- Alternative Assets
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- Quarterly Global Valuations
- Wealth Management
Real Estate
Firm
Author
Type
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.
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.
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.
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.
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.
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.
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.