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Survive until ‘25” has become the real estate industry’s resigned rallying cry through the challenging high-interest-rate years of 2022 through 2024. But with the Fed’s recent quarter-point cut and indication that more cuts are on the way, investors are starting to feel hopeful of a more meaningful turnaround.

Average holiday budgets have dropped 10.2% from $1,261 to $1,133 per person, marking a significant retreat from last year's more optimistic spending levels, according to JLL’s U.S. Holiday Shopping Survey report 2025.

The value of all global real estate (residential and commercial real estate, and agricultural land) was $393.3 trillion as of the start of 2025, according to Savills, maintaining the asset’s position as the world’s most significant store of wealth. 

Many investors assume it’s best to buy real estate assets early in the cycle and build later as values rise. However, historical data shows the story is more complex, according to Hines in its report “To buy or to build?”

Institutional interest in the industrial outdoor storage (IOS) sector will increase in the coming years. There are significant untapped opportunities for investors and developers, according to Lisa DeNight, managing director and head of North American Industrial Research at Newmark, and Jamil Harkness, a national industrial senior research analyst at the firm. The pair, who co-authored Newmark’s Industrial Insight: Lots to Gain report, shared their in-depth insights in an interview with IREI.

In a recent interview with IREI, Harry Alcock, CIO of Forum Investment Group, discussed how the firm is doubling down on stabilized multifamily assets while selectively pursuing value-added opportunities through partnerships and private credit. Alcock shares his perspective on how tariffs and construction costs are reshaping investment assumptions, the evolving risk-return dynamics across strategies, and the unique strengths that position multifamily as a standout sector for institutional investors.

Rising defense spending across Europe is expected to affect real estate demand, most notably in major cities in Bavaria and western Germany, southern France, and the west of England, according to the latest edition of the European Cities Growth Index (ECGI), published by LaSalle Investment Management.

The 2026 Supply Chain Outlook Report by Prologis reveals a sharp shift in how companies are rethinking supply chains for the next decade. Conducted with The Harris Poll, this is an exclusive annual survey of more than 1,800 senior executives across the United States, Europe, Asia and Mexico.

Asia Pacific’s workforce is entering a new phase of workplace evolution, where flexibility, wellbeing, and skills development are becoming as important as salary in attracting and retaining talent. 

Knight Frank’s analysis of the United Kingdom’s Industrial Outdoor Storage (IOS) market has found that growing demand from an increasingly diverse occupier group has seen the sector’s prime rents increase 36 percent over the past two years. This period has also seen the average IOS site size required rising, with 36 percent growth in London and the South East over the past 18 months — from 2.3 to 3.1 acres — with maximum requirements climbing 39 percent, 3.3 to 4.6 acres.

For decades, institutional real estate investors and asset managers have struggled with aggregating and validating property performance data from diverse property management and ERP systems sourcing reports such as financial statements, rent rolls, and lease agreements, often delivered as PDFs or inconsistent Excel files, writes Mike Harrison, NTrust CSO, in part three of the firm’s five-part series.

CBRE Investment Management (CBRE IM) has released new research revealing that the value of transactions closed in the global real estate secondaries market reached a record high of approximately $24.3 billion in 2024 – a 3.8 percent increase from 2023.

The Federal Reserve lowered the federal funds rate target range by 0.25 percentage points, to a policy range of 4.00–4.25 percent. Policymakers emphasized they will monitor incoming data and adjust policy as needed, while continuing to reduce holdings of Treasuries and mortgage-backed securities. Most members supported the move, though one dissented, preferring a cut of 0.50 basis points.

Healthcare organizations are facing an unprecedented convergence of challenges and disruption, as sweeping policy changes threaten to create a perfect storm of financial pressures while fundamentally reshaping how patients choose and access care. JLL’s 2025 Patient Consumer Survey reveals that while insurance coverage continues to dominate healthcare decision-making, mounting coverage anxieties and convenience demands are forcing health systems to transform their real estate from cost centers into competitive advantages. 

During the second quarter of 2025, four sale leaseback transactions above $100 million closed, totaling $761 million, according to SLB Capital Advisors.

The Multifamily Impact Council (MIC) has released the latest edition of the Multifamily Impact Framework.

The Federal Reserve has to decide to cut or not cut interest rates amid rising inflation and slowing job growth. Many expect the Fed to cut rates by 25 basis points this week to balance these risks, wrote Ryan Severino, BGO’s chief economist.

Private capital raising in 2025 is gaining momentum compared to recent years, as real estate markets show signs of stabilizing and transactional activity picks up. In an interview, John Ferguson, partner and co-chair of global law firm Goodwin’s Real Estate group, discusses how general partners (GPs) are adapting their fundraising strategies by offering investors more flexible structures, showcasing active deal pipelines to drive urgency, and narrowing their focus to sectors and strategies that align with shifting market conditions and LP risk appetites. Despite challenges in asset valuations and broader economic uncertainty, he notes that optimism is returning, fueled by signs of market bottoms, niche opportunities and the potential for interest rate cuts.

Investment in Thailand hotels totaled $301 million (THB9.8 billion) in the first half of 2025. More broadly, Asia Pacific hotels reached $4.7 billion in the first half of 2025, with investors focusing more selectively on the region’s more established hospitality markets, with 84 percent of total transaction volume occurring in just five key countries, according to JLL.

Michael Lohmeier, president and CIO at IMPACT Community Capital, discusses in an interview with IREI how the One Big Beautiful Bill Act (OBBBA) can drive more completions beginning in 2026 while attracting greater interest and capital flows from institutional investors. He also examines how these policy changes could play a role in narrowing the affordable housing gap and what they may mean for the broader development landscape.