625,082 square feet of positive absorption for 2025, reversing nine consecutive years of tenant space reductions.

OfficeHoustonSource
Clarion Partners

The U.S. Commercial Real Estate Investable Universe

Clarion Partners sizes the U.S. commercial real estate investable universe across property types and strategies. The report quantifies the opportunity set available to institutional investors.

Capital MarketsAlternativesU.S. NationalSource
Morningstar DBRS

U.S. CRE 2026 Outlook: Momentum Is Healthy, but Office Dynamics and CMBS Maturity Wall Bring Challenges

The outlook notes 2025 office originations were the highest since the Great Recession even as office delinquencies stayed elevated, creating a bifurcated environment. Morningstar DBRS maintains a stable view on hotel, retail and multifamily sectors despite asset- and market-specific stress.

CMBSOfficeCapital MarketsU.S. NationalSource
Marcus & Millichap

2026 U.S. Office Investment Forecast

The forecast expects office space demand to rise on net in almost every major market in 2026, with many investors viewing the sector as having passed its greatest challenges.

OfficeU.S. NationalSource
Marcus & Millichap

2026 U.S. Retail Investment Forecast

Retail enters 2026 with solid momentum on resilient consumer spending, with net absorption expected to exceed 10 million square feet and vacancy edging up 20 basis points to 5.2%.

RetailU.S. NationalSource
Marcus & Millichap

2026 U.S. Multifamily Investment Forecast

Marcus & Millichap projects net absorption of about 240,000 units against 270,000 completions, lifting vacancy 10 basis points to 4.7%, with units under construction down 53% from the 2023 peak.

MultifamilyU.S. NationalSource
CRED iQ

CMBS Distress Rate Climbs to 11.70% in December 2025 Amid Ongoing Refinancing Pressures

CRED iQ reports the overall CMBS distress rate rose to 11.70 percent in December 2025, a third consecutive monthly increase, with a delinquency rate of 8.89 percent and a specially serviced rate of 11.15 percent.

CMBSCapital MarketsDebt & FinancingU.S. NationalSource
Realtor.com

Monthly Housing Report: Inventory Keeps Growing, but 2025 Revealed a Market of Exceptions, Not Averages

U.S. housing inventory expanded in December 2025, marking the 26th consecutive month of year-over-year gains, with active listings up 12.1 percent versus December 2024. National inventory levels remain 12.5 percent below typical 2017 to 2019 norms.

EconomyMultifamilyU.S. NationalSource
KBRA

CMBS Loan Performance Trends: December 2025

KBRA reports the delinquency rate among KBRA-rated US private label CMBS decreased to 7.7 percent in December 2025 from 7.8 percent in November, while the distress rate ticked up to 10.6 percent.

CMBSCapital MarketsDebt & FinancingU.S. NationalSource
Cushman & Wakefield

U.S. Multifamily MarketBeat - Q4 2025

The quarterly report covers U.S. apartment demand, supply deliveries, occupancy and rent growth. It assesses national multifamily fundamentals and capital markets activity.

MultifamilyU.S. NationalSource
Urban Land Institute

Emerging Trends in Real Estate Global Outlook 2026

The global outlook synthesized the United States and Canada, Europe and Asia Pacific editions, offering a cross-regional view of investment and development prospects for 2026.

Capital MarketsOfficeIndustrial & LogisticsGlobalSource
BNP Paribas Real Estate

Central London Office Market Update Q4 2025

The quarterly update reviews Central London office take-up and supply closing 2025, building on year-to-date activity of 8.9 million sq ft through Q3, a 19.3 percent uplift on the same period in 2024. Grade A space continued to drive demand.

OfficeLondonUnited KingdomSource
Cushman & Wakefield

U.S. Industrial MarketBeat - Q4 2025

The U.S. industrial vacancy rate reached 7.1 percent in the fourth quarter of 2025, with the Midwest tightest at 4.9 percent and the South and West at 7.9 percent. The report details supply, demand and pricing across national markets.

Industrial & LogisticsU.S. NationalSource
Cushman & Wakefield

U.S. Shopping Center MarketBeat - Q4 2025

The quarterly report tracks U.S. shopping center leasing, absorption and rent trends. It covers supply, demand and pricing conditions across national retail markets.

