Real Estate

Market Outlooks
February 2026

2026 U.S. Real Estate Market Outlook

CBRE

Research

38 Pages

CBRE forecasts commercial real estate investment activity to increase by 16% in 2026 to $562 billion, nearly matching the pre-pandemic (2019) annual average.

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Market Outlooks
December 2025

2026 REIT Outlook Optimizing Returns Through a Global Lens

Nareit

John Barwick, Nicole Funari

Research

11 Pages

Nareit outlines how global REITs can help investors optimize returns by moving beyond domestic home bias into diversified listed real estate markets.

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Alternative Assets
November 2025

StepStone Real Estate House Views

Stepstone

Research

86 Pages

StepStone provides an update on the real estate market, which they say is pricing around cycle bottom amid elevated uncertainty and slower growth globally.

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Alternative Assets
October 2025

Real Estate Reset: Capitalizing on Record Dispersion

Davidson Kempner

Suzanne Gibbons, Joshua Morris, Romain Ferron

Research

11 Pages

Davidson Kempner analyzes how the global commercial real estate (CRE) market is undergoing a structural reset amid higher interest rates, divergent rent growth, and regional valuation gaps.

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Markets
June 2025

Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty

PIMCO

John Murray, François Trausch, Russell Gannaway, Kirill Zavodov

Research

11 Pages

PIMCO offers a measured outlook for commercial real estate amid persistent macroeconomic uncertainty—sticky inflation, tight credit, and geopolitical tension—highlighting pockets of regional resilience like Europe, Japan, and Australia.

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Alternative Assets
August 2024

Total REIT Industry Tracker Results 2024 : Q2

Nareit

Edward Pierzak

Research

33 Pages

Nareit provides an update on the U.S. listed REIT industry’s operating and dividend performance.

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Market Reports
December 2023

Total REIT Industry Tracker Results 2023:Q3

Nareit

Edward Pierzak

Research

33 Pages

Nareit presents its T Tracker Results for 2023 Q3, a quarterly view of the operating performance of United States listed REITs.

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