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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.

The potential impact of artificial intelligence (AI) across the real estate investment sector is significant, based on several contributing factors that have historically affected the segment: The high level of specialization required across region, asset type and investment strategy; reliance on research and synthesized data across a wide range of sources, both proprietary and market-based; information exchange across various functional teams and external intermediaries; and complex document and data analysis requirements throughout the investment lifecycle. Historically, this complexity, combined with the siloed and limited nature of market and asset-level information, has led to time-consuming, manual execution processes and limitations to deploying data-centered decision-making at speed and scale.

The U.S. commercial real estate market is undergoing a structural reset following steep interest rate hikes since 2022, according to DavidsonKempner in its September report.

In an interview with IREI, Don MacKinnon, head of commercial real estate and portfolio manager at Sound Point Capital, discusses current trends and opportunities in the U.S. commercial real estate debt market. He outlines how demand is concentrated in light transitional and core-plus lending, particularly for construction takeout and bridge loan refinancing, while noting how interest rate movements and Federal Reserve policy continue to influence borrower behavior and risk assessment. MacKinnon also highlights the structural shift in the commercial real estate lending landscape following the 2023 regional bank stress, the resulting opportunities for private credit firms, and the factors — property, market and sponsor quality — that are central to Sound Point’s underwriting approach.

America’s homes are now worth a record $55.1 trillion, a massive $20 trillion jump since the eve of the pandemic, according to a new Zillow analysis. But growth has slowed in the past year as high costs cooled buyer demand, with U.S. housing gaining a modest $862 billion.

After four years of steady tenant demand, the retail sector hit a turning point in the first half of 2025, according to Marcus & Millichap.

The industrial market remains on solid footing, benefiting from resilient consumption and business expansion despite ongoing macroeconomic challenges, wrote Ryan Severino, BGO’s chief economist, in his recent post.

U.S. job growth was minimal in August, with nonfarm payrolls increasing by 22,000, the Bureau of Labor Statistics (BLS) reported.

The newly released FTW GLIO Real Assets indexes, built on Wilshire’s Global Asset Taxonomy System, highlight the riskier energy sector, which offers lower returns with higher volatility compared to infrastructure’s stronger, more stable performance, according to Wilshire Indexes in partnership with the Global Listed Infrastructure Organization (GLIO).

The real impact of AI on real estate demands cultural readiness and the continuous evolution of AI-infused operations alongside human teams. AI is meant to enhance human expertise, not replace it. In an exclusive interview with IREI, Anne Hollander, founder of Dallas-based advisory firm The Strategic Edge, which advises real estate firms on AI integration, data strategy and operational transformation, explained that the most successful AI-driven firms won’t ask, “What can we automate?” but rather, “How can AI help us uncover insights and opportunities we might otherwise miss?”

Stagflation is a rare and challenging economic condition where prices rise, the economy weakens, and unemployment increases, according to Bain Capital in its recent report, which draws parallels between today’s environment and the 1970s.

In today’s complex real estate environment, even advanced AI tools can fall short without a strong operating framework, writes Mike Harrison, NTrust CSO, in part two of the firm’s five-part series.

Ryan Severino, in BGO’s The Chief Economist, highlighted the market’s euphoric reaction to Federal Reserve chair Jerome Powell’s recent Jackson Hole speech, which signaled a shift in risk assessment toward supporting the labor market over controlling inflation.

Following a period of heightened macro uncertainty, bidder dynamics now appear to be stabilizing heading into the third quarter, and the depth of capital targeting commercial real estate continues to grow.

Asia Pacific employees are intensifying enforcement of return-to-office protocols, while prioritizing employee experience and workplace optimization to drive performance and efficiency, according to CBRE’s 2025 Asia Pacific Office Occupier Survey.

JLL has released new analysis that reveals how hybrid work, shifting family dynamics and commuting culture are converging to reshape the U.S. workplace, commuting and corporate real estate strategies.

The combination of supportive macroeconomic tailwinds, multifamily’s proven resilience, and the integration of technology-enhanced investment strategies forms a strong foundation for long-term opportunity, according to Green Cities’ Quarterly Multifamily Marketplace Perspective.

The Bay Area real estate market is at a time of significant transition. In an exclusive interview with IREI, Robert Johnston and Adam Levin, executive managing directors at Levin Johnston of Marcus & Millichap, discuss how investors and communities can navigate both short-term volatility and long-term opportunities in the Bay Area real estate market. With return-to-office trends reshaping demand across San Francisco and Oakland, and suburban markets experiencing strong multifamily growth, they discuss the shifting balance between urban and suburban living, the resilience of key property types, and the impact of broader economic forces such as interest rate stability, demographic shifts, and the rapid rise of artificial intelligence (AI).