RetailU.S. NationalSource
Carter Jonas

Investment Quarterly Q4 2025

A total of 17.5 billion pounds was traded in UK commercial property in Q4 2025, a 78 percent increase quarter-on-quarter and 13 percent rise year-on-year, roughly 32 percent above the five-year quarterly average. Industrial investment rose sharply while office and retail activity also recovered.

Capital MarketsIndustrial & LogisticsOfficeUnited KingdomSource
B+E

QSR Net Lease Investment Trends: What Year-End 2025 Data Signals for 2026

B+E analyzes quick-service restaurant net lease investment trends using its proprietary 1031 trade database. The report tracks QSR on-market supply, cap rate movement and remaining lease term heading into 2026.

Net LeaseRetailU.S. NationalSource
B+E

Commercial Real Estate Cap Rates 2025: What Q4 Data Reveals About the Net Lease Market

B+E's Q4 2025 net lease cap rate report provides a real-time snapshot of pricing, supply and investor demand across retail, industrial and specialty sectors. QSR properties averaged a 5.68 percent cap rate with 13.4 years of remaining lease term, while convenience store cap rates sat at 5.62 percent.

Net LeaseRetailIndustrial & LogisticsU.S. NationalSource
Altus Group

Canadian CRE Investment Trends - Q4 2025

The overall capitalization rate for the four benchmark asset classes eased 1 basis point to 5.92 percent in the fourth quarter of 2025. Halifax, Vancouver and Toronto led investor preference, with food-anchored retail strips remaining the most sought-after property type for an eighth consecutive quarter.

Capital MarketsIndustrial & LogisticsRetailCanadaSource
Principal Asset Management

2026 Inside Real Estate Outlook: A Cycle for Selectivity

Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.

Capital MarketsOfficeIndustrial & LogisticsU.S. NationalGlobalSource
Knight Frank

London Office Market Report Q4 2025

London office take-up reached 12.1 million square feet across 1,400 deals in 2025, the strongest performance since the pandemic, with investment turnover up 45 percent to 9.3 billion pounds.

OfficeCapital MarketsUnited KingdomLondonSource
Cushman & Wakefield

U.S. Office MarketBeat - Q4 2025

U.S. office inventory declined for a fifth consecutive quarter and is down 0.7 percent from its peak of 5.5 billion square feet. National vacancy was mostly flat over the year, rising just 5 basis points since the first quarter of 2025.

OfficeU.S. NationalSource
PGIM Real Estate

2026 Real Estate Outlook: Europe

The 2026 Europe outlook details country, capital, sector and submarket specific opportunities as the regional market emerges from the value reset into a new investment cycle.

Capital MarketsEconomyOfficeEuropeSource
PGIM Real Estate

2026 Real Estate Global Outlook

PGIM Real Estate views valuations as near cyclical lows globally, positioning 2026 as a compelling investment vintage amid supply shortages, rising grade-A rents and structural demand. Investor surveys point to a pick-up in transaction volume across all sectors.

Capital MarketsEconomyRetailGlobalU.S. NationalSource
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. NationalSource
Trepp

December 2025 CMBS Delinquency Report

Trepp reports the CMBS delinquency rate rose 4 basis points to 7.30 percent in December 2025, with lodging up 44 basis points to 6.61 percent and office retreating 37 basis points to 11.31 percent.

CMBSCapital MarketsDebt & FinancingU.S. NationalSource
CompStak

Below Market: Sublease Pricing and Rollover Risk Across U.S. Office

CompStak examines sublease pricing dynamics and rollover risk across the U.S. office market, quantifying the discount of sublease space to direct space and the lease rollover exposure facing landlords.

OfficeU.S. NationalSource
ANREV

ANREV Australia Core Open End Fund Monthly Index - Gross Return Report (October to December 2025)

The ANREV Australia Core Open End Fund Monthly Index gross return report covering October to December 2025, tracking the net asset value performance of Australian core open-end non-listed real estate funds.

Capital MarketsAsia-PacificSydneySource
BGO

The Chief Economist: 1Q 2026 US Outlook and House Views

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.

EconomyIndustrial & LogisticsMultifamilyU.S. NationalSource
Urbanation

Nearly 10,000 GTHA Rentals Started Construction in 2025

A total of 9,821 purpose-built rental units started construction in the GTHA in 2025, a 42 percent increase over 2024 and the highest annual total since the 1970s. Purpose-built rental completions reached a more than 40-year high of 6,379 units.

