Research | Oct 20, 2026 Too many AI tools may be slowing adoption in commercial real estate by Andrea Zander The growing number of artificial intelligence (AI) tools available to commercial real estate firms may be slowing technology adoption rather than improving operational efficiency, according to an Oct. 19 article published by PLOT Daily.
Research | Oct 20, 2026 J.P. Morgan Asset Management projects 8.1% returns for U.S. core real estate by Released J.P. Morgan Asset Management has forecast annualized returns of 8.1 percent for U.S. core real estate during the next 10 to 15 years, a slight decrease from the previous forecast amid higher interest rates, according to its “2027 Long-Term Capital Market Assumptions.”
Research | Oct 20, 2026 Signal vs. noise for the week ending Oct. 17, 2026 by Geoffrey Dohrmann Real estate fundraising had its weakest quarter since 2013, a hedge fund abandoned its property raise, and EQT agreed to buy a U.S. manager with about 180 institutional clients. It’s almost impossible to spot trends reading the news as it unfolds. But when you look back at the prior week’s stories, patterns can start to emerge. Read this week’s Signal vs. Noise analysis for perspective on what the previous week’s news means for your organization and its investment activity.
Research | Oct 19, 2026 Seoul class A office vacancy rises 0.2 percentage points quarter-over-quarter by Released Class A office vacancy in Seoul, South Korea, rose by 0.2 percentage points quarter over quarter, while face rents increased 4.9 percent year over year, according to Newmark in its “Q3 2026 Seoul Office Market Report,” which highlights that tenant relocations are reshaping leasing conditions across Seoul.
Research | Oct 19, 2026 Manufactured housing rent growth outpaces multifamily sector in 2026 by Released Manufactured housing communities have continued to record strong rent growth in 2026, despite moderating demand in some markets, according to Marcus & Millichap’s second-half 2026 “National Manufactured Housing Report.”
Research | Oct 19, 2026 New Mountain shares insights on mission-critical manufacturing by Andrea Zander Manufacturing has long sat on the fringes of institutional real estate, but that may be changing. As U.S. production gains momentum and new supply remains constrained, mission-critical facilities are drawing more attention for their tenant stickiness, income durability and potential downside protection. In an IREI exclusive interview, Teddy Kaplan, managing director, president and CEO of Net Lease at New Mountain Capital, discusses what is driving the shift, how pricing is adjusting and where net lease can fit within an institutional portfolio.
Research | Oct 16, 2026 U.S. mall visits increase across all formats in September by Released U.S. shopping malls recorded year-over-year increases in foot traffic across all three major retail formats in September, supported in part by the timing of Labor Day weekend, according to Placer.ai’s “September 2026 Mall Index.”
Research | Oct 16, 2026 Higher construction costs reshape development viability, JLL reports by Released Global construction costs are settling into a permanently higher baseline, altering real estate capital planning, development feasibility and asset viability across sectors worldwide. According to JLL’s “Global Construction Costs Index 2026” report, global pressures on the industry have established a new annual cost escalation baseline of 3 percent to 6 percent, well above the pre-2020 norm of 2 percent to 3 percent.
Research | Oct 16, 2026 ULI, Heitman report examines power as driver of real estate value by Released The Urban Land Institute (ULI) and Heitman have released “Investment Strategies in the AI Era: Power Is the New Location,” the sixth report in the ULI-Heitman Evolving Real Estate Investment Risks and Opportunities series.
Research | Oct 16, 2026 Institutional commitments to real estate rose 75 percent over three years by Denise Moose Institutional investors have committed more capital to real estate in each of the past three years, despite the industry’s talk of slow fundraising. That is the finding of a new analysis by Geoffrey Dohrmann, chairman and CEO at Institutional Real Estate, Inc., in the October 2026 “Fundraising Trends” report.
Research | Oct 15, 2026 CBRE expects Asia Pacific office demand to remain resilient despite AI by Released AI is expected to reshape how people work across Asia Pacific, but demand for office space is likely to remain resilient.
Research | Oct 15, 2026 GRESB examines role of power grids in real estate emissions by Released GRESB has released “Know Your Grid: How Cleaner Electricity Shapes Real Estate Capital Planning.” The new research examines how the interaction between buildings and grid carbon intensity trajectories can inform capital planning across real estate portfolios.
Research | Oct 15, 2026 New York office recovery broadens as tenants look beyond trophy space by Andrea Zander New York City’s office recovery started with trophy buildings. Now tighter availability and rising rents are pushing tenants to consider a wider range of buildings and locations.
Research | Oct 15, 2026 Signal vs. noise for the week ending Oct. 10, 2026 by Geoffrey Dohrmann Higher U.S. rates sent buyers back to renegotiate agreed deals, and a U.K. regulator proposed a 90-day exit notice for property funds. It’s almost impossible to spot trends reading the news as it unfolds. But when you look back at the prior week’s stories, patterns can start to emerge. Read this week’s Signal vs. Noise analysis for perspective on what the previous week’s news means for your investments.
Research | Oct 15, 2026 Blast from the past: The winters that end; the structures that don’t by Geoffrey Dohrmann It’s almost impossible to spot trends reading the news as it unfolds. Sometimes it helps to look back a decade or more to place today’s events as they unfold in the proper perspective. That’s what these weekly “Blasts from the past” retrospectives are all about.
Research | Oct 14, 2026 San Francisco leads September office attendance growth by Released U.S. office visits increased 4 percent year over year in September 2026, reaching their highest September level since 2019, according to a new report from Placer.ai.
Research | Oct 14, 2026 RCLCO releases 2026 real estate compensation survey by Released RCLCO has released its 37th annual “National Real Estate Compensation & Benefits Survey,” examining compensation trends, incentive structures and benefits practices across the commercial real estate industry.
Research | Oct 14, 2026 Asia Pacific real estate investment holds steady amid higher borrowing costs by Released Real estate investment activity across key Asia Pacific markets has remained resilient despite higher borrowing costs, with investors focusing on rental growth, asset repositioning and alternative property sectors, according to a CBRE report.
Research | Oct 14, 2026 U.S. home sellers outnumber buyers by 62.6% by Released The number of home sellers in the United States exceeded the number of buyers by 62.6 percent in September 2026, the largest gap in records dating back to 2013, according to a new report from Redfin.
Research | Oct 14, 2026 U.S. office market records fifth consecutive quarter of occupancy gains by Andrea Zander The U.S. office market has recorded its fifth consecutive quarter of positive net absorption, with occupancy gains reaching 6 million square feet in third quarter 2026, according to a new JLL report.