Listed Commercial Real Estate - Articles & White Papers

U.S. fundamentals, AI leadership, and solid earnings keep markets constructive, but persistent inflation and elevated rates make the path forward narrower and more dependent on profitable leaders.

The United States is an outperformer in today’s global real estate market, but a combination of heightened market risks and portfolio-level factors point to benefits for U.S.-based investors from adopting a more diversified approach.

Collateralized mortgage-backed securities offer the potential for solid income and diversification.

The MarketVector Quarterly Thematic Update provides a bird’s eye view of trends in the global equity markets through a thematic lens.

A strong market rotation into listed REITs to start 2026 is prompting renewed investor interest in an asset class that has been overshadowed by artificial intelligence and private markets in recent years.

Explore how investors can capitalize on European real estate's post-correction recovery by choosing levered debt strategies that amplify cycle-bottom returns, deliver asymmetric payoffs through floor-mismatch structures, and naturally deleverage as recovering capital values reduce loan-to-value ratios.

This report, developed with KPMG, provides a practical framework to help listed real estate companies quantify the financial impact of sustainability initiatives.

While Sun Belt markets face oversupply, the Midwest offers stable fundamentals, durable demand, and attractive cap rates for self-storage investors.

Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.

Summit Journal is the official publication of AFIRE, the association for international real estate investors focused on commercial property in the United States.

BCG’s inaugural Intelligent Cities Index shows how AI, digital capabilities, and robust governance combine to improve outcomes for residents in 61 of the world’s biggest cities.

Navigating the data center landscape across key markets in North America, Europe, the Middle East, Africa, and Asia Pacific.

REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin. This performance reversed their 2025 trend and showed that REITs can do well in an elevated and rising interest rate environment.

Five years after the pandemic upended how and where people work, the office real estate sector remains one of the most debated corners of private real estate. Headlines continue to focus on empty buildings, remote work, and declining valuations. Yet beneath those headlines lies a more nuanced reality.