MultifamilyTorontoSource
RCLCO

The Top-Selling Master-Planned Communities of 2025

New home sales among the 50 top-selling master-planned communities declined just 3 percent versus the pace set in 2024. The Villages led with 3,611 sales, up 13 percent, while Florida accounted for roughly 42 percent of top-50 sales and Texas around 32 percent.

Single-Family RentalEconomyU.S. NationalSource
BGO

The Chief Economist: 2026 Global Outlook and House Views

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.

EconomyIndustrial & LogisticsMultifamilyGlobalSource
Nuveen Real Estate

Real Estate 2026 Outlook: Navigating the real estate resurgence

The outlook argues private real estate is poised for a meaningful recovery in 2026, with values stabilizing and total returns positive for six consecutive quarters. Global institutions begin the year below target allocation, with nearly three times as many investors planning to add capital as to reduce it.

Capital MarketsEconomyDebt & FinancingGlobalSource
Horwath HTL

Bali Hotel & Branded Residences 2026

Horwath HTL reports Bali international arrivals reached 6.95 million in 2025, up 10 percent year on year and a new all-time high, with regulatory shifts expected to accelerate demand for professionally managed branded residences.

HospitalityAsia-PacificSource
Berkadia

Berkadia Q1 2026 National Multifamily Report

The Q1 2026 Apartment Update reported monthly effective rent advancing 1.7 percent over the trailing four quarters, accelerating from 1.2 percent growth in the prior year.

MultifamilyU.S. NationalSource
Invesco

Renewed potential for real estate investors in 2026

Invesco argues listed real estate enters 2026 with improving fundamentals, attractive valuations and sector-specific opportunities. Restrained development pipelines and accelerating growth expectations provide a favorable setting for active managers.

REITsCapital MarketsU.S. NationalGlobalSource
Lee & Associates

2025 Q4 North America Market Report

Annual net absorption fell from 20.5 million sq ft in 2024 to 852,722 sq ft in 2025 despite more than 12 million sq ft of tenant growth in the fourth quarter. Deliveries in 2025 totaled 253.6 million sq ft, down 52 percent from the 526 million sq ft record set in 2023.

Industrial & LogisticsOfficeRetailU.S. NationalCanadaSource
NAIOP

Industrial Space Demand Forecast, First Quarter 2026

The forecast projects US industrial net absorption increasing through the first half of 2026 to 154.8 million sq ft and ending the full year at 345.9 million sq ft as economic conditions stabilize. Demand strengthened in the second half of 2025 with 128.7 million sq ft of net absorption.

Industrial & LogisticsU.S. NationalSource
Lument

M&A Outlook: Takeaways from 2026 Senior Living Survey

Lument summarizes findings from its 2026 senior living survey, outlining merger and acquisition expectations and investor sentiment across the seniors housing sector.

Senior HousingCapital MarketsU.S. NationalSource
Lambert Smith Hampton

UKIT Q4 2025

UK investment transaction volume reached a record quarterly total of 21.6 billion pounds in the fourth quarter of 2025, fueled by Welltower's 5.2 billion pound acquisition of the Barchester care home portfolio. It marked the largest property deal ever seen in the UK.

Capital MarketsUnited KingdomSource
Nareit

REITWatch January 2026 (Data as of December 31, 2025)

Nareit's monthly statistical publication provides a snapshot of the REIT industry, including data from the FTSE Nareit U.S. Real Estate Index Series and the FTSE EPRA Nareit Global Real Estate Index Series as of December 31, 2025.

REITsCapital MarketsU.S. NationalGlobalSource
Urbanation

Slowest Condo Market in Over 30 Years Causing Construction to Collapse

New condominium apartment sales in the Greater Toronto and Hamilton Area fell 60 percent in 2025 to just 1,599 units, the lowest annual total since 1991. A record 28 active condo projects totalling 7,243 units were cancelled during the year.

MultifamilyTorontoSource
VTS

Amid Major AI Boom, Office Demand in the Tech Industry Emerged as the Nation's Primary Growth Driver in 2025

The January 2026 VTS Office Demand Index reports tech sector office demand surged in 2025 to become the primary national growth driver, with Seattle and San Francisco each posting year-over-year VODI gains near 50 percent, up 46 and 45 percent respectively.

OfficeU.S. NationalSan FranciscoSource
Altus Group

Canadian commercial real estate market update - Q4 2025

The quarterly market update covers leasing, investment and pricing conditions across Canadian commercial property. The national office availability rate fell 100 basis points year over year to 16.6 percent.

EconomyIndustrial & LogisticsOfficeCanadaSource
Savills

State of the U.S. Industrial Market - Q4 2025

Savills reports the U.S. industrial market has stopped weakening and is beginning a slow, uneven transition toward recovery. The report covers supply, demand and pricing alongside ports, e-commerce and manufacturing demand drivers.

Industrial & LogisticsU.S. NationalSource
Avison Young

U.S. office market report Q4 2025

The Q4 2025 office report closes the year with trophy properties outperforming historical norms while overall leasing remains below pre pandemic levels and recovery varies widely by market.

OfficeU.S. NationalSource
The Boulder Group

Net Lease Research Report

The Boulder Group reported single tenant net lease cap rate stabilization continued in the fourth quarter of 2025, with overall cap rates increasing one basis point to 6.81 percent and retail cap rates compressing to 6.55 percent. High-credit retailers commanded sub-6 percent cap rates while challenged tenants traded above 7 percent.

Net LeaseRetailOfficeU.S. NationalSource
Greystone

CRE Market Outlook 2026: Lending Recovery, Multifamily Rebound and Investment Opportunities

The outlook projects commercial real estate lending rising to 805 billion dollars in 2026, a 38 percent increase over the 583 billion seen in 2025. Peak maturity volumes of 875 billion are forecast for 2026, keeping refinancing risk elevated even as multifamily fundamentals improve.

MultifamilyDebt & FinancingCapital MarketsU.S. NationalSource
CompStak

The Bigger the Better: Mega Warehouses Lead Industrial Recovery

Produced with Savills, this CompStak report finds that large bulk warehouse assets are leading the industrial recovery, with leasing demand and rent performance concentrated in the largest size segments.

Industrial & LogisticsU.S. NationalSource
Newmark

4Q25 U.S. Multifamily Capital Markets Conditions & Trends

Newmark's fourth quarter 2025 multifamily capital markets report reviews transaction volume, pricing, debt availability and investor demand for U.S. apartment assets.

MultifamilyCapital MarketsDebt & FinancingU.S. NationalSource
Colliers

Capital Markets U.S. Market Snapshot Report | 2025 Q4

The quarterly snapshot argues a new real estate cycle is taking shape as investors enter 2026 with improving fundamentals, returning liquidity and growing conviction. Value growth is reemerging across asset classes, supported by strengthening rent outlooks and more active lending markets.

Capital MarketsU.S. NationalSource
Newmark

4Q25 U.S. Industrial Market Conditions & Trends

Newmark's fourth quarter 2025 industrial report tracks net absorption, vacancy, leasing and investment sales activity. Demand continued to favor modern, efficient facilities as occupiers upgraded supply chains.

Industrial & LogisticsCapital MarketsU.S. NationalSource
Newmark

4Q25 U.S. Capital Markets Conditions & Trends

Newmark reports U.S. capital markets momentum strengthened through year-end 2025 as improving liquidity and active debt markets sustained a rebound in transaction activity. Institutional investment rose 23 percent year-over-year, while 547 billion dollars in loans maturing between 2025 and 2027 remain potentially troubled, led by office and multifamily.

Capital MarketsOfficeMultifamilyU.S. NationalSource
BOMA International

BOMA BEST 2025 Buildings Report

Developed with Ernst and Young, the report benchmarks performance across BOMA BEST certified buildings and examines operational trends, finding that top performers are prepared to withstand disruption and adapt to changing conditions.

OfficeSustainabilityU.S. NationalCanadaSource
MSCI Real Assets

RCA CPPI: US Commercial Property Price Indexes (December 2025)

The December 2025 RCA CPPI release reports the National All-Property Index up 2.4 percent from a year earlier, with recent momentum stronger as the annualized change averaged 9.7 percent over the prior three months. The indexes cover the major property sectors and US metros.

Capital MarketsOfficeIndustrial & LogisticsU.S. NationalSource
ICSC

Nearly 9 in 10 Consumers Plan to Shop in the Final Days Before December 25, New ICSC Survey Finds

An ICSC survey found nearly 9 in 10 consumers planned to shop in the final days before December 25. The data underscores the durability of last-minute holiday retail demand.

RetailU.S. NationalSource
ANREV

Global Real Estate Fund Index Q3 2025

The GREFI All Funds Index, produced with INREV and NCREIF, was positive for the fifth consecutive quarter in Q3 2025 with a total return of 0.89 percent, down 13 basis points from 1.02 percent in Q2 2025. All regions recorded positive returns, with Asia Pacific leading, and core funds outperformed non-core peers.

Capital MarketsAsia-PacificGlobalSource
RentCafe

2025 Rental Market in Review: Key Trends and Exclusive Insights

RentCafe recaps 2025 rental market trends, noting nine prospective renters competed for each available apartment nationally with units taking an average of 41 days to lease.

MultifamilyU.S. NationalSource
Fannie Mae

Fannie Mae Publishes December 2025 Economic and Housing Outlook

Fannie Mae's Economic and Strategic Research Group projects the U.S. housing market regaining momentum into 2026 with total housing starts near 1.3 million annually and multifamily construction leveling out as supply and demand rebalance, while the 30-year fixed mortgage stays above 6 percent through much of the forecast.

EconomyMultifamilyDebt & FinancingU.S. NationalSource
Nareit

2026 REIT Outlook: Trends and Strategies

Nareit's 2026 outlook addresses persistent public-private and REIT-versus-equity valuation divergences, arguing that past cycles suggest the coming convergences will favor REIT outperformance after a volatile 2025.

REITsCapital MarketsEconomyU.S. NationalGlobalSource
Morningstar DBRS

Monthly North American CMBS Rating Action Summary -- November 2025

The monthly summary aggregates Morningstar DBRS rating actions across North American CMBS transactions for November 2025. It is part of the firm's recurring surveillance reporting on the sector.

CMBSU.S. NationalCanadaSource
Realtor.com

Monthly Housing Report: Affordability Reshapes Where Americans Can Buy Homes

The November report finds affordability reshaping where Americans can buy, with buyers increasingly finding opportunities in smaller traditionally affordable refuge markets that have seen notable growth in price per square foot.

EconomyMultifamilyU.S. NationalSource
CRED iQ

CMBS Distress Rate Climbs to 11.6% in November 2025

CRED iQ records a November 2025 CMBS distress rate of 11.6 percent, with non-performing matured loans comprising the largest share of the distressed universe and office exhibiting the highest sector stress.

CMBSCapital MarketsDebt & FinancingU.S. NationalSource
Zillow Research

Zillow's 2026 Housing Market Predictions

Zillow forecasts U.S. home values rising 1.2 percent in 2026 and existing home sales increasing 4.3 percent to 4.26 million, with multifamily rents projected to rise just 0.3 percent and single-family rents up 2.3 percent as affordability improves.

EconomyMultifamilySingle-Family RentalU.S. NationalSource
Yardi Matrix

Matrix Multifamily National Report - December 2025

Advertised asking rents slipped 0.9 percent, or 16 dollars, to 1,737 dollars in December, marking the weakest monthly performance since the global financial crisis.

MultifamilyU.S. NationalSource
Kastle Systems

Kastle Back to Work Barometer Hits All-Time Post-Pandemic Highs

Office occupancy across all Kastle-tracked buildings reached 56.3 percent for the week of December 8, 2025, the highest weekly average recorded since early 2020. Class A-plus buildings reached 78.8 percent occupancy and Tuesday set a single-day post-pandemic record at 66.0 percent.

OfficeProptech & DataU.S. NationalNew YorkSource
Hines

2026 Hines Global Investment Outlook: Navigating Real Estate

Hines Research expects roughly 3 percent annual growth for both prices and rents over the next five years, with evidence of a market bottom in 2025 increasingly clear. Values in Europe and Asia are rising and a U.S. recovery appears imminent.

Capital MarketsEconomyAlternativesGlobalSource
INREV

INREV Quarterly Fund Index

The INREV Quarterly Fund Index measures the net asset value performance of European non-listed real estate funds, with returns measured net of fees and costs across core and value-added strategies.

Capital MarketsEuropeSource
Yardi Matrix

Matrix Office National Report - December 2025

The report discusses bifurcation emerging among metropolitan office markets and the continued growth of coworking.

OfficeU.S. NationalSource
Yardi Matrix

Matrix Self Storage National Report - December 2025

The report tracks U.S. self storage street rates, occupancy and supply trends across major metropolitan markets.

Self StorageU.S. NationalSource
HVS

HVS Global Perspectives - Year-End 2025

HVS reviewed global lodging performance heading into 2026, noting resilient average daily rate and revenue per available room metrics alongside a survey in which 65 percent of top U.S. brokers expected improved deal conditions in the first half of 2026.

HospitalityGlobalSource
Brookfield

2026 Investment Outlook

Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.

Capital MarketsEconomyIndustrial & LogisticsGlobalSource
RentCafe

2025 Year-End Report: Most Competitive Rental Markets

RentCafe reports a national Rental Competitiveness Index of 75.2 in 2025, with Miami the most competitive market at 92.9, followed by Chicago and its suburbs, and Manhattan rising to fourth.

MultifamilyU.S. NationalMiamiSource
Urban Land Institute

Emerging Trends in Real Estate Asia Pacific 2026

In its 20th edition, the report signaled a cautiously optimistic outlook with Tokyo ranked the top city for investment for the third consecutive year, followed by Singapore, Sydney, Osaka and Seoul.

Capital MarketsOfficeData CentersAsia-PacificHong KongSource
Montagu Evans

Year-End 2025: UK Property Insights

Montagu Evans assesses a complex UK economic picture at year-end 2025 with slowing GDP growth and easing inflation, noting resilience in Central London leasing and selective investor appetite in industrial and residential.

Capital MarketsOfficeIndustrial & LogisticsUnited KingdomLondonSource
KBRA

CMBS Loan Performance Trends: November 2025

KBRA's November 2025 report tracks delinquency and distress rates across KBRA-rated US private label CMBS, with continued pressure in the office and multifamily sectors.

CMBSCapital MarketsDebt & FinancingU.S. NationalSource
CoStar Group

CCRSI: Repeat Sale Prices Rose in October 2025

The CCRSI reported repeat-sale prices rising in October 2025, indicating firming pricing momentum across the value-weighted and equal-weighted composite indices.

Capital MarketsU.S. NationalSource
RealPage Market Analytics

4th Quarter 2025 RealPage Forecast

RealPage forecasts national effective apartment rents growing about 1.9 percent in 2026 after a roughly 60 basis point decline in 2025, with approximately 316,000 units projected to deliver nationwide and an undersupply challenge re-emerging as new starts fall to their lowest level since 2012.

MultifamilyU.S. NationalSource
RealPage Market Analytics

11 Apartment Markets With Forecasted Rent Growth in 2026

RealPage identifies 11 of the 50 largest apartment markets expecting effective asking rent gains of 3 percent or more in 2026, led by Miami at 3.8 percent, Seattle at 3.7 percent and Los Angeles at 3.2 percent.

MultifamilyU.S. NationalMiamiSource
Redfin

Redfin's 2026 Predictions: Welcome to The Great Housing Reset

Redfin's 2026 housing market predictions frame the year as a reset, with buyers gaining leverage amid rising inventory and persistent affordability constraints. The report forecasts price, sales and mortgage rate trends for the year ahead.

EconomyU.S. NationalSource
StorageCafe

December 2025 Self Storage Report: Stabilizing Rents Close the Year Amid Heavy Construction Pipelines

StorageCafe reports national self storage street rates stabilizing at a $133 average in December 2025, level with December 2024, while Houston leads the 2026 construction pipeline with nearly 1.8 million square feet scheduled for delivery.

Self StorageU.S. NationalSource
Investment Property Forum

IPF UK Consensus Forecasts (Winter 2025) Report

The quarterly survey aggregates independent forecasts for UK commercial property rental value growth, capital value growth and total returns across sectors through 2029.

Capital MarketsOfficeRetailUnited KingdomSource
College House

Year in Review National Student Housing Report 2025

The 2025-26 leasing cycle review reports 91.8 percent national occupancy and 3.0 percent national rent growth across more than 280 collegiate markets, with the Northeast posting gains of 5.2 percent year over year. Five and six bedroom units gained traction while garden-style assets led rent growth.

Student HousingU.S. NationalSource
Clarion Partners

U.S. Quarterly Market Update: 3Q 2025

Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.

Capital MarketsIndustrial & LogisticsMultifamilyU.S. NationalSource
Columbia Threadneedle Investments

UK Real Estate: Talking Points October 2025

The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.

Capital MarketsRetailEconomyUnited KingdomSource
Starwood Property Trust

Starwood Property Trust Reports Results for Quarter Ended September 30, 2025

Third quarter GAAP net income was 72.6 million dollars and Distributable Earnings were 148.6 million dollars, with the company acquiring Fundamental, a 2.2 billion dollar net lease portfolio.

CMBSDebt & FinancingNet LeaseU.S. NationalGlobalSource